Applied Epic

Applied Epic is a leading cloud-based agency management system designed for insurance agencies, brokerages, and MGAs (Managing General Agents) to streamline their operations, enhance client management, and improve overall productivity. Developed by Applied Systems, Applied Epic centralizes agency workflows, automates administrative tasks, and provides a 360-degree view of client interactions across policy, billing, and claims. Known for its scalability, flexibility, and robust integration capabilities, Applied Epic helps insurance professionals drive growth, increase efficiency, and deliver a superior customer experience.

Key Features:

1. Comprehensive Agency Management: Applied Epic offers a unified platform that integrates all agency functions, including policy management, client relationship management (CRM), billing, and claims. This centralization helps agencies manage their operations more efficiently and provides a single source of truth for all client and policy information.

2. Client Relationship Management (CRM): Applied Epic’s built-in CRM tools help agencies track client interactions, manage communications, and build stronger relationships. The platform provides a complete view of client data, enabling personalized service, targeted marketing, and proactive client engagement.

3. Policy Management: The platform simplifies policy administration by automating processes such as quoting, binding, renewals, and endorsements. Applied Epic’s policy management tools improve accuracy, reduce manual entry, and help agents process policies more quickly and efficiently.

4. Claims Management: Applied Epic streamlines the claims process, enabling agents to manage claims from first notice of loss (FNOL) through settlement. The system provides detailed claims tracking, document management, and communication tools that keep clients informed throughout the claims journey.

5. Accounting and Billing: The platform includes integrated accounting and billing features that manage invoicing, payment processing, collections, and agency commissions. Automated billing processes reduce errors, enhance financial reporting, and improve cash flow management.

6. Task Automation and Workflows: Applied Epic automates routine tasks and workflows, such as document generation, renewals, and policy reviews. These automation features reduce administrative workload, minimize errors, and allow agents to focus on higher-value activities like sales and client service.

7. Business Intelligence and Reporting: The platform offers advanced analytics and reporting tools that provide insights into agency performance, sales trends, and client behavior. Customizable dashboards and reports help agencies monitor key metrics, identify growth opportunities, and make data-driven decisions.

8. Integration and Open APIs: Applied Epic’s open APIs and integration capabilities allow agencies to connect the platform with third-party applications, InsurTech solutions, and carrier systems. This seamless integration enables a connected ecosystem, enhancing agency operations and expanding functionality.

9. Document Management: Applied Epic includes robust document management features, allowing agencies to store, organize, and retrieve important policy documents, client files, and communications. This centralization improves document accessibility and ensures compliance with record-keeping requirements.

10. Cloud-Based and Mobile Access: As a cloud-based solution, Applied Epic provides secure, remote access to agency data from anywhere, on any device. Mobile capabilities allow agents to manage client accounts, access policy information, and conduct business on the go, enhancing productivity and responsiveness.

Benefits:

• Enhanced Operational Efficiency: By automating core processes and integrating workflows, Applied Epic reduces manual work, minimizes errors, and increases overall agency productivity.

• Improved Client Service: The platform’s CRM and communication tools help agencies build stronger client relationships, provide personalized service, and respond quickly to client needs.

• Scalability and Flexibility: Applied Epic’s scalable design supports agencies of all sizes, from small independent agents to large brokerages, allowing them to grow and adapt to changing business demands.

• Data-Driven Decision Making: Advanced analytics and reporting tools provide valuable insights that help agencies track performance, identify growth opportunities, and make informed strategic decisions.

Target Users:

Applied Epic is ideal for insurance agencies, brokerages, MGAs, and insurance networks seeking a comprehensive management system to streamline their operations, improve client engagement, and drive business growth. It caters to organizations that need a scalable, flexible solution to support their evolving business needs and enhance overall efficiency.

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