Case Studies

Epic Insurance leverages a single system for P&C and Benefits business

Epic Insurance Solutions previously managed its business with four separate systems, causing employees to spend time on manual, administrative tasks. The agency chose Applied Epic to consolidate its systems into one automated platform enabling staff to cross-sell and grow the book of business.

"Having our Benefits and Property & Casualty business in the same system creates a huge advantage. A large percentage of our business is from cross-selling to our customers."

Duane Ray

Vice President,
Epic Insurance Solutions


Epic Insurance Solutions previously managed its business with multiple, disparate systems, causing many hours to be spent on manual, administrative processes. “Historically our accounting had been processed separately for P&C and Benefits,” said Duane Ray, vice president, Epic Insurance Solutions. “The accounting for benefits was done in a spreadsheet and then entered manually.” The agency also lost time to manual processes within their customer relationship management (CRM) tool that sat outside of the management system. “We previously had a CRM tool to report sales goals and numbers,” said Ray. “Because dual entry was required between the CRM tool and the management system, up-to-date information was an issue. It was also very costly to have both.”  The agency needed a single management system to consolidate all of its applications into one.


Epic Insurance Solutions chose Applied Epic, the fastest-growing cloud-based agency management system in the world, to manage its entire business. The integrated and open application provides essential capabilities for each stakeholder within the agency to better manage customer relationships, sales opportunities, financial accounting, and policy and benefits administration across all lines of business. Epic Insurance also leverages Sales Automation in Applied Epic to view, monitor, track and forecast new business opportunities and renewals directly within the application.


Combining multiple applications into a single management system has benefitted Epic Insurance in more ways than one. “We made the decision to use Sales Automation in Applied Epic, saving us quite a bit of time and money,” said Ray. “The data has also been more accurate and up to date as a result.” Staff now leverage Applied Epic to standardize and automate agency workflows to increase staff efficiency and lower administrative costs.

Applied Epic provides a comprehensive view of clients and prospects across all lines of business. "Having our Benefits and Property & Casualty business in the same system creates a huge advantage,” said Ray. “A large percentage of our business is from cross-selling to our customers.”  A single view of the customer enables staff the ability to assist customers and cross-sell without having to go from one application to another. Epic Insurance now leverages one system to automate business operations and bring all lines of business into a single view, reducing time and expenses spent managing separate, disparate systems. Applied Epic positions Epic Insurance for greater business growth.

About Epic Insurance Solutions

Epic Insurance Solutions is an independent insurance agency with locations in Kentucky and Indiana. The agency has written Personal Lines, Commercial Lines and Benefits business since 201

EPIC Insurance Solutions Logo

Company Snapshot

Headquarters: Louisville, KY
85 employees
3 locations

Software Leveraged

Applied Epic

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