Case Study: Tate Insurance Group achieves faster commercial quoting and $350K in out-of-state growth with Applied Book Builder from Applied Systems

Tate Insurance Group writes $350K in out-of-state risks with Applied Systems

Tate Insurance Group, an independent agency, faced challenges after a period of rapid growth. Their mostly new commercial team was spending excessive time hunting for ancillary data on each account, while a backlog of legacy accounts was auto-renewing without proper review, creating potential coverage exposure. To address this, they worked with vendor Applied Systems and implemented its Applied Book Builder solution.

Applied Systems' Applied Book Builder was integrated directly into the agency's workflow within Applied Epic, making it mandatory for all commercial accounts. The solution automated risk analysis, surfaced coverage gaps, and provided structured profiles. This saved account managers 30-60 minutes per quote, enabled the agency to write approximately $350,000 in new out-of-state business they wouldn't have reached otherwise, and ensured every account is now reviewed annually with documented coverage decisions.

Tate Insurance Group