Sometimes when it is stalling or not working correctly we literally can't do anything until it is fixed. We depend very much on this system.

Indio was recently purchased to help with application completion and eSignatures as well as vehicle, drivers, and equipment schedule reviews.

We have several large clients that have 200+ locations so it is difficult listing that many locations on the Epic property app.

I chose this product over others because accurate reporting is most important to us. Also the customer service is live and immediate.

Good system to get a quick price indication from a number of companies.

Horrific learning curve for new users. Investors owning Applied also own chunks of large insurance brokerages have made it appear as the top product.

Customer service is extremely helpful. There are so many different things you can do with Applied that it makes me wonder how we managed before we had it.

Integration with other software is faulty. New windows create clutter.

Great management system that's clear and easy to use. I am able to run accurate sales reports and log any tasks and notes.

This product is without a doubt one of the biggest mistakes we made when starting the agency.

Great support to make our roll out possible. Good advice along the way to help us overcome hurdles.

They continue to reinvest in the platform and build or acquire companies that will complement the platform. They have purchased IVANS to help with download which works well with Epic.

I love that Epic understands what we as users need and what the experience our customer need and want to have. I love that the system has many AUTO features that can work in the background.

I like the ease of attaching and finding attachments. I love using activities and follow up task.

Love the dashboards - nice quick way to view stats.

I love the ease of use and the functionality of this program. I also like the options of filing and organizing within the program.

I like that this system is pretty easy to learn. It also has good features for the company that I work for to use.

Sometimes the fields and screens can be confusing especially when you are still learning the software.

There is quite a bit of onboarding training available directly from Epic which is helpful when you have a new user.

In the accounting portion of the system it is very hard to undo something if you make a mistake.

Navigation can be difficult at first as the menu's change depending on where you are in the program.

It took some time to get used to. Many of the things I struggled with in the beginning have been solved with upgrades to the system.

Many features in EPIC are worse than they were in previous versions.

Unfortunately this makes using registry forms with PartnerXE very difficult and requires a lot of unnecessary filling in manually.

Their customer support is top notch and quick to respond. They have a great integrated system with Outlook which makes documentation easy.

The cost is more than half our old system. In the beginning I thought reaching support through email may be an issue, but their staff is so amazing and response time is great.

I particularly like the insurance summary capability for individual clients as well as the ease of use of the Notes and To Do lists.

It is unusual for an issue to go unresolved for more than an hour, unless it's a high volume day, such as during an update when such a delay is expected.

That ability has continued to improve and grow to even add texting conversations into the documentation easily.

Partner XE is user friendly and cost effective.

Recent upgrade screwed up cert issuance and left some of my trucking clients hanging on a Monday morning and couldn’t book loads and I’m not sure I even got a response yet but to run a repair.

Reporting Features at the beginning were extremely limited and visually challenging.

The ease of use is amazing. So much more user friendly than our previous big name management system.

Partner XE performs all the functions we need in a user-friendly way with great support for an affordable price.

As great as the software is, what I like most are the people, from the owner to customer support. Everyone we have had contact with has been great to work with.

Partner is very easy to navigate. It provides the full array of features we need as an independent agency on a daily basis as well as providing detailed report center for more robust information.

SIS does a good job at reducing the amount of time and clicks it takes to complete repetitive processes. Program improves quickly.

But the next day I received notice that they had taken all of the supplemental information I had forwarded with my question and they had set up what I needed to set up. What a fantastic surprise.

US Dollar

With Applied Epic® you can reduce operating costs and gain greater business insights, increase employee productivity and satisfaction, build an agile technology strategy on an open and secure platform, and foster better insurer relationships and save time servicing customers.

Applied Epic helps you meet your needs:

More automation and visibility across more agency roles and lines of business that creates productivity and keeps operational cost low.

Software made for the insurance industry, but looks and behaves like the easy, intuitive and simple apps and online services that I use daily.

Flexibility to grow and have peace of mind that technology can integrate with other technology as needs and trends change.

Market access and a process within my daily workflow to connect with insurer partners.

Applied Epic is an agency management platform that allows agents to manage their business across all roles and locations for both their P&C and Benefits books of business via a single view of the customer with automated capabilities for each stakeholder in the business, while also supporting integrations and acquisitions using open and scalable architecture.

Applied Epic Helps Your Business:  

Embrace technology with an open and flexible platform. Applied Epic® supports acquisitions and integrations of both Applied and third-party applications to guarantee productivity and profitability as your business needs change.

Give your P&C and Benefits brokers a single place to operate. All roles, locations and lines of business – both P&C and Benefits – can be managed in this platform while giving flexibility for staff to operate with other applications that exchange data directly with Applied Epic.

Empower your team to work from anywhere in a system they'll love. In just a few clicks, agency staff can view account and policy details, complete a quote, file a claim, and remarket a renewal, all while on the go. 

Work better with your insurer partners. Connect with insurer partners from your daily workflow to save time servicing customers. You can find the best products quickly and easily without leaving your core system and exchange policy details.

Meet your customers wherever they are. With the ability to seamlessly integrate with your online client portal and mobile app, you can help customers help themselves through 24/7 access to the policy information in your management system.

The platform provides core capabilities to automate sales and servicing workflows, deliver online customer experiences, and connect more closely with insurer partners. It provides flexibility and ease for integrations so agencies can easily plug third-party applications into the platform to meet the needs of their staff, customers and partners. Applied Epic delivers open architecture, rapid innovation, access to data and simple user experiences to create productivity, simplicity, intelligence and value for agencies at each stage of the customer lifecycle.

Applied Epic delivers a single view of the customer across lines of business, roles and locations and provides essential capabilities for each stakeholder within the business to more effectively manage customer relationships, sales opportunities, market appetite search, quoting, financial accounting, reporting, and policy and benefits administration. Using open and scalable architecture, it supports acquisitions and integrations of both Applied and third-party applications to ensure productivity and profitability as the needs of the business change. 

Applied Epic is built to give you the choice to leverage integrated capabilities for a consistent user experience while also giving you the flexibility to build your tech stack to meet the needs of your staff, customers and partners.

LongDescription

Document Templates

Insurance Policy Management

Insurance Rating

Document Storage

Policy Management

Property & Casualty

Contact Management

Lead Management

Workflow Management

Email Management

Activity Dashboard

Accounting Integration

Commission Management

Claims Management

Life & Health

Quotes/Estimates

Third-Party Integrations

Document Management

Search/Filter

Data Import/Export

Comparative Insurance Rating

Secure Login

Multiple Line Rating

For Auto Insurance

Self Service Portal

For Disability Insurance

Commercial Lines

Reporting & Statistics

Multi-State

For Health/Medical Insurance

Mac OS

Web browser (OS agnostic)

Windows 10

Contact Applied Systems for pricing details.

Email/Help Desk

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Applied Epic

In Person

Live Online

Webinars

Documentation

Videos

Partner Platform’s agency management system (Partner XE) is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you’ll find Partner Platform is supported by a team that you can count on and lives their values of being a partner.


Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and integrations with third-party tools and industry partners.



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