Case Study: HHM Insurors achieves greater visibility into its sales pipeline with Applied Systems' Applied Epic Sales Automation

Increase Visibility into your Sales Pipeline with Applied Epic®

HHM Insurors needed better visibility and control over its sales pipeline, along with a way to track sales and hold people accountable more effectively. The agency turned to Applied Systems and its Applied Epic Sales Automation solution to manage opportunities, forecasts, and activity in one integrated platform.

Applied Systems implemented Applied Epic Sales Automation to give HHM Insurors role-based dashboards, a single view of prospects and customers, and better forecasting of premium and revenue. The result was improved sales tracking and accountability, with Timothy Heim noting that the integrated tool is “extremely valuable” and impacts the agency’s bottom line.

HHM Insurors

Timothy Heim

Vice President