Case Study: Towne Insurance achieves faster application processing with Applied Systems

Delivering a better customer experience with Applied

Towne Insurance, a long-standing Applied Epic user, needed to improve operational efficiency and client interactions while simplifying the submission process for documents. To support this goal, the agency turned to Applied Systems and its technology to speed up application handling and make it easier for clients to share submissions.

Applied Systems implemented a suite of tools including Indio and Shield24 (Applied CSR24) to streamline document exchange and improve responsiveness. With training and “power users” at each location, Towne Insurance reduced application processing from days or weeks to sometimes the same day, creating a much better customer experience.

Towne Insurance

Wanda Toro

SVP and Director of Business Technology