Case Study: Schneider & Associates achieves seamless, end-to-end digital payments with Applied Systems

Schneider & Associates Insurance Agency Easily collect and process premiums with a digital payments platform

Schneider & Associates Insurance Agency wanted to strengthen client relationships, but pushing customers to portals for payments was causing lost contact and hurting retention. They needed an end-to-end digital payments solution that could work with their existing systems and reduce the effort, errors, and liability of agency bill pay, so they turned to Applied Systems and its Applied Pay™ platform.

Applied Systems implemented Applied Pay™, which integrates with Applied Epic® and Applied CSR24® to simplify premium collection and processing. The result was a smoother payments experience that helped Schneider & Associates streamline service, reduce friction, and increase renewals.

Schneider & Associates

Paul Schneider

President