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

ChurchWest doubles in premium with added efficiencies from Applied Epic

ChurchWest Insurance Services, an independent agency in Redlands, CA, faced a merger that required operating two agencies’ books and processes seamlessly. Their legacy management system couldn’t scale or centralize sales, benefits, accounting and front-desk workflows, so they looked for a single-system solution to consolidate data and operations.

They implemented Applied Epic, a cloud-based, integrated agency management platform that automated workflows, centralized data and provided sales pipeline tracking and insurer connectivity. The platform boosted efficiency and freed time for marketing and sales — ChurchWest doubled premium in five years and increased customer retention from 94% to 97%.

ChurchWest Insurance Services

Jack Lucas

ChurchWest Insurance Services