Summary

Clearer visibility into each client’s evolving risk

As Sea Mountain Insurance expanded into new niches and served more complex commercial clients, the agency needed deeper visibility into how each client’s operations were changing. Without it, critical exposures could go unnoticed, putting clients and the agency at risk. 

Sea Mountain partnered with Applied on an Applied Book Builder pilot that brings data-driven risk insight into its Applied Epic workflows. Seasoned and newer team members alike can quickly understand a client’s full risk profile and spot coverage gaps without time-consuming research. 

The agency now approaches renewals, onboarding, and prospecting with more confidence, addresses exposures early, and holds more strategic conversations with clients.