POWER AND PRODUCTIVITY. THAT’S APPLIED EPIC.

PRODUCT BROCHURE
APPLIED Epic

POWER AND PRODUCTIVITY.
THAT’S APPLIED EPIC.

The Fastest-Growing
Agency Management
System in the
Insurance Industry.

That’s Applied Epic.

APPLIED EPIC is the fastest-growing insurance agency and brokerage
management system. With the most technologically advanced
software platform, companies can drive sustainable growth and
profitability by streamlining operational tasks and managing
insurance policies in a consistent manner to minimize risk and
reduce operating expenses.

Applied Epic is the next level in agency management software with a modern, flexible and secure
platform for automating insurance business. Microsoft.net architecture provides the industry’s only
single-system solution scalable enough to meet a wide variety of needs from midsized agencies up to the
largest enterprise-level organizations.

Unleash Your
Full Potential

APPLIED EPIC ENABLES your agency to increase revenue and
stimulate growth. The system provides greater visibility into client
information and operational costs associated with specific
workflows or processes, helping streamline operations and
increase productivity. It empowers your agency with business
intelligence to build a better client portfolio.

“Applied Epic is at the heart
of our growth strategy.”

JAMES MAREK
President
Stratton Agency
San Carlos, California

APPLIED EPIC // 03

Build a Solid
Foundation

APPLIED EPIC INCREASES BUSINESS AGILITY by providing unlimited
scalability, increased business intelligence, accurate documentation
and consolidated financials. Gain the operational advantages of a
system that not only stores information but also interprets and
actively manages data to drive growth and profitability.

“We wanted the platform
and structure that will allow
us to just slide acquisitions
right into our existing
infrastructure. We have that
with Applied Epic.”

JACKIE GLICK
Senior Vice President of Operations
Beneficial Insurance Services,
Philadelphia, Pa.

Be More
Profitable

ENHANCE PRODUCTIVITY AND PROFITABILITY with Applied Epic.
Agency staff can find information quickly for more efficient and
effective customer service. Applied Epic’s automated workflows
make staff more productive and agency business more profitable.

“All of our lead CSRs do exactly
the same things because we set
up our workflows and activities
and tasks in Applied Epic the way
we want them completed. That
allows us to measure efficiency
and to establish performance
benchmarks.”

JEFF BIEKER
President
Assurety Northwest Insurance
Portland, Ore

APPLIED EPIC // 05

Optimize Carrier
Relationships

APPLIED EPIC ALLOWS YOU to quote, endorse and communicate with
carriers in real time with single-click access to carrier websites.
Applied Epic keeps comprehensive records of all carrier
communications to track where your agency places business.
The intuitive interface also allows for customized submission
guidelines with each carrier.

“Everyone is doing everything in
the same way, and the
documentation is always there in
the system. Applied Epic allows
us to track everything. We feel
Applied Epic put us in a better
place in the market.”

CORAL BENTON
Network Administration Manager
Diversified Insurance Services
Brookfield, Wis.

06 // APPLIED EPIC

Deliver Outstanding
Customer Service

APPLIED EPIC PROVIDES FULL VISIBILITY INTO YOUR CLIENT PORTFOLIO. It
enables staff to effectively manage customers, prospects, policies
and documents within a single database, empowering them with
information to deliver excellent customer service.

“We’ve seen our business expand
because the service level we’re
providing today is better than
what it was before. Applied Epic
allows us to be a more valued
service provider to each insured.”

STEVEN M. BROWN
President
Hoffman Brown Company
Sherman Oaks, Calif.

Control E&O

LIMIT ERRORS AND OMISSIONS by ensuring that workflows are
consistent, data is secure and records are maintained accurately.
Enhance risk management with extended tracking, auditing and
reporting, as well as tight security protocols that control access to
accounts and information. Applied Epic also precisely records
when interactions take place.

“We’ve automated our
renewal review process
through our reports, which
prompt the account
managers to remarket and
round the accounts. We’re
creating opportunities for
the agency and reducing our
E&O exposure.”

MAURA MCMAHON PRIMUS
Vice President and CFO
McMahon Agency
Ocean City, N.J.

Empower Team
Members

APPLIED EPIC AUTOMATED WORKFLOWS are intuitive, easily taught and
optimized for profitability, allowing staff to service and process
the complete customer interaction. The system pushes useful
information out to CSRs and producers based on business
priorities, active workflows and current opportunities.
“Applied Epic is conducive to the
way people work and think. We
can access client data fast and the
look is very user friendly.”

KEITH OUFNAC
Vice President of IT
Eustis Insurance and Benefits
New Orleans, La.

APPLIED EPIC // 09

Applied Systems Inc.
200 Applied Parkway
University Park, IL 60484
800.999.5368
appliedsystems.com
© Copyright 2013 Applied Systems

PB-Epic-3/2013