Marvin & Johnson Selects Applied EpicOnline to Standardize Business Operations

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Single integrated software application offers flexibility to support business expansion

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Applied Systems today announced that Marvin Johnson & Associates, Inc. selected Applied EpicOnline to standardize its business operations, workflows and reporting on a single integrated software application. The agency also will seamlessly integrate Applied CSR24 to extend online self-service to its clients, providing clients online access to manage their policy information and insurance documentation anywhere, anytime.

Applied EpicOnline is the cloud-based version of 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 EpicOnline provides a single, integrated application for agencies and brokerages to manage all of their customer relationships, policy and benefits administration and financial accounting more efficiently. The system seamlessly integrates other applications and provides scalability for agencies and brokerages with multiple, global locations to manage expansion and business growth. Hosted in Applied Systems’ secure Tier III+ data centers, Applied EpicOnline provides the benefits of the cloud’s anytime, anywhere access to information and cost savings, as well as eliminates the need for agencies to manage hardware, IT and security.

“Our business model is built on a mixture of organic and acquisitive growth, requiring our agency to adopt software that is both flexible enough to manage our entire book of business while enabling us to quickly capitalize on growth opportunities,” said Mark Thayer, chief financial officer and chief operating officer, Marvin Johnson & Associates, Inc. “Applied EpicOnline will consolidate our business through a single application in the cloud and provide the flexibility needed to manage growth, while also automating our procedures through standard workflows and reporting. Additionally, with Applied CSR24, we will be able to offer to our clients a portal to reference policy information, download certificates or insurance and manage claims while on-the-go and at their own convenience.”

Applied CSR24, the leading online client self-service software, enables agencies and brokerages to meet today’s insurance consumer demand for anywhere, anytime 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 agency and brokerage management systems, reducing manual administrative tasks and allowing agents and brokers to devote more time to serving customers and securing new business. Applied CSR24 streamlines premium certificate processing, management and distribution, enabling staff to reduce time spent through batch processing and client specific certificate template management functionality. By providing greater flexibility and servicing options, agencies and brokerages can increase client satisfaction, build client loyalty, and deliver a more competitive business proposition.

“Changing market dynamics and new product opportunities are increasing the pace of business in the insurance industry, requiring agencies to be more responsive and flexible to differentiate their service offering to drive organic business growth,” said Reid French, chief executive officer, Applied Systems. “With Applied software, Marvin Johnson & Associates will be able to streamline business operations and simplify reporting companywide, leveraging the integration and flexibility of our software to support their continued growth and enhance their ability to more effectively service their customers. In choosing to move to the cloud with Applied, the company ensures they are gaining a greater return on their technology investment by minimizing time spent managing IT infrastructure while increasing their data security and optimizing staff productivity.”

For more information on Applied EpicOnline and other Applied software, visit the Resources and Insights page here.

About Applied Systems
Applied Systems is a leading provider of 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. Automating the insurance lifecycle for more than 12,000 agencies and brokerages and 450 insurers worldwide, Applied enables millions of people around the world to safeguard and protect what matters most.

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Courtney Rains
Applied Systems
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