Case Study: The Burley Group achieves resilient, anytime-anywhere customer service and 95% retention with Applied Systems

The Burley Group provides an exceptional customer experience with anytime, anywhere service

The Burley Group is a Sheffield-based insurance broker with more than 35 employees and five offices. Facing rising costs and business‑continuity risks from hosting its broker management system on-premises — plus fragmented client data across disparate systems — the firm needed a more reliable, cost‑effective way to protect data and deliver a complete view of customers.

The broker moved to Applied TAM in the cloud and adopted Applied Mobile and Applied CSR24 to centralize customer and prospect data and enable anytime, anywhere access. The change delivered faster, more accurate service, rapid recovery after an office flood, and improved productivity in the field; the firm now boasts a 95% customer retention rate and stronger ability to attract new business.

The Burley Group

Michelle Bamford

Finance Director