Case Study: Core Assurance Partners achieves smarter, data-driven agency growth with Applied Systems

Core Assurance Partners Implement innovative solutions to build a new agency

Core Assurance Partners needed a way to build an agency from scratch while tracking key business and client portfolio KPIs to support current revenue and create new revenue streams. With Applied Systems and Applied Analytics®, the team wanted real-time visibility into producer development and growth so they could make faster, better-informed decisions.

Applied Systems implemented analytics tools that gave Core Assurance Partners accurate, real-time data on producer goals and performance, enabling more informed conversations and quicker action. As a result, the agency gained a stronger handle on growth tracking and business planning, with leadership noting that Applied continues to address challenges and improve solutions like Applied Analytics and Applied Epic for Salesforce.

Core Assurance Partners

Zack Brandau

President