Broker management systems provider Applied Systems is experiencing marked success in Canada, and has announced that its Applied Epic software user base has grown by 300% year-over-year in its insurance markets.
The company describes Applied Epic as “the most technologically advanced software” available to insurance brokerages. The technology is designed to serve as an integrated application for brokerages to manage information on customer relationships, benefits administration, and financial accounting, all on a user-friendly interface that allows for quick research and decision making.
Many prominent Canadian brokers have chosen to replace their entire broker management systems with the cloud-based EpicOnline, including Orr Insurance, Miller Insurance Brokers, Brokers Trust Insurance Group, Inc. and First West Credit Union.
“Our growth strategy required that our offices consolidate onto a single system that could unify the operations and standardize data and workflows across all of our offices,” said Rick Orr, owner and account executive, Orr Insurance & Investment.
Orr has already seen a positive returns emanating from his decision to use this software.
“We chose Applied EpicOnline as the next step in our transformation initiative, and we have already begun to recognize the benefits of having a single source for all client information, delivering improved operational efficiencies and enabling us to better serve our clients,” he said.
Applied Systems also emphasizes that the software adapts to the flexible nature of business, which allows for transactions to be completed in a quick and efficient manner.
“Applied Epic is the only system that enables brokerages to manage P&C and other lines of business, including benefits, in a single application. Applied Epic streamlines business operations and provides brokers a single view into their client base so they can more quickly recognize cross-sell and up-sell opportunities for continued business growth,” said Jeff Purdy, senior vice president of International Operations.
