Applied Epic

Applied Epic

August 2024

Multi-Location Quoting and Additional Coverages

When quoting commercial lines business you can now include up to five locations in your commercial lines submissions giving you the ability to quote more multifaceted risks that were previously unquotable.

Commercial Lines Quotes now supports four business segments for quoting, including the new addition of Real Estate Property, adding an additional 24 real-time quoting business categories. Watch this video to learn more.

Applied Epic

June 2024

Epic Dashboards General Release

Gain insights into the performance of your active book of business over time with the Book of Business Trends dashboard.

Explore data relevant to your job role with dashboards for four new personas: Accounting, Producer, Account Manager and IT/Operations Manager.

Quickly link from your dashboard back to the customer’s specific policy, opportunity, or activity with embedded hyperlinks.

Applied Epic

November 2023

Refreshed Contact Detail Screens

Improve efficiency when viewing and editing Individual and Business Contact details. Easily view the address, phone, email, and other pertinent information in a consolidated section with full details below. Plus, get more accurate NAIC and SIC code results with new suggest-as-you-type searching.

Applied Epic

November 2023

Streamlined Add Activity Workflow

Improve efficiency and productivity with an easier scan of automated association details on the Add Activity screen. Policy or account details automatically prefill from the active screen to reduce manual data entry and errors. The ability to add more details as needed later allows you to focus on completing the most important fields while adding an activity.

Applied Epic

November 2023

Payment Link for Outgoing Invoices

Limit risk and save time in the collection process by automatically embedding client-specific Applied Pay® payment links in the email body of outgoing Applied Epic invoices. Only payments due are displayed to ensure correct payments are made. Once payment is received, auto-apply credits to debit on the client’s Account in Applied Epic. This feature helps you avoid forgetting to add links and reduce errors with copying and pasting.

Applied Epic

November 2023

Integrated Text Messaging

Quickly take action inside Applied Epic based on incoming customer messages and ensure critical information sent via text by your insured is captured, stored, and easily accessible. Integrated text messaging allows you to:

• Automatically route incoming messages from unique contacts to the proper account.

• Validate and route texts from contacts associated with multiple accounts with a simple one-click workflow.

• Easily move a text message accidentally routed to the incorrect account with just a few clicks.

• Receive and attach multimedia messages (pictures, videos, etc.) to the insured’s account.

Applied Epic

October 2023

Visualize Meaningful Data with Epic Dashboards

Save time by exploring data relevant to your job role through visualizations. Answer questions and make data-informed business decisions quickly using Epic Dashboards.

Applied Epic

September 2023

Multi-Select and Delete in Direct Bill Download Suspense

Easily multi-select and delete multiple items with a single keystroke from the Direct Bill Commission Download Suspense screen in Applied Epic.

Applied Epic

September 2023

Identify Commissions for Past Accounting Months

Improve the accuracy of financial information in your system with the optional Apply to Month field now available with Direct Bill import and Record Reconciliations.

Applied Epic

June 2023

Expanded Payment Link Options and Auto-Apply Credits to Debits

Generate a payment link for your insured based on viewing balances by Account, Policy, or Transactions. Save accounting staff time and reduce manual errors by automatically applying credits from payments received through the payment link to debits in Applied Epic when an insured makes a payment.

Applied Epic

May 2023

Attachment Preview

Easily identify the correct document and get the right information faster across common activities and processes like renewals, quoting, reissuing ID cards, certificates, endorsements, and more.