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Applied Systems acquires Planck to drive value in the next-generation of the digital roundtrip of insurance. Learn More

Madera, CA

Headquarters

18 Years

As an Applied Customer

Additional Info

Employees: 7
Offices: 1

Solutions

 
 

The transition to a new management system that can innovate alongside the business

Seabury, Copland and Anderson was a long-time Applied TAM® agency but decided it was time to upgrade to a more flexible, secure, and scalable management system. They’ve loved working with Applied for the last 18 years and knew they wanted to continue the partnership. The agency chose Applied Epic®, an open, cloud-based, all-in-one solution, as their go-forward platform. Despite the initial fear of moving systems, the process went very smoothly for the agency, and they credit it to the Applied Implementation and Activation teams, who were there to help every step of the way. Hear from Seabury, Copland and Anderson on their entire migration journey – from the implementation process to data cleanup and managing change among employees.

 
We chose Applied Systems because they offer the most innovative agency management system. We feel that they are constantly delivering new products and giving us ways to advance our agency, and we feel that for the future, this is the way to go.
Sandy Imhoff Accounting Manager

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