United States
Canada (English)
United Kingdom
Ireland
Customer Story
Chalk & Gibbs Insurance brings consistent workflows to every account
After more than two decades on a legacy system, the agency moved to Applied Epic in 2025 with dedicated support.
Summary
Process discipline for an agency founded in 1925
Chalk & Gibbs Insurance has served clients since 1925. After more than two decades on its legacy Applied agency management system, the agency found that client records and workflows varied with whoever handled the account. Operations Manager Samantha Earp called the old setup “a little bit more like the Wild West.”
The agency moved to Applied Epic in February 2025, supported throughout by Applied’s Hypercare implementation team. Built-in process management now keeps everyone on the same steps, so information is more consistent and accurate, and new staff are easier to train. The agency is positioned to grow in a way its old system couldn’t support.
Morehead City, NC
Headquarters
25 Years
As an Applied Customer
Additional Info
Employees: 36
Offices: 3
Solutions
Additional Resources
-
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.
Read Now -
Video
Peer Insights on Why You Should Switch to Applied Epic
Hear agencies share why they chose to switch to Applied Epic.
Watch Now -
Customer Story
Prins Insurance, Inc.
Learn about Prins Insurance Inc.’s experience migrating from Applied TAM and how they have embraced Applied Epic to future-proof their agency.
Read the Story
Bring consistency to your agency
Talk with our team about moving your agency to Applied Epic with dedicated implementation support and consistent workflows for every account.