Fiscal-Year Pipeline Reports

Revenue Recognition Improvements

New reports have been added to track which customers and staff have access and use the portal. Also imports customer contact information from the portal to easily access and contact customers.

Applied Epic 2021.2 provides more benefits capabilities, new reporting options, and deeper integration with your customer self-service technology so you can be more effective and efficient with your time.

Take a Look at What’s New

Pipeline sales reports can be run on a fiscal-year basis, rather than the standard-calendar basis, giving you a more accurate picture of how your sales pipeline is trending.

Fiscal-Year Pipeline Reports

Easily generate a single report containing estimated and billed premiums/commission to have better visibility into expected and actual revenue for policies within a specified timeframe.

Revenue Recognition Improvements

New reports have been added to track which customers and staff have access and use the portal. Also imports customer contact information from the portal to easily access and contact customers.

Expanded Integration with Applied CSR24

Your benefits business is just as important as your P&C business, so we are further automating your benefits workflows. Track all and calculate premium weighted commissions within the management system.

Automate Your Benefits Business

They say knowledge is power. In this case, knowledge is growth. Run new reports for portal usage, revenue recognition, sales pipeline and premium-weighted commissions to understand the health of your business.

Gain Greater Visibility into Your Entire Business

Jumping in and out of your management system to talk with your customers slows down your processes. Use imported customer contact information and email templates in your management system to communicate easier and faster.

Communicate Effectively with Your Customers

For years, Applied Epic has been the foundational management system that allows brokers to efficiently manage their operations through automated workflows and a seamless connection 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, while creating an easy and secure flow of data in and out of the system through seamless integrations.

Extending Automation Across More Roles and More Lines of Business

As consumer expectations change and new market entrants drive competition in the insurance marketplace, brokers must have the digital technology to enable them to effectively manage the business and serve their customers in the means they prefer.

Powerful Automation

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Introducing the latest release of the world’s most widely used management system.

Applied Epic

Branded Email Templates

Direct Bill Commission Updates

Weighted Commission Calculation

Expands access of branded email templates to the Reports Marketing area and the Outlook Add-In. Also delivers default email templates for specific workflows to make template selection quicker.