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Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire brokerage across all roles, locations and lines of business, including both P&C and benefits.
Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire agency across all roles, locations and lines of business, including both P&C and benefits.
What's New in Applied Epic. Save time and streamline workflows across a fully digitized quote to enroll process, with the integration between Applied Epic®, Applied Benefits Designer® and Employee Navigator®. Improve efficiency when viewing and editing Individual and Business Contact details.
With Applied Epic, you no longer have to spend time and money on multiple systems. All roles, locations and lines of business, including P&C and Benefits business, can be managed in this one platform to give you a crystal-clear picture of your entire agency.
Applied Epic is the most technologically advanced cloud-based software application built for independent insurance agencies to automate business operations and drive connectivity to insurers and insureds in the changing insurance marketplace.
Before working in Applied Epic, familiarize yourself with some of the basic functions. These functions enable you to accomplish various program tasks. This section describes the following elements and functions: Fundamentals; Menubar; Options Bar; Quick Access the Last 20 Accounts; Logout Button; Navigation Panel; Account Contact Card; Footer
Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire agency across all roles, locations and lines of business, including both P&C and benefits. What's New in Applied Epic. January 2024. Integration with Employee Navigator. Learn More. November 2023.
Built 100% natively on Salesforce, Applied Epic for Salesforce is designed to work across all Salesforce clouds, including Sales Cloud, Service Cloud, Financial Services Cloud (FSC) for Insurance, Marketing Cloud, and Community Cloud.
Mar 16, 2021 · UNIVERSITY PARK, Ill. – March 16, 2021 – Applied Systems® today announced the general global release of Applied Epic® 2021. The latest release of Applied Epic further automates and streamlines operations, creating more opportunities for agents and brokers to increase productivity through deeper integrations within the Applied portfolio ...
Applied Epic is a cloud-based insurance software for agents, brokers, consumers, and insurance providers. Explore user reviews, pros, cons, and key features.
