United States
Canada (English)
United Kingdom
Ireland
Send applications clients can finish online
Clients answer online with last year’s answers already filled in, so an application stops taking weeks of email.
For Brokerage Owners
Make your brokerage the easiest to do business with
Clients sign, pay and ask questions on their own time, and every one of those lands on their account. Service more clients without adding the headcount.
Keep clients longer by making every request easy
Clients judge your brokerage by how easy routine requests are, and too many of those requests still require an email or a call to an account manager. That time adds up across the book and comes out of the hours your team could spend advising clients. Applied Epic® lets clients complete applications online with last year’s answers already filled in, so they only confirm what changed. They can also pay online by card, EFT or digital wallet and get their policy documents and current CSIO certificates at any hour. Clients who find you easy to work with stay longer and send more referrals. Each account takes less of your team’s time so that account managers can carry more of the book.
Where clients feel the difference
Client experience comes down to a handful of repeat moments: the application, the bill, the certificate, the renewal.
Collect payments at your own branded checkout
Take cards, EFT or digital wallets at a checkout branded to your brokerage, and the receipt posts itself.
Open a renewal on what changed
Each account keeps its policy history, so a renewal opens on what changed since last year.
Keep every document available at any hour
Documents, current CSIO certificates and coverage detail stay within reach – on the client’s schedule, not yours.
What customers are saying
Frequently asked about client experience
By taking the waiting out of the routine moments rather than adding people to handle them. Applications, payments, certificates and document requests make up the bulk of client contact, and each can be completed by the client at a time that suits them.
Staff time then goes to the conversations that need their judgment.
At minimum: policy documents and current CSIO certificates a client can get without asking, online payments, the ability to sign and complete applications and renewal questions, and first notice of loss. It should display the brokerage’s own branding.
What clients notice most is whether the client portal reflects their current coverage, which means reading from the same account the brokerage works in.
It depends on what you hand over. Clients rarely want to make a phone call to get a certificate late at night, so letting them do it themselves signals respect for their time rather than distance.
What they do want a person for is advice, claim filing, and anything unusual. Self-service is what buys the time to be present for those.
The recurring ones, not the memorable ones. Onboarding paperwork, the bill, the renewal question, and the request for a document come up with every client every year, and each is a chance to make it feel easy or slow.
Client experience is decided in those moments because they’re the only ones most clients ever have with you.
Go deeper on client experience
-
Josslin Insurance Brokers
Discover how Applied Epic gave Josslin Insurance Brokers the tools to stay ahead and take their agency to the next level.
View Now -
Thought Leadership Video
Industry Insight: Operational Efficiencies through Self-Service
Insurance has historically been a very manual, paper heavy industry where employees spend hours on end on non-revenue generating activities. Watch this video to learn how self-service technology eliminates the inefficient, manual tasks draining your employees’ time while providing the digital experiences your customers expect.
View Now
Be the easy one to work with
Bring us the moments your clients complain about, and we’ll show you what they look like handled.