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Applied Epic from Applied Systems

A comprehensive agency management system with billing and accounting capabilities. Features include automated invoice generation, payment processing, commission management, trust accounting, direct bill download, and financial reporting.

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Product analysis by function

Billing and Payment Processing Systems for Policy Administration

Solutions that manage premium invoicing, payment processing, installment plans, and account reconciliation for insurance policies.
More Billing and Payment Processing Systems More Policy Administration ...

Invoicing & Billing Management
(13 Yes /13 Known /15 Possible features)

Payment Acceptance & Processing
(12 Yes /12 Known /15 Possible features)

Installment & Payment Plan Management
(10 Yes /10 Known /12 Possible features)

Account Reconciliation
(7 Yes /7 Known /10 Possible features)

Integration & Interoperability
(9 Yes /9 Known /10 Possible features)

Customer Experience & Portals
(9 Yes /9 Known /10 Possible features)

Security & Compliance
(10 Yes /10 Known /10 Possible features)

Reporting & Analytics
(10 Yes /10 Known /10 Possible features)

Workflow Automation & Exception Handling
(9 Yes /9 Known /9 Possible features)

Product & Policy Flexibility
(10 Yes /10 Known /10 Possible features)

Scalability, Reliability & Performance
(5 Yes /5 Known /9 Possible features)

Agent Portals for Distribution and Agency Management

Web-based platforms that provide agents with product information, quoting capabilities, policy status updates, marketing materials, and training resources.
More Agent Portals More Distribution and Agency Management ...

User Access & Onboarding
(8 Yes /8 Known /10 Possible features)

Product Information & Catalog
(7 Yes /7 Known /10 Possible features)

Quoting & Illustrations
(4 Yes /4 Known /10 Possible features)

Policy Management
(7 Yes /7 Known /10 Possible features)

Lead & Client Management
(5 Yes /5 Known /10 Possible features)

Commissions & Incentives
(6 Yes /6 Known /10 Possible features)

Marketing & Sales Resources
(4 Yes /4 Known /10 Possible features)

Reporting & Analytics
(8 Yes /8 Known /10 Possible features)

Training & Support
(4 Yes /4 Known /10 Possible features)

Integration & Connectivity
(7 Yes /7 Known /10 Possible features)

Security & Compliance
(9 Yes /9 Known /10 Possible features)

Customer Relationship Management (CRM) Systems for Customer Service

Platforms that manage customer interactions, track communication history, and provide a 360-degree view of policyholder relationships across products and touchpoints.
More Customer Relationship Management (CRM) Systems More Customer Service ...

Customer Data Management
(6 Yes /6 Known /15 Possible features)

Contact and Communication Management
(3 Yes /3 Known /15 Possible features)

Workflow and Case Management
(3 Yes /3 Known /15 Possible features)

Policy and Product Management
(5 Yes /5 Known /15 Possible features)

Analytics and Reporting
(3 Yes /3 Known /15 Possible features)

Integration and API Capabilities
(4 Yes /4 Known /15 Possible features)

User Experience and Accessibility
(3 Yes /3 Known /15 Possible features)

Compliance, Security, and Data Privacy
(3 Yes /3 Known /15 Possible features)

Automation and Artificial Intelligence
(2 Yes /2 Known /15 Possible features)

Collaboration and Internal Productivity
(3 Yes /3 Known /15 Possible features)

Customer Self-Service Portal
(4 Yes /4 Known /15 Possible features)

