Description

Applied Epic is an insurance agency management software designed for sales and insurance teams. It enables users to manage and maintain a picture of an agency across roles, locations, and lines of business, including property and casualty, and banking; automate back-office operations; keep front office sales teams connected; and integrate with customer service and insurer connectivity technologies. Features include integrated benefits management, process management and automation, accounting, policy management, sales automation and customer relationship management (CRM), document management, market access and quoting, insurer connectivity, reporting and data analytics, and omnichannel customer service.