Case Study: Go Insurance achieves an omnichannel digital customer experience and 300% more leads with Applied Systems

Go Insurance delivers a digital customer experience with Applied

Go Insurance is an Alberta brokerage (7 offices, 30+ employees) that struggled with inconsistent workflows and data silos across multiple locations. The firm needed a single view of each customer and one system to manage prospect, policy and financial data, plus automation and mobile-enabled tools to support a digital customer service strategy.

Go Insurance implemented Applied Epic as a central hub and added Applied CSR24 and Applied WebRater for 24/7 self-service and instant mobile quoting. The move made the brokerage paperless, put 8,800 clients on CSR24, increased leads by 300% through automated quoting, enabled quotes and binding in under five minutes, and freed staff to work more consultatively — driving higher client acquisition and satisfaction.

Go Insurance

Karen Hoflin

Vice President