Digital Transformation | Read Time: 3 Minutes

Extending Digital Agency Value to Benefits Brokers

August 25, 2022

By: Katie Seitz

Benefits brokers have not had access to the same level of automation and connectivity available for the P&C business, but we’re committed to changing that.

We started several years ago to invest in the Benefits space to provide you a single view of your business – both P&C and Benefits. Now, we’re doubling down on our investment, bringing the same levels of digital agency automation and connectivity for Benefits brokers that we offer today for P&C.

Integrated Technology to Support a Digital Broker

We continue to invest in integrated technology that provides value at each stage of the Benefits lifecycle. With our Benefits portfolio, we’ve not only delivered tools that support the most common workflows; we’ve created a connected experience for the business.

Let’s drill down into each of these solutions and the value they bring to a Benefits broker like yourself.

  • Single Platform to Manage Your Business

    Applied Epic® incorporates native Benefits functionality so you can easily manage both your P&C and Benefits books of business in a single platform. Epic Benefits provides unique Benefits-specific screens to capture general plan information, rates, coverages, eligibility criteria, stop loss and TPA information. Direct integration with Applied Benefits Designer provides access to custom form management and templates that beautifully present RFPs and plan summaries. We continue to invest heavily to bring even more Benefits-specific capabilities to Applied Epic, and not just capabilities, but making sure that it’s in the language and terms you expect as a Benefits broker.

    8K Applied Epic Benefits Users

  • Front Office Automation for P&C and Benefits

    We expanded Applied Epic for Salesforce™ to support Benefits brokers. Epic Benefits for Salesforce is an application built within Applied Epic for Salesforce. It provides tight integration between Salesforce and Applied Benefits solutions, allowing you to manage updates from one application rather than creating custom integrations that need constant maintenance and updates. We’ve already released many exciting Benefits features this year, including integrated real-time plan modeling that allows you to have more meaningful plan comparison conversations, new benefits-specific reports for greater insight into sales and servicing performance, and more. You can see all the new features here.

    2K Applied Epic for Salesforce Users Added Since 2020

  • Real-Time Plan Comparison and Modeling

    We continued to deliver innovative features to our Benefits plan modeling solution Applied Benefits Designer™, including the highly requested Request for Proposal (RFP) Builder. This feature allows you to use data points already in Applied Benefits Designer and Applied Epic to create and submit a Request for Proposal to insurers. It also lets you send out requests for proposals directly from the system all at once using pre-built templates instead of having to re-create each RFP from scratch. But this isn’t the only enhancement we’ve rolled out this year. Check out all the latest features here.

    2 Hours in Time Savings Using Applied Benefits Designer Plan Comparison

  • Marketing Automation

    Applied Marketing Automation™ is the industry’s first marketing automation application that allows you to quickly build and track marketing email campaigns so you can deliver the right message to the right audience at the right time. It features a robust library of P&C and Benefits-specific content, like articles on compliance, legislative updates, and more. New content is frequently added and kept up to date by our dedicated editorial team to ensure your communications are relevant and timely. See the latest capabilities in Applied Marketing Automation.

    2,000+ Pieces of Content in Library with ~50% Specific to Benefits

Watch the Connected Experience of a Digital Benefits Broker on-demand webinar for a demo of how these products work together to create a connected experience.


Katie Seitz

Katie Seitz, Vice President of Marketing at Applied, is responsible for the global go-to-market strategy for the Applied product portfolio.