Summary

The right technology from day one

Core Assurance Partners was founded in 2017 by insurance entrepreneurs with decades of global industry experience. The firm advises clients on insurance, surety and risk management, and it chose Applied Epic to manage the full lifecycle of prospects and customers across all lines of business.

Self-service was a must-have. Clients reach their policy details online or on a mobile device around the clock, through a portal the agency brands as Core24. Issuing certificates of insurance, reporting claims and getting auto ID cards are favorites. Leaders also use real-time data to follow each producer’s progress toward annual goals, so they can step into conversations with accurate numbers.