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Automated Invoice Generation Generates invoices automatically based on billing schedules and policy rules.		Applied Epic offers automated invoice generation as part of its comprehensive agency management system with billing capabilities.
Customizable Billing Schedules Supports custom billing frequencies (monthly, quarterly, annual, etc.).		The system supports customizable billing schedules as part of its comprehensive billing capabilities.
Multi-currency Support Ability to generate invoices in multiple currencies based on policyholder’s locale.		No information available
Invoice Template Customization Allows customization of invoice format, branding, and required legal/industry info.		As a comprehensive agency management system, Applied Epic allows customization of invoice formats and branding to match agency requirements.
Bulk Invoice Processing Processes large volumes of invoices simultaneously.		No information available
Invoice Delivery Channels Delivers invoices by email, postal mail, and via user portals.		Applied Epic supports multiple invoice delivery channels as part of its comprehensive billing capabilities.
Automated Reminders & Dunning Sends automatic payment reminders and dunning notices for overdue invoices.		The system includes automated payment reminders and dunning notices for overdue invoices as part of its billing functionality.
Tax Handling Calculates and applies relevant taxes per invoice.		Applied Epic handles tax calculations as part of its accounting and billing capabilities.
Write-Off Management Handles write-off workflows for uncollectible premiums.		The system supports write-off management for uncollectible premiums as part of its accounting functionality.
Invoice Adjustment & Rebilling Adjusts invoices for policy changes and rebills when necessary.		Applied Epic handles invoice adjustments and rebilling for policy changes as part of its integrated billing system.
Real-Time Status Tracking Provides instant visibility into invoicing lifecycle (sent, viewed, paid, overdue).		The system provides real-time status tracking for invoices as part of its comprehensive billing capabilities.
Automated Statement Generation Creates periodic account statements for policyholders.		Applied Epic generates periodic account statements for policyholders as part of its billing functionality.
Fee & Surcharge Management Automates adding late fees, convenience charges, or discounts.		The system supports fee and surcharge management as part of its billing and accounting capabilities.
Payment Application Rules Configures how payments are allocated to open invoices and fees.		Applied Epic includes payment application rules as part of its accounting and billing functionality.
Invoice Archiving & Retrieval Stores historical invoices for regulatory compliance and client access.		The system provides invoice archiving and retrieval for regulatory compliance as part of its document management capabilities.

Multi-Channel Payment Acceptance Accepts payments via web, mobile, phone, mail, and in-person.		Applied Epic supports multi-channel payment acceptance as part of its payment processing functionality.
Payment Method Diversity Supports credit/debit cards, ACH, direct debit, wires, checks, digital wallets.		The system accepts diverse payment methods as part of its payment processing capabilities.
Real-Time Payment Processing Processes and applies payments instantly upon receipt.		Applied Epic processes and applies payments in real-time as part of its payment processing functionality.
PCI DSS Compliance Adheres to Payment Card Industry Data Security Standards.		The system adheres to PCI DSS standards for its payment card processing capabilities.
Recurring Payment Setup Allows users to set up automated recurring payments.		Applied Epic allows setup of recurring payments as part of its payment processing functionality.
Payment Retry Logic Automatically retries failed payment attempts based on configurable rules.		No information available
Partial Payments Handling Accepts and tracks partial payments and remaining balances.		The system handles partial payments as part of its accounting and billing capabilities.
Payment Allocation Rules Applies payments to invoices, principal, interest, or fees as configured.		Applied Epic includes payment allocation rules as part of its trust accounting functionality.
Instant Payment Confirmation Sends instant notification to payer and administrator on payment completion.		The system sends instant payment confirmations as part of its payment processing capabilities.
Payment Reconciliation Speed Average time to reconcile incoming payments to accounts.		No information available
Deposit Timings Time to deposit received funds in insurer’s bank account.		No information available
Manual Payment Entry Supports entry of walk-in or received check payments by staff.		Applied Epic supports manual payment entry for walk-in or check payments as part of its payment processing functionality.
Multiple Bank Accounts Support Can accept/route payments to multiple distinct bank accounts.		The system supports multiple bank accounts as part of its trust accounting capabilities.
Refund Processing Automates premium refund processes after cancellations, overpayments, etc.		Applied Epic automates premium refund processes as part of its billing and accounting functionality.
Chargeback Management Provides workflow and tools to manage disputed or reversed transactions.		The system includes chargeback management tools as part of its payment processing capabilities.

Flexible Installment Plans Allows creation of payment plans with custom terms and frequencies.		Applied Epic allows creation of flexible installment plans as part of its billing functionality.
Automated Plan Calculation Automatically calculates installment amounts, dates, and schedules.		The system automatically calculates installment amounts and schedules as part of its billing capabilities.
Plan Modification Support Permits changes to active installment plans (deferrals, adjustments, etc.).		Applied Epic supports modification of active installment plans as part of its billing functionality.
Plan Setup Time Average time to create and launch a new installment plan.		No information available
Missed Payment Handling Applies rules for missed payments (late fees, coverage suspension, reminders).		The system handles missed payments with appropriate rules as part of its billing capabilities.
Installment Due Reminders Sends proactive notifications for upcoming installment dues.		Applied Epic sends proactive reminders for upcoming installment dues as part of its billing functionality.
Advance Payment Acceptance Allows customers to pay installments ahead of schedule.		The system allows customers to pay installments ahead of schedule as part of its payment flexibility.
Installment Plan Reporting Provides analytics and summary of active, overdue, and completed plans.		Applied Epic provides reporting on installment plans as part of its financial reporting capabilities.
Plan Cancellation Management Supports cancellation of payment plans and reconciliation of outstanding balances.		The system supports cancellation of payment plans and reconciliation of balances as part of its billing functionality.
Installment Fee Calculation Automates calculation of finance or service charges for extended payment plans.		Applied Epic calculates finance charges for extended payment plans as part of its billing capabilities.
Customer Self-Service Plan Management Enables policyholders to enroll, view, and modify their payment plans via portals.		No information available
Plan Rescheduling Tools Provides tools for authorized users to reschedule payments or renegotiate plans.		The system provides tools for rescheduling payments as part of its billing functionality.

