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Applied Epic

Brand: Applied Systems

  • 4.0

  • 3 Ratings

A comprehensive platform that is designed for the smooth functioning of the insurance-related tasks.

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Applied Epic Software Overview

What is Applied Epic?

A cloud-based insurance solution, Applied Epic is designed to simplify insurance data and information exchange. This comprehensive platform offers a range of features that cater to agents, brokers, and insurance providers.

It allows users to easily manage policies, track licenses, and streamline document management. The platform offers robust tools that enable users to compare and verify policies, documents, and contracts and create plan summaries using pre-built templates.

Applied Epic also offers a feature that helps users educate employees on government-mandated benefits and coverage. The agent dashboard makes it easy to manage the sales process, track performance against sales goals, and automate sales activities.

Why Choose Applied Epic?

  • Claims Management - The software enables users to manage the entire claims process, from initial reporting to final settlement.
  • Data Import and Export - The insurance management platform enables users to import and export data to and from other systems.
  • Risk Management - It provides tools to identify and assess risks and to develop and implement risk mitigation strategies.
  • Digital Marketing - The software enables users to create and execute digital marketing campaigns to generate leads and increase sales.
  • Commission Management - The insurance solution helps users manage commission payments and tracking for agents and brokers.
  • Training and Education - It offers training resources and materials to help users stay updated on industry trends and regulations.

Benefits of Applied Epic

  • The insurance management platform provides tools to manage and assign tasks, set reminders, and track progress.
  • It facilitates communication and collaboration among team members and with customers.
  • The software provides data analytics and insights to help users make data-driven decisions and improve business performance.
  • The online insurance solution automates the renewal process to ensure timely and accurate renewals and reduce manual effort.

Pricing

Applied Epic pricing is available on request.

The overall pricing model is based on different factors such as personalization, extra features required, total users, and the deployment type. Please feel free to request a call from our product experts if you want to learn more about our subscription plans or premium package deals.

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Applied Systems Company Details

Founded Year:  1983

For more than 35 years, Applied Systems has created innovative technology for the global insurance industry. Today, we are a rapidly growing cloud software leader that is revolutionizing the way insurance agencies and brokers succeed.

Director/Founders Robert Eustace
Company Size 1-100 Employees

Applied Epic Pricing & Plans

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Applied Epic Features

  • icon_check Integrated Benefits Management
    Helps users manage employee benefits plans, enrollments, and compliance.
  • icon_check Process Management and Automation
    Automates manual processes and workflows to increase efficiency and reduce errors.
  • icon_check Integrated accounting
    Integrates with accounting systems to streamline financial management.
  • icon_check Policy Management
    Allows users to manage policies, endorsements, renewals, and cancellations.
  • icon_check Sales Automation
    Automates sales activities, such as lead management, prospecting, and quote generation.
  • icon_check Customer Relationship Management
    Helps users manage customer interactions and relationships to improve retention and satisfaction.
  • icon_check Document Management
    Allows users to securely store, manage, and share documents.
  • icon_check Market Access and Quoting
    Provides access to insurance markets and enables users to generate quotes quickly.
  • icon_check Insurer Connectivity
    Connects users with insurance carriers to exchange data and information.
  • icon_check Reporting and Data Analytics
    Provides insights into key performance metrics and enables users to make data-driven decisions.
  • icon_check Omnichannel Customer Service
    Enables users to provide consistent customer service across multiple channels, such as email, chat, phone, and social media.
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Applied Epic Specifications

Supported Platforms
Ubuntu Ubuntu Windows Windows MacOS MacOS Linux Linux
Devices
Desktop Desktop Mobile Mobile Tablet Tablet iPad iPad
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Startups Medium Business Enterprises
Customer Support
Phone Email Forums
Language
English
Integration
API Integration
Training Resources
Webinars Documentation Videos

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Applied Epic Review

4.0

Out of 5

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Overall Rating

Based on
3 Verified Ratings

Rating Breakdown

  • Features 4
  • Value for Money 4.1
  • Ease of Use 4.3
  • Customer Support 3.8

90% Recommend this Product

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Which operating system does Applied Epic support?

Applied Epic is compatible with Ubuntu, Windows, and MacOS operating systems.

Is there any Applied Epic app?

Applied Epic app is not available for mobile devices.

What is the deployment type of Applied Epic?

Applied Epic supports cloud-based deployment.

How much does Applied Epic cost?

For Applied Epic price in India, please request a call back for subscription-related details and to avail of offers on premium packages.

Who are the potential users of Applied Epic?

Applied Epic is typically used in big and small businesses looking for financial management suites.

Is there any free trial or demo for Applied Epic?

Applied Epic demo is available for free with techjockey.com.

Is Applied Epic free?

Applied Epic doesn’t not offer a free trial. Please request a call back for subscription-related details and to avail offers on premium packages.

How can you download Applied Epic?

Applied Epic installation is not required, as it is cloud-based. Just open the Setup Wizard to get started.

How does Applied Epic work?

Applied Epic is a cloud-based solution that simplifies insurance data and information exchange. Applied Epic also offers a feature that helps users educate employees on government-mandated benefits and coverage. The software enables users to manage the entire claims process, from initial reporting to final settlement.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.