United States
Canada (English)
United Kingdom
Ireland
Customer Story
Combined Agents of America gets more from Applied Epic
Its network of approximately 85 agencies works with Applied to shape workflows around each agency’s challenges and goals.
Summary
A long partnership across a network of agencies
Combined Agents of America (CAA) went live on Applied Epic in 2011. Since then, its network of about 85 agencies has worked with Applied to tune workflows to the challenges and goals each agency faces.
Agencies in the network now see added productivity and profitability from Applied Epic and the client self-service and digital payment tools that run inside it. CAA also credits its close working relationship with the people at Applied, from staff to the support team. Chelsea Davis, VP of Wholesale Distribution, points to the ease of use, the speed, the features and the support team when she tells other agencies why they should consider Applied.
Austin, TX
Headquarters
15 Years
As an Applied Customer
Additional Info
Agencies: 85+
Solutions
Additional Resources
-
Customer story
Schneider & Associates Insurance Agency
Schneider Insurance gives clients a superior payment experience with Applied Pay.
Read Now -
Product Video
Introducing our All-New Pay Now Page
Check out this video to learn about how the new Pay Now page will simplify payments for your customers.
Watch Now -
Digital Payments
Transform Your Agency’s Digital Payment and Financial Workflows
Discover how Applied Pay is revolutionizing digital payments and financial management for insurance agencies, enhancing operational efficiency and customer satisfaction.
Read Now
Make every proposal consistent
Talk with our team about building branded benefits presentations in Applied Epic and connecting it to partners like Employee Navigator.