Lutgert Insurance Builds Digital Transformation Strategy on Applied Epic

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Leading Florida agency also implements Applied PerformanceManagement and Applied Rater to enhance internal operations and increase insurer connectivity

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Applied Systems today announced that Lutgert Insurance has launched Applied Epic to standardize operations and centrally manage business growth across all lines of business and locations on a single application. Building on its previous adoption of Applied CSR24, Lutgert Insurance has also implemented Applied PerformanceManagement and Applied Rater as part of its digital transformation strategy to support data-driven decision making and increased insurer connectivity for greater business growth.

Applied Epic 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 or brokerage to better manage customer relationships, sales opportunities, insurer appetite search, financial accounting, and policy and benefits administration across all lines of business, reducing time and expense 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 scalable software architecture provides support for agencies and brokerages with multiple, global locations to manage expansion and business growth with ease.

“At Lutgert Insurance, we are committed to making the complexities of insurance understandable while ensuring our customers gain the greatest value from their insurance experience,” said Derrick Ayers, chief financial officer, Lutgert Insurance. “Applied Epic provides our business the flexibility and scale to support multiple lines of business while maintaining a single view of our client, enabling our staff to quickly identify gaps in coverage to ensure superior customer service and drive agency growth.”

Applied Rater is a cloud-based insurance quoting application for independent agencies that automates rating workflows for more than 500 insurance carriers nationwide – the broadest coverage of any rating provider in the United States today. Applied Rater enables agencies to elevate their customer experience by providing a more timely, comprehensive and accurate quoting service across more personal lines of business. With the ability to integrate into an agency’s website and the majority of agency management systems, Applied Rater provides a single point of data entry to automate the exchange of information directly to carriers’ websites within the application, reducing time spent managing duplicative data entry.

Applied PerformanceManagement is the first data analytics application built specifically for independent insurance agencies and brokerages. Fully integrated with both Applied Epic and Applied TAM, Applied PerformanceManagement allows executives to obtain critical business insights from their existing management system data to make quicker, more informed business decisions. Applied PerformanceManagement presents data in an easy-to-understand visual interface with powerful graphical dashboards that deliver multiple levels of analysis on key performance business indicators for an agency or brokerage’s book of business, employee operations and insurer relationships to drive greater employee productivity and increase profitable relationships with clients and insurers.

“As technology digitally transforms our industry, a truly connected brokerage is defined by the ability to efficiently access and act upon a complete view of their customer by each person in the agency – regardless of role, time or location.,” said Reid French, chief executive officer, Applied Systems. “Applied Epic enables Lutgert Insurance to provide their entire staff with consistent processes and instant access to sales and customer information to serve the insured with the best insurance products and service possible, driving growth across its entire operation.”

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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