Josslin Insurance Selects Applied Epic for a Single View of the Business to Support Long-Term Growth
13 Agosto 2024 - 8:00AM
Applied Systems® today announced that Josslin Insurance has
selected Applied Epic as its foundational management system to
drive new growth. As part of its two-pronged growth strategy,
Josslin Insurance will leverage Applied Epic to relieve their team
of redundant data entry by automating and connecting daily policy
workflows, as well as boosting cross-sell opportunities with a
single view of the customer across wealth management, personal, and
commercial lines of business.
“Having connectivity and complexity challenges with multiple
previous broker management systems, we decided to move to Applied
because of their proven track record of delivering successful
implementations and their simple, connected technology,” said Scott
Wagler, partner at Josslin Insurance. “We are excited to take
advantage of Applied Epic’s integrated capabilities and
consolidated view of the business that will help us reduce
operational friction of today and foster business growth for
tomorrow.”
Applied’s Digital Brokerage solutions deliver the most
technologically advanced suite of software applications to
independent insurance brokerages to enable faster and more
profitable growth. Applied’s suite of applications provides
essential capabilities for each stakeholder within the brokerage to
manage client relationships, sales opportunities, quoting,
financial accounting, and round-trip policy administration across
all lines of business. Built on leading cloud technology, Applied
Epic offers a comprehensive view of client and prospect information
and delivers internal workflows through a modern user experience,
enabling users to drive greater efficiencies and business value
across the entire enterprise.
“One of the most common challenges we hear from our new
customers is that they spend too much time focusing on
administrative tasks, taking away time from servicing and selling
to their clients,” said Steve Whitelaw, SVP and general manager,
Applied Systems Canada. “Applied Epic delivers process
standardization and visibility of customer data across various
lines of business that will empower the team at Josslin Insurance
across their entire business to focus on customer-centric,
revenue-generating activities and drive future growth.”
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The Applied products and logos are trademarks of Applied
Systems, Inc., registered in the U.S.
About Applied SystemsApplied Systems is the leading
global provider of cloud-based software that powers the business of
insurance. Recognized as a pioneer in insurance automation and the
innovation leader, Applied is the world’s largest provider of
agency and brokerage management systems, serving customers
throughout the United States, Canada, the Republic of Ireland, and
the United Kingdom. By automating the insurance lifecycle,
Applied’s people and products enable millions of people around the
world to safeguard and protect what matters most.
Lauren Malcolm
Applied Systems
LMalcolm@appliedsystems.com