Applied Epic Description

Your agency's management system is the foundation of your agency. You need it to be able to manage all aspects of your business and allow you to grow with it. Applied Epic®, the most widely used management platform in the world, is it? It allows you to maintain a clear picture across your agency's roles, locations, and business lines. This includes both P&C as well as benefits. Our Applied Epic software can be accessed via browser so that your team can quickly access data and minimize software management. Your agency can be built on a system that automates back-office operations, keeps your front-office sales team connected, and integrates seamlessly with customer service and insurance connectivity technologies. Give employees a simple, intuitive user experience. They can view account and policy information, request a quote, make a claim, and remarket their renewal. It takes only a few clicks

Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support

Company Details

Company:
Applied Systems
Year Founded:
1983
Headquarters:
United States
Website:
www.appliedsystems.com
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Media

Applied Epic Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Customer Support
Phone Support
Online

Applied Epic Features and Options

Insurance Agency Software

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Claims Management Software

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Applied Epic User Reviews

Write a Review
  • Name: Carolina C.
    Job Title: Chief Executive Officer
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Workflow management, billing and user assistance

    Date: Sep 29 2022

    Summary: Since we discovered this platform, we got much closer to what we needed to achieve, it put all our work in order and set us the course that we should follow in the follow-up of our work. Having a route with a clear guide, we managed to advance very efficiently, with a path already marked out and in due organization, billing and payment management was never again complicated, in the same way, the assistance to our clients has been a lot. more direct, having a way to manage claims and attend to them quickly has significantly improved the acquisition of our clients, we cover much more with less and we comply with offering a better service than we expected to do. I am happy to have the opportunity to find an efficient tool with the right tools and that fits our personalization of work, where we have felt comfortable and at ease to get our work done, with an unwavering flow and our clear purposes. It has benefited us in various aspects, but one of the achievements has been the unification of the work team, being able to find a goal and a tool that helps us to have everything in order, properly planned, every minimum aspect is up to date and fulfilling our work to the letter has given us greater potential for labor union and with that we get better results.

    Positive: It is a platform that has become our central work system, in our company we seek to improve work management day by day and Applied Epic has been the star platform for this, it provides its platform to develop our daily work, opening up a fairly large space to improve the relationship with our customers, it perfectly integrates various functions allowing us to take information management to the next level, with the messaging system we can provide assistance to all users. Likewise, it has been the messenger manager that we needed, through its platform we have managed to manage accounting and boost sales, it creates an ideal and easy-to-use space, we do not need to be experts to know that Applied Epic has the necessary functions for each aspect, we even feel that it is much more intuitive than any other tool. It allows the customization of the platform, it has given us comfort and a user experience according to what we need, in addition to the fact that the customer support is quite attentive to any questions we have. It has the right and necessary tools, it doesn't have too many to leave us confused or lacking, with everything it offers we have been able to manage our work perfectly.

    Negative: It has been the ideal tool for our work, it has hit the spot with everything we needed for our work management, the only thing we have come across is that it lacks greater automation, saving so many unnecessary procedures and making the tools and options much more efficient without so much process. For the rest, in my opinion it is a simple tool to use, and it has been ideal for what we need it for in my work.

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