Cadence Insurance Selects Applied EpicOnline to Manage Business Growth

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Trusted Choice partner and leading Texas agency to manage both property and casualty and benefits business on a single application

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Applied Systems today announced that Cadence Insurance will convert to Applied EpicOnline to manage agency growth and standardize business operations for both their property & casualty and benefits business on a single integrated software application. The agency also will seamlessly integrate Applied CSR24 and Applied MobileProducer to extend anywhere, anytime self-service access to policy information and insurance documentation to clients and producers via the Web or a mobile tablet.

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.

“As one of Houston’s largest independent agencies, we are committed to maintaining our strong growth rates while keeping our clients’ best interests first and foremost in our minds,” said Reed Moraw, president of Cadence Insurance. “With Applied EpicOnline, we will now be able to manage our entire business, including benefits, in a single application, providing a single view of our book of business to more quickly recognize opportunities to cross- and up-sell. Additionally, by extending online access to critical insurance information to both our clients and producers while away from the office, we will reduce time and expenses and be able to dedicate more time to servicing our clients, increasing overall client satisfaction, retention, and growth.”

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.

Applied MobileProducer is the first independent agent and broker app designed specifically for insurance producers to access and manage client and prospect information anywhere, anytime via a mobile tablet. With a touch-screen optimized interface, Applied MobileProducer enables insurance producers to stay connected on the go with a direct link to information in their agency management system. The native mobile app allows users to view accounts, contact details and insurance policy information, add prospects, create and manage activities, and offers risk assessment tools that enable producers to accurately sell more lines of business. With on-demand access to client and prospect information, Applied MobileProducer enables insurance producers to conduct more business outside the agency and deliver better service to clients with a single, up-to-date view of client information.

“Changing business and customer service models are requiring today’s insurance agencies to consolidate data onto a single application for a comprehensive view of their entire book of business to maintain superior client service,” said Reid French, chief executive officer, Applied Systems. “With Applied, Cadence Insurance will be able recognize the benefits of managing all of their lines of business from a single application, including improved productivity through streamlined workflows and business growth from quicker identification of new revenue opportunities. By extending access to critical insurance information online and via a mobile application, Cadence Insurance will be able to meet the expectation for a connected client experience to drive growth and profitability.”

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
+1 (404) 807-0846
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