Skip to content

Applied Systems acquires Cytora to extend AI capabilities across the digital roundtrip of insurance. Learn More

 
Customer Success

McDougall Insurance & Financial

Simplifies operations with Applied Digital Brokerage

See the Story

 

Belleville, Ontario

Headquarters

3 Years

As an Applied Customer

Additional Info

Employees: 1,200+
Offices: 85

 
 

Enhancing workflows with intuitive management and real-time reporting

McDougall Insurance & Financial faced disorganized workflows and time-consuming manual processes that slowed their operations. Their previous system made finding attachments and tracking activities difficult, creating bottlenecks quickly. Switching to Applied Epic® and Digital Brokerage™ technologies introduced an intuitive platform that brings all activities and attachments together in one place for easy access. The team now benefits from powerful reporting tools that deliver real-time data and support smarter decision-making. Collaboration has also improved thanks to workgroups within Applied Epic, which help share tasks smoothly and position McDougall Insurance for continued growth.

 

McDougall Insurance has grown. We've become more profitable over the years, and we would not be able to do that if it weren't for all our staff conducting business more efficiently. We know that the fundamental way our staff have been more efficient is through Epic.

Lorne McDougall

Vice President of Corporate Development and Operations

Related Stories

Ready to Learn More?

When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.