Case Study: Weatherby-Eisenrich Insurance achieves greater sales-pipeline visibility and increased profitability with Applied Systems' Applied Epic

Weatherby-Eisenrich relies on Applied to drive sales like never before

Weatherby‑Eisenrich Insurance, a Southlake, TX agency with three offices, needed clearer visibility into its business data and sales efforts. Operating across multiple locations and disparate systems made it difficult to report on activities, forecast opportunities, and coordinate producers around the sales pipeline.

The agency implemented Applied Epic and Applied Cloud with Epic Sales Automation to consolidate all lines of business into a single, cloud‑based system. The change delivered real‑time access to one database, automated reporting, improved pipeline forecasting and producer accountability—enabling easier cross‑sells and upsells, better client retention, faster service, and measurable profit resilience even during economic downturns.

Weatherby-Eisenrich Insurance

Eric Bua

Management Coordinator