Applied Epic Benefits
Gain business insights with a single view of your customers
Manage all lines of business, including P&C and benefits, within a single application to reduce time and cost spent operating multiple applications and increase cross-sell and upsell opportunities to your current client base.
Manage opportunities through integrated sales automation
Role-based, intuitive dashboards offer a visual representation of performance against sales goals and sales opportunities, enabling you to view, monitor, track and forecast new business opportunities and renewals directly within the application.
Increase insurer connectivity and expand access to markets
Quickly identify U.S. insurers’ preferred commercial risks with an integrated search engine. Enter specific details related to client risk and instantly receive a list of insurer appetite at the point of market selection.
Streamline workflows and support expansion with standardized business operations
Applied Epic standardizes business operations around best practices workflows via myEpic, enabling your agency to increase efficiency and lower administrative costs. Automated data and enterprise-wide reporting allow you to quickly and seamlessly add new customers, lines of business and locations across multiple geographies.
Drive growth with an open, integrated and scalable system
Applied Epic seamlessly integrates with third-party applications, proprietary systems and other data sources to provide a single view of your entire business. Leverage Applied’s deep integration expertise and numerous prebuilt and custom integrations to maximize your business value.
Deliver omnichannel customer service options
Applied Epic automatically syncs with Applied Mobile to provide your staff instant access to customer and prospect information while away from the office. Applied Epic enhances online customer self-service with customized document sharing via Applied CSR24 and Applied MobileInsured, providing your clients 24/7 access to insurance information.