Applied Systems B2B Case Studies & Customer Successes

Applied Systems logo

Applied Systems is a leading provider of software that powers the business of insurance. Applied is recognized as a pioneer in agency and brokerage management systems and data exchange between agencies, brokers, carriers and their clients. Automating the insurance lifecycle for more than 140,000 insurance professionals, 12,000 agencies and brokerages, and 350 carriers worldwide, Applied enables millions of people around the world to safeguard and protect what matters most.

Case Studies

Showing 68 Applied Systems Customer Success Stories

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Acrisure Great Lakes Quote more markets, faster with a commercial lines quoting tool

Acrisure Great Lakes logo

Allegiance Insurance Services achieves more closed business with Applied Systems' Applied Epic sales automation

Allegiance Insurance Services logo

Anderson Insurance Associates achieves 24/7 business continuity and coastal-focused analytics with Applied Systems' Applied Epic and Applied Analytics

Anderson Insurance Associates logo

Ansay & Associates achieves improved customer self‑service and omnichannel experience with Applied Systems' Applied Epic and Mobile solutions

Ansay & Associates logo

BancorpSouth Insurance achieves 10% RPE growth and 24/7 self-service with Applied Systems' Applied Epic and CSR24

BancorpSouth Insurance logo

Bankers Insurance Identify opportunities for growth

Bankers Insurance logo

BHS Insurance achieves streamlined workflows and increased efficiency with Applied Systems' Applied Epic

BHS Insurance logo

BMCI Insurance and Investments achieves stronger security and greater productivity with Applied Systems' Applied Cloud

BMCI Insurance and Investments logo

Bouchard Insurance accelerates renewals and cuts paperwork with Applied Systems' Indio

Bouchard Insurance logo

Simplify the marketing process with automation and integrated technology

Bravera Insurance logo

Burns Insurance Agency achieves cloud-based business continuity and operational efficiency with Applied Systems

Burns Insurance Agency logo

Cadence Insurance Grow your agency beyond your wildest dreams with technology

Cadence Insurance logo

CalNonprofits Insurance Services achieves digital transformation and streamlined communication with Applied Systems

CalNonprofits Insurance Services logo

ChurchWest Insurance Services achieves double premium growth and improved retention with Applied Systems' Applied Epic

ChurchWest Insurance Services logo

Colley Insurance achieves improved business performance and faster, more accurate quoting with Applied Systems' Applied Cloud and Rating Services

Colley Insurance logo

Partnering with Applied to optimize use of Applied Technology

Combined Agents of America logo

Condon-Meek Insurance becomes a digital agency and accelerates growth with Applied Systems

Condon-Meek Insurance logo

Contessa Limited achieves 24/7 access and enhanced business continuity with Applied Systems' Applied Cloud

Contessa Limited logo

Core Assurance Partners Implement innovative solutions to build a new agency

Core Assurance Partners logo

Diversified Insurance Solutions shortens sales cycle and streamlines proposal generation with Applied Systems' Applied Benefits Designer

Diversified Insurance Solutions logo

Drayden Insurance Ltd. achieves standardized operations and improved client retention with Applied Systems (Applied Epic)

Drayden Insurance Ltd. logo

Dyste Williams achieves scalable growth and 24/7 client service with Applied Systems' Applied Epic

Dyste Williams logo

Employee Benefit Services achieves faster, clearer client proposals and increased sales with Applied Systems' Applied Benefits Designer

Employee Benefit Services logo

Epic Insurance Solutions achieves streamlined operations and increased cross-selling with Applied Systems' Applied Epic

Epic Insurance Solutions logo

First West Insurance achieves a single view of customers and streamlined operations with Applied Systems' Applied Epic

First West Insurance logo

Fisher Brown Bottrell Insurance achieves connected, standardized workflows and 8.5% growth with Applied Systems' Applied Epic

Fisher Brown Bottrell Insurance logo

Gnade Insurance achieves faster, anytime‑anywhere customer service with Applied Systems' Applied Mobile and CSR24

Gnade Insurance logo

Go Insurance achieves an omnichannel digital customer experience and 300% more leads with Applied Systems

Go Insurance logo

Gollogly Insurance Ltd. achieves remote access and scalable growth with Applied Systems' Applied Cloud

Gollogly Insurance Ltd. logo

Hall & Company achieves nearly 50% new-business hit rate, 93% client retention, and $70K annual savings with Applied Systems' Applied Epic and CSR24

