Case Study: CRS Insurance Brokerage achieves scalable, accurate reconciliation with Applied Systems' Applied Recon

CRS Insurance Brokerage reduces manual reconciliation time with Applied Systems

CRS Insurance Brokerage faced a significant operational challenge with its manual, spreadsheet-heavy reconciliation process. This method was time-intensive, difficult to scale, and introduced operational risk as the agency grew. To address this, the customer turned to vendor Applied Systems and implemented its product, Applied Recon, to automate the task.

Applied Systems' solution, Applied Recon, was fully integrated with the agency's existing Applied Epic system. This provided automated matching of carrier statements, drastically reducing manual effort and providing faster visibility into discrepancies. The results included immediate efficiency gains, a more scalable month-end process, and the ability for staff to focus on higher-value strategic work instead of repetitive manual tasks.