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

Ansay & Associates Improve customer experience with a customer self-service solution

Ansay & Associates is an insurance and benefits firm headquartered in Port Washington, WI, with 190+ employees across 23 offices and 26 years as an Applied customer. The agency needed to improve customer experience and differentiate from competitors by giving clients and prospects 24/7 access to their information, creating a single view of customer data, and keeping staff connected while on the go.

By deploying Applied Epic together with Applied Mobile and Applied CSR24, Ansay delivered an omnichannel self‑service solution with real‑time data transfer between systems. The result: clients can access their information anytime, staff remain productive remotely, and the agency has strengthened customer acquisition, retention, and overall service quality.

Ansay & Associates

Greg Kirsch

Director of IT