Applied Epic is a cloud-based insurance agency management system designed to unify operations across personal, commercial, and benefits lines. It offers end-to-end functionality for policy lifecycle management, including quoting, submissions, renewals, claims, accounting, and reporting. Agencies can automate workflows, manage client relationships, and access real-time data through customizable dashboards and mobile access. Applied Epic supports integration with carrier systems, enabling direct market access and policy exchange without leaving the platform. Its open architecture allows for third-party app integrations, granular security controls, and scalable configurations to support growth and acquisitions. With embedded tools for document management, commission tracking, marketing automation, and omnichannel communication, Applied Epic empowers agencies to streamline operations, improve service delivery, and drive business growth across all roles and locations.
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المميزات1
الفئات4.3
تقييم المستخدم الذي تم التحقق منه
Automated renewals and submissionsRole-based dashboardsReal-time data accessDocument and policy managementCRM and client portal integrationDigital payments platformIntegrated accounting and billingPersonal and commercial lines quotingEnd-to-end policy lifecycle managementAPI and third-party app compatibilitySecure cloud-based platformReporting and analytics toolsWorkflow automationScalable for multi-location agenciesOpen architecture for integrationsMobile access and remote work supportMarket access and insurer connectivityPipeline and prospecting toolsClaims processing and trackingEmailCloud, SaaS, Web-BasedOn-Premise - WindowsDesktop - Windows
