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.

Nothing, and I can't stress this enough, NOTHING works.

Every single piece of information that I need can be found on this software thanks to my company and the developers.

Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.

Amazing product with customer service that is above and beyond.

The software is versatile, easy to use, and evolves with your business needs. The team behind the product is a huge asset.

Surefyre is easy to use and able to integrate with other systems we use. Their team is always open to suggestions and will work with you so it fits your needs.

Since our last CRM was so simple and rigid, it was difficult to learn all of the different ways we could use the system.

Very difficult to get into at first, once you get the hang of it then it is very easy. Until  then, it can be frustrating.

Easy to use Google & Integrated Perfect For Insurance Sales.

Very easy to navigate around in. Easy to locate customers.

Easy to manipulate account information to better fit our enrollment workflow.

Very User Friendly and Support is Outstanding.

User friendly system that allows intergration with other systems for enrollment services. This system allows customization with reporting, layout, etc.

Truly excellent software that has streamlined our process and increased productivity substantially.

Anybody with any relevant office experience should be able to learn easily. Google integrated and internet based platform with tabs for outbound email and click to add calendar.

It's easy to learn, quick and easy to navigate and awesome to use.

I didn't think we could find this kind of software and service for the money. I am impressed and highly satisfied.

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

Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers, including property, casualty, life and health care insurance providers.


Key features include a customer information system, commission tracking, document generation, task assignment and multichannel communication. The document generation feature pulls data from the existing customer information database and helps agents prepare and send accords, new proposals and invoices.


The built-in progress dashboard enables agents to track their monthly progress and keep track of deals closed and commission generated. It's also able to track commission generated by third-party agents and carriers. The automatic workflow engine guides agents through various steps of completing policy - from submitting documents to communicating policy details to clients.


Surefyre is available on per user per month subscription that includes support via phone and email.



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