An entire digital platform to manage internal operations and enhance customer service

Applied Epic provides Bradley’s Insurance with a comprehensive view of clients and prospects across all lines of business, enabling staff to capitalize on cross-sell opportunities. "Having our Personal Lines and Commercial Lines business in one system is a big gain that will help with cross-selling and making sure the client is fully serviced,” said Pelletier. The brokerage has also benefitted from Applied Epic’s sales automation functionality. “Sales automation has been a big thing for us,” said Pelletier. “I found the staff didn’t have enough accountability in terms of their sales targets.” Now, staff can easily track performance against individual sales goals and sales opportunities with role-based, intuitive dashboards.

Additionally, becoming a digital brokerage has enabled Bradley’s Insurance to provide better customer service. “We had a big tornado in Ottawa and it was during the weekend so everyone was out of the office but our staff was able to get back to clients very quickly without even being logged into our server because they had the app.” Applied Mobile seamlessly integrates with Applied Epic, providing staff with on-the-go access to critical client information via their mobile phones.

Applied CSR24 and Applied WebRater enable Bradley’s Insurance to interact digitally with clients and prospects throughout the insurance lifecycle, from quote to purchase to service. “In terms of mobile, we're trying to have everything available to the client,” said Pelletier. “It’s important not to forget that even though people want digital, they still want a personalized experience. It’s not enough for you to send something automatically and you're done with it. We try to provide a very personal touch through all of our channels to make sure clients know that we are here.” Applied WebRater enables Bradley’s Insurance to better engage with clients and prospects by delivering real-time auto and property quotes. By investing in the technology to become a digital brokerage, Bradley’s Insurance has been able to provide an exceptional customer experience and differentiate its business.