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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

“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, Seabury, Copland and Anderson

Additional Resources