Applied Epic

Admin (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 

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

Accounting &
Bookkeeping 

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

Custom Forms

& Deliverables

• Proposals

• Summaries of Insurance

• Custom Forms Buildout & Integration

• Custom Applications

• Supplemental Forms

• Templates (form letters)

​

​

Applied Epic Optimization

• Workflows & Automation

• Direct Bill Commission Download

• System Auditing & Data Clean Up

• Staff Training

• Implementing Integrations Including:

• Applied Analytics​

• CSR24

• Applied Mobile