A purpose-built Benefits management experience that unifies data, reduces manual work, and powers proactive service across your entire book.
Why Benefits Brokers Choose Applied Epic:
- Operate from One Complete Source of Truth: Stop chasing plan details across quoting tools, enrollment platforms, BenAdmin systems, spreadsheets, and emails. Applied Epic® centralizes Benefits plan data, compliance information, servicing activities, and financials in one place. This gives every team a clear and accurate view of the client, enabling holistic service across Benefits and P&C.
- Work Faster with Fewer Errors: Eliminate rekeying, manual updates, and workarounds that slow staff down. With AI-assisted plan data entry, intuitive workflows, and Benefits-built navigation, employees can complete renewals, updates, and client requests more efficiently, while reducing downstream rework and risk.
- Scale the Benefits Book Without Adding Complexity: Reduce tool sprawl, lower operating costs, simplify training, and support proactive client service as your business grows. Whether you’re a Benefits-only agency modernizing from spreadsheets or a multi-line agency growing your Benefits practice, Applied Epic helps you scale with confidence.
Complete the form to request a demo of Applied Epic for Benefits.