Applied Epic Features

Administration (8)

Accounting: As reported in 709 Applied Epic reviews. Tracking and reporting various financials
Contact Management: Storing and organizing client contact information This feature was mentioned in 782 Applied Epic reviews.
Commissions: Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal This feature was mentioned in 719 Applied Epic reviews.
Sales Tools: Based on 648 Applied Epic reviews. Organizing sales representatives' pipelines and tracking the sales process
Reporting & Dashboards: Compiling visual representations of various types of data 767 reviewers of Applied Epic have provided feedback on this feature.
Payment Processing: Based on 611 Applied Epic reviews. Processing credit card and bank payments
Email Integration: Accessing and sending emails via the platform This feature was mentioned in 766 Applied Epic reviews.
Task Management: Assigning tasks to employees in order to organize and track productivity This feature was mentioned in 778 Applied Epic reviews.

Claims Management: Based on 726 Applied Epic reviews. Organizing and processing customers' insurance claims
Policy Management: Maintaining policy and customer information This feature was mentioned in 813 Applied Epic reviews.
Invoicing & Receipts: Creating and organizing insurance invoices and payment receipts This feature was mentioned in 750 Applied Epic reviews.
Electronic Signatures: As reported in 653 Applied Epic reviews. Sending electronic documents to clients to sign and return electronically