Technology

How Insurance Firms Are Increasing Renewal Rates and Reducing Churn by Integrating Applied Epic With HubSpot

Noah Berk

Most organizations are managing six to 10 systems just to support quoting, billing, claims and communications, and many operations managers find that these fragmented systems can limit marketing and operational effectiveness and efficiency. Noah Berk, co-CEO of Aptitude 8, says that by integrating Applied Epic with HubSpot, insurance agencies/brokerages can unlock more value, reduce churn, and increase renewal rates.

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Operations

Re:Applied – S01 EP04: Measuring Success With Analytics

Connections Editor

Published: July 09, 2020

For the latest episode of Re:Applied's first season, host Brian Langerman (CEO, Applied Client Network) sits down with Tommy Dies (CFO, Bryan Insurance Agency) to discuss tips and tricks for measuring success within your agency or brokerage using analytics. Tommy offers actionable insight into common scenarios, including suggestions for ways to capitalize on the data you find.

For more insight from Applied Client Network (ACN), Applied Systems or insurance professionals like Tommy, subscribe to the podcast today! Click here for quick links to all available listening platforms.