Efficient and Comprehensive Agency Management
In today's fast-paced insurance industry, having robust agency management software is key to staying competitive and efficient. Applied Epic® stands out as the world's most widely used platform for managing insurance agencies. This cutting-edge software offers a comprehensive solution that allows agencies to manage their entire business with ease. From handling various roles, multiple locations, to diverse lines of business including property and casualty (P&C) and benefits, Applied Epic provides a holistic approach to agency management.
Key Benefits of Applied Epic
One of the key advantages of using Applied Epic is its open and flexible platform. By embracing technology with a system that can adapt and scale alongside your agency's growth, you can boost the overall value of your business. With an open architecture and scalable design supported by APIs and Data Lake, Applied Epic facilitates seamless integrations with both Applied and third-party applications. This flexibility ensures that your agency remains productive and profitable even as your business needs evolve over time.
Advanced Capabilities for Enhanced Efficiency
Applied Epic offers a range of advanced capabilities designed to streamline agency operations and enhance efficiency. From integrated Benefits Management tailored for benefits-specific processes to Process Management and Automation that simplifies workflows, Applied Epic empowers your employees to work smarter, not harder. The software's accounting solutions are tailored for the insurance industry, providing efficient financial planning and reporting.
Enhanced Sales Automation and Customer Relationship Management
With Applied Epic, managing policies and customer relationships becomes seamless. The platform offers Sales Automation and Customer Relationship Management features that eliminate the need to switch between multiple systems. This integration helps agents view, monitor, track, and forecast new business opportunities and renewals all within a single platform. By integrating with leading CRM technologies like Salesforce, agencies can gain a comprehensive 360-degree view of their customers.
Efficient Document Management and Market Access
Document Management is made easy with Applied Epic, allowing agencies to organize and secure documents based on specific guidelines or customized processes. Market Access and Quoting features enable agents to identify markets for risks efficiently, reducing redundant data entry and enabling direct quoting with insurers within the platform. Insurer Connectivity further enhances productivity by automating information exchange and ensuring seamless communication.
Data Analytics and Customer Service Integration
Applied Epic's Reporting and Data Analytics capabilities provide powerful insights to drive business decisions. By leveraging existing data, agencies can optimize employee productivity and enhance customer and insurer relationships. The platform's Omnichannel Customer Service integration enables agencies to offer customers flexible interaction options, enhancing their overall experience.