Summary

A quick, well-planned move for a small agency

Prins Insurance ran on Applied TAM for more than three decades. The system had served the agency well, but Amber Bosma, chief operating officer and chief financial officer, wanted to give her team the latest technology so the agency would stay successful and relevant in the industry. 

The agency chose Applied Epic. As a smaller agency, Prins needed the move to happen quickly and efficiently, so it worked closely with its Applied team on a clear timeline and training that left everyone comfortable and prepared. Client self-service, marketing automation and carrier downloads now connect directly to Applied Epic, so staff handle day-to-day tasks in one place.