Summary

One set of benefits data from quoting to enrollment 

The Accel Group's client presentations varied from producer to producer. Each producer built them their own way, in tools like Microsoft® Excel and Microsoft® Word, and the work took valuable time. The agency needed one consistent way to share benefits information with clients. 

Producers now build consistent, branded benefits plan presentations using Applied Epic. Rates and plan attributes already in the system carry into each presentation, so no one enters them by hand. 

The Accel Group already relied on Applied Epic and Employee Navigator, so it welcomed the partnership between the two. The connection helps the agency manage each stage of the benefits lifecycle with minimal data re-entry and gives it a more visible, accurate view of its entire book of business.