Audience
Agencies in need of an insurance agency management software
About Applied Epic
The management system is the backbone of your agency so you need a system with the capabilities to manage your entire business and the flexibility to grow as you do. Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire agency across all roles, locations and lines of business, including both P&C and benefits. Our Applied Epic software is browser-native so your team is able to easily access data, minimize software management and more quickly realize the value of new capabilities. Build your agency on a system that automates back office operations, keeps your front office sales team connected, and integrates with customer service and insurer connectivity technologies. Give employees a simple, intuitive user experience. In just a few clicks, they can view account and policy details, complete a quote, file a claim, and remarket a renewal.
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Insurance Agency
Applied Epic Verified User Reviews
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"Workflow management, billing and user assistance" Posted 2022-09-29
Pros: 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.
Cons: 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.
Overall: 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.
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