System Conversion: Powered by People


A couple of years ago, First West Insurance made the decision to move from four disparate insurance broker management platforms to a unified state-of-the-art system from Applied Systems. To say the project was complex is an understatement—the massive conversion completely changed how employees in three different regions did their jobs and served their clients. Companies often approach these projects with a sole focus on data verification and logistics, but that singular focus risks unsettling employees, disrupting client services and negatively impacting sales. First West Insurance Services decided to adopt a different approach with Epic. Loree Gray, SVP of First West Insurance Services, explains how First West focused on the human element to mitigate those risks and make the project truly successful in every aspect.