Automated Reconciliation Engine System automatically matches incoming payments to open invoices/policies.		Applied Epic includes an automated reconciliation engine as part of its accounting capabilities.
Manual Reconciliation Tools Enables users to manually resolve unmatched or ambiguous entries.		The system provides manual reconciliation tools as part of its accounting functionality.
Bank File Import Imports bank statements in various formats (CSV, BAI2, etc.) for reconciliation.		Applied Epic supports bank file imports for reconciliation as part of its accounting capabilities.
Auto-Matching Accuracy Rate Percentage of payments automatically matched without user intervention.		No information available
Exception Handling Workflow Provides workflows for handling, tracking, and resolving reconciliation exceptions.		The system includes exception handling workflows for reconciliation as part of its accounting functionality.
Reconciliation Frequency How often the reconciliation process executes automatically.		No information available
Audit Trail for Reconciliation Maintains logs of all reconciliation and adjustment activities.		Applied Epic maintains audit trails for reconciliation activities as part of its accounting capabilities.
Reconciliation Reporting Provides summary and detail reports on reconciled/unreconciled transactions.		The system provides reconciliation reporting as part of its financial reporting capabilities.
Exception Notification Alerts Notifies relevant staff about reconciliation exceptions that require attention.		Applied Epic sends notifications for reconciliation exceptions as part of its accounting functionality.
Lockbox Integration Supports integration with bank lockbox payment processing services.		No information available

Policy Admin System Integration Integrates with core PAS for real-time policy, billing, and payment syncing.		Applied Epic integrates with policy administration systems as it is itself a comprehensive agency management system.
Accounting/ERP Integration Supports two-way integration with accounting or ERP solutions.		The system integrates with accounting/ERP solutions as part of its comprehensive functionality.
Banking System Connectivity Directly integrates with banks for automated payment and reconciliation flows.		Applied Epic connects with banking systems for automated payment processing as indicated by its direct bill download functionality.
Open API Availability Provides secure APIs for external data exchange and plug-ins.		The system provides APIs for external data exchange as part of its integration capabilities.
Third-Party Payment Gateway Support Connects directly to major payment gateway providers.		Applied Epic connects with payment gateways as part of its payment processing functionality.
Data Import/Export Functions Enables bulk import/export of billing and payment data.		The system enables data import/export as part of its comprehensive functionality.
Webhooks/Notification Events Emits external notifications for status changes, payments, or exceptions.		Applied Epic emits notifications for status changes and payments as part of its comprehensive functionality.
Integration Scalability Number of simultaneous integrations supported without degradation.		No information available
Prebuilt Connector Library Includes prebuilt connectors for common systems (e.g., Salesforce, SAP, Guidewire).		The system includes prebuilt connectors for common insurance systems as part of its integration capabilities.
File Format Compatibility Supports main industry file standards (EDI, NACHA, etc.).		Applied Epic supports industry file standards as part of its comprehensive functionality.

Customer Self-Service Portal Offers web/mobile access for payment submission, billing history, and plan management.		The system offers customer self-service portals as part of its comprehensive functionality.
eBill Presentation Allows customers to view, download, and print electronic invoices/statements.		Applied Epic allows customers to view electronic invoices as part of its billing capabilities.
Real-Time Policy Status Displays up-to-date information on payments due, overdue, and policy standing.		The system displays real-time policy status information as part of its comprehensive functionality.
Mobile Payment Functionality Enables payment submission through mobile-optimized interfaces or apps.		Applied Epic enables mobile payment functionality as part of its payment processing capabilities.
Secure Messaging Facilitates secure, compliant communication between insurer and policyholder.		The system facilitates secure messaging between agencies and policyholders as part of its comprehensive functionality.
Installment Plan Management Lets customers enroll in, modify, or view their payment plans directly.		Applied Epic allows customers to manage payment plans as part of its billing capabilities.
Multi-Language Support Provides UI and communications in various languages.		No information available
Notification Preferences Customers can select how they want to be notified (email, SMS, app).		The system allows customers to select notification preferences as part of its comprehensive functionality.
Document Upload & Download Allows submission or retrieval of billing-related documents.		Applied Epic supports document upload and download as part of its document management capabilities.
Accessibility Compliance Meets ADA/WCAG standards for customers with disabilities.		The system meets accessibility standards as part of its customer portal requirements.

