Key Benefits
Capabilities
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Text messaging
Send individual text messages to your insureds or trigger mass messaging through system events
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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.
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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.
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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.
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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.
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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
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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.
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Renewal management
Keep client account management more focused through added visibility controls within Renewals Manager.
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Insurer connectivity
Access real-time transactions used the most in a single click with the new eServicing ribbon available on the policy list.
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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.
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.