Case Study: Hall & Company achieves nearly 50% new-business hit rate, 93% client retention, and $70K annual savings with Applied Systems' Applied Epic and CSR24

Hall & Company increases new business and customer retention with Applied

Hall & Company, a Seattle-based insurance agency, was hampered by a legacy, paper-driven system that made tracking new business and client retention slow and error-prone. The agency needed a modern, customizable solution to automate daily workflows, reduce operating expenses, and give producers more time for client service and sales.

By adopting Applied Epic for integrated management and Applied CSR24 for customer self-service, Hall & Company automated workflows, centralized data and improved reporting. Processing time for filing and submissions dropped from roughly 50% to 15% of labor hours, two full-time processing positions were reduced to one part-time role, and annual savings reached about $70,000—while new business hit rates rose from 30% to nearly 50% and client retention climbed to 93%.

Hall & Company

Michael Hall

President