Applied Epic

Applied Epic is the insurance industry’s fastest-growing agency management system chosen by more agencies to optimize business for growth and to build stronger client relationships.

To reach full potential, mid to large-sized agencies need an advanced system that supports growing business needs and expectations. Applied Epic lives up to its name with powerful capabilities and the most technologically advanced, modern, flexible and secure platform for automating insurance business. Applied Epic’s intuitive interface based on agency best-practice workflows allows agencies to streamline operational tasks, manage policies in a consistent manner to minimize risk, reduce operating expenses and drive sustainable growth and profitability. Microsoft® .NET architecture provides the industry’s only single-system solution scalable enough to give midsized agencies up to the largest enterprise-level organizations a powerful platform for growth.

Check Out the Latest Version of Applied Epic

Applied Epic insurance management allows your agency to:

  • Access information faster and track all customer contact
  • Automate auditing and configure workflows
  • Customize invoices, statements and reporting
  • Access a policy summary comparison tool
  • Tighten security for sensitive data
  • Manage data for increased risk control

Reduce Operating Costs and Increase Flexibility with Applied EpicOnline
With Applied EpicOnline, the hosted version of Applied Epic, you can reduce IT maintenance and operating costs. Applied EpicOnline provides advanced security, unlimited storage and continuous service for your customers via remote access and in the event of a disaster. Staff can access agency data anytime from anywhere when there is an Internet connection. The bandwidth-efficient workspace delivers a responsive session when connected to the cloud. Streamline rollout and updates with a one-touch install, automatic installation of supporting components and zero-touch updates.


Product Benefits
Deliver More Customer Satisfaction at Every Interaction

CSRs and producers can find information quickly with Applied Epic’s convenient search and drill-down capabilities. Automated workflows let users service and process queries and requests while the customer is on the phone. Find documents and file incoming documents quickly. Drag-and-drop functionality makes attaching, appending and associating documents fast and intuitive. The Distribution Manager allows users to mail, email or fax documents straight from the system with a single click.

Build Productivity with Greater Visibility into Your Business

Agency managers can gain visibility into the operational costs associated with specific workflows or processes. Enhance risk management with extended tracking, auditing and reporting, as well as tight security protocols that control access to accounts and information. Identify the best opportunities, and personalize and automate marketing outreach efforts. Develop workflows based on best practices. Automatically populate available data. Extract needed information through a variety of customizable reports. Push information out to CSRs and producers based on business priorities, active workflows and current opportunities.

Seamlessly Exchange Information with Carriers

Agencies can increase productivity and improve carrier relationships with Applied Epic’s automated direct interface connectivity. Exchange information in real time, keeping contact information accurate and providing for better quality control and documentation of all interactions. The intuitive interface also allows for customized submission guidelines with each carrier.

For more information about Applied Epic and other Applied solutions, call us at 1.800.786.1362 or Contact Us.

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