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.

Great way of being able to provide the best care to our patients using open access insurance benefit.

The platform is easy to use the the support team is very friendly and helpful. Patch can help finalize the sale.

Its easy to use, so user friendly, very helpful, and also the customer service is great. I like that if you have a question you can chat live.

Allows me to see more customers, and give them a stress free visiting by quickly filing their reimbursement claim.

Terrible customer service. Took 3 weeks to get back to me.

Outstanding company to work with and they provide that best support.

The insurance providers even talk them out of going out of network. So that could be frustrating at times as well.

By offering discounts to the patient and accepting assignment (payments) from VSP directly, we are still able to offer great value while at the same time offer premium optical products and services.

When I have a question customer service has been prompt with their response time & very helpful.

Having the out of net reimbursement show first helps determine an overall price without going thru the whole claim.

When we give the patient our normal retail price of glasses, and then the total they pay with our own discounts and their OON allowances, we rarely get any pushback on them purchasing eyewear.

Overall anagram is great since it is easy to use, quick to pull up patients, and I am able to let patients know exactly what they'll be receiving back from their insurance company.

Its quite frustrating at times. We filed claims and providers say they never received the claim.

Finally a software that not only helps me get more business, but is streamlined and easy to use.

I like that I can now get OON benefits for patients who want to purchase their eyewear from our office.

They force 6-12 month contracts. The sales agents are impersonal and distant (multiple mistakes made while contracting) and only check on you when you complain.

There have been a few claims that had to be resent due to error & VSP can be a little slow at processing.

We realized no business benefits and lost 6 months of their service and gained very little. Overall we lost over $1000 by deciding to do business with Anagram.

We absolutely LOVE being able to see VSP patients at our office. Since we are not a VSP provider we do not have access to the patient's benefits.

We are very happy with Patch and we are in our second year of using them.

It pays for itself after helping 1 to 2 people & after that per month those are sales that I would not have had otherwise. The program itself is very easy to use.

Anagram has been a great benefit to my small office. Not having a dedicated person for insurance benefits and claim management it was difficult to stay on top of benefits and claims.

The staff at Anagram seem to really care about and support the users of their software and want us to succeed. I feel assured that I can always call on them if I ever need help, support or advice.

Extraordinary benefits and results for a small office.

With Anagram we are able to fight back, as a small clinic, and take our practice back from VSP.

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

Anagram, formerly Patch, is a cloud-based insurance management solution, which assists health centers and medical practitioners with claim submission and out-of-network benefits management. Key features include ROI tracking, treatment planning, messaging, patient management, and insurance provider management.


Physicians can use the solution to examine coverage details, determine eligibility and inform client about covered expenses in real-time. The solution helps doctors deposit claims and send reimbursement checks to patients. It also allows counselors to measure patients' reimbursements against ongoing treatment, process payments and track revenue.


Anagram helps practitioners review surveys collected through social media ads, analyze customer behavior, connect with patients through chats or emails and resolve issues in real-time. Pricing for the solution is available on request and support is provided via email and documentation.



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