Catalyit Platinum Provider Since 2022 | Last Updated June 2024
The management system is the backbone of your agency so you need a system with the capabilities to manage your entire business and the flexibility to grow as you do. 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. Our Applied Epic software is browser-native so your team is able to easily access data, minimize software management and more quickly realize the value of new capabilities. Build your agency on a system that automates back office operations, keeps your front office sales team connected, and integrates with customer service and insurer connectivity technologies.
Additionally, with the recent acquisition of Tarmika, Applied Epic has added to its portfolio, a leading and innovative single-entry solution to streamline the commercial lines quoting process.
Features & Quick Stats
Core Business: Agency management system that provides customers with automated capabilities for each stakeholder within the business to better manage operations, and relationships with insurer partners and insureds, while also delivering the choice for integrating both Applied and non-Applied technology for easy and secure flow of data in and out of the application.
How Applied Epic Helps Independent Agents/Brokers: The agency management system delivers a single view of the customer across lines of business, roles and locations and provides essential capabilities for each stakeholder within the business to more effectively manage customer relationships, sales opportunities, market appetite search, quoting, financial accounting, reporting, and policy and benefits administration. Using open and scalable architecture, it supports acquisitions and integrations of both Applied and third-party applications to ensure productivity and profitability as the needs of the business change.
Integrations: We provide the necessary tools to integrate with other platforms and when it comes to CRM’s, we do integrate with Salesforce and other leading CRM’s.
Certifications/Awards: Leader in the Forrester Wave for Digital Insurance Agency Platforms
Key Features:
- Integrated Benefits Management
- Process Management & Automation
- Accounting
- Policy Management
- Sales Automation & Customer Relationship Management
- Document Management
- Market Access & Quoting
- Insurer Connectivity
- Reporting & Data Analytics
- Omnichannel Customer Service
Videos:
Website: appliedsystems.com
Contact: [email protected]
Headquarters: University Park, IL
Area of Operations: All 50 States
Family of Products
Catalyit Team Review
Customizable AMS with Numerous Integration and Enhancement Opportunities
Published: February 19, 2024
What we like:
- Several integration options for most features and functionalities
- Customization options available
- Active User Groups (by agency size/location) available as a resource to facilitate open discussion, product enhancement suggestions, and technical questions
Things to consider:
- It is a complex AMS and the learning curve can be steep based on agency workflow management and may require additional time to prepare for go-live.
- Sales pipeline management, benefits management, and accounting may not be robust enough for some agencies and may require additional products to improve the experience.
- There is currently no MFA solution for agencies looking to implement this security measure.
| Yes/No | TechSelector™ Features |
|---|---|
| Certain features of AMS accessible via mobile device? | |
| Microsoft Outlook integration? | |
| Custom proposals? | |
| Marketing campaign management capabilities? | |
| Producer management or pipeline management? | |
| General ledger within the AMS? | |
| Open and documented APIs for 3rd party integration? | |
| Automated workflows? | |
| Carrier downloads automatically matched to policy? | |
| Integration with VoIP phone systems? | |
| Client access for self-service via online portal or mobile app? |
Summary:
Applied Epic is an Agency Management System designed to assist an agency with customer activity and documentation management. Epic has capabilities to service P&C, Benefits, Sales, and Accounting, and is made to accommodate the day-to-day business needs of agencies of all sizes. Applied Epic is designed using the ACORD standard forms for applications and servicing P&C policies. It also allows for the creation of custom forms for non-standard and benefits policies. With the use of activities and tasks, work can be tracked for customer follow-up and performance reporting.
Integrations & Key Features:
Epic has fully integrated accounting functionality supporting premium and commission download as well as invoicing for payables, receivables, and income entries to the general ledger. Epic’s functionality is further enhanced with features like IVANS integration for policy download (including policy information and documents) and Real-Time™ access to carriers. Applied also offers options for template creation and customization for agencies who wish to tailor the experience to best suit their workflows and processes. With Applied Epic, agencies can choose from a variety of additional products that complement and enhance the core capabilities of the AMS like email, e-signature, digital applications, payment, and VOIP. Many of these systems are within the Applied suite of products (e.g. Indio, Applied Marketing Automation, Applied Benefits Designer), but there are also a variety of additional options from independent vendors like Microsoft 365, Salesforce, ePayPolicy, and Right Signature. Integration capabilities will vary by product. Integrations may incur additional fees, contracts, and technical resources to connect.
