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Agency Management

Applied Epic

Cloud-based agency management system that centralizes insurance operations and client interactions.

SOC 2 Type II
5000+
ISO 27001
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Category
Software
Ideal For
Insurance Agencies
Deployment
Cloud
Integrations
200++ Apps
Security
Role-based access control, data encryption, audit trails, compliance monitoring
API Access
Yes - RESTful API for custom integrations

About Applied Epic

Applied Epic is a leading cloud-based agency management system purpose-built for insurance agencies, brokerages, and MGAs to streamline operations and enhance productivity. The platform centralizes agency workflows, automates administrative tasks, and provides a comprehensive 360-degree view of client interactions spanning policy management, billing, and claims processing. Applied Epic enables organizations to consolidate data silos, improve agent efficiency, and deliver superior client experiences through integrated communication channels and real-time visibility. With robust integration capabilities and scalable architecture, Applied Epic adapts to agencies of all sizes. AiDOOS marketplace enhances deployment by offering specialized implementation services, ensuring rapid onboarding and optimization of the platform. Through AiDOOS, agencies gain access to vetted experts who configure workflows, integrate legacy systems, and establish best practices, reducing time-to-value while maximizing ROI and operational excellence.

Challenges It Solves

  • Fragmented client data across multiple disconnected systems limiting visibility and decision-making
  • Manual administrative tasks consuming significant agent time better spent on client relationships
  • Difficulty scaling operations as agency grows without proportional increases in overhead costs
  • Integration challenges between policy, billing, and claims systems creating operational friction
  • Limited real-time visibility into agency performance metrics and client interactions

Proven Results

64
Reduction in administrative processing time per transaction
48
Improvement in agent productivity and client retention rates
35
Decrease in operational costs through workflow automation

Key Features

Core capabilities at a glance

Centralized Client Management

360-degree view of all client interactions and data

Eliminates data silos and improves decision-making accuracy

Workflow Automation

Automates routine administrative and operational tasks

Frees up 40% of agent time for revenue-generating activities

Policy Management

End-to-end policy lifecycle management and tracking

Reduces policy processing time by 50% and errors by 60%

Integrated Billing & Claims

Unified billing and claims processing across all policies

Accelerates claims resolution and improves cash flow

Real-Time Analytics & Reporting

Customizable dashboards and predictive analytics

Enables data-driven decisions and identifies growth opportunities

Multi-Channel Communication

Integrated email, SMS, and portal communications

Increases client engagement and satisfaction scores by 35%

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Real-World Use Cases

See how organizations drive results

Policy Renewal Management
Automate renewal workflows, track expiration dates, and trigger agent notifications to ensure timely renewals and reduce lapses.
82
Increased renewal rates and client retention
Claims Processing
Streamline claims intake, documentation, and tracking with automated workflows and integrated communication to accelerate resolution.
56
Faster claims resolution and improved customer satisfaction
Client Onboarding
Standardize new client intake with automated forms, document collection, and policy binding to reduce setup time and errors.
71
Reduced onboarding time and improved data accuracy
Commission Management
Automate commission calculations, tracking, and reporting across multiple carriers and producers for accurate, timely payouts.
65
Eliminated manual errors and accelerated commission cycles
Agency Merger Integration
Consolidate systems from acquired agencies into a single unified platform, standardizing workflows and client data.
78
Seamless consolidation and operational synergy realization

Integrations

Seamlessly connect with your tech ecosystem

S

Salesforce

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Sync client and opportunity data for enhanced CRM capabilities and pipeline management

M

Microsoft 365

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Integrate with Outlook, Teams, and SharePoint for seamless collaboration and communication

D

DocuSign

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Embed e-signature capabilities for policy documents and client agreements

Q

QuickBooks

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Synchronize accounting and billing data for financial reconciliation and reporting

S

Slack

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Send notifications and alerts directly to team channels for real-time collaboration

T

Twilio

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Enable SMS communications for client notifications and appointment reminders

S

Stripe/PayPal

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Integrate payment processing for automated premium collection and billing

Z

Zapier

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Connect to hundreds of third-party applications through pre-built automation workflows

Implementation with AiDOOS

Outcome-based delivery with expert support

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning

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Alternatives & Comparisons

Find the right fit for your needs

Capability Applied Epic YCharts Orion Advisor Tech FRISS
Customization Excellent Good Excellent Excellent
Ease of Use Good Excellent Good Good
Enterprise Features Excellent Excellent Excellent Excellent
Pricing Fair Good Fair Fair
Integration Ecosystem Excellent Good Excellent Excellent
Mobile Experience Good Good Good Good
AI & Analytics Good Excellent Good Excellent
Quick Setup Good Good Good Good

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Frequently Asked Questions

What is the typical implementation timeline for Applied Epic?
Implementation typically takes 4-12 weeks depending on complexity and customization needs. AiDOOS marketplace partners accelerate timelines through proven methodologies and dedicated expertise, often completing deployments in 6-8 weeks.
Can Applied Epic integrate with our existing insurance carrier systems?
Yes. Applied Epic offers 200+ pre-built integrations and a robust API for custom connections. AiDOOS partners provide integration services to connect legacy systems, EDI feeds, and proprietary platforms seamlessly.
Is Applied Epic suitable for small agencies?
Absolutely. Applied Epic scales from small independent agencies to large enterprise brokerages. AiDOOS marketplace offers scalable implementation packages tailored to agency size and complexity.
How does Applied Epic handle data security and compliance?
Applied Epic maintains SOC 2 Type II and ISO 27001 certifications, with AES-256 encryption, role-based access, audit trails, and compliance with HIPAA and state insurance regulations. AiDOOS ensures proper security configuration during deployment.
What training and support options are available?
Applied Epic provides online training, documentation, and support. AiDOOS marketplace partners offer comprehensive onboarding, customized training programs, and ongoing optimization services.
Can I migrate data from my current system to Applied Epic?
Yes. Applied Epic supports data migration from most legacy systems. AiDOOS partners specialize in data mapping, validation, and migration execution, ensuring clean data transition with minimal downtime.