What is Applied Epic?

The management system of your agency serves as its essential backbone, crucial for overseeing every facet of your operations while promoting growth. Is Applied Epic®—the leading management platform globally—your solution? It provides a comprehensive overview of your agency’s various roles, locations, and business lines, encompassing both property and casualty as well as benefits. Our Applied Epic software is browser-based, enabling your team to swiftly access important data and streamline software management. Your agency can thrive on a system that automates backend processes, maintains connectivity for your sales team, and integrates effortlessly with technologies for customer service and insurance connectivity. By offering employees a straightforward and user-friendly experience, they can easily view account and policy details, request quotes, file claims, and handle renewals—all in just a few clicks. This efficiency not only enhances productivity but also allows your agency to respond more effectively to client needs.

Screenshots and Video

Applied Epic Screenshot 1

Company Facts

Company Name:
Applied Systems
Date Founded:
1983
Company Location:
United States
Company Website:
www.appliedsystems.com
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Applied Epic Categories and Features

Insurance Claims Management Software

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Insurance Agency Software

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Applied Epic Customer Reviews

Write a Review
  • Reviewer Name: Carolina C.
    Position: Chief Executive Officer
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Workflow management, billing and user assistance

    Date: Sep 29 2022
    Summary

    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.

    Positive

    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.

    Negative

    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.

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