Latest Release of Epic Benefits Delivers Singular View of Benefits Account Details
September 03, 2025
Consolidated Benefits Account Overview is the first wave of broader innovation for a reimagined native end-to-end Benefits management experience
Chicago, IL. – September 3, 2025 – Applied Systems® today announced the latest release of Epic Benefits that delivers a unified Benefits view in client accounts within Applied Epic for quicker servicing and plan management. The new release includes a Benefits Account Overview screen in Applied Epic that provides a 360-degree view into key account information like contacts, activities, plans, employee class, and Benefits details like Employee Counts, ERISA and HIPAA dates, and COBRA admins, reducing user clicks by 75% to make it easier to find and take action on plan-level information and service books of business.
Key benefits include:
- Find Client Information Faster: Spend more time advising and less time searching for information with a single view of critical Benefits account and plan information.
- Boost Customer Service: Answer incoming customer questions and requests faster with a single screen to locate and reference key customer details.
- Maintain Accurate Information: Easily update account and plan information in Applied Epic with a single view to trigger common actions at the Account and Plan Level.
“Employers are offering a wide breadth of Benefits plans to attract top-tier talent, fueling the ever-growing complexity of the marketplace, and brokers need a single system that can keep up,” said Tammi Shapiro, SVP & General Manager of Benefits Solutions, Applied Systems. “The introduction of the Benefits Account Overview in Applied Epic tackles today’s Benefits challenges head-on while accelerating our long-term investment in solutions that will transform the way Benefits brokers deliver value.”
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About Applied Systems
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and the innovation leader, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable millions of people around the world to safeguard and protect what matters most.