Applied Epic Features

Tracking and reporting various financials 709 reviewers of Applied Epic have provided feedback on this feature.

Storing and organizing client contact information 782 reviewers of Applied Epic have provided feedback on this feature.

Based on 719 Applied Epic reviews. Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal

Organizing sales representatives' pipelines and tracking the sales process 648 reviewers of Applied Epic have provided feedback on this feature.

As reported in 767 Applied Epic reviews. Compiling visual representations of various types of data

As reported in 611 Applied Epic reviews. Processing credit card and bank payments

Based on 766 Applied Epic reviews. Accessing and sending emails via the platform

Based on 778 Applied Epic reviews. Assigning tasks to employees in order to organize and track productivity

Organizing and processing customers' insurance claims 726 reviewers of Applied Epic have provided feedback on this feature.

Based on 813 Applied Epic reviews. Maintaining policy and customer information

As reported in 750 Applied Epic reviews. Creating and organizing insurance invoices and payment receipts

Sending electronic documents to clients to sign and return electronically 653 reviewers of Applied Epic have provided feedback on this feature.