Core Competencies
Professional platform transitions to Applied Epic from legacy systems. We specialize in data integrity, timeline acceleration, and seamless operational continuity. Maximize your Applied Epic investment through workflow optimization, integration development, and ongoing performance improvements.
Custom automation solutions that transform repetitive insurance workflows into efficient, error-free processes while your team focuses on growth activities.
Whether it's Salesforce, Zoho, or API-based third parties - we build seamless bridges.
Complete insurance operating system alternative for agencies seeking modern, flexible technology built specifically for insurance workflows.
What Sets Us Apart
Unique Combination of Expertise
1. Deep Insurance Knowledge Unlike generic IT consultants, we understand insurance-specific workflows, compliance requirements, and business models.
2. Comprehensive Technology Expertise From legacy system migrations to cutting-edge AI implementation, we handle the full spectrum of technology needs.
3. Proven Implementation Methodology 200+ successful projects have refined our approach to minimize risk and maximize results.
4. Ongoing Partnership Focus We build long-term relationships, continuously optimizing and enhancing systems as agencies grow.
Our Location & Community
Based in The Villages, Florida
Address: The Villages, FL 32163
Why Florida? Our location in The Villages, just 45 minutes outside of Orlando, provides us with a unique perspective on serving active lifestyle communities and retirees—a growing and important insurance market segment. This positioning, combined with our marine insurance expertise, gives us insights into specialized insurance needs that many consultants lack.
National Reach: While based in Florida, we serve insurance agencies nationwide through remote implementation, virtual training, and strategic on-site visits when needed.
Platform Expertise
We Know The Tools You Use.
