Summary

Faster applications and submissions for clients

Towne Insurance wanted to improve operational efficiency and client interactions to stay competitive. A long-time Applied Epic user, the agency looked to Applied to simplify how clients submit documents. 

Towne Insurance now exchanges applications and documents with clients digitally through Applied Epic’s Collaboration Portal and the agency’s branded client portal, Shield24 (Service Portal). To drive adoption, the agency worked closely with Applied, kept training ongoing, and named power users at each location to run sessions on actual submissions. 

Applications that once took days or weeks to come back now sometimes arrive the same day. Clients were thrilled and said they could have used the technology sooner.