For Brokers

Applied Epic

Manage all lines of business across all locations and roles in a single application.

Gain greater visibility across your entire book of business. Power your brokerage with the only system in the industry that has integrated capabilities to manage personal, commercial, scheme and benefits and sales in a single application. As the world’s most widely used brokerage management system, Applied Epic®’s integrated and open architecture provides essential capabilities for your brokerage to better manage customer relationships, sales opportunities, market access, financial accounting, reporting, business processes, and policy and benefits administration.

Key Benefits

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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.

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Connect with your insurer partners

Automate policy information exchange with your insurers without having to leave the system.

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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.

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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.

Capabilities

  • Text messaging

    Send individual text messages to your insureds or trigger mass messaging through system events

  • Process management and automation

    Automate, adapt and reassign the most frequently used workflows to ensure consistency across all users and locations through business process management capabilities and pre-built workflows.

  • Document management

    Create multiple folder levels, search, report, and track history and versions at the client and vendor level. You can manage, organize and secure documents according to your business process guidelines.

  • P&C and Benefits management

    Manage all lines of business in a single application and eliminate the time and cost spent managing and training staff on two disparate systems while maintaining a single view of your business.

  • Sales automation

    View, monitor, track and forecast new business opportunities and renewals directly within the application, eliminating the need to invest time and expense in separate solutions.

  • Omnichannel customer service

    Integrate with your online customer portal or mobile apps to empower customers and staff with the same policy information in Applied Epic.

What's New

  • Microsoft Outlook integration

    Leverage the Applied Epic integration with Microsoft Outlook to gain access to your Applied Epic contacts and attachments, as well as full Microsoft Outlook functionality.

     

  • Renewal management

    Keep client account management more focused through added visibility controls within Renewals Manager. 

  • Insurer connectivity

    Access real-time transactions used the most in a single click with the new eServicing ribbon available on the policy list.

  • eSignature Multi-Document Submission

    Provide a more convenient signature workflow for your clients by sending multiple documents to eSignature at once.

Microsoft Outlook integration

Leverage the Applied Epic integration with Microsoft Outlook to gain access to your Applied Epic contacts and attachments, as well as full Microsoft Outlook functionality.

 

Renewal management

Keep client account management more focused through added visibility controls within Renewals Manager. 

Insurer connectivity

Access real-time transactions used the most in a single click with the new eServicing ribbon available on the policy list.

eSignature Multi-Document Submission

Provide a more convenient signature workflow for your clients by sending multiple documents to eSignature at once.

Customer Success

Drayden Insurance

Applied Epic

Drayden Insurance chose Applied Epic to gain a single view of the business and effectively manage growth across multiple offices.

View All Peer Insights

Ready to Learn More?

Applied is ready to provide your business with the advanced insurance software and solutions you need to succeed in the insurance ecosystem.