Epic :: MANAGING YOUR BROKERAGE :: DRIVE YOUR BUSINESS SUCCESS

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1 Epic :: MANAGING YOUR BROKERAGE :: DRIVE YOUR BUSINESS SUCCESS

2 Applied Epic provides a single system that will enable us to expand our operations with standardized workflows to serve customers faster and increase revenue for our business. Todd Farrell President Miller Insurance Brokers 2 // :: MANAGING YOUR BROKERAGE ::

3 A single solution for growth and profitability SUCCESSFUL BROKERAGES UNDERSTAND HOW to capitalize in today s changing insurance marketplace with new and innovative ways to do business. Customers expect greater access to information and more control over their insurance decisions. Carrier partners seek stronger relationships and better integration with their brokerages. In this complex, demanding environment, your business faces challenges, including controlling costs, retaining business and keeping processes as efficient as possible. Brokerages require a single software system to support evolving business requirements and drive profitability. Insurance technology now enables rapid information exchange throughout the insurance lifecycle to provide greater value to partners. Applied Systems facilitates growth and success by optimizing and automating this exchange. THE INDUSTRY S FASTEST-GROWING BROKERAGE MANAGEMENT SYSTEM To drive growth and enhance customer relationships, brokers are automating their business with Applied Epic. Its modern, flexible and secure architecture provides a single scalable solution to increase productivity and profitability. With Applied Epic, brokerages have an advanced system to automate workflows, mitigate risk, reduce operating expenses and drive sustainable growth and profitability. The system provides a competitive edge to insurance businesses today, adding critical visibility into daily operations that streamline business processes. Accurate information is critical for insurance businesses. Applied Epic improves carrier relationships by creating a more seamless exchange of information between your brokerage and carrier partners. Applied Epic limits the risk of errors and omissions and provides consistent workflows, data security and up-to-date records. :: MANAGING YOUR BROKERAGE :: // 3

4 Automate your business INSURANCE BUSINESS BECOMES MORE PRODUCTIVE and efficient with automated, consistent workflows. Applied Epic allows brokers to easily exchange information and engage with customers. Improved workflows enable brokers to provide effective, personalized service to meet and exceed customer expectations. With Applied Epic, your brokerage will be able to: > > Boost productivity and focus on writing new business > > Increase profits by reducing operating expenses > > Drive business agility with unlimited scalability to drive growth > > Enhance carrier relationships through seamless information exchange > > Mitigate risk by reducing errors and omissions exposure A SINGLE, SCALABLE SOLUTION Applied Epic provides a modern, flexible and secure solution for automating insurance business processes across your brokerage. Its Microsoft.net architecture provides the industry s only single-source solution that does not require additional modules to build your brokerage s capabilities. Applied Epic s scalability meets the needs of all brokerages, including large enterprise-level organizations. As insurance companies expand their business, including mergers and acquisitions, they contend with keeping processes and customer information consistent across multiple locations. Applied Epic allows for greater visibility into customer information and account data, providing the agility your brokerage needs to address critical business challenges and capitalize on new opportunities. > > Access information quickly and efficiently > > Automate auditing and configure workflows > > Increase data security > > Manage risk more effectively 4 // :: MANAGING YOUR BROKERAGE ::

5 We ve seen our business expand because the service level we re providing today is much better than what it was before. Applied Epic allows us to be a better service provider to each insured. STEVEN M. BROWN President Hoffman Brown Company :: MANAGING YOUR BROKERAGE :: // 5

6 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 6 / / :: MANAGING YOUR BROKERAGE ::

7 INTEGRATING MOBILE TECHNOLOGY and customer self-service capabilities into an advanced brokerage management system creates a powerful platform for your business. It enables your business to drive growth, improve productivity and enhance customer service. Applied Epic seamlessly integrates with Applied MobileProducer and Applied CSR24 for producers and insured customers, providing on-demand access to information to increase productivity and enhance service. INCREASE FLEXIBILITY AND SECURITY WITH THE CLOUD The cloud provides the flexibility and security brokerages need for business today, driving greater connectivity and collaboration among brokerages, insured customers and business partners. Many brokerages are selecting cloud-based computing to decrease IT maintenance costs, increase data security, and improve overall performance. Applied EpicOnline leverages Applied data centres to protect your brokreage s valuable customer information and enable brokers to access customer data remotely. Brokerages also take advantage of data security and a flexible business environment when in the cloud. Applied EpicOnline creates improved business continuity with on-demand access to information, allowing brokers to instantly respond in the event of a disaster. EXPERIENCE THAT SETS THE INDUSTRY STANDARD Applied Epic is the industry s fastest-growing brokerage management software today Brokers choose Applied Epic to integrate multiple platforms, automate processes, improve productivity and increase revenue. For the last 30 years, Applied Systems has led an industry we helped to create with a mission to continuously improve the business of insurance. Since 1983, Applied Systems has been at the forefront of insurance technology, leading the way through innovation. By automating the insurance lifecycle, our people and products allow the insurance industry to fulfill its promise to safeguard and protect the things that matter most in people s lives. :: MANAGING YOUR BROKERAGE :: // 7

8 Applied Systems Canada, Inc. 201 Watline Avenue Mississauga, ON L4Z 1P For more information visit appliedsystems.ca Copyright 2013 Applied Systems

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