Applied Epic: Empowering Insurance Agencies with Comprehensive Agency Management Solutions
Applied Epic caters to insurance agencies of all sizes, from small independent agencies to large enterprise-level firms. Its flexible and scalable nature allows agencies to tailor the platform to their specific needs and growth objectives.
Training options may include onboarding sessions, workshops, webinars, user guides, and documentation. Agencies can tailor the training to suit their specific needs and roles within the organisation. The goal is to empower agencies to use the platform confidently and maximise its benefits.
- User Guides: Applied Systems offers comprehensive user guides that provide detailed information on the platform's features, functionalities, and workflows. These guides are tailored to different user roles within the agency, ensuring that users have access to relevant and role-specific information.
- Manuals: Applied Epic manuals delve deeper into specific modules and functionalities of the platform. These manuals provide in-depth explanations, best practices, and tips to help users optimise their usage of Applied Epic.
- FAQs: Frequently Asked Questions (FAQs) compile common queries and their solutions, offering quick answers to users' most common issues. The FAQs section is a handy reference for users seeking instant guidance.
- Training Materials: Applied Systems' documentation also includes training materials used during onboarding and ongoing training sessions. These materials serve as a valuable resource for new users and for continuous learning.
- Release Notes: Applied Epic's release notes highlight the latest updates, enhancements, and bug fixes introduced in each new version of the platform. Users can stay informed about the newest features and improvements through these notes.
- Troubleshooting Guides: Applied Epic's troubleshooting guides offer step-by-step instructions to resolve common issues that users may encounter during their experience with the platform. These guides help users troubleshoot and resolve problems independently, reducing dependency on external support.
- Integration Documentation: Applied Epic's documentation also covers integration with other software systems, providing information on how to set up and manage integrations with third-party applications.
- Security and Compliance Information: Documentation may include security and compliance details, outlining the platform's security measures and its adherence to industry regulations.
Once logged in, users can access their personalised dashboards, where they can view their tasks, pending activities, and client information. The user-friendly interface allows for easy navigation and quick access to various modules and functionalities.
Agencies are encouraged to review the system requirements provided by Applied Systems and ensure that their hardware and software are compatible with the platform to avoid any performance issues.
Applied Systems offers flexible pricing options, ensuring that agencies can choose the package that best aligns with their budget and operational needs. To obtain accurate pricing information, agencies are encouraged to reach out to Applied Systems directly or visit their official website to request a personalised quote.
- Policy Management: Applied Epic's policy management module allows agencies to efficiently manage policies, from quote generation and underwriting to policy issuance and endorsements.
- Client Communication: The platform provides agencies with tools to communicate with clients, carriers, and prospects through multiple channels, such as email, SMS, and client portals.
- Claims Handling: Applied Epic's claims handling solution streamlines the claims process, allowing agencies to process claims efficiently and deliver prompt settlements to clients.
- Document Management: Applied Epic's document management module facilitates secure storage, retrieval, and sharing of client-related documents, policies, and endorsements.
- Marketing Automation: The platform enables agencies to automate marketing campaigns, lead generation, and client engagement to drive business growth.
- Real-time Data Exchange: Applied Epic's real-time data exchange capabilities enable agencies to seamlessly communicate with carriers, reducing manual data entry and ensuring accuracy.
Agencies are encouraged to review the system requirements provided by Applied Systems and ensure that their hardware and software are compatible with the platform to avoid any performance issues.
As agencies navigate the challenges and opportunities of the digital age, Applied Epic serves as a reliable and innovative partner, supporting agencies in their quest to thrive and deliver exceptional service to their clients. By embracing Applied Epic, insurance agencies can unlock their full potential, drive growth, and achieve lasting success in a competitive and dynamic market.
