Summary

A foundation for commercial middle market growth

Cothram Risk & Insurance Services launched with a long-term plan to grow in the commercial middle market. It started with no inherited book of business, so it chose technology sized for the agency it planned to become.

Applied Epic is the agency’s core system. It has kept data consistent from day one and removed the inefficiency of disconnected tools. As Cothram grew, it began collecting supplemental data and renewal information through Applied Epic, and clients now submit payments online. Payments arrive faster with less accounting work. Each step has cut manual work and given the team a clearer view across the business as client expectations change.