Speak to a nationally recognized and experienced consultant today.
With Applied EPIC & Applied TAM
We work on system conversions to Applied EPIC from anything. We've worked on over 40 conversions and assist the agency through every step of the conversion project. We get involved in data review and cleanup, integrations, customizing the database to the agencies processes, accounting transitions and creation of customized deliverables. Conversion is a daunting task, and we're here to help!
We create attractive and highly customized reports in Applied Epic that are second to none. Reporting is one of the most important functions of Agency Management and we deliver agencies unique reports that present meaningful data to the agency in an organized format.
Ask us for samples!
Templates & Form Letters
Summaries of Insurance
Revisions & Improvements
Integration with deliverables such as proposals, applications, etc.
We create documents and detailed workflows with screenshots and step by step instructions, as well as work flow improvement and integration within the management system.
Direct bill import and download
Importing & exporting information in and out of the management system
Email, scanning, faxing setup & integration
CSR24 setup & integration with Applied EPIC
Applied Mobile & Applied Analytics setup and integration with Applied EPIC
We're brought in many times to help an agency evaluate multiple agency management systems for their business as they look to make a move. Having a full understanding of the major platforms (Applied Epic, Applied TAM & AMS360), we know what each system can bring to the table. We look to understand what the agency's needs are and why they're looking to change, and assist them in their review of each management system so that they can make a well educated decision on such an important tool/investment for their business.
Management System Reviews
We help agencies understand where they excel, where they have challenges, and how to overcome those challenges. We focus on two aspects, sitting down with staff to understand the resources and processes at the agency as well as reviewing the data within the management system. Our ability to pull information out of the management system and present it in a meaningful way, along with listening to the staff and reading between the lines is what separates us from rest.
While the management system plays a major role in operational reviews, we evaluate all of the operational items and processes that an agency has and help them to become more efficient and better manage their processes.
The steps above are also utilized to assist agencies with growth goals and/or issues. Establishing a solid foundation and sound processes are the keys to effective growth.
How We Can Help...
Matthew has 14 years of professional experience within the insurance industry, from senior level positions to consulting, with an expertise in Technology and Insurance Agency Operations and is a featured consultant for PIA (Professional Insurance Agents). Matthew obtained his Property & Casualty Producers License upon entering the industry and has a B.S. in Business & Information Technology from Juniata College. Before starting MWV Consulting, his agency positions ranged from Information Systems Manager to Vice President of Operations, providing him with the valuable experience needed to help his clients grow. During that time he also served as a board member for two years on the National Board of Directors for NASPA (National Association of SIS Partner Agents based out of OH), and was awarded the Pinnacle Award from Applied Systems in 2012 for his role in the complex conversion and successful implementation of Applied Epic with Harrington Insurance. Matthew’s specialized knowledge of agency management systems, specifically in Applied EPIC, Applied TAM, and AMS 360, makes him a valuable asset to insurance agencies. He has worked with 30 + agencies ranging from $500K - $12 Million in revenue in areas ranging from operational analysis and consulting, to system conversions and advanced customization, and optimization of the agency’s management system.
Matthew currently resides in North Conway, New Hampshire with his wife and business partner, Kimberly, along with their daughter Nora and herd of animals. He is an avid extreme sport and outdoor enthusiast, spending much of his free time snowboarding and rock climbing, along with other activities.
Meet Our Consultant
With over 36 years’ experience in the insurance and technology industries,
Gary’s experience includes agency operations, technology, acquisitions, claims,
litigation, and marketing. Gary previously owned a successful mid-size agency
and has held various executive positions in the industry. At his own agency he
created a sales culture that drove organic growth while also completing 19
agency acquisitions. He has facilitated numerous technology implementations,
most notably his own agency’s conversion to Applied Epic, for which the agency
received Applied Systems’ Pinnacle Award, nationally recognizing the agency for
its successful implementation of technology and efficiency in an agency
environment. He led the claims operations of several carriers, designed, tested
and implemented a complete claims processing system for a regional carrier, and
designed and developed a subrogation processing system for a claims recovery
company. Gary is a 1983 graduate of Villanova University with a B.A. in
Economics. He has served on various Boards and is a recipient of the Paul D.
LaBarre Distinguished Service Award from Daniel Webster College. While most
recently working with agencies as a Sales Consultant with Applied Systems he
achieved President’s Club status.
When not working with agency clients, Gary and his wife can be found playing
golf, traveling, and enjoying time with friends and family, especially their
Cecil A. Ross Insurance Investment Group - San Angelo, TX
Congdon & Coleman Insurance Agency - Nantucket, MA
Corson Insurance Agency - Wakefield, MA
R.W. Eames Insurance - Mansfield, MA
ICNE: Insurance Center of New England - Agawam, MA
Kaplansky Insurance Agencies - Needham, MA
May, Bonee & Clark Insurance - Glastonbury, CT
McFinn Insurance Agency - Weymouth, MA
R.S Gilmore Insurance Agency - North Attleboro, MA
RJ Smith Insurance Agency - Norwood, MA
Winslow Warren Insurance - Walpole, MA
B.H. Burke & Co.
(clients Matt worked with while consulting with BHBCo.)
Appleby & Wyman Insurance Agency - Beveryly, MA
Atlantic Shield Insurance Group - Mount Pleasant, SC
Bearingstar Insurance Agency - Avon, CT
Cress Insurance Group - Albuquerque, NM
MountainOne Insurance - Pittsfield, MA
Ellsworth Corporation - New Orleans, LA
Financial Partners - Sudbury, MA
Frazao Insurance - Trumbull, CT
G2 Insurance - San Francisco, CA
Harrington Insurance Agency - Fall River, MA
New England Insurance Group - Newton, MA
MRD Insurance Services - Austin, TX
Newport Insurance Agency - Newport, RI
Plasma Giken - Webster, MA
Smith Insurance Associates - Spring House, PA
Smithwick & Mariners Insurance - Falmouth, ME
Total Dollar - Port Washingon, NY
United Insurance - Portland, ME
Whalen Insurance - North Adams, MA
Need more details? Contact us
We are here to assist. Contact us by phone or email.