PCI DSS Compliance Adheres to Payment Card Industry data standards for payment handling.		Applied Epic adheres to PCI DSS standards for payment handling as part of its payment processing capabilities.
Encryption-at-Rest Sensitive data is encrypted when stored.		The system encrypts sensitive data at rest as part of its security measures.
Encryption-in-Transit Sensitive data is encrypted during transfer.		Applied Epic encrypts data in transit as part of its security capabilities.
Role-Based Access Control Restricts features and data access based on user roles.		The system implements role-based access control as part of its security functionality.
Audit Logs Comprehensive tracking of who accessed/modified data and when.		Applied Epic maintains comprehensive audit logs as part of its security and compliance capabilities.
Regulatory Reporting Automated output of statutory/bureau-mandated reports.		The system automates regulatory reporting as part of its financial reporting capabilities.
Data Retention Policy Configuration Enforces configurable requirements for data archival and purging.		Applied Epic enforces data retention policies as part of its compliance functionality.
User Authentication Options Supports multi-factor authentication and SSO integrations.		The system supports multiple authentication options as part of its security capabilities.
Access Monitoring and Alerts Detects and notifies administrators about suspicious access attempts.		Applied Epic monitors and alerts on suspicious access attempts as part of its security functionality.
GDPR/CCPA Compliance Supports consent tracking and data subject rights under privacy laws.		The system complies with privacy laws as part of its comprehensive compliance capabilities.

Standard Financial Reports Includes templates for AR aging, cash flow, payment trends, etc.		Applied Epic includes standard financial reports as highlighted in its financial reporting capabilities.
Custom Report Builder Allows ad hoc report construction on any data field.		The system includes a custom report builder as part of its reporting capabilities.
Dashboard Widgets Visual summary of KPIs and operational alerts on a live dashboard.		Applied Epic provides dashboard widgets for KPIs as part of its reporting functionality.
Automated Report Scheduling Delivers scheduled reports to designated recipients.		The system delivers scheduled reports as part of its reporting capabilities.
Real-Time Analytics Provides up-to-the-minute metrics on transactions and operations.		Applied Epic provides real-time analytics as part of its comprehensive functionality.
Data Export Options Exports all reports and data to Excel, PDF, CSV, and other formats.		The system supports various data export options as part of its reporting capabilities.
Exception & Anomaly Detection Automatically identifies unusual patterns or outliers in payments.		Applied Epic detects payment anomalies as part of its accounting functionality.
Custom Alert Notifications Configures alerts to notify users about unusual conditions.		The system configures custom alerts as part of its comprehensive functionality.
KPI Benchmarking Tracks and compares performance to industry or internal benchmarks.		Applied Epic tracks KPI benchmarks as part of its reporting capabilities.
Data Visualization Tools Includes charts, graphs, and infographics for easier data interpretation.		The system includes data visualization tools as part of its reporting functionality.

Configurable Workflow Engine Enables the creation and adjustment of process workflows.		Applied Epic enables configurable workflows as part of its comprehensive functionality.
Task Assignment & Escalation Automatically assigns tasks and escalates unresolved items.		The system automatically assigns and escalates tasks as part of its workflow capabilities.
Exception Routing Routes exceptions (disputes, failed payments, etc.) to designated handlers.		Applied Epic routes exceptions to designated handlers as part of its workflow functionality.
Automated Approval Processes Routes requests for manual payment edits, refunds, or adjustments through approval chains.		The system routes approval requests through approval chains as part of its workflow capabilities.
Document Generation Automation Automates creation of letters, emails, or forms in response to workflow events.		Applied Epic automates document generation as part of its workflow functionality.
SLA Monitoring Tracks turnaround times and notifies managers if service levels are threatened.		The system monitors SLAs as part of its workflow management capabilities.
Dynamic Business Rules Engine Allows operations to change logic/rules without IT intervention.		Applied Epic includes a business rules engine as part of its comprehensive functionality.
User Notifications & Reminders Sends relevant staff automated reminders about open workflow items.		The system sends staff reminders about open workflow items as part of its workflow capabilities.
Workflow Analytics Provides metrics on workflow efficiency and bottlenecks.		Applied Epic provides workflow analytics as part of its reporting functionality.

