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Manually entering notes for email Activities in Applied Epic® is time-consuming. But what if you could leverage the power of AI to streamline this process? You can!
With the new Email Summarization feature, you can attach an email in Applied Epic, click a button, and AI will summarize it into an Activity note. You control which emails are summarized and can rest assured that data is safe and secure within the Applied network.
Watch this 60-second clip to see this time-saving feature in action for yourself!
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.