Servco Pacific Partners with Applied for Digital Agency Strategy

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Leading Hawaii and Pacific Northwest insurance brokerage firm leverages Applied software to drive digital transformation.

Applied Systems today revealed that Servco Pacific Insurance has launched its digital transformation strategy with Applied. The agency has built its digital foundation on Applied Epic, the fastest-growing cloud-based agency management system in the world, to automate business operations and provide a single view of customers across all lines of business and its seven locations. Additionally, Servco Pacific Insurance will leverage Applied CSR24, the leading cloud-based client self-service software, and Applied Mobile, a purpose-built app that enables insurance agency staff to access and manage business information from their management system, to provide anytime, anywhere service to customers.

“Applied enables us to drive our digital transformation strategy with a single management system that automates and standardizes all business processes, as well as mobile and self-service applications to provide anytime, anywhere service to our customers,” said Jacinda Elias, senior vice president, Servco Pacific Insurance. “Our partnership with Applied has enabled our firm to standardize business operations, automate the sales process, and provide access to information anytime, so we can focus on growing the business.”

Applied Epic delivers the most technologically advanced software application to independent insurance agencies to enable faster growth and profitability in a changing insurance marketplace. Purpose-built for insurance agencies, 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 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 with multiple, global locations 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 and insurance documents through an online agency-branded client portal or mobile application via Applied MobileInsured. Applied CSR24 seamlessly integrates with agency 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, agencies 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.

“Digital agencies require anytime, anywhere access to business information to gain a complete view of the customer in order to deliver a connected insured experience,” said Michael Howe, senior vice president of Product Management, Applied Systems. “Applied software promotes Servco Pacific Insurance’s digital transformation strategy by providing all employees with instant access to the same business information to provide consistent customer service across all locations, while driving growth for its entire organization.”

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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.

About Servco Pacific Insurance
Servco Pacific Insurance (SPI) is a privately held insurance brokerage and risk management firm operating in Hawaii and the Pacific Northwest. SPI, which was founded in 1971, offers a full range of property, casualty and marine insurance products, risk management services, traditional and loss–sensitive insurance programs and employee benefits consulting. SPI is part of Servco Pacific Inc., Hawaii’s largest private companies and voted one of Hawaii’s Best Places to Work for the past 13 years. For more information, please visit

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Courtney Rains
Applied Systems
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