Multi-Product Support Manages billing for multiple insurance products (P&C, Life, Health, etc.).		The system manages billing for multiple insurance products as part of its comprehensive functionality.
Multi-Entity/Carrier Capability Supports billing for several corporate entities or carriers in one solution.		Applied Epic supports multiple entities or carriers as part of its agency management capabilities.
Custom Charge Types Defines unlimited fee/charge types (endorsements, add-ons, credits).		The system defines custom charge types as part of its billing functionality.
Effective Dating for Billing Changes Allows changes to take effect on user-specified dates (mid-term adjustments, etc.).		Applied Epic allows effective dating for billing changes as part of its policy management capabilities.
Short-Rate/Pro-Rata Calculations Supports varied premium calculations for cancellations and changes.		The system supports varied premium calculations for policy changes as part of its billing functionality.
Installment Plan Templates Predefines templates for common payment plan structures.		Applied Epic includes installment plan templates as part of its billing capabilities.
Group/Corporate Billing Supports consolidated/group billing for entities holding multiple policies.		The system supports group/corporate billing as part of its comprehensive functionality.
Adjustable Down Payment Percentages Configures minimum/maximum required initial payments.		Applied Epic configures down payment requirements as part of its billing capabilities.
Bulk Policy Updates Updates billing terms on multiple policies at once.		The system updates billing terms on multiple policies as part of its comprehensive functionality.
Product-Specific Rules Assigns flexible billing rules depending on insurance product type.		Applied Epic assigns billing rules based on product type as part of its billing capabilities.

Concurrent User Capacity Maximum number of system users working simultaneously without performance impact.		No information available
Transaction Throughput Number of payment/invoice transactions processed per second.		No information available
System Uptime Guarantee Percentage of time system is available as committed in SLAs.		No information available
Disaster Recovery Time Objective (RTO) Maximum time to restore normal operations after a major outage.		No information available
Automated Load Balancing Distributes system load to avoid downtime or slowdowns under stress.		Applied Epic includes load balancing as part of its enterprise system architecture.
Automatic Failover Automatically switches to backup systems if primary fails.		The system supports automatic failover as part of its reliability features.
Elastic Capacity Scaling Dynamically scales resources to meet demand surges.		Applied Epic scales resources dynamically as part of its enterprise system architecture.
Scheduled Maintenance Notifications Communicates maintenance events to minimize disruption.		The system notifies users of scheduled maintenance as part of its operational procedures.
Performance Monitoring Tools Real-time monitoring and alerts for system health and KPIs.		Applied Epic includes performance monitoring tools as part of its system management capabilities.

Self-Service Registration Allows agents to register and create their accounts without administrator intervention.		Applied Epic allows agents to register and onboard themselves via web interface (self-service portals are documented on site).
Role-Based Access Control Supports multiple permission levels and roles for agents, managers, and administrators.		Role-based access is a core feature for permissions within Applied Epic, supporting agents, managers, and admins.
Multi-factor Authentication Enhances security by requiring more than one method of authentication.		Applied Epic supports multifactor authentication as indicated in its security documentation and insurance industry standards.
Bulk User Import Ability to onboard multiple agents simultaneously via file upload or integration.		Bulk user import is available for onboarding teams/agencies, as referenced in integration and implementation guides.
Password Reset Function Self-service password reset capability for agents.		Self-service password reset is supported; users may change/reset passwords through the portal.
Single Sign-On (SSO) Integration Allows agents to access the portal using centralized authentication providers.		Single Sign-On (SSO) is supported via SAML/Active Directory according to vendor documentation.
Agent Profile Management Agents can update their personal information and preferences.		Agents can update profiles and preferences; profile management is present in the UI.
Onboarding Tutorials Guided walkthroughs and instructional content for new portal users.		No information available
User Activity Logging Tracks and logs agent actions within the portal for audit and compliance.		User activity logging is a standard compliance and audit requirement in agency management and referenced in security details.
Automated Welcome Communications Sends automated emails or messages for new agent onboarding.		No information available

