New Year, New Agency Tools

A new year is the perfect time for a fresh start. As you write your list of resolutions for the new year, keep in mind the old but true saying: A goal without a plan is just a wish. While millions of people will begin 2022 with lofty aspirations, very few will accomplish what they set out to do. In fact, according to U.S. News & World Report, 80% of resolutions made each new year are not kept, and most are abandoned by February. One reason so many resolutions fail is a lack of strategy.

If you want to kick 2022 off right and stick to your New Year's resolutions, you should take advantage of all the tools and resources at your disposal. We’ve launched some exciting new innovations in the past year that can help you automate more of your business, increase staff productivity, and provide faster and better service to customers.

5 Tech Tools to Help You Actually Keep Your Agency’s New Year’s Resolutions

Epic Quotes for Personal Lines

Epic Quotes for Personal Lines automates quoting directly within your daily workflows by prefilling existing client data into insurers’ websites. You can then create the policy in the same workflow for the insurer to download into, enabling a seamless quote-to-bind process. Last year we teamed up with our new family brand EZLynx to make Epic Quotes even better by bringing their expansive insurer library to the product. You can now receive instant rates for more insurers than ever before to ensure the best coverage for a client’s specific risk. Check out our coverage map to see which insurers are available for your state.
Epic Quotes for Commercial Lines

Epic Quotes for Commercial Lines is the industry’s first integrated small commercial quoting application supported by the Ivans Distribution Platform. You can easily populate policy data already in your management system into a Commercial Lines application, saving time you used to spend rekeying data into multiple systems. Then, you can find in-appetite markets for your customer’s risk, compare coverage, and submit to markets, all in one system.
Epic Benefits for Salesforce

The Applied Epic for Salesforce™ Summer 2021 release connected Salesforce with Applied Benefits solutions, making it the only sales and marketing application in the industry that supports both P&C and Benefits business. The NEW Epic Benefits for Salesforce app is included with Applied Epic for Salesforce and accessed via the App Launcher. It provides tight integration between Salesforce and Applied benefits solutions, allowing you to manage updates from one application, rather than creating custom integrations that need constant maintenance and updates. Having benefits tools directly integrated into the Applied Epic for Salesforce platform gives you with the automation needed to optimize productivity and profitability for all lines of business.
Epic Browser

As part of the Applied Epic® transformation to an open, API-based platform, new browser-native Applied Epic provides an industry-standard approach to software development. Browser-native access to Applied Epic delivers a simpler user experience, which means fewer clicks, fewer screens, more native lookups, and validation – that makes for a more productive and happier staff. You also reduce overhead of software management, large downloads, and can more easily realize value from the product.
Applied Marketing Automation

Applied Marketing Automation™ is the first of its kind in our industry that allows you to quickly build and track marketing email campaigns so you can deliver relevant, timely content to your clients and prospects. It’s integrated into your core Applied Epic system so you can cut out the time and money spent managing multiple extraneous email automation and content management applications. The application gives you access to a world-class P&C and Benefits specific content library that is backed by a dedicated editorial team who ensures all assets are relevant and up to date.