Applied Epic Integrations

Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.

Access client and policy information on demand to improve customer service and sell business more efficiently. Keep client and prospect information current, synchronized and safe across systems to easily manage sales opportunities and enhance customer service. Applied Mobile® is the first insurance agent mobile application to bring client, policy and sales information from your agency management system to mobile devices, so you can stay connected on the go with a direct link back to the office. Carry convenient, on-demand access to client and prospect insurance information with you while on the go. View, add and manage sales opportunities directly from your mobile device, with information synced directly to applied epic for seamless connectivity. Ensure the most up-to-date information is available to all staff with activities and opportunities instantly added to the appropriate account in your agency management system.

Unlike other systems where employees give feedback and seldom get any value in return, Clarity Wave focuses on the individual’s growth and satisfaction. And because everyone receives so much value from the system, they interact in ways that naturally and organically improve the workplace climate, engagement and motivation of your staff. We address each of these drivers automatically so you can develop highly engaged and motivated teams, GUARANTEED! No other system gives as much value, not only to the management team, but also to each individual team member.

Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates. Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction. Boost your online reviews while converting dissatisfied customers using the widely respected Net Promoter® survey tool to gauge and enhance the customer experience. Reduce your call volume and improve the customer experience by giving policyholders 24/7 access to their policy documents, proof of insurance, billing, and more. See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy. Join us to learn how automated marketing solutions are transforming the way brokers and agents do business.

Our industry-leading contactless care management & engagement solution empowers your patients with their digital health key™ – convenient access to care at their fingertips. MyCarePlan is convenient access to care for your patients. Care management features are easily accessible and embedded into your EHR. Qure4u’s smart, intuitive tools allow hundreds of healthcare organizations across the country to enable socially distanced workflows to create safe care and interactions. We encompass all the ways healthcare providers digitally/remotely interact with patients in real-time while decreasing the overall cost of healthcare. Qure4u’s virtual care innovation is at the core of enabling convenience and accessibility with solutions aligned to the virtual care ecosystem’s different components.

vBots is a cutting-edge AI-powered automation platform tailored for insurance agencies seeking to streamline and scale their operations without the complexities of coding or integration. These intelligent bots automate essential yet time-consuming tasks such as direct bill reconciliation, policy renewal notifications, cancellation notices, and document retrieval, all customized to align with your agency’s specific workflows. Equipped with advanced AI and optical character recognition (OCR), vBots can intelligently interpret and act on complex data, ensuring accuracy and efficiency. Designed for rapid deployment, vBots require no heavy IT infrastructure changes—simply plug and play to achieve measurable results within weeks. This scalability allows agencies to manage workload spikes during critical periods like tax season, open enrollment, or month-end without hiring extra staff.

Sonant is an AI receptionist built exclusively for property & casualty insurance agencies, enabling them to convert routine inbound calls into real revenue without adding staff. It provides 24/7 personalized, human-like voice interactions, instantly recognizes callers, captures quote or servicing requests, schedules appointments, routes calls to agents when needed, and automatically summarizes conversations to feed into agency systems. Sonant is multilingual (even within a single call), scales concurrently across many calls, and integrates with major Agency Management Systems (AMS) like EZLynx, Momentum, QQCatalyst, HawkSoft, AMS360, AgencyZoom, Zywave, InsuredMine, and others, as well as calendars and automation tools. It’s optimized for ultra-low latency and is “tuned” for insurance workflows, with guardrails that prevent it from discussing detailed coverage.