Applied Epic
Applied Epic enables agencies to manage their property and casualty and benefits business in a single application.How do you position yourself against your competitors?With 40 years of experience, 2,500 team members, and 160,000 users in four operating regions, Applied is the global leader among agency management system providers. Our people have walked in agents' shoes and understand what you need to be successful. Applied technologists marry this domain expertise with world-class technology innovation that speaks your language.Our team of software experts and former insurance agents who have walked in your shoes are here to provide services, support and education, and training each step of the way.• 97% of customers are satisfied with Applied Support services.• 24/7 constant monitoring and performance of first-level problem resolution.• 18-second average wait time to chat online with an Applied Support Specialist.• 883 years of collective insurance industry training and software expertise of Applied Support Managers.• 50+ support-led product webinars presented to nearly 6,000 users in the last year.
Applied Epic Introduction
What is Applied Epic?
Applied Epic® is an agency management platform that allows you to manage your business across all roles and locations for both your P&C and Benefits books of business. Applied Epic provides a single view of the customer with automated capabilities for each stakeholder in your agency while also supporting integrations and making acquisitions easy using its open and scalable architecture. Applied Epic Helps Your Business Grow: Embrace technology with an open and flexible platform. Applied Epic® makes bringing on acquired agencies easy and delivers reliable integrations between Applied and third-party applications to guarantee productivity and profitability as your business needs change. Give your P&C and Benefits brokers a single place to operate. All roles, locations, and lines of business – both P&C and Benefits – can be managed in Applied Epic while giving flexibility for staff to operate with other applications that exchange data directly with Applied Epic. Empower your team to work from anywhere in a system they'll love. In just a few clicks, agency staff can view account and policy details, complete a quote, file a claim, and remarket a renewal, all while on the go. Work better with your insurer partners. Connect with insurer partners from your daily workflow to save time servicing customers. Without leaving your core system, you can find the best products quickly and easily and exchange policy details with both Personal and Commercial Lines rating capabilities. Meet your customers wherever they are. With the ability to seamlessly integrate with your online client portal and mobile app, you can help customers help themselves through 24/7 access to the policy information in your management system. Streamline your payments processes. Give your clients a superior payment experience with the insurance industry’s most versatile digital payments platform.
How to use Applied Epic?
Visit website for more info
Why Choose Applied Epic?
Applied Epic is the go-to if you want an all-in-one agency management system that covers P&C and Benefits business seamlessly. It’s built by folks who really get insurance agencies, offering powerful integrations, mobile access, and tools that help your team work smarter.
Applied Epic Features
Administration
- ✓Accounting
- ✓Contact Management
- ✓Commissions
- ✓Sales Tools
- ✓Reporting & Dashboards
- ✓Payment Processing
- ✓Email Integration
- ✓Task Management
Insurance Documentation
- ✓Claims Management
- ✓Policy Management
- ✓Invoicing & Receipts
- ✓Electronic Signatures
Platform Administration
- ✓Task Management
- ✓Email Integration
Platform Documentation
- ✓Policy Management
Pricing
Pricing information not available
