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Expanded Integration with Applied CSR24
Applied Epic 2021 further automates and streamlines operations, creating more opportunities for agents and brokers to increase productivity through deeper integrations within the Applied portfolio, expanded capabilities for Applied Epic Benefits and enhancements to core functionalities within the management system.
Take a Look at What’s New
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
Don’t let installment plan payments go unpaid. Track payments and use Activity reminders to finalise installment plan setup.
Ensure Your Financials Are Tied Up
They say knowledge is power. In this case, knowledge is growth. Run new reports for portal usage, revenue recognition and sales pipeline 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
Broker Finance
Claims Management Enhancements
Customer Contact Import
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
You can now add or delete policies and lines from a claim, streamlining the Claims workflow in Applied Epic.
Claims Management Enhancements
Import customer contact information from the portal to easily access and contact leads.
Customer Contact Import
Fiscal-Year Pipeline Reports
Set activity reminders to finalise setup of installment payment plans for clients/policies that are awaiting payment information, while also displaying whether all payments in an installment plan are on hold or resumed.
Broker Finance
Branded Email Templates
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
Revenue Recognition Improvements
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.
Branded Email Templates
