Customer Success

Everett Mead

Become a digital broker

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  • Logo that reads "Everett Mead Your Personal Insurance Brokers"

    Headquarters: Stratford-upon-Avon
    Employees: 9+
    Offices: 2

  • 2011


  • 5

    Years as an Applied Customer

The transition of evaluating digital technology from a want to a need

Digital technology is rapidly changing the insurance landscape, prompting consumers to demand better customer service. Everett Mead saw this demand and decided that if they didn’t innovate, the business would lag behind. “When we first started looking, digital transformation was a want,” explained Dan McDonald, commercial director, Everett Mead. “It soon transpired to a need. We needed to look at where the market was going and what our customers were wanting.”

Applied ticks all of the boxes for us. If we hadn’t digitally transformed, we would have been left behind.

Dan McDonald

Commercial Director


The technology to transform into a digital broker

Everett Mead chose to digitally transform the business with Applied technology. Applied TAM serves as their foundational management system, enabling all employees to manage day-to-day business operations in a single application. The broker also implemented Applied CSR24, the leading cloud-based insurance customer self-service software, and Applied Mobile, the first insurance broker mobile application to bring customer, policy and sales insurance to mobile devices. To better connect with insurers, Everett Mead uses Applied's Commercial Lines application, enabling automated SME quoting across a range of insurers.

Explore Software Leveraged

  • Simple line icon of a laptop with two application screens open on the desktop

    Applied TAM

    Manage day-to-day business operations with maximum productivity.

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  • Simple line icon of a laptop with an arrow pointing to a tablet with an arrow pointing to a smartphone with an arrow point to the laptop

    Applied CSR24

    Deliver a more connected 24/7 client experience.

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  • Applied Mobile

    Empower your employees with the information they need on the go.

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A one-stop shop: Integrating all applications into a single system for optimized operations

Since implementing Applied software, Everett Mead has been able to consolidate all applications into a single, integrated system. “Applied really does ensure that we act as a digital broker because they provide every single element to essentially offer a one-stop shop,” said McDonald. Applied TAM’s open architecture enables all employees to work in the system, creating one place for all information to be stored and accessed. “The system is designed to be a single system and because of that claims, accounting, sales, sales support, and compliance will all benefit from the system,” continued McDonald.

Digital technology has also provided Everett Mead the opportunity to better connect with its customers. “The dawn of mobile usage around the world means that we had to consider what we could implement for our clients,” explained McDonald. “We chose Applied for the mobile applications and the 24/7 customer self-service portal that we could provide our staff and our clients.” Insurance consumers are demanding mobile and online service to access documents, file claims and more. Applied Mobile and Applied CSR24 enable the business to provide this anytime, anywhere service to customers.

Automated quoting of SME business that is integrated with Everett Mead’s broker management system allows employees to quickly quote across a range of insurers. “Commercial quoting with Applied TAM saves us over 50% of the time, compared to previous times,” said McDonald. “Historically, we had to go to numerous websites to get the same offering, it was just a time waster in truth.” Applied’s Commercial Lines application panel presents one risk to multiple UK insurers and automates the quoting process, not only saving time, but ensuring customers receive the best coverage for their risk.

Using digital technology has enabled Everett Mead to fully transform the business. The broker benefits from a faster sales cycle, more efficiency in business operations and the ability to provide an enhanced customer experience. “Applied ticks all of the boxes for us,” said McDonald. “If we hadn’t digitally transformed, we would have been left behind.”

Ready to Learn More?

Applied is ready to provide your business with the advanced insurance software and solutions you need to become a digital broker.