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Traverse City, MI

Headquarters

3 Years

As an Applied Customer

Additional Info

Employees: 2,300+
Offices: 350+

 
 

Leveraging a foundational management system to control workflows

With 2,300 employees across more than 170 agencies, High Street Insurance Partners needed a way to consolidate agency operations. Their agencies were using disparate management systems, which led to messy data and even messier workflows. High Street Insurance Partners looked to Applied Epic® to bring all their employees onto one foundational management system that allowed them to control day-to-day processes and E&O risks. They found added value in Applied Epic’s open architecture that allows for the integration of other platforms, including digital payments. They were an early adopter of Applied Pay®, seeing immediate success in streamlining and speeding up the agency bill process. Learn how High Street Insurance Partners worked with Applied to bring users together onto a single platform to establish consistent workflows and processes for their team.

 
High Street Insurance Partners has accumulated about 150 databases, which I oversee and work with our agencies to consolidate into Applied Epic. Having everyone on one system allows us to control workflows and reduce potential E&O situations. We no longer have agencies on different AMS systems, doing things differently just because that’s how they’ve always done it.”

Donna LaGoy

Senior Vice President of Business Systems

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