List of Applied Epic Integrations
This is a list of platforms and tools that integrate with Applied Epic. This list is updated as of April 2025.
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Effortlessly connect, organize, and achieve your tasks with a comprehensive suite that includes email, calendar, and contacts, all seamlessly unified in one platform. Elevate your productivity as you manage emails, schedules, tasks, and beyond from a singular interface designed for efficiency. The integration with Office allows for easy file sharing directly from OneDrive, while providing access to your contacts and viewing LinkedIn profiles without any complications. Schedule conference rooms and handle meeting RSVPs directly through your calendar, ensuring a more streamlined experience. Collaborate efficiently by sharing calendars, which helps you coordinate plans and effortlessly check your colleagues' availability. You can enjoy reassurance with the strong security protocols that are trusted by many major organizations worldwide. Outlook continuously works to protect your sensitive data while ensuring that your workflow remains unhindered. It intuitively anticipates your needs by automatically incorporating travel plans and bill payments into your calendar, alongside intelligent reminders that keep you organized. Moreover, the efficient search functionality makes retrieving the information you require quick and straightforward, further enhancing the smoothness of your workday. This all-in-one solution not only simplifies your tasks but also empowers you to focus more on your goals.
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Formstack
Formstack
Transform workflows effortlessly, saving time and enhancing productivity.Utilizing Formstack allows you to streamline manual tasks, expedite solution delivery, and transition from concept to operational workflow in just minutes, saving you valuable time—all achieved through simple clicks rather than complex coding. By integrating a user-friendly visual workflow automation tool with digital forms, document creation, and eSignature capabilities, the Formstack Platform empowers you to efficiently develop numerous solutions that address both your daily challenges and the digital demands of your clients. Moreover, you can construct solutions tailored to your urgent requirements, whether they involve applications, proposals, or onboarding processes, while also scaling to support broader organizational digital transformation goals—all seamlessly facilitated by the Formstack Platform. This versatility makes it an essential tool for enhancing productivity and improving customer satisfaction across various sectors. -
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Applied Mobile
Applied Systems
Stay connected and streamline your insurance operations effortlessly.Ensure that client and policy information can be accessed whenever necessary to improve customer support and optimize business workflows. Keep client and prospect data updated, synchronized, and secure across multiple platforms, which facilitates the effective management of sales opportunities and enhances interactions with customers. Applied Mobile® is recognized as the leading mobile app specifically designed for insurance professionals, providing direct access to client, policy, and sales data from your agency management system on your mobile devices, thereby allowing you to stay connected while away from the office with a quick access link. The app offers the advantage of having instant access to insurance information for clients and prospects while you're on the go. You can directly view, create, and manage sales opportunities right from your mobile device, with all information automatically synced to Applied Epic for seamless connectivity. Additionally, ensure that all personnel have the latest updates, as activities and opportunities are recorded in real time within your agency management system. This feature not only enables agents to address client requests swiftly but also contributes to building stronger connections and promoting business expansion. Ultimately, leveraging such advanced tools can significantly enhance the efficiency and effectiveness of your operations. -
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Clarity Wave
Clarity Wave
Empower teams, enhance engagement, and celebrate individual contributions.Unlike many other platforms that tend to overlook employee feedback, Clarity Wave places a strong emphasis on personal growth and satisfaction. This innovative platform encourages substantial interactions among its users, which naturally improves the overall work atmosphere, leading to higher levels of employee engagement and enthusiasm. By methodically tackling these essential elements, Clarity Wave guarantees the development of motivated and passionate teams, ensuring measurable outcomes. Its distinctive methodology provides exceptional advantages not only to management but also to every individual within the team, positioning it as an essential tool for achieving organizational excellence. Additionally, the emphasis on recognizing individual efforts fosters a thriving culture of appreciation and teamwork, further enhancing the workplace dynamics. -
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Pathway Insurance Software
Pathway
Streamline renewals, enhance relationships, and elevate customer satisfaction.By implementing automated workflows that activate according to policy expiration dates, client renewals can be completed significantly faster than manual processes. Utilizing broker-approved emails and automated systems that enhance every interaction allows for effective communication with both prospects and policyholders throughout the entire insurance lifecycle. Additionally, by leveraging the highly regarded Net Promoter® survey tool, you can enhance your online reviews and turn around dissatisfied clients, thereby improving overall customer satisfaction. Furthermore, providing policyholders with 24/7 online access to their policy documents, proof of insurance, and billing information can lead to a decrease in call volume and an enhanced customer experience. Discover how Pathway simplifies client attraction and retention for your customer service representatives and brokers. Explore the transformative impact of automated marketing solutions on the operations of agents and brokers, as they adapt to the evolving landscape of the insurance industry. This innovative approach not only streamlines processes but also fosters stronger relationships with clients. -
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MyCarePlan
Qure4u
Revolutionizing healthcare accessibility through innovative, seamless engagement solutions.Our state-of-the-art platform for contactless care management and patient engagement provides individuals with their digital health key™, enabling effortless access to healthcare services at their convenience. Through MyCarePlan, patients can easily obtain essential care, and our care management capabilities are smoothly incorporated into your electronic health records. The groundbreaking resources from Qure4u empower a multitude of healthcare organizations across the nation to adopt socially distanced workflows, promoting safe interactions and care delivery. We comprehensively address how healthcare providers can virtually and remotely engage with patients in real-time, all while lowering the costs related to healthcare services. At the heart of Qure4u’s achievements in virtual care is a dedication to improving convenience and accessibility through customized solutions that cater to various facets of the virtual care landscape. Our ultimate goal is to revolutionize patient engagement and streamline the healthcare experience for all stakeholders, ensuring that both patients and providers benefit from enhanced interactions. By prioritizing innovative technology, we aim to create a future where healthcare is not only more accessible but also more efficient.
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