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Applied Epic

Name: Applied Epic
Rating: 4.5 (2 reviews)

By Applied Systems

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Highlights : About Applied Epic

ACORD Forms

Endorsement Management

Insurance Rating

Multi-Line Industries

Multiple Product Tracks

About Applied Epic

Applied Epic is a cloud-based insurance business management solution, which helps insurance agencies manage customer relationships, sales opportunities, financial accounting, benefits administration, and more. Applied Epic allows users to compare and verify policies, documents and contracts. Users can design plan summaries using pre-built forms and templates. It also allows users to educate employees on government-mandated benefits and coverage. An agent dashboard helps to manage the sales process and track performance against individual sales goals. The sales automation feature helps sales teams to manage their pipeline and other sales activities. Applied Epic helps team members manage, organize, and secure documents, as well as track history and versions for clients and vendors. Teams can also automate policy information exchange with insurers, and share policy details with customers and staff via an online portal or mobile applications.

Specifications

Business Size

Mid-Market

Deployments

Premise, Cloud

Language Support

English

Platforms

Product Details

Features

ACORD Forms

Endorsement Management

Insurance Rating

Multi-Line Industries

Multiple Product Tracks

Reminders

Benefits

Gain a single view of your customers

Manage all roles, locations and lines of business within a single application to reduce time and cost spent operating multiple disparate systems.

Connect with your insurer partners

Access new markets and automate policy information exchange with your insurers without having to leave the system.

Manage sales processes and opportunities

View performance against sales goals and opportunities with role-based, intuitive dashboards to easily track new business opportunities and renewals.

Connect with partners through an open, integrated system

Maximize your business value through seamless integration with third-party applications, proprietary systems and other data sources.

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