Improve productivity through increased connectivity and streamlined workflows.
Applied Integration Partners integrate best-in-class capabilities with Applied’s solutions, enabling brokerages to better manage day-to-day tasks and deliver a more connected client experience. Increasing connectivity across systems will enable brokerages to further automate business operations and focus more time on selling and managing the business of insurance.
Applied Integration Partners develop, distribute, implement, and integrate leading capabilities with Applied TAM and Applied Epic. Integrations are certified by Applied to ensure a seamless user experience.
blueC’s blueButler application launches at the start of every call to provide real-time workflow tags, guides, checklists, audio signature scripts, upsell/cross-sell reminders, and client call histories to ensure your staff deliver a superior customer experience when servicing clients live on the phone. Integrated with Applied Epic, blueButler automatically records and embeds your client phone calls as an activity in Applied Epic, providing your staff instant access to critical information to complete business tasks, train staff, and manage E&O.
Canada - FIRST Canada’s certified integration allows Applied Epic users the ability to provide broker-specific payment plans along with the policy proposal, directly from within Applied Epic. Applied Systems and FIRST Canada jointly deliver a broker-centric workflow that improves operational efficiency and reduces administrative costs, while enhancing the client experience.
The iAutomate Surety suite of surety solutions enable brokerages to streamline their surety bond processing and workflow by allowing surety companies to create a closed-loop surety process through direct connection to brokerage partners. These solutions are designed to automate the entire surety workflow process, eliminating manual re-keying of billing, bond policy insert, and transactional data to reduce cost and E&O exposure.
Passport, powered by Assurex Global and integrated into Applied Epic software, allows Applied Epic users to transfer documents in a few simple, secure steps without leaving the application. Documents can easily be shared at the client or policy level of another Assurex Global broker’s Applied Epic application. Simultaneously, the Assurex Global Passport system logs the document exchange and also maintains a copy of the document, improving staff productivity.
Rhoads PCRM is a producer credential management solution that enables organizations to effectively address licensing and appointment regulations. The solution stores all producer demographic, license and appointment information, and enables licensing transactions via a single portal. Through integration with Applied Epic, brokerages are able to seamlessly connect sales and compliance functions, ensuring more accurate and effective policy management.