For Agents

Applied Epic

Manage all lines of business across all locations and roles in a single application.

Gain greater visibility across your entire book of business. Power your agency with the only system in the industry that has integrated capabilities to manage P&C, Benefits and Sales in a single application. As the world’s most widely used agency management system, Applied Epic®’s integrated and open architecture provides essential capabilities for each stakeholder within your agency to better manage customer relationships, sales opportunities, market access, financial accounting, reporting, business processes, and policy and benefits administration.

Key Benefits

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Gain a single view of your customers

Manage all roles, locations and lines of business within a single application to reduce time and cost spent operating multiple disparate systems.

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Connect with your insurer partners

Access new markets and automate policy information exchange with your insurers without having to leave the system.

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Manage sales processes and opportunities

View performance against sales goals and opportunities with role-based, intuitive dashboards to easily track new business opportunities and renewals.

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Connect with partners through an open, integrated system

Maximize your business value through seamless integration with third-party applications, proprietary systems and other data sources.

Capabilities

  • P&C and Benefits management

    Managing both businesses in a single application eliminates the time and cost spent managing and training staff on two disparate systems while maintaining a single view of your business.

  • Process management and automation

    Automate, adapt and reassign the most frequently used workflows to ensure consistency across all users and locations through business process management capabilities and pre-built workflows with myEpic.

  • Customer relationship and sales automation

    View, monitor, track and forecast new business opportunities and renewals directly within the application, eliminating the need to invest time and expense in separate solutions.

  • Document management

    Create multiple folder levels, search, report, and track history and versions at the client and vendor level. You can manage, organize and secure documents according to your business process guidelines.

  • Omnichannel customer service capabilities

    Integrate with your online customer portal or mobile apps to empower customers and staff with the same policy information in Applied Epic.

  • Insurer connectivity via single sign-on

    Eliminate time spent managing multiple logins and passwords. Connect through single sign-on to IVANS Exchange to view, track, report and manage download connections, and to IVANS Markets to search appetite – all within your daily Applied Epic workflows.

  • Text messaging

    Send individual text messages to your insureds or trigger mass messaging through system events

What's New

  • User experience

    Improve productivity with enhanced user interface and user experience capabilities.


  • Integrated mass text messaging

    Trigger messaging through system events, such as automated welcome emails or reminder notifications directly from reports for the purposes of marketing campaigns, or storm alerts or other mass messaging needs.


  • Renewal management

    View, process and track renewals with the dynamic and drill-down-enabled renewal management


  • Integrated quoting

    Instantly quote personal lines policies directly within the user interface by leveraging client data to pre-fill the application and actively store historical details to provide decreasing quote-to-bind time ratio.
    Sign up for integrated quoting with Applied Epic


  • Embedded Market Appetite

    Access insurer-provided appetites directly on commercial policy screens to drive highly efficient placement of new and renewal business through embedded IVANS Market Appetite.

     

User experience

Improve productivity with enhanced user interface and user experience capabilities.

Integrated mass text messaging

Trigger messaging through system events, such as automated welcome emails or reminder notifications directly from reports for the purposes of marketing campaigns, or storm alerts or other mass messaging needs.

Renewal management

View, process and track renewals with the dynamic and drill-down-enabled renewal management

Integrated quoting

Instantly quote personal lines policies directly within the user interface by leveraging client data to pre-fill the application and actively store historical details to provide decreasing quote-to-bind time ratio.
Sign up for integrated quoting with Applied Epic

Embedded Market Appetite

Access insurer-provided appetites directly on commercial policy screens to drive highly efficient placement of new and renewal business through embedded IVANS Market Appetite.

 

Customer Success

Condon Meek

Applied Epic

Needing to simplify business operations and increase connectivity with insureds, Condon Meek chose Applied Epic to become a digital agency.

Watch Customer Story

Ready to Learn More?

Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.