Applied Epic

What is Applied Epic?

Applied Epic is a comprehensive agency management platform that empowers insurance agencies to streamline operations, enhance customer service, and drive business growth. Its open and scalable architecture integrates seamlessly with a wide range of third-party applications, enabling agencies to manage their P&C and benefits books of business from a single, centralized system

Highlights

• Unified Management: Provides a single view of the customer, allowing all roles, locations, and lines of business to be managed from a centralized portal, improving visibility and consistency across the organization
• Workflow Automation: Enables administrators to create, adapt, and reassign workflows, ensuring standardized business processes and enhanced productivity across the agency
• Integrated Insurer Connectivity: Facilitates direct data exchange with insurance carriers, streamlining policy information sharing and service for both personal and commercial lines
• Omnichannel Customer Experience: Offers seamless integration with online client portals and mobile applications, allowing customers to access policy details and manage their accounts 24/7
• Flexible Payments: Delivers a superior digital payments platform, enhancing the customer experience and streamlining the agency's financial processes.