Insurance software company Applied Systems announces the release of Applied Epic 7, the latest version of its insurance agency and brokerage management system. The solution offers advanced capabilities to insurance agencies and brokerages for greater business productivity, increased profitability and enhanced customer service.
The release of Applied Epic 7 also marks the first time the Epic system is commercially available to insurance brokerages in Canada.
Innovations in Applied Epic 7 provide insurance agencies and brokerages with additional benefits, including:
- New automated workflows to streamline operations and provide easier access to client information in the system
- Enhanced electronic data exchange between agencies/brokerages and carriers
- More advanced accounting capabilities, including cash receipt adjustments, and taxes and fees
- Additional ACORD forms and CSIO forms for Canadian brokerages for standardization and compliance with industry regulations
- Support for current Microsoft software, including the Windows 8 operating system and Internet Explorer10
Insurance agencies and brokerages leverage Applied Epic to optimize business growth and build stronger client relationships. Western Financial Group, a property & casualty distribution network in western Canada, selected the Applied Epic system to provide enterprise-wide access to data and automated workflow across Western's operating area. With Applied Epic, the company is able to advance its growth strategy and continue to deliver high-level customer service.
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