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Applied Epic Digital forms and applications

Collect client information once and complete applications without the paper chase

Turn the traditionally cumbersome application process into a collaborative one. Insurance application software built into Applied Epic streamlines data gathering and digital submission of insurance forms.

Application submissions shouldn't feel so painful

Insurance applications still move by email, phone call and PDF, and every handoff with your client and in your agency loses detail. New business starts from a blank form, renewals ask clients to retype what they said last year, and your team rekeys all of it.

The Collaboration Portal in Applied Epic - the tool many agencies still know as Indio – gets you and the client working together in one application, and the finished answers go seamlessly to carriers and onto the client account.

Key benefits

What collaborative digital applications change for your agency

Applications back faster

A client fills the application online with your team alongside them, so the paperwork stops being the reason a bind waits.

Renewals clients don't dread

Last year's answers come back for the client to confirm, so a renewal takes minutes instead of an evening.

Staff time off data entry

Your team stops retyping what the client already wrote, and the finished answers land on the account without a second pass.

A record of what changed

If a client later says they disclosed something, the application shows what they answered and when they signed it.

Run a more collaborative and automated application process

How it works

Automatically fill past risk detail into the application for a head start

Upload dec pages or last year's application, and AI will read the documents and fill out the ACORD application. Eliminate the rekeying and provide the human approval before you get started.

Work the application online with your insured

Answer questions alongside multiple stakeholders from your client in one collaborative online form via a secure portal, so comments and changes are tracked. Stop the emailing and chasing phone calls.

Maintain a clean schedules view

Upload existing schedule workbook data so your clients can collaborate on the same live documents. Stop sharing large Excel files and documents and better manage version control.

Run a more collaborative and automated application process

Turn every renewal into a verification step instead of a full rebuild

How it works

Carry last year's information forward

Autopopulate last year's risk details into the new year’s forms and applications, so the client edits only what has actually changed. No full restarts required.

Automatically log every change as it happens

Timestamp each client made update, verification, and comment, so you can intelligently track what the client confirmed and when. Stop searching line by line for changes.

Update the policy details without rekeying information

Keep client details from the online collaboration portal synced with the policy details in Applied Epic once it's final and they sign. Maintain your records with ease.

Turn every renewal into a verification step instead of a full rebuild

Part of Applied Epic

Applications sync to the management system

A signed application updates the policy, attaches documents and logs its history in the same place your team already works. Because the form lives inside Applied Epic instead of a separate application tool you have to keep synced, there's one record of the account, not two.

Explore the full platform

Key features at a glance

An application is only as fast as the forms behind it and the trail that follows it.

  • Lead capture

    Producers track new business in the same workspace where leads move to application.

  • Extensive forms library

    Use more than 14,000 ACORD forms, carrier supplementals and custom agency questionnaires.

  • Smart question mapping

    Map answers to every relevant question across forms, so nobody enters the same detail twice.

  • Carrier submission packets

    A reviewed and signed application goes to one carrier or several at once, submitted by email or automatically via APIs.

  • Documents attached to the account

    Finished documents file into Applied Epic attachments with consistent naming and activity association.

  • Submission and adoption reporting

    Dashboards and custom reports show where applications stand and how much of the team is using them.

What customers see from the Collaboration Portal

  • 35+ min

    Faster per renewal form

    Estimated time saved when last year's application sits beside the new form for review.

  • 75%

    Less back-and-forth with the insured

    Questions and comments stay inside the application instead of scattering across email and phone.

  • 10%

    Increased New Business and Retention

    Get applications back from clients faster, so more quotes go out and more renewals stay on the books.

Frequently asked about the Collaboration Portal

Collaborative insurance application software is how you and your client complete and sign applications online instead of trading paper forms, PDFs and email. You both work the same application, your client signs it digitally, and you send the finished packet to carriers without printing anything. The Collaboration Portal is Applied Epic's collaborative insurance application software.

Yes. The Collaboration Portal is a module for insurance forms and applications that is part of the Applied Epic platform, formerly known as Indio®. If you have used or are using Indio for application collection, eSignature or ACORD form-fill, you are the Applied Epic Collaboration Portal.

Yes, policy header and ACORD form data exchanges both ways between the core Applied Epic management system and the Collaboration Portal, so a finished application updates the policy without manual re-entry.

Yes. AutoFill in the Collaboration portal leverages AI to read carrier documents (dec pages, prior-year applications, schedules, carrier supplemental forms) and write the answers into the corresponding fields of the application. It flags anything you need to review and confirm before the data writes to the fields in the form, with a change log that records which fields got filled.

Every client verification, edit, comment and schedule change is logged automatically with a timestamp, so the file shows what was collected, what the client confirmed, and when. That's the record you can point to if a client or carrier ever disputes what was submitted and when.

Go deeper on the Collaboration Portal

Ready to see your own numbers? 

See how Dashboards in Applied Epic answer the questions you ask once a quarter in a view you open every morning. 

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