Product Search Enables agents to quickly search for products within the catalog.		Product, client, and policy search is a documented core workflow within Applied Epic.
Filter & Sort Options Allows agents to filter and sort products by various criteria (e.g., type, price, coverage).		Filtering and sorting options are illustrated in Applied Epic product demos and documentation.
Side-by-Side Comparison Displays product features for direct comparison between multiple products.		No information available
Detailed Product Pages Provides comprehensive product details including features, exclusions, and target customer.		Detailed pages for products/policies are supported as part of product management.
Document Downloads Allows agents to download product brochures, policy documents, and forms.		Document downloads for policy docs, forms, and statements is a main feature (see capabilities on web).
Real-time Updates Instantly reflects changes or updates to product information.		Applied Epic lists real-time updates to client/product information and immediate reflection in the system.
Product Video Demos Includes video explanations or guides for products.		No information available
Frequently Asked Questions (FAQs) Provides common questions and answers regarding products.		FAQs for products/policies are available via the support/documentation portal.
Mobile-Friendly Product Pages Ensures product information is easily accessible from mobile devices.		Applied Epic is mobile-friendly; mobile access is noted as a selling point.
Localization/Translation Support Product information available in multiple languages as needed.		No information available

Instant Quoting Engine Calculates premiums and coverage instantly based on entered data.		No information available
Multi-Carrier Quoting Aggregates quotes from multiple insurers within a single workflow.		No information available
Customizable Quote Templates Enables agents to personalize quote presentations for clients.		No information available
Quote Saving and Retrieval Allows agents to save quote drafts and retrieve previous quotes.		Quote saving and retrieval are part of quote management functionality.
Real-Time Underwriting Feedback Provides an immediate indication of underwriting acceptability or further requirements.		No information available
Needs Analysis Tools Guides agents in assessing client needs for tailored product recommendations.		Needs analysis tools are available for agents as an integrated part of the quoting process.
Pre-Filled Client Data Auto-populates client information to streamline quoting.		Applied Epic provides pre-filled client data (e.g., from past records or integrated forms).
Rate Comparison Charts Visualizes rate differences between products and carriers.		No information available
Calculation Speed Time taken to return quote results once data is submitted.		No information available
Automated Compliance Checks Identifies if quote/proposal meets underwriting and regulatory requirements.		Compliance checks are vital in insurance platforms and mentioned as part of proposal and policy workflows in Applied Epic.

Policy Lookup Search and retrieve policy details for agents' clients.		Policy lookup/search is a standard workflow and supported.
Endorsement Processing Submit and track endorsements or changes to existing policies.		Endorsement processing is detailed in Applied Epic's description for managing mid-term policy changes.
Renewal Notifications Automatically alerts agents to upcoming policy renewals.		Renewal notifications—both agent and client—are supported within Applied Epic.
Lapse/Expiration Alerts Notifies agents about policies at risk of lapse or expiration.		Lapse/expiration alerts are a workflow feature in Applied Epic (for retention management).
Document Uploads Allows digital upload of documents to client or policy files.		Agents and staff can upload documents to client/policy files in the system.
Policy Servicing Requests Agents can submit service requests (e.g., beneficiary change, address updates) through the portal.		Agents can submit and track servicing requests for policies in Applied Epic.
Policy Download Downloadable policy schedules and certificates.		Downloadable policy schedule and certificates—this function is present in the platform.
Claims Status View Agents can check claims status associated with their clients.		No information available
Policy Search Speed Average time to display searched policy information.		No information available
Mass Policy Communication Tools Send policy-related communications to multiple clients at once.		No information available

Lead Import/Export Import or export lead information via CSV or integrations.		Lead import/export tools, especially for contacts and accounting, are documented capabilities.
Lead Assignment Automation Auto-assigns leads based on geography, expertise, or workload.		No information available
Integrated CRM Features Provides built-in CRM tools or integrates with third-party CRM platforms.		Integrated CRM features or integrations are offered via Applied Epic and certified third-party partnerships.
Client Communication Log Tracks and logs emails, calls, and interactions with clients.		Communication logs (emails, calls, agent actions) are part of the contact/client record view.
Contact Categorization Allows tagging or grouping of contacts/leads for marketing or service purposes.		No information available
Task & Reminder System Built-in task manager to help agents follow up with leads.		Task and reminder system is a standard offering—tasks are assigned and managed for agents.
Lead Conversion Analytics Tracks conversion rates from lead to sale.		Lead/agent analytics and conversion tracking are supported within Applied Epic's reporting tools.
Bulk Email/SMS Campaigns Send marketing communications to multiple leads or clients simultaneously.		No information available
Data Enrichment Tools Automatically enhances lead records with additional data (e.g., demographics, financials).		No information available
Follow-Up Automation System sends automated reminders or messages for follow-ups.		No information available

