Case Studies

Condon-Meek benefits from becoming a digital agency

Condon-Meek, a family-owned insurance agency in Clearwater, FL, experienced inefficiencies in its manual, day-to-day tasks. The agency invested in the technology to become a digital agency and quickly realized the benefits, including operating more efficiently, building better insurer relationships, and improving customer service.

"We have written as much new business in the past four months as we did in the previous 12 months. I give a lot of that success to Applied and the ability to automate. By doing so, we have pretty much tripled our business this year."

Trace Meek



Forward-thinking agency, Condon-Meek, was hampered by manual, administrative tasks and on-premise technology, prompting the agency to search for technology to enable flexibility and automation throughout the agency. Management also wanted to better service customers anytime, anywhere, without having to grow the team. The agency needed integrated technology to bring them into the digital future and stand out from the competition – a solution that would create a connected experience across the insurance lifecycle.


Condon-Meek partnered with Applied to become a digital agency. The agency now benefits from a single view of the entire business, access to more insurers, and the ability to deliver anytime, anywhere service to clients. These solutions include Applied Epic, the fastest-growing agency management system in the world, Applied Mobile, the first insurance agent mobile application to bring client policy and sales information to mobile devices, Applied CSR24, the leading cloud-based client self-service software, and Applied Rater, an accurate, cloud-based insurance quoting application, automating real-time quoting workflows for more than 40 insurers in Florida.


Since implementing Applied technology, Condon-Meek has seen significant growth. “We have written as much new business in the past four months as we did in the previous 12 months,” said Trace Meek, President, Condon-Meek, Inc. “I give a lot of that success to Applied and the ability to automate every aspect of our business.” Purpose-built for independent insurance agencies, Applied Epic provides essential capabilities for each stakeholder in the business to better manage customer relationships, sales opportunities, financial accounting, and policy and benefits administration across all lines of business.

Additionally, becoming a digital agency has enabled Condon-Meek to provide better customer service. “Recently, I had a client that needed an auto ID card, and it was a Saturday,” said Meek. “Applied CSR24 has provided us the ability to enable our clients to click it, pull it up, and send it to wherever it needed to go. I don’t think I’ll ever lose that client for life.” The Applied MobileInsured app through Applied CSR24 seamlessly integrates with Applied Epic, providing clients access to important insurance information 24/7. The agency’s producers also benefit from the ability to provide anytime, anywhere service. Applied Mobile enables producers to be out in the field and service customers while also updating critical client information and sales activities via their mobile phone, directly connecting with Applied Epic in the office.

Condon-Meek is also better equipped to connect with insurers with Applied Rater. “With so many insurers, it’s hard to stay on top of what they’re writing,” said Meek. “Applied Rater enables my staff to input the data once, see what hits, and be able to come back to the client faster.” Through automated quoting workflows, the agency can improve its customer service and drive business growth. Investing in the technology to become a digital agency has enabled Condon-Meek to experience significant operational efficiency and business growth. With capabilities to automate the entire agency, Condon-Meek is prepared to take advantage of the benefits provided by the digital transformation of insurance.

About Condon-Meek

Family-owned company, Condon-Meek Insurance is an independent insurance agency. The agency writes 65% Personal Lines, 30% Commercial Lines and 5% Benefits business.

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Company Snapshot

Headquartered in Clearwater, FL
Founded in 1954
9 employees

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