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

Condon-Meek benefits from becoming a digital agency

Condon‑Meek Insurance, a forward‑thinking independent agency in Clearwater, FL, faced rising competition and inefficient, on‑premise systems that kept staff tied to manual administrative work. Leadership needed an integrated, flexible technology stack to automate processes, give clients and producers anytime/anywhere access, and create a connected experience across the insurance lifecycle without expanding the team.

By partnering with Applied and deploying Applied Epic, Applied Mobile, Applied CSR24 and Applied Rater, the agency gained a single view of the business, automated real‑time quoting, and enabled mobile and self‑service access for clients and producers. The results include major operational efficiency, faster quoting and insurer connectivity, improved customer service and retention, and a surge in growth—Condon‑Meek wrote as much new business in four months as it had in the prior year.

Condon-Meek Insurance

Trace Meek

CEO