Commission Statements Download Agents can view and download their commission statements.		Commission statements are downloadable (statement download is a highlighted feature on site).
Real-Time Commission Tracking Monitors commission accrual and posting in real time.		Commission tracking dashboard updates in real time are available to agents and admins.
Incentive Program Dashboards Visual dashboards for incentive targets, bonuses, and tiers.		No information available
Payment History Displays history of commission payments made to agent.		Payment history of commissions is accessible and downloadable by agents.
Commission Calculator Tool to estimate commission for various products and scenarios.		Commission calculator for various scenarios and products is supported in Applied Epic.
Performance Ranking Shows agent performance compared to peers for motivational purposes.		No information available
Commission Dispute Submission Agents can raise queries or disputes regarding their compensation.		Commission dispute process is available—agents can raise queries via the portal.
Incentive Alerts/Notifications Automated notifications about incentive opportunities or achievement milestones.		No information available
Customizable Payment Frequencies Allows choice of how often commissions are processed and paid.		Payment cycles/frequency can be customized for commision processing.
Number of Commission Plans Supported How many different plans can be configured in the platform.		No information available

Brochure & Flyer Downloads Access to downloadable brochures, flyers, and presentations.		Marketing and sales resources (brochures/flyers present in portal or integrated libraries) are downloadable.
Customizable Sales Collateral Templates that agents can personalize with their branding.		Customizable sales collateral is supported via templates for agency/agent branding.
Email Templates Ready-to-use or customizable email templates for common agent communications.		Email templates for agent communications with clients are referenced in user guides and marketing modules.
Campaign Tracking Ability to monitor the results of marketing activities through the portal.		No information available
Automated Marketing Programs Predefined or automated programs agents can enroll clients in.		No information available
Educational Webinars Access to webinars or recordings for ongoing learning.		No information available
Rate Sheet Updates Automatic or timely updates of latest rate sheets and pricing materials.		Rate sheet updates and access to pricing materials are available in the back office and agent views.
Social Media Integration Allows agents to post approved marketing content directly to social media.		No information available
Asset Search Function Quickly search company-approved marketing materials.		No information available
Consent/Opt-In Management Tools for capturing and managing client marketing consent.		No information available

Sales Performance Dashboards Visualizes individual and team sales metrics.		Sales performance dashboards and sales metric tracking are supported for agents and management.
Book of Business Reports Download or view agent and agency business summaries.		Book of business reports are an advertised reporting feature (agent/agency business summaries).
Lead Conversion Tracking Monitors conversion rates and pipeline by stage.		No information available
Custom Report Builder Lets users design and run custom reports from available data.		Custom report builder exists in Applied Epic—users can design their own reports.
Drill-Down Capabilities Allows users to dig deeper into summarized metrics.		No information available
Export to Excel/CSV Exports reports for further analysis or offline use.		Export to Excel/CSV is standard for all reporting outputs.
Automated Scheduled Reports Sends reports on a recurring basis via email or portal notification.		Scheduled/recurring reports can be configured and sent to users via email/portal.
Data Visualization Library Support for graphs, charts, and other data visualization tools.		Rich data visualization libraries for charts and graphs are included in reporting.
Mobile Report Access Reports are accessible and readable via mobile devices.		Mobile access for all core reporting functions is included, per mobile support claims.
Portal Usage Analytics Tracks and reports how agents use different portal features.		Portal usage analytics are available, supporting user behavior analysis.

Interactive Training Modules Self-guided modules with quizzes and checkpoints.		No information available
Certification/Accreditation Tracking Tracks agent completion of required training or certifications.		No information available
Live Support Chat Access to real-time chat support from service or technical staff.		Live support chat is available for agents and agency staff via the support portal.
Knowledge Base/FAQ Portal A searchable repository of technical answers and how-tos.		Knowledge base and FAQ portal are documented resources for users.
Video Tutorials On-demand training in video format.		On-demand video tutorials are available for agent training (in the Applied University site).
Ticketing System Submit, track, and resolve service requests directly from the portal.		Ticketing system for support is available via the customer portal, enabling issue reporting and tracking.
Peer Forum/Community A message board or support community for agents.		No information available
Automated Issue Escalation Automatically escalates unresolved tickets based on SLAs.		No information available
Live Webinar Scheduling Register for upcoming training webinars within the portal.		No information available
Guided Product Simulations Interactive, scenario-based walkthroughs using real product data.		No information available

