Finance Where You Work, Inside Applied Epic

Premium financing shouldn't require leaving Applied Epic®. However, for many agencies, this is the reality – using a separate portal, entering data manually, and receiving no automatic feedback when the insured makes a payment. It doesn't have to be this way.

With the latest Embedded Premium Finance capabilities, your team can manage the entire financing workflow inside Applied Epic. Drag and drop a policy quote, and AI extracts the details. Send a payment link directly from Applied Epic. Once the insured makes a payment, Applied Epic updates automatically – no portal check, no manual entry, and no follow-up required.

Watch this on-demand webinar to see how the newest Embedded Premium Finance features create a faster, more connected workflow for Applied Epic agencies.

Please complete the form to access the "Finance Where You Work, Inside Applied Epic” webinar.