Overview

Prefill your forms from Applied Epic data and update your Applied Epic records with form data.

What you need

• An active Feathery account and form
• An Applied Epic account

Background

Applied Epic is a comprehensive management platform widely utilized by insurance agencies. It enables agencies to maintain a clear overview of their operations across various roles, locations, and lines of business, including Property & Casualty (P&C) and benefits. The platform is browser-native, which allows easy access to data and reduces the need for extensive software management. It's designed to automate back-office functions while ensuring that the front office and customer service teams are well-connected and integrated with insurer connectivity technologies. The system promotes flexibility and growth, supporting integrations and acquisitions through an open and scalable architecture​.

Applied Epic is cloud-based and tailored for insurance professionals, including agents, brokers, insurance providers, and consumers. It supports policy and benefits administration, license tracking, and document management, and it offers tools for comparing and verifying policies, documents, and contracts. The software includes an agent dashboard for managing sales processes and tracking performance, with features for sales automation. Despite its numerous benefits, potential users should note that it may have a steep learning curve and require a significant setup effort​.

This platform is particularly suited for established insurance agencies and brokerages looking for advanced account management, sales automation, and policy administration capabilities. However, it might pose challenges for smaller agencies or those with limited resources for training and system migration due to its complexity and the initial setup requirements​.