Case Study: The Accel Group achieves more consistent client deliverables with Applied Systems

Reducing redundancies and strengthening brand consistency through integrated benefits technology

The Accel Group needed a better way to create consistent client presentations and reduce wasted time caused by producers using different tools like Microsoft Excel and Word. The agency turned to Applied Systems and its Applied Benefits Designer solution to improve how information was shared with clients and to bring more consistency to its deliverables.

Applied Systems implemented Applied Benefits Designer, integrated with Applied Epic, to eliminate manual re-entry of rates and policy benefit attributes and streamline the creation of branded spreadsheets. This helped The Accel Group strengthen brand consistency, simplify workflows, and save producers time, while also giving the agency a more accurate and visible view of its book of business.

The Accel Group

Kara Roeder

Director of Benefit Operations