A Faster, More Connected Premium Financing Workflow

For most insurance agencies, offering premium financing means leaving the agency management system, logging into portals, rekeying policy data and chasing payment status. It’s a fragmented process that costs time and limits how often financing gets offered.

The new Embedded Premium Finance capability solves these challenges by bringing financing directly into the Applied Epic® management system. Simply drag and drop a policy quote into Applied Epic, and AI extracts the details, connects to your premium finance partner and generates a ready-to-send agreement – all within one connected workflow.

Watch this on-demand webinar for an up-close look at how Embedded Premium Finance eliminates portal switching, automates write-back, and makes financing a natural part of every policy quote workflow.