The management system is the backbone of your agency so you need a system with the capabilities to manage your entire business and the flexibility to grow as you do. Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire agency across all roles, locations and lines of business, including both P&C and benefits. Our Applied Epic software is browser-native so your team is able to easily access data, minimize software management and more quickly realize the value of new capabilities. Build your agency on a system that automates back office operations, keeps your front office sales team connected, and integrates with customer service and insurer connectivity technologies.
Embrace technology with an open and flexible platform
Boost the value of your agency by having a flexible system that can grow and innovate alongside your business. Using open and scalable architecture, Applied Epic supports acquisitions and integrations of both Applied and third-party applications to guarantee productivity and profitability as the needs of your business change.
Give your P&C and Benefits brokers a single place to operate
Get more of your agency in the same platform to have a single source of truth for your business. All roles, locations and lines of business – both P&C and benefits – can be managed in this platform while giving flexibility for staff to operate with other applications that exchange data directly with Applied Epic.
Empower your team to work from anywhere in a system they'll love
Give employees a simple, intuitive user experience. In just a few clicks, they can view account and policy details, complete a quote, file a claim, and remarket a renewal. And with on-the-go access to your management system via browser-based technology, you now have the flexibility to empower your teams to work from anywhere.
Work better with your insurer partners
Connect with insurer partners right from your daily workflow to save time servicing customers. Without ever leaving your core system, you can find the best products quickly and easily and exchange policy details.
Meet your customers wherever they are
Support customers at any time on any channel. With the ability to seamlessly integrate with your online client portal and mobile app, you can help customers help themselves through 24/7 access to the policy information in your management system.
Integrated Benefits Management
Kick the idea that management systems are only built for P&C agencies. Epic Benefits provides completely unique Benefits-specific screens to capture general plan information, rates, coverages, eligibility criteria, stop loss, and TPA information. You can handle commission rate tiers, including flat-fees per risk, and take advantage of unique custom form management and templates to present plan summaries, including government-mandated summary of benefits and coverage. Manage fee-for-service activity, including tracking and billing, and build RFPs and plan summary comparisons created through plan/coverage detail export all directly in Applied Epic.
Process Management and Automation
Delight your employees by making work simpler. Automate, adapt and reassign the most frequently used workflows to ensure consistency across all users and locations through business process management capabilities and pre-built workflows with myEpic. By automating their most frequently used workflows, they can get more done in less time.
Getting the right policy, with the right info at the right time to customers is crucial. Our platform makes back-office administration easy with real-time access to policy information at each stage of the policy lifecycle, so you can provide quick and accurate service.
Sales Automation and Customer Relationship Management
Stop wasting time bouncing back-and-forth between multiple systems. Your management system is the only place you need to go to view, monitor, track and forecast new business opportunities and renewals. From there, integrate with world-class CRM technologies, like Salesforce, to get a 360-degree view of your customer.
Reduce time spent on finance and accounting with solutions designed to meet your needs. Our systems integrated accounting is built specifically for insurance to make your FP&A teams efficient and reporting easy.
Work the way that works for you. Manage, organize and secure documents based on your agency’s guidelines or your own customized process. Keep it simple or create deep folder hierarchies. Search, create reports, track history and/or versions by customer or vendor. It’s that easy.
Market Access and Quoting
Easily identify markets for your risks directly whether you are looking to find a market for a new risk or remarket a current one. Integrated personal lines and commercial lines quoting reduces redundant data entry and makes for more efficient quoting with insurers directly in your management system so you can make sure your customers get the best products at the right price – all with less clicks.
Say goodbye to paper and hello to productivity. With automated information exchange between you and your insurer partners, receive the latest policy-related documents and information via download directly in your management system.
Reporting and Data Analytics
Obtain powerful graphical business insights from your existing management system data. Then use these insights to target where you can boost employee productivity and focus on the most profitable customer and insurer relationships.
Omnichannel Customer Service
Give your customers choice in how they interact with your business. Applied Epic easily integrates with your customer self-service portal and mobile app so that your customers can access their policy information when and how they like.
Expanded Integration with Applied CSR24
Fiscal-Year Pipeline Reports
Weighted Commission Calculation
Branded Email Templates
Direct Bill Commission Updates
Revenue Recognition Improvements
Ready to Learn More?
When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.