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Case Studies

Case Studies

Two Anderson Insurance Associates' employees standing in a stairwell talking.
Anderson Insurance Makes Better Business Decisions with Applied

Anderson Insurance Associates is a coastal agency located in Chareston, SC with a niche clientele that require bundled policies for flood and storm. Due to its unique...

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Ansay & Associates
Ansay & Associates Drives Business Growth with Scalable Technology

Ansay & Associates centralized their system for scalability across their nine locations and more than 200 employees with Applied Epic. In business for nearly 70 years, Ansay...

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A man sitting at his desk
BancorpSouth Delivers a Connected Insurance Experience

Realizing the need for a single, integrated system to manage clients and connect its 31 locations, BancorpSouth leveraged a series of Applied solutions, including Applied Epic.

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Man in a tie
Burns Insurance Strengthens Business Continuity with the Cloud

With 16 locations over a wide geographical area that often experiences severe weather conditions, Burns Insurance knew they needed a system that would secure their data and...

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Concklin Insurance Agency Grows Organically with Applied Solutions

After inheriting an antiquated agency management system through a company acquisition, Concklin Insurance Agency set out to find a solution that would enhance customer satisfaction and reduce...

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A large oil refinery
Crystal & Company and Northern Tier Energy Ensure Contract Compliance

Crystal & Company provides risk advisory solutions to Northern Tier Energy (NTE), a large publically traded oil refinery business in Connecticut. Due to the inherent risks of...

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Man sitting at desk, facing camera, with a tablet in his hands.
Dyste Williams Drives Growth Through Connectivity

Dyste Williams is a family-owned agency, located in Minneapolis, Minnesota and established in 1934. Now owned by third-generation president, Ted Dyste, the organization has continued to grow...

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Two business women talking
Fisher Brown Bottrell Connects Their Business Through a Single Application

Providing the best possible customer service is critical to Fisher Brown Bottrell Insurance. As a regional leader in insurance and risk management, the agency strives to create...

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Gerard Gnade, Marketing & IT at Gnade Insurance Group
Gnade Gains a Single View of the Business with Applied

Gnade Insurance Group provides commercial and personal insurance to a wide range of clients, including restaurants, animal hospitals and car washes. With such a diverse book of...

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Gregory & Appel Insurance Case Study
Gregory & Appel Provides Risk Management Consulting with Applied certTrax

Seeing the need for a certificate tracking solution for its large commercial clients, Gregory & Appel, the oldest and largest independently owned insurance agency in Indiana chose...

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Mike Hall, President, Hall & Company
Hall & Company Increases New Business and Achieves a 93% Retention Rate with Applied

For Hall & Company, the need to streamline workflows for more automated operations was the catalyst to replace its legacy agency management system. The less time required...

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HHM Insurors VP and partner Timothy Heim walking in a field with a woman.
HHM Leverages Applied to Grow and Thrive in the Digital Future

When HHM chose to implement Applied Epic, access to reports was critical to enable senior management to track where and how the business was growing. The agency...

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Men working on scaffolding at a building construction site.
The Horton Group Reduces Customers' Risk Exposure and Gains a Competitive Edge

The Horton Group provides insurance, risk management and employee benefits for a variety of industries that have rigid compliance requirements. To meet these requirements, Horton’s customers must...

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Female insurance agent working on a computer using Applied EpicOnline
ICI Migrates to Applied Epic, Streamlining Operations Across 3 Locations

Top-performing Insurance Center, Inc. (ICI) represents 100 insurance companies, serving 3,000 customers in three locations across Kansas. ICI has relied on innovative products and technology to deliver...

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John M. Glover Agency leverages Applied cloud-based software for automated transactions

John M. Glover Agency is dedicated to providing the best products and services to its clients across the Northeast. Currently celebrating its 100 year anniversary, the agency...

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Knight Insurance Group associate working at her desktop computer.
Knight Insurance Group Increases Savings, Security and Service with Applied Solutions

Searching for ways to manage its expanding operations, Knight Insurance Group sought to deploy a cloud solution and online customer self-service to drive efficiency and reduce IT...

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Man looking at a tablet device he is holding in his hand.
McDermott Costa Insurance Increases Operational Efficiencies and Client Retention Using Applied Software

Located in Northern California with risk management consultants in 47 states, the agency has provided tailored insurance solutions for commercial and personal clients since 1938. As McDermott...

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Two women looking at an iPad
McKenna Agency Better Manages the Business with Applied

To streamline and centralize their data into a single agency management system, McKenna Agency chose to implement Applied TAM. With heightened visibility into business practices through management...

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Men in a meeting
Metz Stoller Creates Unified Business Processes and Enhances Productivity with Applied

With more than 200 years of combined agency experience, Metz Stoller knew they needed to unify their business processes after a merger in which the agency had...

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NBT- Mang Insurance Agency
NBT-Mang Delivers Enhanced Connectivity Across the Agency

As a growing agency, NBT-Mang wanted a system that would keep pace with their expanding business. They chose to implement Applied Epic for its scalability.

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People in a meeting
Parry & Son Enhances Workflow, Automation and Customer Service with Activity Notes Download

In 2013, Parry & Son, Ltd., an IIABA Best Practices Agency, began using Activity Notes download and Applied CSR24 to dramatically improve workflows. Learn how the agency...

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Pritchard & Jerden
Pritchard & Jerden Grows and Thrives With Connectivity

Pritchard & Jerden is an insurance and risk management services company based in Atlanta, GA. Established in 1960, the company has grown to become a “2016 Best...

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A man and women sitting at a desk in a conference room having a conversation.
The Seltzer Group Enhances the Client Experience with Applied

As consumers today expect more digital interactions across all channels for customer service, The Seltzer Group realized they would need to keep pace with the changing service...

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People in a conference room
Swingle Collins & Associates Enhances Customer Experience and Increases Productivity

In order to keep up with evolving customer demands and streamline business processes, Swingle Collins chose to implement Applied Epic, Applied CSR24 and Applied Mobile. Both Applied...

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Watson Insurance Agency
Watson Insurance Uses a Single Foundation for Building a Digital Agency

Realizing the value of agency automation in increasing productivity and efficiency, Watson Insurance Agency implemented Applied Epic to merge and manage their three lines of business and...

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Business man and woman sitting across from each other having a conversation.
Weatherby-Eisenrich Relies on Applied to Drive Sales Like Never Before

With offices across the state of Texas, Weatherby-Eisenrich offers a wide range of products to its clients and serves the oil field and energy service sector that...

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