Epic :: MANAGING YOUR AGENCY :: DRIVE YOUR BUSINESS SUCCESS

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

2 Migrating to Applied Epic was a huge decision for us. My biggest concern was my staff and how they would handle the transition. I have to say, it s been wonderful. MAURA MCMAHON-PRIMUS Vice President CFO McMahon Agency, Inc. 2 // :: MANAGING YOUR AGENCY ::

3 A single solution for growth and profitability SUCCESSFUL AGENCIES 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 agencies. In this complex, demanding environment, your business faces challenges, including controlling costs, retaining business and keeping processes as efficient as possible. Agencies 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 AGENCY MANAGEMENT SYSTEM To drive growth and enhance customer relationships, agencies 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, agencies 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 agency 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 AGENCY :: // 3

4 Automate your business INSURANCE BUSINESS BECOMES MORE PRODUCTIVE and efficient with automated, consistent workflows. Applied Epic allows agents to easily exchange information and engage with customers. Improved workflows enable agents to provide effective, personalized service to meet and exceed customer expectations. With Applied Epic, your agency will be able to: > > Boost productivity so agents can focus on writing new business > > Increase profits by reducing agency 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 agency. Its Microsoft.net architecture provides the industry s only single-source solution that does not require additional modules to build your agency s capabilities. Applied Epic s scalability meets the needs of all agencies, 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 agency 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 AGENCY ::

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 AGENCY :: // 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 AGENCY ::

7 INTEGRATING MOBILE TECHNOLOGY and customer self-service capabilities into an advanced agency management system creates a powerful platform for your agency. 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 agencies need for business today, driving greater connectivity and collaboration among agencies, insured customers and business partners. Many agencies are selecting cloud-based computing to decrease IT maintenance costs, increase data security, and improve overall performance. Applied EpicOnline leverages Applied data centers to protect your agency s valuable customer information and enable agents to access customer data remotely. Agencies 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 agencies to instantly respond in the event of a disaster. EXPERIENCE THAT SETS THE INDUSTRY STANDARD Applied Epic is the industry s fastest-growing agency management software today. Agencies 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 AGENCY :: // 7

8 Applied Systems, Inc. 200 Applied Parkway University Park, IL For more information visit appliedsystems.com Copyright 2013 Applied Systems

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