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The management system is the backbone of your brokerage so you need a system with the capabilities to manage your entire business and the flexibility to grow as you do. Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire brokerage across all roles, locations and lines of business, including both P&C and benefits. Our Applied Epic software is browser-native so your team is able to easily access data, minimize software management and more quickly realize the value of new capabilities. Build your brokerage on a system that automates back office operations, keeps your front office sales team connected, and integrates with customer service and insurer connectivity technologies.

Key Benefits

  • Embrace technology with an open and flexible platform

    Boost the value of your brokerage by having a flexible system that can grow and innovate alongside your business. Using open and scalable architecture, Applied Epic supports acquisitions and integrations of both Applied and third-party applications to guarantee productivity and profitability as the needs of your business change.

  • Bring the benefits of automation to more of your business

    Get more of your brokerage in the same platform to have a single source of truth for your business. All roles, locations and lines of business – both P&C and benefits – can be managed in this platform 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

    Give employees a simple, intuitive user experience. In just a few clicks, they can view account and policy details to manage the entire lifecycle. And with on-the-go access to your management system via browser-based technology, you now have the flexibility to empower your teams to work from anywhere.

  • Work better with your insurer partners

    Connect with insurer partners right from your daily workflow to save time servicing customers. Without ever leaving your core system, you can find the best products quickly and easily and exchange policy details.

  • Meet your customers wherever they are

    Support customers at any time on any channel. 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.

Capabilities

  • P&C and Benefits Management

    See both your P&C and benefits business holistically, all in one place, and never leave your system.

  • Process Management and Automation

    Delight your employees by making work simpler. By automating their most frequently used workflows, they can get more done in less time.

  • Sales Automation

    Stop wasting time bouncing back-and-forth between multiple systems. Your management system is the only place you need to go to view, monitor, track and forecast new business opportunities and renewals. From there, integrate with world-class CRM technologies, like Salesforce, to get a 360-degree view of your customer.

  • Document Management

    Work the way that works for you. Manage, organize and secure documents based on your brokerage’s guidelines or your own customized process. Keep it simple or create deep folder hierarchies. Search, create reports, track history and/or versions by customer or vendor. It’s that easy.

  • Insurer Connectivity

    Say goodbye to paper and hello to productivity. With automated information exchange between you and your insurer partners, receive the latest policy-related documents directly in your management system.

  • Reporting and Data Analytics

    Obtain powerful graphical business insights from your existing management system data. Then use these insights to boost employee productivity and create better relationships with your clients and insurers.

  • Omnichannel Customer Service

    Give your customers choice in how they interact with your business. Applied Epic easily integrates with your online self-service quoting tool as well as your customer self-service portal and mobile app so that consumers can obtain quotes and access their policy information anytime, anywhere.

What's New

  • Expanded Integration with Applied CSR24
  • Revenue Recognition Improvements
  • Fiscal-Year Pipeline Reports
  • Branded Email Templates
  • Weighted Commission Calculation
  • Direct Bill Commission Updates
 

Hear What Our Customers Say

With 165 employees across multiple offices, Drayden Insurance Ltd. needed a system that could ensure data consistency and automate their entire business. Learn how the brokerage efficiently manages business operations across multiple geographies with one integrated system.

Watch Customer Story

Ready to Learn More?

When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.