Case Study: Drayden Insurance Ltd. achieves standardized operations and improved client retention with Applied Systems (Applied Epic)

Drayden Insurance Ltd. gains a single view of the business

Drayden Insurance Ltd., an Edmonton-based brokerage with 165+ employees across nine offices, needed a single system to standardize data and processes, reduce administrative work, and improve the customer experience across multiple locations. With inconsistent workflows and manual reporting slowing staff down, leadership sought a digital solution to ensure consistent delivery of service and free up time for client-facing activities.

By implementing Applied Epic, Drayden consolidated operations into one platform with standardized, drag-and-drop workflows, enterprise-wide reporting, scheduled reports, and automated marketing and cross-sell capabilities. The result: faster processing of change requests and new business, productivity gains from reduced clicks and automated reports, improved client retention, and more time for staff to provide strategic advice and grow the business.

Drayden Insurance Ltd.

Loreen Belovich

SVP and CFO