12/10/2023 0 Comments Epic login portalApplied Epic easily integrates with your customer self-service portal and mobile app so that your customers can access their policy information when and how they like.Access is managed by one or more site administrators per group. Give your customers choice in how they interact with your business. Then use these insights to target where you can boost employee productivity and focus on the most profitable customer and insurer relationships. Obtain powerful graphical business insights from your existing management system data. With automated information exchange between you and your insurer partners, receive the latest policy-related documents and information via download directly in your management system. Say goodbye to paper and hello to productivity. Integrated personal lines and commercial lines quoting reduces redundant data entry and makes for more efficient quoting with insurers directly in your management system so you can make sure your customers get the best products at the right price – all with fewer clicks. 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.
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