Applied Epic

Applied Epic is the fastest-growing cloud-based agency management system in the world chosen by more agencies to manage their property and casualty and benefits business in a single application.

Applied Epic enables agencies to manage their property and casualty and benefits business in a single application. In today’s changing insurance market, agencies of all sizes need an advanced, scalable system that supports growing business needs and provides a greater level of visibility across their entire book of business. Applied Epic lives up to its name with powerful automation capabilities, providing the industry’s most technologically advanced, flexible and secure application. The system offers a single, open application with integrated capabilities to efficiently manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes more efficiently across an agency or brokerage, including multiple locations in different geographies with native benefits capabilities.

Applied Epic provides agencies a single view into their book of business, enabling you to provide better client service and expedite cross-selling opportunities. Applied Epic standardizes data for agencies with multiple locations in different geographies, and the application's flexible software architecture is designed to easily manage rapid business growth. With an intuitive user interface, Applied Epic delivers process management capabilities through myEpic that further automate, adapt, and manage internal operations, enabling you to streamline workflows and quickly respond to changes in the market and within your customer base. Applied Epic’s unique software architecture provides scalability for agencies and brokerages with multiple, global locations to manage expansion and business growth with ease.

Applied Epic allows your agency to:

  • Manage P&C and benefits business within a single application, providing a single source for all client information
  • View, monitor, track and forecast sales opportunities, pipeline and activities
  • Search carrier market appetite for specific commercial risks
  • Automate operations and configure workflows with myEpic
  • Standardize data for consistent reporting and company-wide evaluation
  • Customize invoices, statements and reporting
  • Simplify employee on-boarding and training with standardized workflows
  • Automate the paperless delivery of documents via eSignature

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Integrate Applied Epic with Other Insurance Software Applications
Applied Epic seamless integrations to third-party applications, proprietary systems and other data sources provide a single view of your entire business. Leverage Applied’s deep integration expertise and numerous prebuilt and custom integrations to maximize the value you can drive for your business with Applied Epic. 

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Product Benefits
GAIN BUSINESS INSIGHTS WITH A SINGLE VIEW OF YOUR CUSTOMERS

Applied Epic is the only agency management system that allows you to manage both your P&C and benefits business within a single application, reducing time and cost spent operating multiple applications and increasing cross-sell and up-sell opportunities to your current client base. Applied Epic provides a single view into your entire customer base and business processes across all locations and lines of business, providing your agency the information needed to quickly and easily make more informed business decisions, expand your book of business and manage more strategically.

MANAGE OPPORTUNITIES THROUGH INTEGRATED SALES AUTOMATION

Applied Epic Sales Automation is the industry’s first fully-integrated sales opportunity, pipeline, forecast and activity manager. Role-based, intuitive dashboards offer a visual representation of performance against sales goals and sales opportunities. This capability enables you to 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.

SEARCH CARRIER MARKET APPETITE FOR SPECIFIC COMMERCIAL RISKS

Applied Epic Market Appetite is a search engine for property & casualty insurance agencies to quickly and accurately identify U.S. carriers’ preferred commercial risks for placement. Similar to a Google search, Applied Epic Market Appetite allows you to enter specific details related to client risk and instantly receive a list of carrier appetite at the point of market selection. Integrated into Applied Epic’s Home Base, Applied Epic Market Appetite eliminates the need to leave the system or log in to websites determine carrier appetite.

STREAMLINE WORKFLOWS WITH STANDARDIZED BUSINESS OPERATIONS

With myEpic, Applied Epic standardizes business operations around best practices workflows, enabling your agency to increase efficiency of agency staff and lower administrative costs while ensuring consistent delivery of high-level service to customers.

ESTABLISH A STRONG FOUNDATION FOR FASTER GROWTH AND EXPANSION

Applied Epic was designed to provide the flexibility and capabilities agencies require today to quickly expand and seamlessly integrate newly acquired businesses. With an intuitive user interface, Applied Epic’s single view into customers and business operations, standardized data and workflows, and consistent, enterprise-wide reporting enable your agency to quickly and seamlessly add new customers, lines of business and locations across multiple and geographies using one application.

For more information about Applied Epic and other Applied solutions, call us at 1.800.786.1362 or Contact Us.

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