Hall & Company logo

HHM Insurors achieves digital-agency transformation with Applied Systems' Applied Epic platform

HHM Insurors logo

Increase Visibility into your Sales Pipeline with Applied Epic®

HHM Insurors logo

High Street Insurance Partners Simplifying agency management and accounting processes with integrated technology

High Street Insurance Partners logo

Hill & Hamilton Insurance and Financial Services achieves digital transformation and growth with Applied Systems

Hill & Hamilton Insurance and Financial Services logo

HUB International Streamline agency operations with a foundational system

Hub International logo

Enhancing client focus and operational efficiency with technology

Hylant Group logo

IMA Finance Group Gain easier access with the browser

IMA Finance Group logo

Insurance Office of America Give customers and staff the digital experience they expect

Insurance Office of America logo

M3 Insurance achieves time savings and a more collaborative customer experience with Applied Systems' Applied Benefits Designer

M3 Insurance logo

Mercury Insurance saves 4,000+ staff hours and refocuses on selling insurance with Applied Systems (IVANS)

Mercury Insurance logo

Metz Stoller achieves unified processes and boosted productivity with Applied Systems' Applied Epic and Applied Mobile

Metz Stoller logo

The Motorists Insurance Group achieves greater agent accessibility and improved client retention with Applied Systems (IVANS)

Motorists Insurance Group logo

National Truck League achieves 24/7 customer self-service and streamlined operations with Applied Systems

National Truck League logo

OBF Insurance Group achieves enhanced security, disaster recovery and compliance with Applied Systems' Applied Cloud

OBF Insurance Group logo

Ogilvy Insurance achieves improved customer experience and streamlined operations with Applied Systems' Applied Epic

Ogilvy Insurance logo

Perspective Insurance maintains operations and serves customers remotely with Applied Systems

Perspective Insurance logo

Creating a foundation for the future with Applied Epic migration

Prins Insurance logo

Pritchard & Jerden achieves connected, efficient operations and 24/7 client service with Applied Systems (Applied Epic)

Pritchard & Jerden logo

ReNu Insurance Group achieves digital transformation and faster, more connected customer service with Applied Systems

ReNu Insurance Group logo

Simplify the quoting process with integrated technology

Rollo Insurance Group logo

Schneider & Associates Insurance Agency Easily collect and process premiums with a digital payments platform

Schneider & Associates logo

Scott Insurance achieves seamless remote operations and online renewals with Applied Systems' Indio

Scott Insurance logo

Seabury, Copland and Anderson Migrate to an open, integrated platform

Seabury, Copland and Anderson logo

Skogman Insurance Browser-based technology boosts productivity

Skogman Insurance logo

Collecting and processing premium payments made quick and easy

Snellings Walters Insurance Agency logo

Swingle Collins & Associates boosts productivity, growth and profitability with Applied Systems (Applied Epic and CSR24)

Swingle Collins & Associates logo

Talladega Insurance Agency achieves cloud-based continuity and enhanced customer service with Applied Systems

Talladega Insurance Agency logo

Reducing redundancies and strengthening brand consistency through integrated benefits technology

The Accel Group logo

Improving the customer experience and accounting processes with Applied Pay

The Baldwin Group logo

The Benefit Company achieves simpler, faster renewals with Applied Systems' Applied Benefits Designer

The Benefit Company logo

The Burley Group achieves resilient, anytime-anywhere customer service and 95% retention with Applied Systems

The Burley Group logo

The Horton Group achieves 100% COI compliance and reduces customer risk with Applied Systems' certTrax

The Horton Group logo

The Seltzer Group achieves increased client retention at every touchpoint with Applied Systems

The Seltzer Group logo

Delivering a better customer experience with Applied

Towne Insurance logo

Vantreo Insurance Brokerage achieves streamlined online renewals and eliminates rekeying with Applied Systems' Applied Epic & Indio

Vantreo Insurance Brokerage logo

Waldo Agencies Present more plan options in less time to customers

Waldo Agencies logo

Watson Insurance Agency achieves a unified digital agency and streamlined reporting with Applied Systems' Applied Epic

Watson Insurance Agency logo

Weatherby-Eisenrich Insurance achieves greater sales-pipeline visibility and increased profitability with Applied Systems' Applied Epic

Weatherby-Eisenrich Insurance logo

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