Applied Epic

Applied Epic

Winter 2023

Tarmika Integration

When beginning the commercial quoting process, users can begin in either Epic or Tarmika – ensuring they’re entering quote details only once while capturing it in both systems.

Applied Epic

Winter 2022

Department Configurations

Set up specific download configurations for each department in your business for policies, claims and eDocs to be routed to the correct person servicing the account.

Applied Epic

Winter 2022

Document Flag

Flag attachments as important to make searching through the Attachment List quicker.

Applied Epic

Winter 2022

Epic Quotes for Commercial Lines Integration

Quote small commercial lines directly within Applied Epic and save time by reducing keystrokes and flipping between applications. A growing list of insurers and MGAs are signing up to participate, including CNA, Acuity, WCF, Chesapeake, State Auto, Hanover, Travelers, Liberty, Encova, Coterie and Berkshire Hathaway GUARD.

Applied Epic

Winter 2022

Rolling Income Statement

Existing Income Statement and Income Statement Comparison reports can be modified to allow rolling reports which cross over fiscal year and year-end only reports, eliminating the need to export multiple reports and manually combine values.

Applied Epic

Summer 2021

Branded Email Templates

Access branded email templates from the Reports Marketing area and the Outlook Add-In. To make template selection quicker, default email templates are available within specific workflows.

Expanded Integration with Applied CSR24

Use newly added reports to track which customers and staff have access to and use the portal. Customer contact information is imported from the portal so you can easily access and contact customers.

Learn more about the latest releases in Applied Epic