United States
Canada (English)
United Kingdom
Ireland
Customer Story
Insurance Office of America grows on one integrated system
Clients get 24/7 self-service and online applications, and staff find attachments and billing in one place.
Summary
Growing while meeting client expectations
Since its founding in 1988, Insurance Office of America (IOA) has grown to 60 locations in the U.S. and UK. Its mantra, “getting better at being bigger,” reflects that growth, and the agency also wants to meet the expectations of tech-savvy clients. That called for a management system that could grow with IOA and integrated tools that attract and keep clients and top talent.
IOA now runs its entire agency in Applied Epic, across all locations and lines of business. Clients complete simple online applications instead of paper-heavy PDFs, and they have 24/7 access to policies, certificates and claims through IOA 365, the agency’s branded portal. Sales and servicing teams share the same data in Applied Epic and Salesforce without entering it twice.
Longwood, FL
Headquarters
16 Years
As an Applied Customer
Additional Info
Team Members: 1,400+
Offices: 60
Solutions
Additional Resources
-
Customer Story
Prins Insurance, Inc.
Read how another agency built a better client experience with Applied Epic.
Read the Story -
Customer Service
Create Your Agency’s Tech-Driven Customer Retention Playbook
Discover the 3 R’s of customer retention and the solutions integrated with Applied Epic that can enhance customer communication and streamline workflows for greater efficiency.
Read Now -
Innovation
New Tools to Help You Prepare for the Next Generation of Insurance
Get a glimpse of four of our biggest product and feature announcements as of late that we’re sure will interest you.
Read Now
Give clients and staff the digital experience they expect
Talk with our team about running your agency, client self-service and online applications through Applied Epic.