Customer Success

Waldo Agencies

Present more plan options in less time to customers

See the Story

  • Waldo Agencies Logo

    Headquarters: Ontario, OR
    Employees: 22+
    Offices: 4

  • 1962


  • 3

    Years as an Applied Customer

Digital technology to eliminate time spent on manual tasks

When meeting new customers for the first time, staff at Waldo Agencies leverages Applied Benefits Designer to easily and quickly adjust benefits plan options. Learn more about how digital technology relieves almost half of the workload of a typical employee.

Applied Benefits Designer is a fabulous tool because it’s designed for insurance. It saves me a great deal of time.

Phaedra Anderson

Risk Manager

Explore Software Leveraged

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

    Applied Benefits Designer

    Dynamically evaluate competitive healthcare plans in real time.

    Explore Solution

Ready to Learn More?

Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.