Applied EpicOnline Supports Digital Strategy and Increases Mobility for Brokers Trust Insurance Group Inc

Applied Systems technology to enable brokerage to expand client visibility into insurance information and increase client touch points

Mississauga, ON (Feb. 9, 2015) – Applied Systems is pleased to announce that Brokers Trust Insurance Group Inc. has selected Applied EpicOnline, the cloud-hosted version of the fastest-growing brokerage management system, to drive their online strategy and business growth.

Leveraging Applied EpicOnline, Brokers Trust Insurance Group will enable its more than 90 users to view both the property and casualty and benefits business of its clients, allowing brokers to more easily identify cross-sell and up-sell opportunities. Brokers Trust Insurance Group will also leverage Applied CSR24 to meet today’s insurance client demand for anytime, anywhere access to information by offering its policyholders 24/7 online self-service, enabling the brokerage to increase client satisfaction and retention.

Applied EpicOnline delivers the most technologically advanced software for brokerages to grow faster and more profitably in today’s changing insurance marketplace. Applied EpicOnline provides a single, integrated application to manage all client relationships, policy administration and financial accounting processes more efficiently across a brokerage, including multiple locations in different geographies.

Hosted in Applied Systems’ secure Tier III+ data centres, Applied EpicOnline provides the benefits of the cloud’s anytime, anywhere access to information and cost savings, as well as eliminates the need for brokerages to manage hardware, IT and security, enabling brokers to devote additional time to managing their business more effectively and securing new business.

“Today’s insurance consumer is more mobile, digitally connected and demanding, requiring us to evaluate our interaction and communication strategies across multiple channels using different types of technology,” said Dave Bertolin, deputy principal broker and director IT, Brokers Trust Insurance Group.
“By moving our core management system operations to the cloud and integrating client self-service offerings online, we will be well positioned to meet the changing demands of those consumers, as well as the market place; upholding our mission to deliver excellence in customer service. Applied Systems’ focus on security and commitment to ongoing product innovation makes them a great technology partner; enabling us to further optimize and automate our internal operations for future growth and profitability.”

Applied CSR24, the leading online client self-service software, enables brokerages to meet today’s insurance consumer’s demand for anytime, anywhere access to information by providing 24/7 access to insurance policy information, claims filing and processing, and insurance documents through a custom-branded client portal available on a computer, tablet or smartphone. Applied CSR24 seamlessly integrates with the brokerage management system, reducing manual administrative tasks and allowing brokers to devote more time to serving customers and securing new business. By providing greater flexibility and servicing options, brokerages can increase client satisfaction, build client loyalty, and deliver a more competitive business proposition.

“Increasing competition and changing client demands are requiring today’s leading brokerages to leverage technology to automate business processes and improve online client interactions, allowing brokers to deliver a differentiated multichannel customer service experience,” said Jeff Purdy, senior vice president of International Operations, Applied Systems. “With Applied technology, Brokers Trust Insurance Group will be able to leverage the flexibility the cloud provides to expand their business, as well as deliver timely access to insurance information for both clients and staff, improving productivity to allow them to spend more time on the business of insurance.”

About Applied Systems

Applied Systems is a leading provider of software that powers the business of insurance. Applied is recognised as a pioneer in agency and brokerage management systems and data exchange between agencies, brokers, carriers and their clients. Automating the insurance lifecycle for more than 140,000 insurance professionals, 12,000 agencies and brokerages, and 350 carriers worldwide, Applied enables millions of people around the world to safeguard and protect what matters most.

About Brokers Trust Insurance Group Inc.

Brokers Trust Insurance Group is a leading and truly independent insurance brokerage delivering expertise in a full range of products and services including Commercial Property and Liability, Personal Property and Liability, Automobile, Life, Group Health and Benefits. They have been providing innovative and comprehensive insurance and risk management solutions to Canadians since 1963.

SOURCE: Applied Systems

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