Onboarding & Support:
Agencies can expect a 3-4 month onboarding process, which includes time for staff training and data review prior to final conversion. Agency staff will have ongoing access to Applied University to continue building expertise and expand on their skills in the system.
* Unbiased review based upon information and insights available.
Product Reviews
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Applied Epic Product FAQ
We work hard to deliver practical, innovative solutions that give you choice and flexibility, that create greater intelligence to help you become more competitive, and that help you become a simpler, easier business partner for your clients.
Company Name
Applied Systems
Product Name
Applied Epic
Do you support Mobile Device Access?
Yes
What platform does your software use?
Cloud Hosting, Browser Based with a local client, Native Browser Based
Is custom activity tracking available?
Yes
Is suspense/follow-up tracking available?
Yes
Is task management available?
Yes
Are reminder notifications and alerts available?
SMS, Email, Pop-up
Can the system prioritize and flag notes with important items on top?
Yes
Does your system track all user activity?
Yes
Is reporting on activity data available?
Yes
Is there a dashboard feature included in the system?
Yes
Is the dashboard customizable based on role in the agency?
No
Is there a dashboard alert of items past the due date?
Yes
Is location and mapping integration available?
Yes
Are Microsoft 365 integrations available?
Email, Calendar, Tasks, Word
Is VoIP integration available?
Yes
Is SMS/Texting integrated into your system?
Yes
Do you have custom form capability?
Yes
Do you have fax integration?
Yes
Do you have signature integration?
Yes
Do you have the ability to import schedules?
Yes
Are fillable ACORD forms available?
Yes
Do you provide an open and well documented API?
Yes
What is your document creation capability?
Interface with Microsoft Word
What data sources available for merging into documents?
Contact, Policy, Coverage, Claim, Accounting
Do you have system security by role and function?
Yes
Is automatic renewal processing available?
Yes
Do you integrate with comparative quoting systems?
Yes
Is there carrier submission management available?
Yes
Are there policy processing workflows?
Yes
Is there a custom proposal module?
Yes
Can you split or merge customers?
Yes
Can you split and/or merge policies between customers?
Yes
Can a user customize views for “my” policies, etc?
Yes
Can you archive customer data and documents?
No
Can you purge customer data and documents?
Yes
Does your system track claim activity?
Yes
Do you support claim download?
Yes
Does the system support real time interface for claim inquiry?
Yes
What additional capabilities do you provide?
- Automated marketing campaign management
- Sales pipeline management
- Newsletter generation and distribution
- Dashboard specific to marketing and sales
- Referral management
- Risk surveys
Is scanning and attaching to client file capability included with system?
Yes
Is scanning and attaching to carrier file capability included with system?
Yes
What other features are available with document management/scanning?
- Drag and drop file attachment
Is accounting integrated into your system?
Yes
What additional features does your system offer?
- Third Party integration (Quickbooks, for example)
- General Ledger
- Account Payables
- P&L and Balance Sheet
- Vendor Payables
- Company Payables
- Customer Billing
Are all data fields available for reporting?
Yes
Can you do Boolean searches of data?
No
What reports do you have the capability to provide?
- Commission payable reports
- Commission receivable reports
- Export reports to Excel
- Production level reporting
- Marketing campaign reports
- New business reports
- Sales production by employee
- X-date reports
Are commercial downloads available?
Yes
Are personal downloads available?
Yes
Are direct bill commission download available?
Yes
Is agency and employee license tracking available?
Yes
Can the agency procedures be made available in the system?
Yes
Is employee time tracking available?
No
What tools are available for customer self-service?
- Policy changes
- Client issue certificates
- Client portal
- eSignature integration
- Fax integration
What type of system support do you provide?
- Support by email
- Support by live chat
- Support by phone
- Training in-person
- Training using videos
- Training by person virtually
- Active user group
- On screen help
Need 1:1 Help?
Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.
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Compare Applied Epic to other solutions on the Catalyit AMS Guide.
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Applied is moving in the right direction with the Epic product. We are anxious for them to move to an open API allowing some other products we use to integrate.
