Transforming Reconciliation into Scalable Financial Clarity with Applied Recon

CRS Insurance Brokerage knew their month-end reconciliation process wasn’t built to scale. As their commercial book grew, so did the manual spreadsheets, late-cycle discrepancies, and operational risk. By adopting Applied Recon™, the agency transformed reconciliation from a time-consuming chore into a streamlined, accurate, and scalable workflow built directly inside Applied Epic®.

In this case study, see how CRS reduced manual effort, accelerated variance identification, and strengthened financial controls, enabling their team to focus on higher-value work. Download the full story to learn how Applied Recon is helping agencies like CRS modernize accounting, improve accuracy, and build a financial foundation that grows with them.