Two men and a woman in business clothes sitting at a desk looking at a tablet.

ICI streamlines operations across three locations

After facing challenges with their on-premises management system, Insurance Center Inc. decided to migrate to Applied Cloud. The agency now experiences consistency across their multiple locations, improved productivity with automatic updates and increased business continuity with cloud technology.

"Applied Cloud has allowed us to become a more efficient and profitable agency. With a more secure disaster recovery plan, we’ve created a worry-free infrastructure that will grow with our business."

Julie Boren

Accounting/IT Manager

Insurance Center Inc.

Challenge

Because of challenges with their existing on-premises server, it was time for ICI to either invest in a new server or explore cloud-based alternatives to managing an in-house system. The agency was also evaluating opportunities to standardize operations and enhance its business continuity plan. “A key issue we faced was having staff in three locations completing tasks differently,” said Julie Boren, accounting/IT manager, Insurance Center, Inc. “We needed a way to drive more consistency across our workflows and increase efficiencies with administrative tasks.”

Solution

ICI decided to migrate to Applied Epic, the fastest-growing cloud-based agency management system in the world, for a single, scalable platform to automate their day-to-day operations. Applied Epic is hosted in Applied Cloud, the only purpose-built cloud platform specific to the insurance industry, to improve business performance, increase data security and deliver cost savings.

Result

Applied Epic has streamlined data and workflows across ICI’s multiple locations and provided more visibility into the business. Employees can access the same data regardless of time, location or role and leverage the same workflows across locations, improving operational efficiency.

ICI has also cut IT expenses and eliminated downtime with automatic, seamless back-ups and updates during off business hours. Applied Cloud has freed the agency’s staff from managing an on-premises system and ensures ICI is operating at optimum levels.

With offices located in the “tornado alley” of the US, the cloud has strengthened ICI’s business continuity plan. “Applied Cloud has allowed us to become a more efficient and profitable agency,” Boren said. “With a more secure disaster recovery plan, we’ve created a worry-free infrastructure that will grow with our business.” Applied Epic and Applied Cloud enable ICI to focus on the business of selling insurance, providing the agency the opportunity to grow into the digital future.

Insurance Center Inc.

Established in 1885, top-performing Insurance Center, Inc. (ICI) represents 100 insurance companies, serving 3,000 customers in three locations across Kansas.

Company Snapshot

Founded in 1885
Headquarters: El Dorado, KS
Best Practices Agency

Software Leveraged

Applied Epic