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Weighted Commission Calculation
Fiscal-Year Pipeline Reports
Expanded Integration with Applied CSR24
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
Calculate premium-weighted agency commissions to determine the most lucrative revenue streams.
Weighted Commission Calculation
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
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
Epic Quotes has expanded to enable small commercial rating so you can stay within your daily workflow, saving time and money.
Quote Small Commercial Risks
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 agents and 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, agents/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
SCROLL DOWN
Introducing the latest release of the world’s most widely used management system.
Applied Epic
Revenue Recognition Improvements
Small Commercial Automation
Direct Bill Commission Updates
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
Coming Soon!
Expands Epic Quotes platform to allow small commercial quoting, requiring less data entry to generate and attach quotes.
Small Commercial Automation
Record and import commissions without entering a premium amount.
Direct Bill Commission Updates
Branded Email Templates
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
Coming Soon!