Case Study: Swingle Collins & Associates boosts productivity, growth and profitability with Applied Systems (Applied Epic and CSR24)

Swingle Collins & Associates Enhance productivity to increase growth and profitability

Swingle Collins & Associates is a Dallas-based insurance agency with 100+ employees that has partnered with Applied for nine years. Facing growth, the firm needed to streamline workflows, achieve greater uniformity and flexibility across locations, and improve how premium certificates and customer interactions were handled.

To address this, Swingle Collins implemented Applied Epic and Applied Cloud along with Applied CSR24 to automate workflows, centralize operations, and offer a self-service portal for certificate processing. The result was improved productivity, a smoother customer experience, and a stronger foundation for continued growth and profitability.

Swingle Collins & Associates

Frank Swingle

CEO