Applied Epic

Applied Epic

December 2024

Epic Dashboards New Insights and Improved Data Quality Experiences

Epic Dashboards make it easy to stay informed about your business, teams, and workflows with these powerful enhancements. Discover the new Risk Map, quickly confirm accurate commission and billing information and explore Data Confidence scores.

Applied Epic

October 2024

AI-Powered Email Summarization

Leverage the power of AI to quickly summarize an email into an Activity note when attached in Applied Epic. This new AI-assisted workflow lets you offload the time-consuming task of manually entering notes for emails and focus on higher-value work while ensuring important information is captured and easily accessible. 

Applied Epic

Septmeber 2024

Epic Quotes Commercial Lines (EQCL)

Epic Quotes Commercial Lines brings single entry, multi-carrier comparative rating natively in Applied Epic® and ensures a single data source for the quoting and application process. This allows your agency to seamlessly remarket or quote new business, present a professional proposal, and simplify the bridge to portal bind experience without ever leaving Applied Epic.

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

January 2024

Integration with Employee Navigator

Save time and streamline workflows across a fully digitized quote to enroll process, with the integration between Applied Epic®, Applied Benefits Designer® and Employee Navigator®.

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.