Martel & Martel Assurance Selects Applied to Manage All Lines of Business in a Single System

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Leading Quebec brokerage selects Applied Epic to provide a single view of clients across all lines of business

Montréal, Québec (Nov. 8, 2017) — Applied Systems and Martel & Martel Assurance today announced the brokerage’s selection of Applied Epic, the most widely-used cloud-based management system in the world, to standardize operations and provide a single view of their entire business. Additionally, as Martel & Martel expands their focus into commercial and group Benefits, Applied Epic will enable the brokerage to consolidate from disparate systems to one system to manage all lines of business across all roles and locations.

“Our company is focused on providing related specialized and individual risk advisory, which requires the products and technology to completely protect our customers,” said Anne Martel, co-president, Martel & Martel Assurance. “In partnering with Applied, we can further our mission which is to encourage the financial security and health of our clients, through support, and services that promote independent client capacity to manage security, innovation and health, whether collective or financial. In return, this supports the continued development of our business.”

Applied Epic is the most technologically advanced software application for insurance brokerages to automate business operations and drive connectivity to insurers and insureds in the changing insurance marketplace. Applied Epic is a single, integrated and open application that provides essential capabilities for each stakeholder within the brokerage to better manage customer relationships, sales opportunities, financial accounting and policy and benefits administration across all lines of business. Applied Epic’s unique software architecture provides scalability for brokerages with multiple global locations to manage expansion and business growth with ease.

“As a full-service brokerage for all SME and large businesses, Martel & Martel Assurance benefits from leveraging a management system that provides a single view of the client across all lines of business,” Jeff Purdy, senior vice president of International Operations, Applied Systems. “Applied Epic enables the brokerage to focus more on their advisory role and less on manual, administrative tasks previously experienced with multiple platforms.”

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 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.

About Martel & Martel

The mission of Martel & Martel, which will celebrate its fiftieth anniversary in 2018, is to transform insurance into a lever of financial security and collective health for client companies. Proactive, the firm is the only one in Quebec to offer, under one roof, expertise in commercial and collective insurance. Martel & Martel is an online shop – a one-stop-shop – for the purchase of innovative products to increase the productivity of SMEs and meet their needs, especially related to employee benefits.

Source: Applied Systems

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