Features & Quick Stats
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
Core Business
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.
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.
Integrations
Certifications & Awards
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.
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
Applied Epic Resources
Industry Update: Applied Systems
Product FAQs
Agency Management System
AMS-Suspense/follow-up tracking?
Yes
AMS-Direct bill commission download available?
Yes
AMS-Electronic signature integration?
Yes
AMS-Track all user activity?
Yes
AMS-Purge customer data/documents?
Yes
AMS-User customize views for "my" policies?
Yes
AMS-Employee time tracking available?
No
AMS-Personal downloads available?
Yes
AMS-Custom proposal module?
Yes
AMS-Location/mapping integration?
Yes
AMS-Support real-time interface for claim inquiries?
Yes
AMS-Ability to import schedules?
Yes
AMS-Agency/employee license tracking available?
Yes
AMS-Dashboard feature included?
Yes
AMS-Integrate with comparative quoting/rating systems?
Yes
AMS-Tools available for customer self-service
[Client portal, eSignature integration, Fax integration, Client issue certificates, Policy changes]
AMS-Split/merge customers?
Yes
AMS-Task management?
Yes
AMS-Commercial downloads available?
Yes
AMS-Boolean searches of data?
No
AMS-Open documented API?
Yes
AMS-Track claim activity?
Yes
AMS-System support provided
[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]
AMS-Support claim download?
Yes
AMS-Accounting integrated?
Yes
AMS-Split/merge policies between customers?
Yes
AMS-All data fields available for reporting?
Yes
AMS-Software/platform access
[Cloud Hosted Server, Browser Based with a Local Client, Native Browser Based]
AMS-Reporting on activity data?
Yes
AMS-Document creation capability?
Interface with Microsoft Word
AMS-Document management/scanning features available?
[Drag and drop file attachment]
AMS-Reporting capabilities
[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]
AMS-Agency procedures available in system?
Yes
AMS-Fillable ACORD forms?
Yes
AMS-Marketing capabilities
[Automated marketing campaign management, Newsletter generation and distribution, Sales pipeline management, Dashboard specific to marketing and sales, Risk surveys, Referral management]
AMS-Data sources available for document merging
[Contact, Policy, Coverage, Claim, Accounting]
AMS-Dashboard customizable by agency role?
No
AMS-SMS/Texting integrated?
Yes
AMS-Scanning/attaching to client file capability?
Yes
AMS-Policy processing workflows?
Yes
AMS-Automatic renewal processing available?
Yes
AMS-Dashboard alert of items past due?
Yes
AMS-Custom activity tracking?
Yes
AMS-System security by role/function?
Yes
AMS-Carrier submission management available?
Yes
AMS-Fax integration?
Yes
AMS-VOIP integration?
Yes
AMS-Custom form capabilities?
Yes
AMS-Microsoft 365 integration
[Email, Calendar, Tasks]
AMS-Reminder notifications/alerts available
[SMS, Email, Pop-up]
AMS-Archive customer data/documents?
No
AMS-Scanning/attaching to carrier file capability?
Yes
AMS-Accounting features offered
[Third party integration (e.g. QuickBooks), Customer Billing, Company Payables, Vendor Payables, P&L and Balance Sheet, Account Payables, General Ledger]
AMS-Prioritize/flag notes?
Yes
AMS-Mobile device access
Yes
User Community
Applied Client Network (ACN) provides users education, industry advocacy, peer-to-peer networking, and direct product influence with Applied Systems to help you achieve better business results. Membership dues are based upon number of terminals.