31 Applied Systems Case Studies

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Case studies are helpful for understanding how similar needs may have been addressed by Applied Systems.

FeaturedCustomers.com has 31 case studies. Browse this list to see how Applied Systems has worked with different customers like Assurance Agency and Beneficial Insurance Services.
Case studies are helpful for understanding how similar needs may have been addressed by Applied Systems.

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Applied Epic automates the day-to-day operations for BIS, enabling the agency to increase revenue and stimulate growth. With better visibility into client profiles and the flow of revenue, BIS operates with enhanced business intelligence to make the staff more productive and the business more profitable. Applied Epic ensures the future growth and success of BIS.
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Jackie Glick

Senior Vice President Ask Jackie Glick a question about Applied Systems
Quality
Applied EpicOnline enables City Underwriting to streamline operations with centralized workflows and customer data, and gain efficient reporting and marketing capabilities. The cloud-based solution, combined with Applied CSR24, allows the agency to effectively operate in the event of a disaster.
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Deborah Clancy

City Underwriting Agency Ask Deborah Clancy a question about Applied Systems
Quality
“Applied Epic allows us to ask questions of the data in the system in ways we never knew possible,” said Brown. “Data retrieval has been unbelievable, allowing us to generate custom reports in a fraction of the time it used to take us.” Pratts now recieves a report on new and lost business in a matter of minutes instead of weeks. The agency generates weekly claim reports so every staff member is aware of the claims filed the week before. The reports, along with customized workflows, allow the agency to be more proactive in generating new business and rounding out existing accounts.
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Quality
Knight migrated to Applied TAMOnline to take advantage of the robust online environment. “Our data is our most important asset, and we needed a trusted vendor that would ensure its integrity,” said John Gage, systems administrator, Knight Insurance Group. “Applied Systems is the industry’s best provider of agency management solutions, and we have confidence that will be the case moving forward.”
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John Gage

Systems Administrator Ask John Gage a question about Applied Systems
Quality
McMahon stayed operational throughout Hurricane Sandy in 2012, even after its offices were damaged by the storm. Applied data centers and cloud-enhanced servers allowed the agency to continue operations online.
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Quality
When Stratton CEO James Marek searched for a new agency management system, he selected Applied Epic. “It’s changed the way our agency operates,” said Marek. “Applied Epic is a scalable, innovative solution that streamlines operations, customizes workflows and enables us to grow organically and through acquisitions.”
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Quality
Applied TAMOnline has enabled the agency to meet its business challenges and improve client retention and service. Prior to the migration, Dies spent approximately 10 hours per week maintaining servers, managing back-ups and performing tests. he online solution has relieved him of these tasks, allowing Bryan Insurance to increase revenue and productivity with reduced technology infrastructure costs.
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Tommy Dies

Chief Financial Officer Ask Tommy Dies a question about Applied Systems
Quality
The agency chose Applied Epic for its scalability and ability to ensure consistency, accuracy and integrity of data. “We were at a point where the current system was not filling the organization’s needs, and we had other management systems operating independently but needed a unified system across the entire agency,” said Kirsch. “We felt confident that Applied Epic could bring our data into one place and had the capability to centralize workflows and grow with the company.”
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Greg Kirsch

Director of IT
Quality
When looking for the right technology, Gallagher knew it needed a system that could handle the large volume of data exchanged between its agencies on a daily basis. The robust and scalable IT architecture and flexibility that Applied Epic offered was very appealing to the business. “By implementing Applied Epic across all locations, we now have everyone speaking the same language,” said Karen Gormley, director of agency business systems, Gallagher. “When searching for a single management system, Applied Epic hit all of the points we were looking for, including the ability to scale as our business grows.”
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Karen Gormley

Director of Agency Business Systems
Quality
Data processing has become more efficient, allowing producers and CSRs to reduce time required to file, organize and submit information from 50 to 15 percent in labor hours. This allows the agency to spend more time serving clients and increasing sales. Success metrics are more easily tracked, enabling Hall & Company to measure sales and retention data as well. “Since implementing Applied technology, our new business hit rate has increased from 30 to nearly 50 percent, and client retention has increased to 93 percent,” said Hall. “Not only are we closing new larger accounts, we’re building loyalty with our current client base.”
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Mike Hall

