Applied Systems announced the release of its agency and brokerage management system, Applied Epic 2014, which incorporate new capabilities into the core application, including the functionality to manage benefits, built-in process management features for managing workflows and improved insurer connectivity and download support.
"Applied Epic 2014 is the first application for agencies and brokerages to manage both their property and casualty and benefits business within their core agency or brokerage management system, eliminating the need for multiple systems and providing a single view into their clients to enable users to quickly identify cross-sell opportunities, thereby reducing costs and increasing new revenue opportunities," French says.
The software provides a single, integrated application to manage all client relationships, policy administration and financial accounting processes more efficiently across an agency or brokerage. This includes multiple locations in different geographies.
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