Customer experience case study: Wentworth Alexander

Wentworth Alexander is a corporate and commercial broker who focuses on servicing a small number of large clients. The broker prides itself on providing a high level of service but outdated methods of paper files were keeping it from giving customers the digital experience they expect.

Management knew it was time to go paperless and modernise their processes. To address these challenges, Wentworth Alexander selected the #1 broker management platform Applied Epic® to build their business on.

Watch this video case study to learn how the broker uses Applied Epic and its suite of integrated cloud-based customer service products to better serve clients and free up more time to do what they do best.