Richmond Hill, ON
Headquarters
20 Years
As an Applied Customer
Additional Info
Employees: 259
Offices: 14
Scalable growth through modern insurance technology
BrokerTeam Insurance, founded in 2005, has grown from a five-partner startup into one of Ontario’s most diverse and fastest-growing brokerages. The team serves clients across personal and commercial lines and will soon open a new life insurance and Benefits division. Recently celebrating its 20th anniversary, the brokerage recognized the need for a modern, integrated brokerage management system (BMS) to support its next decade of growth and innovation.
BrokerTeam chose Applied Epic® to replace its legacy Applied TAM® system. With the help of the Applied Systems® team, the brokerage gained the scalability, automation, and data insights necessary to support future growth.
Integrated automation that frees staff to focus on what matters most
BrokerTeam chose to migrate from Applied TAM to Applied Epic due to its powerful, integrated automation capabilities. Previously, the brokerage had to develop and maintain its own internal tools to fill functional gaps, which consumed a significant amount of time and resources. “We used to hire people to build bots that imported GL policy information into our BMS to keep up with the large volume of transactions we handled. With Applied Epic, it all happens automatically,” Andy Leung explained.
Now, policy data flows seamlessly from carriers via direct feeds, CSIO eDocs, or document capture directly into Applied Epic, populating policy numbers, coverage details, limits, effective dates, and endorsements instantly.
Applied Epic doesn’t just save time; it unlocks capacity for BrokerTeam’s staff to focus on what really matters: understanding clients’ unique needs, delivering personalized service, and building lasting relationships. By automating manual tasks, Applied Epic enables BrokerTeam to deliver enhanced client experiences and drive business growth.
Partnering with Applied Systems to empower staff and simplify implementation
Migrating from Applied TAM to Applied Epic was a major change for BrokerTeam, and the brokerage recognized that successful implementation required active staff engagement and thoughtful change management.
To ensure a smooth transition, BrokerTeam held bi-weekly discussions with staff, allowing everyone to voice concerns and offer input before implementation. Staff were also invited to join implementation teams, which provided them with hands-on experience with Applied Epic and helped them fully understand the system. Andy noted, “When people understand the system and its features, they feel a sense of ownership. They can use the system effectively and even train new staff in the future.”
The Applied Systems team played a critical role in guiding BrokerTeam through the migration process by providing step-by-step support tailored to their organizational structure. Andy shared, “The Applied team walked us through every stage, giving us peace of mind. After 20 years in business, I was concerned about making a change, but their guidance made the process manageable and set us up for success.”
Through Applied Systems’ dedicated support team, thoughtful change management, and active staff involvement, BrokerTeam successfully transitioned to Applied Epic, ensuring smooth adoption while achieving long-term operational efficiency.
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