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

Allegiance Insurance Services Enhance sales workflows with automation

Allegiance Insurance Services, a Burr Ridge, IL–based agency with 20+ employees and a 23‑year Applied customer, needed to enhance sales workflows to close more business. The firm sought a way for producers to better track new business opportunities and follow up consistently across its affiliated agencies.

They implemented Applied Epic’s sales automation and introduced a standardized sales pipeline to ANCOA‑affiliated agencies, giving producers clear tracking and follow‑up tools. The change delivered immediate results—improved visibility into opportunities and a measurable increase in closed business.

Allegiance Insurance Services

Katherine M. Eraci-Bova

Director IS Training/Commercial Lines Manager