Ontario brokerage selects omnichannel customer service software to meet changing consumer and staff expectations
Mississauga, ON (Jun. 20, 2018) – Applied Systems today announced that Bridgeway Insurance Inc. has selected omnichannel customer service solutions to increase value proposition in the competitive insurance landscape. As part of Bridgeway’s digital transformation, the brokerage will leverage their existing foundational management system, Applied Epic®, to extend its digital brokerage strategy with Applied CSR24® and Applied Mobile® to provide customers and staff access to policy details via an online portal and mobile apps.
“We’ve been leveraging Applied Epic for two years now, and have experienced about 30-40% growth since implementing,” said Bryan Shier, managing partner, Bridgeway Insurance. “Now that we are in a good place to build a digital strategy, it is time to focus on what more we can give to our staff and customers. Self-service and mobile capabilities are what our customers are demanding, and Applied CSR24 and Applied Mobile will provide the 24/7 service we need to retain existing and acquire new customers.”
Applied CSR24, the leading cloud-based client self-service software, enables brokerages to meet today’s insurance consumer demand for anytime, anywhere access to information by providing 24/7 access to insurance policy information, claims filing and processing, premium payments, and insurance documents through an online brokerage-branded client portal or mobile application via Applied MobileInsured. Applied CSR24 seamlessly integrates with brokerage management systems, reducing manual administrative tasks and allowing brokers to devote more time to serving customers and securing new business. By providing greater flexibility and mobile servicing options, brokerages can increase client satisfaction, build client loyalty, and deliver a more competitive business proposition.
Applied Mobile is a purpose-built app that enables insurance brokerage staff to access and manage client, prospect and insurance information from their management system anytime, anywhere 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.
“Technology is rapidly changing the way consumers want to do business with their insurance providers, and it’s critical that brokers meet these expectations to enhance their competitive value proposition,” said Jeff Purdy, senior vice president of International Operations. “Increased efficiencies provided by their foundational management system will enable Bridgeway Insurance Inc. to extend mobile connectivity to more effectively service customers, further increasing customer retention and 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 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.
SOURCE: Applied SystemsTags: Applied Systems, Bridgeway Insurance, customer service, Omnichannel