Business Continuity | Read Time: 3 minutes
Getting the Most from Applied Epic: 5 Features You Should Use Now
March 27, 2020
Sometimes a sudden change can throw a wrench in how we get things done. If you find that not being in your office is affecting your usual productivity, consider using these features in Applied Epic to get more done.
Top 5 most used features in Applied Epic:
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Renewal Manager
Efficiently view, process and track renewals all from within one screen in Applied Epic. The interactive renewal management center gives you instant visibility into policies that are up for renewal in the near future and the status of each renewal to help you prioritize your workload.
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eSignature
eSignature allows you to enhance your digital customer experience and improve productivity by automating paperless delivery of documents directly from Applied Epic and tracking signature requests via activities.
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myEpic
Applied Epic includes built-in process management features for workflows. Through a series of pre-built workflows based on agency best practices, myEpic automates, adapts and reassigns the most frequently used workflows, enabling you to streamline daily workload to increase both efficiency and productivity.
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Embedded IVANS Markets
Search for insurer appetites directly within your management system workflow. Embedded IVANS Markets™ enables you to access insurer-provided appetites directly on commercial policy screens to drive highly efficient placement of new and renewal business.
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Integrated Policy Checking
Integrated into the management system, automated policy checking compares new and expiring policy in a matter of seconds. This removes the need for time consuming manual checking of amendments during contract negotiation and empowers you to be a better risk advisor.
compares new and expiring policy in a matter of seconds. This removes the need for time consuming manual checking of amendments during contract negotiation and empowers you to be a better risk advisor.
These are just five of the many advanced capabilities in Applied Epic. We hope this motivates you to take advantage of features you’re not currently using. As we look to the future, we will continue to develop products that meet your unique business requirements, which is why we want your feedback.
Tell us which one of the features below you find most beneficial in a management system:
If you’re an Applied Epic customer, visit Applied University for additional resources and training available to you.
If you’re interested in learning more about Applied Epic’s capabilities, let’s connect:
Applied Communications
For more than 35 years, Applied Systems has led an industry we helped to create with a mission to continuously improve the business of insurance. Insurance agencies and brokerages have faced new challenges and demands on their businesses over time, and we have been there to guide them. Since 1983, Applied has been at the forefront of insurance technology, leading the way through innovation. As the insurance industry becomes increasingly global, we are delivering new technology and expanded multinational capabilities for this changing marketplace.
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