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Stronger client retention
Clients who can get what they need when they need it have one less reason to take the renewal somewhere else.
Applied Epic®
Keep your brokerage open for service when your office isn't
Clients pull documents, make payments, and request certificates themselves on the web or your branded app. Mobile insurance software keeps your team on the accounts that need them.
Your clients need answers after hours
Clients want answers at nine at night, and your team is already buried by nine in the morning. Certificates, policy questions and document requests arrive faster than anyone can work them, and each one waits until someone is at a desk.
Applied Epic helps you answer routine requests through customer self-service apps and websites, keeping record on the account, so your team can pick up when needed and know what needs judgment.
Key benefits
What self-service client experience changes for your brokerage
Capacity for more accounts
Clients handle routine requests themselves, so the same servicing team can carry more accounts as the book grows.
Modern service clients expect
Clients get the same self-service a national insurer offers, on a portal and app carrying your brokerage's name.
Premium collected sooner
Clients pay invoices in the portal when they think of it, and the payment applies to the account on its own.
Let clients handle their own routine requests, any hour, any device
How it works
Take document requests off the phones
Give clients a policy document, a pink slip, or a certificate on demand.
Collect a payment without a staff touch
Take a full or partial balance payment online and automatically apply it to the right invoice in Applied Epic.
Let claims and policy changes start without you
Get first notice of loss or a policy change from the portal with the account details right alongside.
Issue certificates from the client details your team maintains
How it works
Skip retyping coverage onto every certificate
Pull coverage and insured details straight from the account, so nothing gets rekeyed by hand.
Set rules on reissuing account by account
Control which clients can reissue a certificate or pull an existing copy themselves.
Send certificates that holders can verify themselves
A secure link and QR code are automatically attached to every emailed certificate, so the holder confirms coverage themselves.
Key features at a glance
Servicing gets easier when the client can finish it themselves and your team can find everything in one pass.
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Branded portal and app
Your colors, name and logo carry through the web portal, an iOS and Android app, and issued certificates.
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Search across the account
Global search spans clients, documents, policies and history at once, which makes it easy to instantly find what you're looking for.
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Partial and direct bill payments
Clients pay part of a balance or follow a direct-bill link to the insurer, with Applied Epic handling the transaction either way.
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Certificate management
Certificates generate on current CSIO templates or on your brokerage’s own, kept up to date in the portal.
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Client document controls
You decide which documents clients see, what order they appear in, and when each one expires.
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Self-service analytics
Usage data shows which parts of the portal clients rely on and where adoption still lags.
What customers see from Service Portal
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64%
Brokerages where clients self-serve
Pink slip requests via the portal, built from the vehicle records your team keeps.
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30%
Clients self-checking coverage
Policy details open in the portal, synced from the account record in Applied Epic.
Frequently asked about Service Portal
Your team creates a portal account for a client from the contact record in Applied Epic, and the client sets their own credentials from there with no separate system to provision. Access follows the contact you already maintain, which keeps what a client sees tied to the record your team services.
Clients can view policy documents and pink slips, pay invoices, submit a claim first notice, request a policy change and request a certificate of insurance. Everything they do lands on the account your team already works from, so nothing has to be re-entered afterward.
Yes. Each brokerage gets its own branded iOS and Android app for insureds, built on the same self-service configuration as the web portal. Insureds pull ID cards and documents, make payments, including partial payments and direct-bill insurer links, and submit a claim first notice from their phone. Portal and app payments require Applied Epic Payments.
Coverage and insured data are pulled from Applied Epic, so certificates are generated on current CSIO templates or your own. On accounts you allow it, clients reissue or pull a copy themselves.
Yes, the Service Portal through Applied Epic is the product formerly known as Applied CSR24®. If you used Applied CSR24 for certificates, client document access or online payments, you are using the same portal. The Mobile Insured app is part of this same capability, so nothing changes there either.
Client servicing runs on the same account as everything else, so policy documents, correspondence and coverage history sit together, client emails file in automatically through the Outlook integration, and AI search reaches all of it in one pass. The portal handles the routine requests; the rest is a person working from one place.
Go deeper on Service Portal
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Thought Leadership Video
Industry Insight: Customer Self-Service
Nowadays, nearly everyone expects the convenience of not only accessing information on their mobile device via a web browser, but from a mobile app too. It’s important for your business to adopt new digital tools to meet these expectations or you run the risk of losing customers. Watch this video to see how by offering self-service, you stand to gain loyal customers, improve staff productivity and increase profitability.
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 -
Customer Success
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