Case Study: Metz Stoller achieves unified processes and boosted productivity with Applied Systems' Applied Epic and Applied Mobile

Metz Stoller unifies business processes and enhances productivity with Applied

Metz Stoller is a mid-sized insurance agency headquartered in Fairbury, IL (32+ employees, 9 offices) that grew rapidly after a merger. Multiple software migrations left teams using inconsistent workflows and individual Excel reports, producing disjointed data and hampering productivity. The agency needed a single system to unify processes across locations.

Metz Stoller migrated to Applied Epic and added Applied Mobile to standardize workflows, automate reporting and give staff mobile access to client and policy information. The changes delivered instant, automated reporting, a 10× improvement in data quality, higher productivity for CSRs in the field, clearer operational visibility and faster decision-making and sales opportunities.

Metz Stoller

Dayton Kilgus

Manager/Producer