Featured Post
Keep Your Employee Benefits Data Clean with Epic Audit Reports
Data is business royalty. But for it to rule the day, your data must be accurate and accessible. Learn how Applied Epic Audit Reports can improve data integrity and discover the top 4 areas for Audit Reports in Applied Epic.
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Benefits
Demonstrating Value to Benefits Clients with Applied Epic Activities and Reporting
Discover best practices for documenting your work in Applied Epic and running reports to share your full value with clients.
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Benefits
Keep Your Employee Benefits Data Clean with Epic Audit Reports
Read the blog post to learn how Applied Epic Audit Reports can improve data integrity and discover the top 4 areas for Audit Reports in Applied Epic.
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Benefits
3 Post-Renewal Communication Tips to Enhance Your Value as a Benefits Broker
Learn how you can build greater trust with clients that leads to profitable long-term business relationships.
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Digital Transformation
Looking Back, Looking Ahead: Accomplishments, Reflections & Gratitude
In this blog post, we recap some of our most notable wins this year – from product enhancements to new innovations and partnerships.
2022, Analytics, Benefits, Digital Transformation, Insurer Connectivity, Management System, Marketing & Distribution, Mobile, Sales & Marketing
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Events
Release Week: A Week of Innovation
Release Week is a quarterly online event where you’ll learn about the latest innovations across our product lines.
2022, Analytics, Benefits, Best Practices, Cloud, Digital Transformation, Events, Industry Trends, Insurer Connectivity, Marketing & Distribution, Sales & Marketing
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Digital Transformation
Extending Digital Agency Value to Benefits Brokers
Benefits brokers have historically not had as much access to the automation and connectivity that’s available for P&C business. But Applied is committed to changing that.
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Digital Transformation
Introducing the New Applied Product Release Hub
Learn more about the new Applied Product Release Hub and how it’s a one-stop shop for you to check out the latest capabilities of the Applied products you use every day.
2022, Analytics, Benefits, Digital Transformation, Insurer Connectivity, Management System, Marketing & Distribution, Mobile, Sales & Marketing
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Digital Transformation
New Year, New Agency Tools
Technology can help so check out these suggestions in this blog post. Discover 5 tools that will help you (actually) keep your New Year’s resolutions.
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Management System
Front-Office Automation for Your Benefits Business
The summer 2021 release of Applied Epic for Salesforce connects one of the industry’s best benefits management and plan modeling solutions with the #1 CRM in the world.
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Management System
A Better Benefits Experience for You and Your Clients
Read this blog post to explore the latest features that enable you to further streamline the custom proposal creation process and access current benefit plans more quickly.
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Digital Transformation
4 Ways Technology Can Improve the Benefits Renewal Process
The annual benefits renewal is a cumbersome, frustrating process for employers. The traditional process of presenting plans with spreadsheets turns the essential employee benefits decision into a complex maze of numbers to navigate.
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