Applied Epic

Applied Epic

January 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

November 2022

Integrated Launch of Applied Benefits Designer

Reduce clicks with a direct link and automatic sign-in to Applied Benefits Designer directly from the main Applied Epic navigation menu.

Applied Epic

November 2022

Automatic Refresh of Renewals Manager by Download

Save time and increase data accuracy with automatic updates to Renewal Stages in Renewals Manager, where policies are renewed or canceled through Download.

Applied Epic

September 2022

Journal Entry Approval Process

Facilitate compliance with SOX and other financial reporting regulations and controls with the added option to require approval of all manually entered journal entries before updating General Ledger balances.

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