Case Study: Cothram Risk & Insurance Services scales efficiently with Applied Systems

Cothram Risk & Insurance Services scales with Applied Systems over 10 years

Cothram Risk & Insurance Services, a Florida-based agency, needed a technology foundation to support its long-term vision for scalable growth in the commercial middle market. Starting fresh with no inherited book of business, the agency's challenge was to establish an efficient operation from day one without the inefficiencies caused by disconnected tools. To meet this challenge, they partnered with vendor Applied Systems and implemented its Applied Epic platform as their core system.

The solution implemented by Applied Systems provided an integrated technology platform. In addition to Applied Epic, Cothram later adopted Applied Pay for modernized client payments and Indio for streamlined data collection. This single, integrated system from Applied Systems eliminated double entry, reduced manual work, and provided improved visibility across the business. The result was a foundation that enabled the agency to scale efficiently, support continuous growth, and meet evolving client expectations.