President
Quality
METZ STOLLER, INC., A COMPASS INSURANCE PARTNER, has more than 200 years of combined insurance agency experience with a focus on personalized customer service. When Metz Stoller chose Applied for their agency management system, the company had recently undergone a merger, more than doubled in size, and had multiple software migrations taking place. “We had a lot of different people doing things in many different ways,” said Dayton Kilgus, producer/manager, Metz Stoller. “We needed a common system and platform to unify how our employees worked and streamline business processes.” Applied EpicOnline offered a unified and flexible agency management system for staff to enable the company to enjoy commonality in business processes and tremendous financial growth.
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Dayton Kilgus

Manager/Producer
Quality
“We see a tremendous benefit with Applied EpicOnline, not only because of the cloud technology, but now we don’t have to do updates in our office, and we have the comfort of knowing our data is backed up somewhere else,” said Swingle. “If something happens, we need to be able to open tomorrow, and with Applied EpicOnline we can do that.” Applied EpicOnline provides a single, integrated application for Swingle Collins to manage all of their customer relationships, policy and benefits administration and financial accounting more efficiently. Additionally, with flexible workflows from Applied EpicOnline, agency staff can respond to customer needs more quickly and efficiently.
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Frank Swingle

CEO
Quality
The cloud environment of Applied EpicOnline offers enhanced business continuity and security for critical agency data, all within Applied’s Tier III+ rated data centers, allowing The Seltzer Group to keep operations running during power outages. “We have had a few power outages recently, and, because of Applied EpicOnline, our staff had the ability move to an alternate office location and seamlessly service clients from another computer,” said Supeck. “You can’t achieve that type of continuity with a LAN system.”
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Andrew Supeck

Director of IT
Quality
Reporting features measure business growth and track employee activities, allowing Concklin to easily gauge retention rates. “While some agencies grow through mergers and acquisitions, we rely on client retention and organic growth,” Finley explained. “Applied solutions enable us to steadily expand our business and stay competitive in a challenging marketplace.”
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Marie Finley

Vice President of Operations
Quality
Applied EpicOnline enables the agency to make more informed decisions and quickly capitalize on new opportunities with better visibility into carrier and client information. With Applied software, McDermott Costa Insurance can track revenue, drill down to account owners, monitor transactions and share information between departments. The company runs comprehensive reports twice annually on policies and accounts, comparing carrier premiums, employee commissions, and how its numbers rank compared to industry benchmarks. Importantly, these reports also drive the agency’s marketing plan by showing gaps where McDermott Costa Insurance needs to write more lines of business.
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John Johnson

President
Quality
“Activity Notes download through IVANS and our other Applied solutions deliver a complete package for service and efficiency,” said Parry Becker. “We’re able to proactively serve our clients and stay ahead of their needs, while improving carrier relationships.” With the growing number of carriers offering secure data exchange through Activity Notes download, Parry & Son will be able to further streamline agency workflows and increase sales.
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Lisa Parry Becker

Vice President
Quality
Scirocco supports its Best Practices methodologies by using automated agency management tools, including Applied TAM and Applied CSR24. The agency produces comprehensive reports with detailed customer information and recommendations with data from Applied TAM. Applied CSR24 allows customers to self service their accounts at their convenience, which provides a better value proposition for Scirocco during the sales process. The agency also relies on its technology investment to keep agents more productive and efficient.
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John Scirocco

President and CEO
Quality
Rather than replace its aging server, TPS Insurance chose to migrate from Applied TAM to Applied EpicOnline, the cloud-based version of Applied Epic. With Applied EpicOnline, the agency manages its data more effectively to increase productivity, gain a competitive advantage through improved marketing and enhance the customer experience. “We needed a solution to drive the operations of our business through better data management,” said David Effertz, president, TPS Insurance. “Applied EpicOnline enables us to fully leverage our data and provides a more flexible, secure platform that will grow with our business.”
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David Effertz

