Combining customer service with innovation from day one

Core Assurance Partners was founded in 2017 by a team of insurance entrepreneurs with decades of global industry experience. As a client-centric insurance, surety, and risk management advisory firm on a mission to provide exceptional customer experiences and impactful results, Applied’s Digital Agency® was the perfect fit to manage the end-to-end lifecycle for prospects and customers across all lines of business.

Freedom and flexibility to build a customized technology strategy

As the leading sales and marketing tool created for the insurance industry, Applied Epic® for Salesforce enabled Core Assurance Partners to deploy digital strategies more efficiently by allowing them to take advantage of all of the functionality available through Salesforce, including several insurance-specific features.

As part of their technology strategy, the need to provide customers with self-service options to access policy information online or via mobile devices was a “must-have,” and Applied CSR24® was the ideal solution. Christie Nichols, director of client experience, said, "We are highly accessible to our clients. We implemented CSR24, which we've trademarked and branded as Core24®, and it’s on all our social media platforms and open to customers 24/7.” She also noted, "Our self-service technology has been well received, especially when issuing certificates of insurance, reporting a claim, or issuing an auto ID card. Customers really like having all of their policy details at their fingertips."