Applied Epic 2020
Introducing the latest release of the world’s most widely used management system.
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Accounting
As consumer expectations change and new market entrants drive competition in the insurance marketplace, agents must have the digital technology to enable them to effectively manage the business and serve their customers in the means they prefer.
Take a Look at What’s New
Benefits
Indio Integration
Capturing Marketing Preferences (UK only)
IVANS Real-Time (US only)
Usability and Automation
Applied Epic 2020 enables agencies and brokerages to automate additional billing and commission workflows, expand digital management of their benefits book of business, and digitize the commercial lines application and renewal process via data integration with Indio.
Further automates default commission agreement capabilities to expedite renewals and provides two new annualized premium calculations for more accurate reporting.
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Accounting
Further automates default commission agreement capabilities to expedite the renewal process, as well as provides two new annualized premium calculations for more accurate reporting for policies with terms greater or less than one year.
Powerful Automation
Elevate Your Accounting Workflows
Allows for more effective volume-rated premium conversations with customers and prospects, as well as greater transparency in cash flow via commission calculations.
Manage Your P&C and Benefits Book of Business
Enables greater commercial lines data flow between Applied Epic and Indio to eliminate duplicate data entry and minimize E&O.
Digitize Commercial Lines Applications and Renewals
Delivers easier access to record and accounts, enables marketing campaigns for specific contacts and automatically populates address updates across the system to ultimately create ease of doing business.
Leverage an Enhanced User Experience
Benefits
Provides policy term selections that most appropriately align with the benefits plan detail and enables you to capture accurate premium information more easily by automatically calculating volume-rated premium for Short and Long Term Disability and Life. Also allows for commission to be calculated based on revenue, policies or entire book of business, and for a Producers New Business commission rate to be retained for a 12-month period starting from the Broker of Record.
Usability and Automation
Provides easier access to Activity and Opportunity records, and your 20 most recently viewed accounts.
Enables you to distribute marketing campaigns to specific contacts on an account.
Automatically populates address updates across multiple areas of Applied Epic when change is made on an account or contact.
Indio Integration
Enables agents using Applied Epic to launch Indio, including Renewals Manager, Policy Marketing and client detail, to automatically populate key client details into the renewal applications, eliminating the need for duplicate data entry and minimizing E&O.
For years, Applied Epic has been the foundational management system that allows agents and brokers to efficiently manage their operations through automated workflows, and seamlessly connect to insureds and insurers to ensure the best products and services for their customers. Our next release of Applied Epic continues to build on this promise of simplifying policy processes to increase staff productivity and remove friction from the customer experience to provide greater value.
Extending Automation Across More Roles and More Lines of Business
Usability and Automation
Indio Integration
Benefits
Accounting
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Annualized Premium Calculations (click for larger view)
Revenue Default Commission (click for larger view)
Annualized Premium Calculations (click for larger view)
Revenue Default Commission (click for larger view)
Benefits
Provides policy term selections that most appropriately align with the benefits plan detail and enables you to capture accurate premium information more easily by automatically calculating volume-rated premium for Short and Long Term Disability and Life.
Also allows for commission to be calculated based on revenue, policies or entire book of business.
Volume Rated Premium (click for larger view)
Benefits Policy Terms (click for larger view)
Indio Integration
Enables agents using Applied Epic to launch Indio, including Renewals Manager, Policy Marketing and client detail, to automatically populate key client details into the renewal applications, eliminating the need for duplicate data entry and minimizing E&O.
Applied Epic Indio Integration (click for larger view)
Applied Epic Indio Integration
Usability and Automation
Provides easier access to Activity and Opportunity records, and your 20 most recently viewed accounts.
Enables you to distribute marketing campaigns to specific contacts on an account.
Automatically populates address updates across multiple areas of Applied Epic when change is made on an account or contact.
Distribute Marketing Campaigns (click for larger view)
Most Recently Viewed Accounts (click for larger view)
Volume Rated Premium (click for larger view)
Benefits Policy Terms (click for larger view)
Updated Client Address (click for larger view)
Updated Client Address
Distribute Marketing Campaigns
Most Recently Viewed Accounts