Case Study: Pritchard & Jerden achieves connected, efficient operations and 24/7 client service with Applied Systems (Applied Epic)

Pritchard & Jerden grows and thrives with connectivity

Pritchard & Jerden, a Santa Rosa–based insurance agency with 96+ employees, faced inefficiencies from managing multiple disconnected systems: incomplete client views, duplicated data, security and data‑cleanliness concerns, and limited ability to meet growing mobile, real‑time customer expectations.

They consolidated onto Applied Epic with Applied CSR24 and mobile/cloud solutions to create a single, integrated management platform. The move delivered a unified client view, 24/7 self‑service access, untethered sales, and faster reporting—driving a 7% increase in revenue per employee in the first full year and enabling faster, anywhere access to up‑to‑date information and certificates, positioning the agency for continued growth.

Pritchard & Jerden

Jim Bailey

President