M3 Insurance Implements Applied Epic for Growth, Mobile Workforce

M3 Insurance, recognized as a 2014 IIABA Best Practices Agency, has implemented Applied Epic, an agency management system. The move is intended to support the company's growth and the needs of its mobile workforce. Additionally, M3 utilizes Applied CSR24 to meet client demands for anytime, anywhere access to insurance information.

Applied Epic provides a unified platform for managing customer relationships, policy administration, and financial accounting. The system aims to streamline operations and offer a comprehensive view of client data and internal processes. This enables informed decision-making and quicker capitalization on new business opportunities.

"Technology is changing our industry and shaping this new era of the mobile employee, requiring greater business agility to meet client demand for real-time access to insurance information away from the office," said Mike Moore, executive vice president of Insurance Operations, M3 Insurance. "Together, Applied Epic and Applied CSR24 will provide the flexibility to expand our business, as well as deliver timely access to insurance information for both clients and staff, increasing our company's productivity to focus more time on servicing clients and securing new business."

M3 Insurance seeks to enhance client satisfaction and retention by offering 24/7 self-service capabilities through a web portal. This integrates seamlessly with the company's management systems, reducing manual administrative tasks. These services assist M3 Insurance in delivering a more competitive service offering and deepening client relationships within a digital landscape.