Applied Systems Launches Applied Epic 2016

Share Article

Applied Epic 2016 delivers integrated market-first capabilities to manage sales operations and assess carrier appetite through a single application

News Image

Applied Systems today announced the release of Applied Epic 2016, the fastest-growing agency and brokerage management system, to the U.S. and Canadian insurance marketplaces. Applied Epic 2016 provides expanded and additional market-first capabilities for an entire agency or brokerage’s staff to manage benefits, automate sales operations, customize workflows, and assess carrier market appetite for specific commercial risks within a single application.

“The digital future of insurance will be defined by agencies and brokerages’ ability to expand business and better service clients through the use of industry-leading software to automate operations,” said Michael Howe, senior vice president of Product Management, Applied Systems. “By integrating native sales automation and market appetite search capabilities into Applied Epic 2016 and expanding benefits capabilities, agencies and brokerages can now manage their entire operations – across all roles and multiple lines of business – within a single application. Applied Epic 2016 furthers Applied’s commitment to provide agencies and brokerages a single view of their business from one software application to improve client service, more closely manage organic growth opportunities, and increase connectivity with both their customers and carrier partners.”

Applied Epic delivers the most technologically advanced software application to independent insurance agencies and brokerages to enable faster growth and profitability in a changing insurance marketplace. Purpose-built for insurance agencies and brokerages, Applied Epic is a single, integrated and open application that provides essential capabilities for each stakeholder within an agency and brokerage to better manage customer relationships, carrier market appetite, sales opportunities, financial accounting, and policy and benefits administration across all lines of business, reducing time and expenses spent managing separate, disparate systems. The application offers a comprehensive view of client information and internal operations through an intuitive user interface, enabling users to make more informed decisions about their business and capitalize quickly on new opportunities. Applied Epic’s unique software architecture provides scalability for agencies and brokerages with multiple, global locations to manage expansion and business growth with ease.

Key enhancements in Applied Epic 2016 include:

  • Sales Automation: Epic Sales Automation is the industry’s first fully integrated sales opportunity, pipeline, forecast and activity manager to enable sales staff to easily view, monitor, and track their sales pipeline – both with their current client base for renewals and cross-sell opportunities, as well as with new prospects. Epic Sales Automation is also seamlessly integrated with Applied Mobile 2016 to enable sales staff to more effectively manage sales opportunities via tablet and smartphone devices while away from the office.
  • Market Appetite: Built into Applied Epic and available on the application’s Home Base for U.S. agencies, Market Appetite streamlines carrier risk marketing through an automated search engine that provides a ranked list of U.S. insurance carriers for commercial lines of business at the moment of opportunity.
  • Expanded Benefits: Integrated Benefits capabilities have been expanded to enable agencies and brokerages to better manage commissions and pre-built custom forms and templates.
  • Enhanced Business Process Management: myEpic 2.0 delivers greater business process management capabilities, including additional pre-built workflows for Epic Sales Automation and Benefits, that enable agencies and brokerages to automate, adapt and reassign the most frequently used workflows, ensuring consistency across all business units, accurate underlying data for reporting, and improved overall productivity.

Since announcing Benefits in Applied Epic 2014, more than 300 agencies and brokerages have begun using these expanded capabilities to improve client service and cross- and up-sell their current client base to drive organic growth. Daniel J. Nakoneczny, director of Information Technology for The Horton Group, noted, “Managing Employee Benefits in Applied Epic will enable our agency to consolidate management of both our Property & Casualty and Benefits business into a single enterprise system, reducing time and expense managing other manual processes and programs. Applied Epic 2016 will further deliver on Applied’s commitment to provide our agency a single source of truth to enhance our competitive value and more quickly identify opportunities to grow our book of business.”

Learn more about Applied Epic 2016 and other Applied solutions at Applied’s Resources & Insights.

About Applied Systems
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada and the United Kingdom. By automating the insurance lifecycle, Applied enables millions of people around the world to safeguard and protect what matters most.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Courtney Rains
Applied Systems
+1 (404) 807-0846
Email >