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Applied Epic
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Applied Epic

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Applied Epic is a cloud-based agency management system designed to streamline insurance operations, improve efficiency, and drive business growth. With robust automation, seamless integrations, and real-time data access, it helps agencies enhance client relationships and optimize workflows.

Key Features:

  • Automated workflows: Reduce manual tasks with built-in automation for policy management, renewals, and client communications.

  • CRM and sales tracking: Manage leads, track opportunities, and boost sales performance.

  • Reporting and analytics: Gain actionable insights with custom reports and dashboards.

  • Document management: Store, organize, and retrieve policy documents and client records efficiently.

  • Carrier connectivity: Integrate with insurance carriers for real-time updates and faster transactions.

  • Cloud-based access: Work securely from anywhere with real-time data synchronization.

Best for

  • Independent insurance agencies looking to streamline operations

  • Agencies needing automation for policy and document management

  • Teams aiming to enhance sales tracking and client relationship management

  • Businesses requiring carrier integrations for faster policy processing

  • Agencies looking for data-driven insights to optimize decision-making

Price: Contact Applied Systems for customized pricing based on agency needs.

Disclaimer: Please refer to the website for the most accurate and current pricing details and service offerings.

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  • $49.00

    / Per Listing

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  • Verified check mark
  • Indexed on Google
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  • Tags or Keywords
  • Free newsletter feature
  • Published within 4 days

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