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Customer Story

High Street Insurance Partners consolidates on Applied Epic

One system for more than 170 agencies gives the team consistent workflows and tighter control of E&O risk.

Summary

One management system for a growing network

With 2,300 employees across more than 170 agencies, High Street Insurance Partners needed a way to consolidate agency operations. Their agencies were using disparate management systems, which led to messy data and even messier workflows. High Street Insurance Partners looked to Applied Epic® to bring all their employees onto one foundational management system that allowed them to control day-to-day processes and E&O risks. They found added value in Applied Epic’s open architecture that allows for the integration of other platforms, including digital payments. High Street was an early adopter of payments in Applied Epic, eeing immediate success in streamlining and speeding up the agency bill process. Its team now works from consistent workflows and processes on a single platform.

Traverse City, MI

Headquarters

7 Years

As an Applied Customer

Additional Info

Employees: 2,300+
Offices: 350+

“High Street Insurance Partners has accumulated about 150 databases, which I oversee and work with our agencies to consolidate into Applied Epic. Having everyone on one system allows us to control workflows and reduce potential E&O situations. We no longer have agencies on different AMS systems, doing things differently just because that’s how they’ve always done it.”

Donna LaGoy

Senior Vice President of Business Systems, High Street Insurance Partners

Additional Resources

  • Customer Story

    Seabury, Copland and Anderson

    Read how an experienced migration team helped another agency move to a new management system.

    Read the Story
  • Demo

    Applied Epic Overview

    Check out this demo for an overview of Applied Epic and its native capabilities that support personal lines and commercial lines quoting and submissions, Benefits, sales and marketing, accounting, and operational reporting.

    Watch Now
  • Customer Story

    High Street Insurance Partners

    Consolidating disparate systems into one foundational system improves workflows for High Street Insurance Partners.

    View Now