Empowering Your Insurance Business with Applied Epic Solutions and Tools

KB at your finger tips

This is one stop global knowledge base where you can learn about all the products, solutions and support features.

Products-Applied Epic

Empowering Your Insurance Business with Applied Epic Solutions and Tools

Maximize Efficiency and Streamline Operations

Applied Epic offers a comprehensive set of solutions and tools designed to empower insurance agencies and brokerages, making it easier for them to manage every aspect of their business effectively. With Applied Epic, users can increase renewals and new business opportunities, gain valuable business intelligence insights, enhance collaboration with markets, and leverage the power of Salesforce to streamline agency operations. This robust platform ensures that insurance professionals have the necessary tools to maximize efficiency, increase productivity, and drive success in a competitive industry.

Enhanced Digital Solutions for Your Agency

Applied Epic provides agencies with a fully integrated digital solution that simplifies and automates various processes, from personal lines rating to commercial lines quoting and application management. The platform also offers digital payment capabilities through Applied Pay, allowing agencies to manage transactions seamlessly. By leveraging Applied Epic for Salesforce, users can bring the power of Salesforce CRM to their agency, enabling enhanced customer relationship management and improved client experiences. This digital-centric approach helps agencies stay ahead of the curve and adapt to the evolving needs of the industry.

Interactive Tools for Building a Customized Tech Stack

In addition to its core solutions, Applied Epic offers a range of interactive tools that empower agencies to build a customized tech stack tailored to their specific needs. By utilizing tools like the Build Your Digital Solution Tool, agencies can create a tech stack that enhances efficiency, improves collaboration, and drives growth. These tools enable agencies to streamline operations, increase automation, and deliver a seamless digital experience to their clients. With a focus on innovation and user-centric design, Applied Epic continues to provide cutting-edge solutions that set insurers up for success in a rapidly changing landscape.

Driving Value with Data Connectivity and Business Intelligence

Applied Epic understands the importance of data connectivity and business intelligence in the insurance industry. By offering tools like the Ivans 2024 Connectivity Survey, agencies can share their views on agency-carrier connectivity, helping Applied Systems gather valuable insights to drive industry innovation. These tools enable agencies to harness the power of data, make informed decisions, and optimize their operations for greater efficiency and profitability. With a commitment to customer success and industry leadership, Applied Epic is dedicated to empowering insurance professionals with the tools they need to succeed in a digital-first world.

Stay Ahead in Today’s Competitive Market!
Unlock your company’s full potential with a Virtual Delivery Center (VDC). Gain specialized expertise, drive seamless operations, and scale effortlessly for long-term success.

Book A Meeting To Setup A VDC

Empowering Your Benefits Agency with Applied Epic

The Challenge of Standing Out in Benefits Insurance

As a broker selling both Property and Casualty (P&C) and Employee Benefits, differentiating your agency in the Benefits space can be a daunting task. When insurers offer the same prices and plans to you and your competitors, the question arises - how do you make your agency stand out from the crowd? One of the key aspects in achieving this differentiation is by positioning yourself as a trusted risk advisor, delivering prompt, efficient service, and valuable advice at every stage of the Benefits lifecycle.

Read article

Enhancing Agency Operations with Applied Epic for Salesforce

Streamline Sales and Marketing Operations

Applied Epic for Salesforce offers a comprehensive solution to seamlessly connect your sales and marketing teams. By integrating the powerful features of Salesforce CRM with Applied Epic's agency management system, agencies can streamline operations, automate processes, and enhance productivity. This integration allows for a unified view of customer data, ensuring efficient communication and collaboration between sales and marketing departments.

Read article

Revolutionizing Insurance Marketing with Applied Epic Marketing Automation

Introduction to Marketing Automation

In the competitive landscape of the insurance industry, marketing plays a crucial role in driving growth and creating brand awareness. Applied Systems, a leader in insurance technology, offers a cutting-edge solution with Applied Epic Marketing Automation. This innovative tool revolutionizes insurance marketing by streamlining and automating various marketing processes, helping agencies enhance their marketing strategies and reach a wider audience.

Read article

Enhancing Sales and Marketing Operations with Applied Epic for Salesforce

Revolutionizing Sales and Marketing Integration

In the fast-evolving landscape of sales and marketing, precision in targeting, focused lead funnelling, and scientific pipeline management are imperative. More sales organizations are turning to advanced CRM technologies to advance their operations, seeking a seamless connection to core business operations. Applied Systems brings a groundbreaking solution by combining the industry-leading agency management system, Applied Epic, with the top CRM platform, Salesforce. Applied Epic for Salesforce™ emerges as a unique sales and marketing application that supports both Property & Casualty (P&C) and Benefits sectors, enabling sales and servicing teams to work collaboratively in synchronized platforms. This integration ensures that while sales teams focus on insurance business sales, servicing teams efficiently maintain customer satisfaction and protection.

Read article

Empowering Your Insurance Business: Applied Epic Solutions and Support

Introduction to Applied Epic

Applied Epic is a comprehensive and powerful management system designed specifically for insurance agencies to streamline their operations, increase efficiency, and enhance client services. With a wide range of features and capabilities, Applied Epic enables agencies to manage their business processes effectively, from policy management to client communication and beyond.

Read article

Welcome to Knowledge Base!

KB at your finger tips

Products-Applied Epic