![]() ![]() It’s that easy.Įasily identify markets for your risks directly whether you are looking to find a market for a new risk or remarket a current one. Search, create reports, track history and/or versions by customer or vendor. ![]() Keep it simple or create deep folder hierarchies. Manage, organize and secure documents based on your agency’s guidelines or your own customized process. From there, integrate with world-class CRM technologies, like Salesforce, to get a 360-degree view of your customer. Your management system is the only place you need to go to view, monitor, track and forecast new business opportunities and renewals. Stop wasting time bouncing back-and-forth between multiple systems. Sales Automation and Customer Relationship Management.Our platform makes back-office administration easy with real-time access to policy information at each stage of the policy lifecycle, so you can provide quick and accurate service. Getting the right policy, with the right info at the right time to customers is crucial. Our systems integrated accounting is built specifically for insurance to make your FP&A teams efficient and reporting easy. Reduce time spent on finance and accounting with solutions designed to meet your needs. By automating their most frequently used workflows, they can get more done in less time. Automate, adapt and reassign the most frequently used workflows to ensure consistency across all users and locations through business process management capabilities and pre-built workflows with myEpic. You can handle commission rate tiers, including flat-fees per risk, and take advantage of unique custom form management and templates to present RFPs and plan summaries, including government-mandated summary of benefits and coverage.ĭelight your employees by making work simpler. Epic Benefits provides completely unique Benefits-specific screens to capture general plan information, rates, coverages, eligibility criteria, stop loss, and TPA information. Kick the idea that management systems are only built for P&C agencies. With the ability to seamlessly integrate with your online client portal and mobile app, you can help customers help themselves through 24/7 access to the policy information in your management system. Support customers at any time on any channel. Without ever leaving your core system, you can find the best products quickly and easily and exchange policy details. And with on-the-go access to your management system via browser-based technology, you now have the flexibility to empower your teams to work from anywhere.Ĭonnect with insurer partners right from your daily workflow to save time servicing customers. In just a few clicks, they can view account and policy details, complete a quote, file a claim, and remarket a renewal. Give employees a simple, intuitive user experience. Empower your team to work from anywhere in a system they'll love.All roles, locations and lines of business – both P&C and benefits – can be managed in this platform while giving flexibility for staff to operate with other applications that exchange data directly with Applied Epic. Get more of your agency in the same platform to have a single source of truth for your business. Give your P&C and Benefits brokers a single place to operate. ![]() Using an open and scalable architecture, accomplished through an API and Data Lake design, Applied Epic supports acquisitions and integrations of both Applied and third-party applications to guarantee productivity and profitability as the needs of your business change. Embrace technology with an open and flexible platformīoost the value of your agency by having a flexible system that can grow and innovate alongside your business.Your organization is a prospective Epic customer.Īfter providing your credentials, you might be prompted to provide one-time 6-digit authentication code. You need to complete certification maintenance, either through New Version Training (NVT) or Continuing Epic Education. You need to complete Epic training, either at Epic or online. Reasons you might need a UserWeb account include: If you aren't affiliated with an organization, choose UserWeb Account. If this is your first time visiting the UserWeb, click Request an account. If your organization doesn't use SSO, we'll prompt you for your UserWeb username and password. Using SSO means that you sign in to the UserWeb with the same Windows username and password that you use at your organization. If your organization uses Single Sign-on (SSO), we'll take you to your organization's sign-in page, or sign you in automatically. If your organization doesn't appear, select UserWeb Account. On the UserWeb sign-in page, search for and select your organization from the list. ![]()
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