G2 recognized Applied Epic

Applied Epic

By Applied Systems

4.4/5

(1,556)

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Applied Epic Features

Administration (8)

Accounting: Tracking and reporting various financials
Contact Management: Storing and organizing client contact information
Commissions: Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal
Sales Tools: Organizing sales representatives' pipelines and tracking the sales process
Reporting & Dashboards: Compiling visual representations of various types of data
Payment Processing: Processing credit card and bank payments
Email Integration: Accessing and sending emails via the platform
Task Management: Assigning tasks to employees in order to organize and track productivity

Insurance Documentation (4)

Claims Management: Organizing and processing customers' insurance claims
Policy Management: Maintaining policy and customer information
Invoicing & Receipts: Creating and organizing insurance invoices and payment receipts
Electronic Signatures: Sending electronic documents to clients to sign and return electronically

Applied Epic

4.4/5

(1,556)

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