Case Study: Perspective Insurance maintains operations and serves customers remotely with Applied Systems

Continue business operations and serving customers while away from the office

Perspective Insurance, a 45+ employee agency headquartered in Sioux Center, IA with eight offices and a 17-year Applied customer relationship, faced the sudden need to close physical locations and shift to fully remote work when the pandemic struck. The challenge was to maintain day-to-day operations and continue serving clients without access to the office.

By relying on Applied’s cloud-based tools—Applied Epic, Applied Mobile and Applied CSR24—the agency gave staff secure remote access to management system data and enabled customers to retrieve policy documents instantly. The result was uninterrupted business continuity, ongoing client service, and accelerated progress on their digital strategy through a trusted vendor partnership.

Perspective Insurance

Jessica Mulder

Operations Manager