Applied Systems’ server capabilities are far more robust and efficient than what an agency could ever provide. We don’t have to worry about software updates, back office operations or protecting our valuable data.
Applied solutions have helped us achieve growth and revenue momentum and attract new
talent. We’ve grown by 62 percent in the last year and we’re on track to achieve our
goal of raising RPE closer to $300,000 as we move forward.
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. Not only are we
closing new larger accounts, we’re building loyalty with our current client base.
Because of the way we have developed our workflows in Applied EpicOnline, we are able
to build certain activities and processes so our employees use standardized workflows.
The flexibility in the product gives us a powerful tool to make sure we are all doing business
the same way.
The new retention department is due in large part to the efficiencies created by Applied technology. Because of Applied EpicOnline, we now have the time to be proactive
about renewing our book of business and checking in with clients about their policies.
Migrating to Applied EpicOnline and implementing additional Applied software has propelled
our agency to a new level of efficiency that enables us to manage growth and dynamically expand our book of business.
Activity Notes download through IVANS and our other Applied solutions deliver a
complete package for service and efficiency. We’re able to proactively serve our clients
and stay ahead of their needs, while improving carrier relationships.
Utilizing Best Practices has allowed our agents to focus on higher revenue accounts and increase new business by nearly 30 percent. Additionally, our producers have increased commissions per year from $50k to around $75k. We see this growth increasing steadily
We needed a solution to drive the operations of our business through better data management. Applied EpicOnline enables us to fully leverage our data and provides a more flexible, secure platform that will grow with our business.
We have now a fully connected agency where everyone owns a piece of the puzzle in the
lifecycle of the policy. This seamlessness allows the policy to be presented to the client as soon as possible, from producer to CSR to client, all within the technology of Applied.
The migration from Applied TAM to Applied EpicOnline has allowed us to become a more efficient and profitable agency. From improved reporting capabilities to a more secure disaster recovery plan, we’ve created a worry-free infrastructure that will grow with our business.
This is no longer a nine to five industry. We must be available at any hour to meet client demand. Partnering with Applied Systems keeps us ahead of the technology curve so that we can exceed client expectations and continue growing our business.
Applied certTrax allows our clients to manage their risks in a much more systematic
and cost-effective way. Certificate tracking isn’t as time-consuming, nor does it require as much manual labor as before.
We’ve found traction, success and retention in niche programs that have allowed us to grow the agency organically. Because some of these coverage areas are so specialized, such as fuel hauling, there’s less competition, which is a real market advantage.
We monitor all 102 testimonials to prevent fraudulent testimonials and keep all our testimonials quality high. We only post testimonials verified by the vendor. Verified testimonials require that customer is an actual user of the product.
Applied Systems testimonials have an aggregate quality score of
4.0/5 based on 58 ratings.