Watson Insurance Agency Builds Digital Agency Foundation with Applied Epic

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One of the largest agencies in the Southeast to extend anywhere, anytime customer service with Applied CSR24 and Applied Mobile

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Applied Systems today announced that Watson Insurance Agency has launched Applied Epic to centrally manage business growth across all lines of business on a single application. Watson Insurance Agency also implemented Applied CSR24 and Applied Mobile to provide customers and staff with real-time, mobile policy management and claims servicing to increase business opportunities in today’s technology-enabled marketplace.

As one of the largest agencies in the Southeast, Watson Insurance Agency employs more than 70 associates committed to the adoption of new and innovative technologies to provide a competitive advantage for growth and exceptional customer service. Debra Hoffman, IT manager, Watson Insurance Agency, noted, “When building our digital agency strategy, a critical component was selecting an agency management system that could manage our benefits business alongside our property & casualty business to serve as a solid operational foundation. Applied Epic allows us to manage all lines of business in one place, ensuring staff across all departments are more productive and efficient and cross and up-sell opportunities are being fully realized.”

Applied Epic, the fastest-growing cloud-based agency and brokerage management system in the world, delivers the most technologically advanced software application to independent insurance agencies and brokerages to enable faster growth and profitability in a changing insurance marketplace. Purpose-built for insurance agencies and brokerages, Applied Epic is a single, integrated and open application that provides essential capabilities for each stakeholder within an agency and brokerage to better manage customer relationships, sales opportunities, carrier appetite search, financial accounting, and policy and benefits administration across all lines of business, reducing time and expenses spent managing separate, disparate systems. The application offers 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. Applied Epic’s unique software architecture provides scalability for agencies and brokerages with multiple, global locations to manage expansion and business growth with ease.

Hoffman added, “Immediate service through multiple channels is what customers and young staff expect today, especially Millennials, and Applied CSR24 enhances our competitive position by offering 24/7 client self-service, while Applied Mobile enables our staff to access the information they need to better service their clients anywhere, anytime.”

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, premium payments, and insurance documents through an online custom-branded client portal available or mobile application via Applied MobileInsured. 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 mobile servicing options, agencies and brokerages can increase client satisfaction, build client loyalty, and deliver a more competitive business proposition.

Applied Mobile enables insurance agency and brokerage staff to access and manage client, prospect, and overall business information anywhere, anytime via a mobile smartphone or tablet device. The touch-screen optimized interface enables users to stay connected on-the-go with a direct link to information in their agency or brokerage 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. On-demand access to client and prospect information enables users to conduct more business outside the agency or brokerage and deliver better service to clients with a single, up-to-date view of client and business information.

“Evolving market dynamics and customer expectations are requiring agencies and brokerages to transform their business and customer service models,” said Reid French, chief executive officer, Applied Systems. “With Applied software as their foundation, Watson Insurance Agency is creating a true digital agency to transform the customer experience for their clients and increase internal operational efficiency.”

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 data exchange between brokerages, insurers and their clients, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada and the United Kingdom. By automating the insurance lifecycle, 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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