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Operational Consulting for Insurance Agencies

We're insurance people with technology backgrounds. We provide a practical approach that helps your agency execute like never before. 

How We can Help your agency

Applied Epic Administration

A recurring service that works with your agency on a daily basis. You run your agency and we run your management system.
 

  • All download & Suspense Processing

  • All Commission Processing

  • Report Creation & Management

  • System Changes, Enhancements & Optimization 

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Applied Epic Optimization

  • Workflows & Automation

  • Direct Bill Commission Download

  • System Auditing & Data Clean Up

  • Staff Training

  • Implementing Integrations Including:

  • Applied Analytics​

  • CSR24

  • Applied Mobile

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Applied Epic Conversions

  • Project Management

  • Data Preparation & Validation

  • System Setup & Optimization

  • Staff Training

  • Report Creation & Automation

  • Onsite "Go-Live" Assistance

  • "Post-Live" Support

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Applied TAM Conversions to Applied Epic​

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Bookkeeping & Accounting

We can handle all of your Applied Epic accounting needs.​
 

  • General Bookkeeping

  • Direct Bill Commission

  • Agency Bill & Premium Payables

  • Producer/Broker Commission

  • Financial Reporting

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Custom Forms & Deliverables

  • Proposals

  • Summaries of Insurance

  • Custom Forms Buildout & Integration

  • Custom Applications

  • Supplemental Forms

  • Templates (form letters)

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Applied Epic Reporting

Detailed reports customized to your agency and its needs​

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  • Financial Reports

  • Production Reports

  • Sales & Marketing Reports

  • Management Reports

  • Workflow Auditing Reports

  • Exception & Data Quality Reports

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testimonials

Michael Q

"We have been a client of Milliken since 2023 and during that time Milliken has provided all Accounting, both DB and AB services along with Download support. I'm delighted to report that Milliken brings a depth of experience and capabilities as key, value-add to our biz. The insurance accounting expertise is unparalleled in this industry. They are highly professional, efficient and deliver their value add every day. Most recently we have begun to leverage their administrative capabilities and have found that those services were equally impactful. In short, we consider Milliken a partner in our agency experience and can count on them to provide the very best in knowledge, experience, and best-in-class services."

our experience

Agency Ownership Experience

Early Adopters of Applied Epic (2009)

Applied Pinnacle Award Winners

Our Experts

Gary & Matt have a unique skillset, providing valuable insights and guidance for our agency clients. Having acquired, sold and grown agencies through acquisition and organically, they truly understand the challenges faced by agency owners. That incredible growth was fueled in part by taking full advantage of technology solutions, including Applied Epic. Their agency realized such impactful results through their use and implementation of Epic that Applied Systems recognized the agency with its Pinnacle Award in 2012 for their expert use of the system.

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