Customer Story
Seabury, Copland and Anderson upgrades to Applied Epic
Applied’s implementation and activation teams helped the seven-person agency with data cleanup and managing change.
Summary
A smooth move to a more flexible system
Seabury, Copland and Anderson was a long-time Applied TAM agency before deciding it was time to upgrade to a system that was more flexible, secure and scalable. The agency had loved working with Applied for 18 years and wanted to continue the partnership, so it chose Applied Epic, an open, cloud-based platform, as its system going forward.
Despite the initial fear of moving systems, the process went very smoothly. The agency credits Applied’s implementation and activation teams, who were there to help every step of the way. The team describes the whole migration, including implementation, data cleanup and managing change among employees.
Madera, CA
Headquarters
21 Years
As an Applied Customer
Additional Info
Employees: 7
Offices: 1
Solutions
Additional Resources
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Management System
Applied Epic Vs. Applied TAM: Why Upgrading Your Agency Management System is Crucial
Discover why upgrading from Applied TAM® to Applied Epic® is crucial for your agency's growth, offering innovative tools and secure data migration tailored to the insurance industry's future.
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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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Customer Story
Prins Insurance, Inc.
Read how a small Iowa agency moved to Applied Epic with a clear timeline and training plan.
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Make your move to Applied Epic
Talk with our team about the implementation and activation support Applied gives agencies moving from Applied TAM to Applied Epic.