Shea Insurance Group Modernizes Operations with Applied Digital Agency
Chicago, IL – September 17, 2025 – shea Insurance Group has chosen Applied Systems’ Digital Agency solution to standardize and streamline operations across its Property & Casualty and Benefits divisions. The agency will leverage Applied Epic as its core management system, integrating natively with tools for financial management, quoting for personal and commercial lines, customer relationship management, and data analytics.
This implementation aims to create a connected workflow throughout the entire policy lifecycle, enabling Shea Insurance Group to scale efficiently and prioritize customer service by reducing manual processes.
“I wanted to thoroughly evaluate available systems when building this brokerage, and I’m confident in our decision to go with the industry standard,” stated George Shea, CEO of Shea Insurance group, LLC. “applied Digital Agency, and the Applied team supporting us, have been remarkable. The technology provides a single, thorough system with the tools needed to compete effectively, offering capabilities from benefits management and commercial lines quoting to insightful analytics.Importantly,the Applied team demonstrates a genuine commitment to our success,which has been clear throughout implementation and training.”
Applied’s Digital Agency solution encompasses a central management system, online and mobile customer self-service options, automated commercial lines quoting, robust reporting and analytics, and direct insurer connectivity – all delivered via a cloud-based platform. This integrated approach is designed to facilitate higher-value transactions and enhance customer experiences throughout the insurance process.
According to Applied Systems, the solution’s ability to manage an agency’s entire business within a single system, eliminating redundancies often caused by multiple platforms, allows agencies to operate more efficiently, improve customer service, and accelerate growth and profitability.
“Applied Systems views its role as a critical partner to our customers, providing both the technology and the industry expertise needed to navigate the complexities of a modern insurance agency,” said Anupam Gupta, Chief Product Officer at Applied Systems. “Applied Digital Agency will equip Shea Insurance Group with the intelligent workflows and comprehensive visibility necessary to acquire new customers, strengthen existing relationships, and drive profitability from the outset.”
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