McClone Insurance Earns Pinnacle Award for Technological Advancement
McClone Insurance, a prominent agency in Menasha, Wisconsin, has earned the 2026 Pinnacle Award from Applied Systems for its significant contributions to enhancing technology in the insurance sector.
This award acknowledges McClone's dedication to leveraging advancements to improve operations, client services, and team support. Dustin McClone, President and CEO, attributed the company's success to its progressive culture, which challenges conventional industry practices and fosters continuous improvement. By aligning with technology developments, McClone Insurance empowers its team with superior tools to enhance customer focus and elevate service standards.
Embracing Technology for Growth
Since integrating Applied Systems technology in 2019, McClone Insurance has actively participated in pilot programs and tested new features, providing valuable feedback that shapes future innovations. This involvement allows the agency to streamline operations and improve experiences for both employees and clients. Sarah Klapperich, Vice President of Client Experience at McClone, emphasized the importance of effectively implementing technology to simplify workflows, thereby allowing the team to focus on building stronger client relationships.
Collaborative Efforts Yield Results
McClone's proactive collaboration with Applied Systems is exemplified by its participation in developing agentic workflows, being the exclusive agency involved in early trials within Applied Epic. This unique opportunity included a focused session at McClone’s Madison office, involving Applied's product team members from the U.S. and Israel. The initiative highlights how feedback-driven partnerships can lead to technology solutions that significantly enhance agency operations and service delivery.
| Strategic Focus | Impact |
|---|---|
| Technology Integration | Improved operational efficiency and client service |
| Collaborative Development | Influenced future innovations at Applied Systems |
| Employee Empowerment | Enhanced tools and support for service delivery |
McClone Insurance's strategic decision to integrate technology not only impacts its operational efficiency but also elevates service quality across the board. By focusing on the thoughtful adoption of technology rather than hurriedly embracing new tools, McClone lays the groundwork for sustainable growth and industry leadership. This recognition not only highlights the agency's achievements but also sets a benchmark for others aiming to leverage technology for competitive advantage in the insurance landscape.