Case Study: RiskWell improves efficiency and scales growth with Applied Epic from Applied Systems

RiskWell goes live in 3 months with Applied Systems

RiskWell, a commercial and real estate insurance agency, faced a challenge with its existing agency management system which was hindering its growth rather than supporting it. The 14-person, inside-sales-focused team needed a scalable and integrated platform to support efficient operations and long-term growth. They selected Applied Epic from vendor Applied Systems after a formal due diligence process.

Applied Systems implemented its Applied Epic platform, which served as a unified hub for RiskWell's technology stack. The implementation was completed in just three months and was noted for being structured and dependable. The solution resulted in meaningful efficiency gains through standardized workflows and automation, reducing manual effort and allowing the team to focus more time on clients and future growth.

RiskWell