Applied Epic
UnclaimedSpecialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.
Visit WebsiteTL;DR - Applied Epic
- AI-powered agency management system for independent insurance agencies.
- Provides a single platform for all lines of business and operational workflows.
- Enhances customer service and operational efficiency through digital and mobile solutions.
Pricing: Paid only
Best for: Enterprises & pros
4.3/5 across review platforms
Pros & Cons
Pros
- Leverages insurance-specific AI for tailored automation and insights
- Consolidates multiple agency functions into a single, integrated platform
- Improves productivity by reducing manual data entry and system switching
- Enhances customer experience with mobile and self-service options
- Used by a significant number of top-performing insurance agencies
Cons
- Specific pricing details are not publicly available, requiring direct contact for quotes
- Requires integration with existing agency workflows, which may involve a learning curve
- The full benefits are realized with comprehensive adoption across the agency
Ratings Across the Web
4.3(1,697 reviews)
Ratings aggregated from independent review platforms. Learn more
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Key Features
AI-driven workflow automation for insurance-specific tasksCentralized management for all lines of business and agency rolesSingle view of clients and prospects across the agencyData centralization and analytics for informed decision-makingApplied Mobile app for agents to access information remotelyApplied CSR24 for customer self-service and 24/7 access to insurance informationOnline collaborative forms for applications and submissionsIntegration with Applied Benefits Designer and Applied Marketing Automation
Pricing Plans
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What is Applied Epic?
Applied Epic is a comprehensive agency management system designed for independent insurance agencies. It provides a single, integrated platform to manage all lines of business across various locations and roles, eliminating the need for disparate applications and manual data re-entry. The system deeply embeds AI, specifically trained on insurance expertise and data, to automate redundant tasks, provide tailored insights, and enhance operational efficiency from prospecting and sales to servicing, renewals, and back-office financial automation.
This platform is built to support the 'Digital Roundtrip of Insurance,' aiming to create a seamlessly connected insurance ecosystem. It helps agencies achieve a single view of clients and prospects, enabling better customer protection, pipeline growth, and informed decision-making through centralized data analysis. Applied Epic also extends its capabilities to customer service, offering mobile solutions like an agent mobile app and customer self-service technology to meet the demands of today's digital-first consumers and flexible workforces.
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Applied Epic FAQ
How does Applied Epic's AI differ from generic AI solutions for insurance agencies?
Applied Epic's AI is deeply embedded into every stage of the end-to-end insurance workflow and is specifically trained on insurance expertise and insurance-specific data. This allows it to deliver tailored insights, automation, and efficiencies that generic AI solutions, which lack this specialized context, cannot provide.
What specific benefits does the 'single view of customers' feature offer to an insurance agency using Applied Epic?
The single view of customers in Applied Epic allows every person in the agency to access a complete and unified profile of clients and prospects, regardless of the line of business. This helps agencies identify cross-selling opportunities, ensure comprehensive customer coverage, and make more intelligent business decisions by centralizing and analyzing all client data.
Can Applied Epic integrate with other Applied Systems products like Applied Benefits Designer or Applied Marketing Automation?
Yes, Applied Epic is designed to be part of a connected ecosystem. It integrates with other Applied Systems products such as Applied Benefits Designer for benefits CRM and Applied Marketing Automation, contributing to a comprehensive digital roundtrip for insurance agencies.
How does Applied Epic support remote work and customer self-service for insurance agencies?
Applied Epic supports remote work through the Applied Mobile app, giving agency staff access to necessary information from anywhere. For customer self-service, Applied CSR24 provides clients with 24/7 mobile and online access to their insurance information, and the platform facilitates online, collaborative forms for applications and submissions.
What is the 'Digital Roundtrip of Insurance' and how does Applied Epic contribute to it?
The 'Digital Roundtrip of Insurance' is Applied Systems' vision for a seamlessly connected insurance ecosystem that optimizes operations from prospecting and sales to servicing, renewals, and back-office financial automation. Applied Epic contributes by providing the core agency management platform that integrates these processes, leveraging AI to enhance efficiency and connectivity across the entire workflow.
Source: www1.appliedsystems.com