Case Study: Insurance Office of America achieves digital transformation with Applied Systems

Insurance Office of America Give customers and staff the digital experience they expect

Insurance Office of America (IOA) wanted to grow while still meeting rising consumer expectations, but its information and workflows were spread across different systems, making it harder to find documents, serve clients, and keep teams aligned. To modernize its operations, IOA partnered with Applied Systems and adopted its integrated cloud-based solutions, including Applied Epic®, Applied Epic® for Salesforce®, CSR24®, and Indio®.

Applied Systems helped IOA create a more connected digital experience for both staff and clients. With Applied Epic as the core management system and Applied Epic for Salesforce linking sales and service workflows, IOA reduced duplicate data entry and streamlined day-to-day operations; staff can now access attachments, billing, and client information in one place. The result was a more efficient, scalable agency platform that better supports growth and modern self-service expectations.

Insurance Office of America

John Woods

Chief Information Officer