Case Study: HHM Insurors achieves digital-agency transformation with Applied Systems' Applied Epic platform

HHM Insurors Thrive as a digital agency

HHM Insurors, a Moon Township, PA-based independent agency with 28+ employees, faced rising customer and staff expectations and needed to modernize to stay relevant. Leadership wanted a platform that would enable digital service, better sales tracking and accountability, and stronger disaster recovery and security.

HHM implemented Applied Epic, Applied Mobile and Applied CSR24 hosted on Applied Cloud to centralize operations, automate sales management and give staff mobile access to client files. The integrated cloud solution improved cross-sell visibility and customer self-service, enabled fast remote responses, cut IT overhead (about $3,000/year) and positioned the agency as a digital operation.

HHM Insurors

Timothy Heim

Vice President