McDougall Insurance Picks Applied to Digitize and Scale the Business | Business Insurance

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MISSISSAUGA, Ont., May 3, 2022 (GLOBE NEWSWIRE) — Applied Systems announced today that McDougall Insurance has selected Applied’s digital brokerage solution to digitally transform and scale its business. Using cloud-native technology within Applied Epic, the brokerage will gain a modern interface and standardized workflows that will create consistency and reduce ad hoc manual work for its staff across its 40 locations. Through the open architecture of Applied Epic, McDougall will also connect Applied’s customer service, analytics and quoting technology to deliver the digital experiences today’s insurance employees and customers expect.

“I used to say I would never put my organization through the pain of changing our broker management system,” said Ross McDougall, CEO of McDougall Insurance. “However, times have changed and it is necessary to have a simple and integrated IT system to provide the service our clients deserve. Applied Digital Brokerage is that system: their software will help us bring all parts of our business together, simplifying our operations and enabling our amazing people. We’re excited about the future we believe our partnership with Applied will bring to life.”

Applied’s digital brokerage solution consists of a core management system, analytics, marketing automation, customer service tools, and personal and business lines quoting, all hosted in the cloud. Applied technology enables brokerages to eliminate duplicate work and create higher value business transactions to deliver superior customer experiences throughout the insurance lifecycle. Digital brokerages operate more efficiently, better leverage relationships with insurers, improve customer service, minimize errors and omissions, and accelerate growth and profitability across all lines of business.

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“When brokerage firms use technology solutions that have limited or no integration, it creates additional work for staff to manually track what’s happening in the brokerage. This takes the focus away from advising clients and grow the business,” said Steve Whitelaw. , senior vice president and general manager of Applied Systems. “Applied’s digital brokerage software will provide the seamless connectivity needed to have a single view of the business and standardized processes across all locations, reducing the friction staff feel in their daily workflows and enabling them to shift their focus to deliver a top notch customer experience with the broker’s professionals and insurance brand at the forefront”.

About Applied Systems

Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and a leader in innovation, Applied is the world’s largest provider of brokerage and agency management systems, serving clients in the United States, Canada, the Republic of Ireland and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable millions of people around the world to safeguard and protect what matters most to them.

Lauren Malcolm
Applied Systems
[email protected]

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