Applied Systems Epic is key to growth for California agency

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Industry’s fastest-growing agency management system to provide one-source solution for driving productivity.

Agencies can drive greater productivity and profitability by streamlining agency workflows and quickly delivering information and documentation . . .

An annual growth rate of 20 percent in each of the next four years is the driving force behind VANTREO Insurance Brokerage in Santa Rosa, Calif., an agency that has chosen Applied Systems Epic® agency management software.

Epic is the insurance industry’s fastest-growing agency and brokerage management system. Its modern, flexible and secure architecture provides agents and brokers with a single scalable platform to automate workflows, mitigate risk, reduce operating expenses and drive sustainable growth and profitability. In less than three years, Epic has been adopted by more than 500 agencies and 18,000 users.

VANTREO president Lynne Wallace said for a company to be considered high growth, it must grow by 20 percent a year for four straight years. VANTREO has made that kind of growth its goal, and Epic will play a key role in helping the agency reach it, allowing staff to service customers quicker and better. Wallace said that producers get the right information in fewer steps, which inspires them to sell more and use the system to its full capabilities.

“The Epic system is going to provide for us the ability to have a one-source solution,” Wallace said. “This allows us to increase productivity, which will be a true advantage for us.”

Epic provides agencies and brokers with the most technologically advanced software platform to automate daily operations. Applied Systems said Epic’s secure architecture is scalable and flexible to meet the demands of mid-sized agencies up to the largest enterprise-level organizations. The application’s modern and intuitive interface, based on agency best-practice workflows, allows users to streamline operational tasks. It helps insurance organizations manage their clients and policies in a consistent manner to minimize risk, reduce operating expenses and drive sustainable growth and profitability.

“Epic’s highly automated and configurable workflows allow the system to adjust to the agency’s way of doing business,” said Applied Systems CEO Reid French. “Agencies can drive greater productivity and profitability by streamlining agency workflows and quickly delivering the information and documentation agency employees need to be more effective and efficient.”

About Applied Systems
Applied Systems is a leading provider of software that powers the business of insurance. The company is recognized as a pioneer in agency management systems and data exchange between agencies, brokers, carriers and their clients. By automating the insurance lifecycle, Applied Systems software enables millions of people around the world to safeguard and protect what matters most. To learn more, please visit http://www.AppliedSystems.com.

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Sheryl Feminis
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