Case Study: Ogilvy Insurance achieves improved customer experience and streamlined operations with Applied Systems' Applied Epic

Ogilvy Insurance leverages Applied for a better customer experience

Ogilvy Insurance, a 95‑year‑old brokerage based in Westmount, QC with 50+ employees and two offices, faced growing internal demand for efficiency, unified workflows and standardized operating procedures. Staff also needed better ways to communicate with clients and create personalized marketing segments, which were difficult under their existing systems.

The firm implemented Applied Epic to centralize client and prospect data, standardize processes and automate routine tasks, eliminating third‑party tools and freeing time for advisory work. The platform’s customer service and renewal tools enable proactive, personalized communications, improve data accuracy and reconciliation, and have already driven productivity gains that Ogilvy expects will boost retention and generate more referrals.

Ogilvy Insurance

Bruce Ogilvy

President