Leading brokerage to leverage integrated application and extend mobility as part of broader digital transformation initiative
Montreal, QC (Nov. 14, 2016) – Applied Systems has announced that Groupe Lepelco Insurance has selected Applied Epic to manage its entire business operation in a single application. Applied Epic will provide Groupe Lepelco Insurance a flexible application to automate operations and scale growth. As part of their digital transformation strategy, Groupe Lepelco Insurance will also extend customer self-service offerings through Applied MobileInsured and Applied CSR24, as well as automate full-cycle rating, to more effectively serve their clients and drive business growth.
Applied Epic, the fastest-growing cloud-based brokerage management system in the world, delivers the most technologically advanced software application to independent insurance brokerages to enable faster growth and profitability in a changing insurance marketplace. Purpose-built for insurance brokerages, Applied Epic is a single, integrated and open application that provides essential capabilities for each stakeholder within a brokerage to better manage customer relationships, sales opportunities, financial accounting, and policy administration across all lines of business, reducing time and expenses spent managing separate, disparate systems. The application offers a comprehensive view of client information and internal operations through an intuitive user interface in both official languages, enabling users to make more informed decisions about their business and capitalize quickly on new opportunities. Applied Epic’s unique software architecture provides scalability for brokerages with multiple, global locations to manage expansion and business growth with ease.
“Our growth-focused business model requires a digital foundation that can enable us to quickly identify new business opportunities and meet today’s consumer demand for anywhere, anytime service,” said Marc St-Pierre, Groupe Lepelco Insurance. “Applied’s integrated software architecture delivers our business the advanced capabilities our brokerage requires to automate workflows and standardize sales processes, while providing us new ways of engaging our customers for an enhanced overall experience.”
As part of Groupe Lepelco Insurance’s broader digital transformation strategy, the brokerage also selected Applied PerformanceManagement to better understand their business operations through data analytics and Applied’s mobility solutions to provide staff and customer self-service mobile applications.
- Applied PerformanceManagement is the first data analytics application built specifically for independent insurance brokerages. Fully integrated with Applied Epic, Applied PerformanceManagement allows brokerages to make quicker, more informed business decisions. Fully integrated with Applied Epic, the application leverages existing brokerage management system data in an easy-to-consume visual interface that provides new business operations and growth insights.
- Applied Mobile is a purpose-built app that enables insurance brokerage’s staff to access and manage client, prospect and insurance information from their management system anywhere, anytime via a mobile smartphone or tablet device. The native mobile app allows users to stay connected on-the-go with a direct link to information in their brokerage management system, providing access to view accounts, contact details and insurance policy information, add prospects, create and manage activities, and automate sales operations.
- Applied MobileInsured is the industry’s first native, branded mobile application for brokerages to provide mobile client self-service via iOS or Android smartphone devices. The mobile app seamlessly integrates with brokerage management systems to provide clients accurate, convenient access to insurance information while on-the-go. As an online extension, Applied CSR24 also enables brokerages to provide 24/7 access to insurance policy information, claims filing and processing, premium payments, and insurance documents through a custom-branded client portal. Applied MobileInsured and Applied CSR24 reduce manual administrative tasks and allow brokers to devote more time to serving clients and securing new business.
“Today’s digital age requires brokerages to utilize a single system that is accessible to every member of their staff, providing one source for customer and prospect information to ensure efficient operations and optimal customer service,” said Philippe Joassin, vice president of Sales, Applied Systems. “In partnering with Applied, Groupe Lepelco Insurance will automate operations and ensure consistency, while maintaining a single view of their clients and extending mobile customer self-service to drive greater growth.”
About Applied Systems
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada and the United Kingdom. By automating the insurance lifecycle, Applied enables millions of people around the world to safeguard and protect what matters most.
SOURCE: Applied Systems