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Operational Consulting for Insurance Agencies

We're insurance people with technology backgrounds. We provide a practical approach that helps your agency execute like never before.

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How We can Help your agency

Applied Epic Administration
(Recurring Service)

A service that works with your agency on a daily basis. You run your agency and we run your management system.
 

  • All download & Suspense Processing

  • All Commission Processing

  • Report Creation & Management

  • System Changes, Enhancements & Optimization 

Customized Forms & Deliverables

  • Proposals

  • Summaries of Insurance

  • Custom Forms Buildout & Integration

  • Custom Applications

  • Supplemental Forms

  • Templates (form letters)

Bookkeeping &

Accounting

We can handle all of your Applied Epic accounting needs.​
 

  • General Bookkeeping

  • Direct Bill Commission

  • Agency Bill & Premium Payables

  • Producer/Broker Commission

  • Financial Reporting

Applied Epic Conversions

  • Project Management

  • Data Preparation & Validation

  • System Setup & Optimization

  • Staff Training

  • Report Creation & Automation

  • Onsite "Go-Live" Assistance

  • "Post-Live" Support

Applied Epic

Optimization

  • Workflows & Automation

  • Direct Bill Commission Download

  • System Auditing & Data Clean Up

  • Staff Training

  • Implementing Integrations Including:

  • Applied Analytics​

  • CSR24

  • Applied Mobile

Applied Epic Reporting

Detailed reports customized to your agency and its needs​

  • Financial Reports

  • Production Reports

  • Sales & Marketing Reports

  • Management Reports

  • Workflow Auditing Reports

  • Exception & Data Quality Reports

meet our experts

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Matt Milliken

  • LinkedIn

Matthew has 18 years of experience within the insurance industry, from senior level positions at multiple insurance agencies to consulting. His expertise and background is based around Technology and Insurance Agency Operations, and he is a featured consultant for PIA (Professional Insurance Agents).

Find out more about Matt's experience and how he can help your agency grow!

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Gary Milliken

  • LinkedIn

With 39 years in the insurance and technology industries, Gary’s experience includes agency operations, technology, acquisitions, claims, litigation, and marketing. Gary previously owned a successful mid-size agency and has held various executive positions in the industry.

 

Find out more about Gary's experience and how he can help your agency grow! 

Testimonials

We switched from AMS360 about a year ago, and had a rocky go of it for the first few months. Gary quickly organized our effort and is providing excellent technical expertise and practical advice to our agency.

Tom Clark

May, Bonee & Clark Insurance 

Epic Admin Client

 

We consider Milliken Agency Services to be an extension of our Agency.

Drew Rose

Rose Insurance Agency

Epic Admin Client

our experience

Agency Ownership Experience

Early adopters of applied epic
(Since 2009)

applied pinnacle award recipients

Contact Us

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