Stratton Press Release

San Francisco Area Agency Wins Prestigious Designation

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                 San Carlos, CA September 3, 2011 – Stratton Agency Insurance is part of an elite group of independent insurance agencies around the United States participating in the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) “Best Practices” Study Group.

                 Each year since 1993, IIABA and Reagan Consulting, an Atlanta-based management consulting firm, have joined forces to study the country’s leading agencies in six revenue categories. The agencies comprising the study groups are selected every third year through a comprehensive nomination and qualifying process and awarded a “Best Practices Agency” designation. The selected “Best Practices” agencies retain their status during the three-year cycle by submitting extensive financial and operational data for review each year. 

 “We are deeply honored to be part of such an esteemed group of Independent Brokers” says James Marek, Stratton Agency President & CEO.  “This accomplishment is a testament to our staff, carriers and clients that have all worked extremely hard to make this possible.”

 More than 1,200 independent agencies throughout the U.S. were nominated to take part in the annual study, but only 224 agencies qualified for the honor. To be chosen, the agency had to be among the 35-40 top-performing agencies in one of six revenue categories. 

                The agency was nominated by either an IIABA affiliated state association or an insurance company and qualified based on its operational excellence.

                 The Best Practices Study was initiated by IIABA in 1993 as the foundation for efforts to improve agency performance. The annual survey and study of leading independent insurance agencies documents the business practices of the “best” agencies and urges others to adopt similar practices.

 Stratton Agency was founded in 1914 and can offer insurance products from a number of different companies including Hartford Insurance, Allied Insurance, Chubb, Fireman’s Fund, Safeco, Travelers and many other preferred markets.

For more information, please contact James Marek of Stratton Agency at (650) 508-0124.

                 Founded in 1896, IIABA is the nation’s oldest and largest national association of independent insurance agents and brokers, representing a network of more than 300,000 agents, brokers and their employees nationally. Its members are businesses that offer customers a choice of policies from a variety of insurance companies. Independent agents and brokers offer all lines of insurance – property, casualty, life and health – as well as employee benefit plans and retirement products.  Web address:


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Applied Systems Epic® at heart of California agency’s growth strategy

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Agency management software powers revenue per employee


University Park, Ill. – May 10, 2012 – Annual revenue per employee of $240,000 and climbing is a key performance indicator for the Stratton Agency, an independent insurance agency in San Carlos, Calif., that uses Applied Systems Epic® agency management software.

Epic is the insurance industry’s fastest-growing agency and brokerage management system. Its modern, flexible and secure architecture provides agents and brokers with a single scalable platform to automate workflows, mitigate risk, reduce operating expenses and drive sustainable growth and profitability. In less than three years, Epic has been adopted by more than 500 agencies with more than 16,500 users.

Stratton Agency Owner James Marek said Epic provides the foundation for executing on his strategy to drive agency productivity with technology. Marek said that at $240,000, Stratton’s annual revenue per employee (total agency revenue divided by total number of employees) is already significantly above the industry average of $150,000. He is confident that Epic will be a key factor in Stratton achieving revenue per employee of $300,000 and beyond, supporting the agency’s commitment to productivity and profitability.

“Epic allows our team to service customers quicker and more accurately than ever, with the excellent service resulting in increased referrals and a bigger book of business,” Marek said. “I’m able to pull more information from Epic’s database, so I have better visibility into business operations and the flow of money through the agency. We’re using the system in every way we possibly can, and we’re seeing advantages in every single area.”

Marek said that growth by acquisition is a significant aspect of his agency’s business plan. He noted that Epic provides the agency with the most advanced technology to easily integrate acquisitions, providing unlimited scalability, increased business intelligence and accurate consolidated financials.

“Epic allows agencies to increase revenue and stimulate growth by providing decision-makers with greater visibility into their agencies’ daily operations,” said Applied Systems CEO Reid French. “By streamlining the sales process, Epic also increases business agility, enabling an agency to be well-prepared for growth.”


About Applied Systems

Applied Systems is a leading provider of software that powers the business of insurance. The company is recognized as a pioneer in agency management systems and data exchange between agencies, brokers, carriers and their clients. By automating the insurance lifecycle, Applied Systems software enables millions of people around the world to safeguard and protect what matters most. To learn more, please visit

To see the Applied Systems press release please click here.