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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 Agency Owners
Make your agency 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 agency 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® uses AI to fill applications from dec pages and last year’s answers, so clients only confirm what changed. They can also make easy online payments and get their policy documents 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
Insurance agency customer experience comes down to a handful of repeat moments: the application, the bill, the certificate, the renewal.
Collect payments at your own branded checkout
Accept credit cards, bank transfers, or digital wallets at a checkout branded to your agency, and the receipt posts itself.
Keep every document available at any hour
Policy documents, certificates, and coverage details are always within reach – on the client’s schedule, not yours.
Open a renewal on what changed
Each account keeps its policy history, so a renewal opens on what changed since last year.
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 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 agency's own branding.
What clients notice most is whether the client portal reflects their current coverage, which means reading from the same account the agency 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.
Insurance agency customer experience is decided in those moments because they’re the only ones most clients ever have with you.
Go deeper on client experience
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Case Study
How one agency holds onto its client relationships as it grows.
Learn about Prins Insurance Inc.’s experience migrating from Applied TAM and how they have embraced Applied Epic to future-proof their agency.
Read case study -
Blog
How to build a tech-driven customer retention playbook for your agency.
Learn how insurance agencies can enhance client retention by adopting technology tools to personalize their strategies.
Read the blog