The management system is the backbone of your agency so you need a system with the capabilities to manage your entire business and the flexibility to grow as you do. Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire agency across all roles, locations and lines of business, including both P&C and benefits. Our Applied Epic software is browser-native so your team is able to easily access data, minimize software management and more quickly realize the value of new capabilities. Build your agency on a system that automates back office operations, keeps your front office sales team connected, and integrates with customer service and insurer connectivity technologies.
Key Benefits
Capabilities
Integrated Benefits Management
Kick the idea that management systems are only built for P&C agencies. Epic Benefits provides completely unique Benefits-specific screens to capture general plan information, rates, coverages, eligibility criteria, stop loss, and TPA information. You can handle commission rate tiers, including flat-fees per risk, and take advantage of unique custom form management and templates to present RFPs and plan summaries, including government-mandated summary of benefits and coverage.
Process Management and Automation
Delight your employees by making work simpler. 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. By automating their most frequently used workflows, they can get more done in less time.
Accounting
Reduce time spent on finance and accounting with solutions designed to meet your needs. Our systems integrated accounting is built specifically for insurance to make your FP&A teams efficient and reporting easy.
Policy Management
Getting the right policy, with the right info at the right time to customers is crucial. Our platform makes back-office administration easy with real-time access to policy information at each stage of the policy lifecycle, so you can provide quick and accurate service.
Sales Automation and Customer Relationship Management
Stop wasting time bouncing back-and-forth between multiple systems. Your management system is the only place you need to go to view, monitor, track and forecast new business opportunities and renewals. From there, integrate with world-class CRM technologies, like Salesforce, to get a 360-degree view of your customer.
Document Management
Work the way that works for you. Manage, organize and secure documents based on your agency’s guidelines or your own customized process. Keep it simple or create deep folder hierarchies. Search, create reports, track history and/or versions by customer or vendor. It’s that easy.
Market Access and Quoting
Easily identify markets for your risks directly whether you are looking to find a market for a new risk or remarket a current one. Integrated personal lines and commercial lines quoting reduces redundant data entry and makes for more efficient quoting with insurers directly in your management system so you can make sure your customers get the best products at the right price – all with fewer clicks.
Insurer Connectivity
Say goodbye to paper and hello to productivity. With automated information exchange between you and your insurer partners, receive the latest policy-related documents and information via download directly in your management system.
Reporting and Data Analytics
Obtain powerful graphical business insights from your existing management system data. Then use these insights to target where you can boost employee productivity and focus on the most profitable customer and insurer relationships.
Omnichannel Customer Service
Give your customers choice in how they interact with your business. Applied Epic easily integrates with your customer self-service portal and mobile app so that your customers can access their policy information when and how they like.
Ready to Learn More?
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.