Case Study: Watson Insurance Agency achieves a unified digital agency and streamlined reporting with Applied Systems' Applied Epic

Watson Insurance Agency Leverage a single foundation to build your digital agency

Watson Insurance Agency, a Gastonia, NC–based firm with more than 70 employees and four offices, needed to scale its service and technology as one of the largest agencies in the Southeast. The challenge was to consolidate disparate data and workflows, adopt modern digital tools, and capture every business opportunity without relying on manual reporting and spreadsheets.

Watson implemented Applied Epic along with Applied Mobile and Applied CSR24 to create a single digital foundation and automate core processes. The result was consolidated data and simpler, automated reporting, faster workflows, improved customer service, and a stronger position as a leading digital agency.

Watson Insurance Agency

Deborah Hoffman

IT Manager