President
Quality
Millennium’s business continuity plan was implemented when disaster struck the Northeast. “During Hurricane Sandy, Applied EpicOnline protected our data and enabled our agents to assist customers through that difficult time,” said Kerin. “Applied CSR24 allowed us to speak with customers more quickly and manage critical requests, while they accessed policy information and insurance certificates as needed.”
Quality
When BancorpSouth decided to implement Applied EpicOnline and other Applied technologies, it did so to stay ahead of their clients’ digital appetites. “We needed to be visionaries,” said Naugle. “Our clients are becoming more technologically proficient, and it’s important to stay ahead of them.” Providing Applied CSR24 was a critical part of this strategy, providing online client self-service and anytime access to insurance documents. “With Applied, we offer our clients what they need, on their schedule,” said Naugle. “Our clients are used to anytime service, and Applied CSR24 gives them that option. Applied enables us to offer multichannel service, and now clients can interact with us however they choose.” With Applied CSR24, the customer service team has seen more than a 75% increase in productivity due to the certificate processing capabilities within the software.

Scott Naugle

Executive Vice President
Quality
Saving staff from having to manually review and key in information screen by screen has allowed Mang to reallocate resources within the agency to focus on more valuable business priorities. Harrison says this has given their customers and the freedom to process policies more quickly. “Since we are fully integrated with Applied solutions, we only need one software system,” said Harrison. “It has set us apart from the competition and given us the ability to scale and output documents, proposals or letters to give our clients information when and where they need it.”

Mark Harrison

Operations Administrator
Quality
When Crystal initially implemented Applied certTrax for NTE, the refinery’s third-party insurance compliance was less than 54 percent. Today, compliance is more than 90 percent. The aggressive tracking of insurance requirements and vendor compliance mitigates NTE’s financial exposure, should there be a claim. “The compliance reports play an integral role in negotiating with underwriters,” said Michael Riehle, managing director, Crystal & Company. “Insurers will typically ask us how our commercial clients are managing contracts. Applied certTrax allows us to show that NTE is a best-in-class company and makes the underwriters feel comfortable.”

Mike Riehle

Managing Director
Quality
For general contractors in particular, G&A utilizes Applied certTrax to ensure subcontractors are in compliance across all states, providing education on various compliance standards. Offering that type of knowledge puts G&A in a position of trusted advisor. “We have one large commercial property management firm and managing risk transfer is very important to them,” said Salazar. “Tenants are not allowed onsite without a certificate of insurance, and our client leverages Applied certTrax to monitor all of those tenants.” With Applied certTrax, G&A is able to keep their commercial property management client in compliance and allows the firm to be proactive about renewing certificates with vendors.

Mike Salazar

Client Services Manager
Quality
ICI decided to migrate to Applied EpicOnline, the online version of Applied Epic, for a single, scalable platform to automate their day-to-day operations. Boren and her team ensured a smooth implementation process by focusing on workflow development and data conversions critical to operations. Applied EpicOnline enabled the agency to update its prospect data base and begin customizing information and reports. In addition, ICI was able to seamlessly integrate Applied MobileProducer with the system to further increase efficiencies and meet customer demand.

Julie Boren

Accounting/IT Manager
Quality
Maintaining a strong E&O focus is vital for successful agencies. J.K. Olivieri Insurance recently went through a review with a client and easily managed the entire process. Applied TAMOnline produced the evidence needed to safeguard the agency, demonstrating that J.K. Olivieri Insurance followed the proper guidelines every step of the way. “The system stored the activities and provided the reports we needed to successfully go through the review,” said Olivieri. “We are completely protected with Applied TAMOnline.”

John Olivieri

Owner
Quality
Tracking for contractual compliance is time-consuming and labor intensive. By automating the process, Applied certTrax reduces the potential for human error. It also provides MFG agile and effective compliance tracking, allowing staff to focus on other risk management issues. “Applied certTrax allows our clients to manage their risks in a much more systematic and cost-effective way,” said Chew. “Certificate tracking isn’t as time-consuming, nor does it require as much manual labor as before.”

Mei Kin Chew

Financial Analyst
Quality
Loyal existing customer cross selling is the most cost-effective way to achieve sustainable growth. Wells Insurance applies Best Practices and cross-sells services more effectively using Applied TAMOnline. The solution automates daily business operations, delivers the cost and security advantages of cloud computing, and allows the agency to leverage customer data to recommend different risk control services. Wells Insurance also relies on Applied CSR24 to provide self service capabilities for clients to access account information anytime, from any location. This is particularly convenient for niche clients that require special ID cards or insurance certificates after hours.

Cheri Sommer

Commercial Lines Division Manager
Quality

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