First West Selects Applied Epic for Its Insurance Business

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Industry’s fastest-growing brokerage management system from Applied Systems to drive consistency and efficiency across all of First West Credit Union’s regional insurance businesses.

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Applied Systems today announced that First West Credit Union has selected Applied Epic to standardize its insurance operations on a single integrated software system. With Applied Epic, First West aims to increase operational efficiencies and improve client service across all of its regional insurance businesses, including Valley First, Enderby & District Financial, Envision Financial and Island Savings.

"First West did a rigorous review of insurance brokerage management systems, and Applied Epic was the clear choice," says Tim Mackie, First West's assistance vice-president, Insurance. "We were looking to consolidate multiple insurance systems into a single platform—one that will best position our expanding insurance business for future growth. Applied Epic's efficient, state-of-the-art design is going to simplify processes for our employees and enable them to spend more energy on what matters most: offering better service and more quickly identifying opportunities to get our clients the insurance products they need."

Applied Epic is the fastest-growing agency and brokerage management system in the world, delivering the most technologically advanced software to agencies and brokerages to enable faster growth and profitability in a changing insurance marketplace. Applied Epic provides a single, integrated system for agencies and brokerages to manage all their customer relationships, policy administration and financial accounting more efficiently. The system’s unique software architecture provides scalability for agencies and brokerages with multiple, global locations to manage expansion and business growth more easily, as well as integrates Applied applications seamlessly. Applied Epic delivers a comprehensive view of client information and internal operations through an intuitive user interface, enabling users to make more informed decisions about their business and capitalize quickly on new opportunities.

“As the insurance industry’s competitive landscape continues to evolve, leading brokerages are pursuing opportunities to expand business through both acquisitions and organic growth, requiring better software to ensure consistent business processes and maintain a high level of customer service,” said Reid French, chief executive officer, Applied Systems. “Applied Epic delivers advanced capabilities and a single view into customers and business operations that will enable First West to more easily scale its operations and drive higher rates of business growth.”

About Applied Systems
Applied Systems is a leading provider of software that powers the business of insurance. Applied is recognized 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 First West Credit Union
First West Credit Union offers members the financial strength, comprehensive product selection and extended branch network of a large financial institution while maintaining local brand identities and a unique grassroots approach to service. Led by Launi Skinner, First West is British Columbia’s third-largest credit union with $10 billion in assets under administration, nearly 240,000 members and more than 1,700 employees. It operates 54 branches throughout the province under the Envision Financial, Valley First, Enderby & District Financial and Island Savings brands. Visit for more information on First West Credit Union. Follow us on Twitter: @firstwestcu

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Courtney Rains
Applied Systems
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