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

CalNonprofits Insurance Services Differentiate your agency with digital technology

CalNonprofits Insurance Services, a nonprofit-focused insurance agency headquartered in Capitola, CA (40+ employees, three offices), faced the need to modernize how it communicates with staff, insurer partners and customers. The agency wanted to manage its entire business—from sales to servicing—in a single, integrated system while improving market connectivity and visibility into its sales pipeline.

By deploying Applied Epic and Applied CSR24 with IVANS connectivity, CalNonprofits became a digital agency that consolidates workflows and customer interactions on one platform. The result is more efficient operations, easier and more convenient communication for employees and clients, improved pipeline visibility, and stronger ability to attract and retain both customers and staff.

CalNonprofits Insurance Services

Colleen Lazanich

Chief Executive Officer