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Western Financial Group teams with Applied Systems to support growth strategy


November 7, 2012   by Canadian Underwriter


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Western Financial Group has partnered with Applied Systems to integrate more than 120 network locations throughout Canada’s western provinces and position the company for continued growth.

Western Financial Group, owner of the largest property and casualty distribution network in western Canada, will use the software provider’s Epic broker management system (BMS) to integrate the network locations and 1,500-plus employees located in provinces, including Manitoba, Saskatchewan, Alberta and British Columbia.

Epic’s modern, flexible and secure architecture provides brokers and agents with a single scalable platform to automate workflows, mitigate risk, reduce operating expenses and drive sustainable growth and profitability, notes a statement from Applied Systems. The BMS has been adopted by more than 600 agencies in less than three years.  

As Western Financial Group streamlines its internal processing to meet the demands of the changing consumer, notes president and CEO Scott Tannas, the Epic BMS “solution aligns very well with our strategy.”

Epic’s advanced technology will allow Western Financial Group to easily and successfully “integrate acquisitions with consolidated financials and unlimited scalability,” Tannas says.

“Based on the significant market demand, we are pleased to introduce Epic into the Canadian marketplace with the release of Epic 7,” adds Reid French, CEO of Applied Systems.


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