Dexter & Company Drives Digital Transformation with Applied

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Texas-based agency leverages foundational management system, mobile and self-service technology to become a digital agency

Applied Systems today announced that Dexter & Company has selected Applied Epic, the most widely used cloud-based agency management system in the world, to automate and standardize operations and provide a single view of customers across all lines of business. As part of the agency’s digital transformation, Dexter & Company will also integrate Applied CSR24 and Applied Mobile to meet changing consumer expectations for anytime, anywhere access to information.    
“It was extremely important to us to have a single view into our business and standardized operations across our three locations,” said Royce DeRouen, senior vice president, Dexter & Company and board member of the Independent Insurance Agents of Dallas. “Applied enabled us to take a complete approach to building out our digital strategy with a partner that could ensure all of our staff and customers have access to the same information, regardless of role or location.”

Applied Epic delivers the most technologically advanced software application to independent insurance agencies to enable faster growth and profitability in a changing insurance marketplace. Applied Epic is a single, integrated and open application that provides essential capabilities for each stakeholder within an agency to better manage customer relationships, sales opportunities, market appetite search, financial accounting and policy and benefits administration across all lines of business, eliminating the need for separate, disparate systems. The application offers a comprehensive view of client and prospect information and internal workflows 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 agencies with multiple global locations the ability to manage expansion and business growth with ease.

Applied CSR24, the leading cloud-based client self-service software, enables agencies to meet today’s insurance consumer demand for anytime, anywhere access to information by providing 24/7 access to insurance policy information, claims filing and processing, premium payments, liability certificates and other insurance documents through an online agency-branded client portal or mobile application via Applied MobileInsured. Applied CSR24 seamlessly integrates with brokerage management systems, reducing manual administrative tasks and allowing agents to devote more time to serving customers and securing new business. By providing greater flexibility and mobile servicing options, brokerages can increase client satisfaction, build client loyalty and deliver a more competitive business proposition.

Applied Mobile is a purpose-built app that enables insurance agency staff to access and manage client, prospect and insurance information from their management system anytime, anywhere via a mobile smartphone or tablet device. The native mobile app allows users to stay connected on the go with a direct link to information in their agency management system, providing access to view accounts, contact details and insurance policy information; add prospects; create and manage activities; and automate sales operations.

“The continued evolution of technology, changing market dynamics, and new consumer expectations are transforming the business of insurance,” said Michael Howe, SVP of Product Management, Applied Systems. “In partnering with Applied as the company undergoes digital transformation, Dexter & Company will be able to take advantage of new customer service and business models being creating in today’s digital age.”

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 the innovation leader, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable 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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Anne Martel
Martel et Martel Assurance
(514) 504-5070
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