United States
Canada (English)
United Kingdom
Ireland
Customer Story
RiskWell chose Applied Epic as the foundation for its growth
The agency was fully live three months after launch, with standardized workflows already cutting manual effort.
Summary
A due diligence process that pointed to one platform
As RiskWell grew, its existing agency management system started holding the business back. The 14-person, inside-sales team specializing in commercial and real estate insurance needed a scalable, integrated platform. A formal due diligence process, with input from the people who would use the system daily, led it to Applied Epic for its intuitive experience and connected ecosystem.
Applied delivered a structured implementation from data conversion through onboarding, and RiskWell was fully live three months after launch. Standardized workflows, configurable task templates and automation now reduce manual effort and increase accountability, giving the team more time for clients and growth on a platform built to evolve with it.
McKinney, TX
Headquarters
1 Year
As an Applied Customer
Additional Info
Employees: 14
Offices: 3
Solutions
Additional Resources
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Best Practices
Essential Evaluation Criteria for Selecting Your Insurance Agency Management Software
Discover how to optimize your insurance agency's success with our essential checklist for selecting the best management system.
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Demo
Applied Epic Overview
Check out this demo for an overview of Applied Epic and its native capabilities that support personal lines and commercial lines quoting and submissions, Benefits, sales and marketing, accounting, and operational reporting.
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Customer Story
Seabury, Copland and Anderson
An experienced migration team helps Seabury, Copland and Anderson seamlessly move to a new management system.
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Choose a platform built to grow
Talk with our team about moving your agency to Applied Epic with a structured implementation from data conversion through onboarding.