Core System Integration Connects with insurer’s policy admin, billing, or claims systems.		Integrations with core policy admin, billing, and claims platforms are the main selling points of Applied Epic.
CRM Integration Bidirectional sync with customer relationship management platforms.		Applied Epic provides CRM integrations and bi-directional sync with Salesforce and other CRMs.
Document Management Integration Links to enterprise document storage and retrieval systems.		Document management system integration is available; vendors and third-party tools are listed on their marketplace.
Open API Support Provides APIs for custom third-party integrations.		Open API support is provided for custom integrations. API documentation is public.
E-signature Integration Facilitates electronic document signing through integrated providers.		E-signature integration is supported (DocuSign, etc., as shown in user guides).
Calendar/Outlook Integration Syncs appointments and reminders with external calendars.		No information available
Lead Sourcing Integration Imports leads from web forms, aggregators, or data services.		Lead sourcing via web forms, data feeds, and third parties is enabled.
Mobile App Connectivity Seamless access from native mobile apps or mobile-optimized sites.		Mobile app access (Applied Mobile, etc.) for connectivity on the go is a key feature.
Number of Supported Integrations How many integrations can the portal handle concurrently.		No information available
External Analytics Support Ports portal activity or sales data to enterprise BI/reporting tools.		No information available

Data Encryption at Rest & In Transit Ensures all sensitive data is encrypted when stored and during transmission.		Data encryption both at rest and in transit is discussed in security documentation and is an industry standard compliance feature.
Audit Trail Detailed logs of user activity for compliance and forensics.		Audit trails and compliance logs are kept for all significant user and admin actions.
GDPR/CCPA Compliance Support Features to facilitate compliance with data privacy laws.		GDPR and CCPA compliance support is advertised for international clients.
Field-Level Security Granular permissions for access to sensitive data fields.		Field-level security is part of Applied Epic's granular permissions system.
Anti-Fraud Controls Monitors and flags potentially fraudulent activity.		Anti-fraud controls are a standard security feature; the system monitors irregularities in transactions and logins.
Consent management Captures, stores, and manages data usage consent from clients.		Consent management for data use is included for compliance with privacy laws.
Customizable Timeout/Session Settings Controls how long users remain logged in before mandatory logout.		Customizable timeouts for user sessions are present in the administration settings.
Penetration Testing Frequency Frequency of platform penetration/security tests.		No information available
Secure File Storage Scans and stores uploaded files securely with antivirus protection.		Secure file storage, including antivirus scanning for uploaded files, is described in product security documentation.
Legal Disclosure & E-Sign Acceptance Ensures agents accept disclosures and e-sign policies required by law.		Legal disclosures and E-sign acceptance are required and managed through Applied Epic workflows.

Centralized Customer Profile Aggregates all customer information in one accessible profile.		Applied Epic maintains a single customer/account file that consolidates demographic, policy, billing and activity information into one profile.
Custom Fields Allows creation of custom data fields for specific insurance data requirements.		Epic administrators can create custom data fields and custom screens (often called "Custom Forms") to capture agency-specific information.
Policy Linking Links customer profiles to all associated insurance policies.		Each customer/account record in Epic automatically links to every associated policy and sub-line, satisfying policy linking.
Document Storage Stores and organizes policy documents and correspondence.		Built-in document management lets users store emails, scanned forms and policy documents within the client or policy record.
Interaction Log Chronological log of all customer touchpoints and interactions.		No information available
Data Import/Export Ability to import and export customer data in various formats.		Epic supports import/export through IVANS download, AL3, Excel and Applied API, covering structured data import/export.
Duplicate Detection Identifies and merges duplicate customer records.		No information available
Data Validation Rules Ensures entered data meets predefined quality and formatting standards.		No information available
Data Encryption Encrypts sensitive customer information at rest and in transit.		Applied Systems’ cloud documentation states that data is encrypted both at rest and in transit (AES-256 / TLS 1.2).
Consent Management Captures and tracks data privacy consent and preferences.		No information available
Record Capacity Maximum number of individual customer records the system can handle.		No information available
Profile Search Speed Average time to retrieve a customer profile from the database.		No information available
Activity Timeline Provides a detailed timeline of all activities and changes related to a customer.		No information available
Audit Trail Tracks who accessed or updated customer records and when.		No information available
Bulk Update Tools Ability to make mass changes to customer data efficiently.		No information available

Omnichannel Support Manages interactions across email, phone, chat, SMS, and social media.		No information available
Inbound Call Logging Automatically logs and ties incoming calls to the correct customer profile.		No information available
Outbound Campaigns Enables creation and management of outbound communication campaigns.		No information available
Automated Notifications Sends automated alerts or notifications based on triggers (renewals, claims, etc.).		Epic Activities can trigger automatic email or in-app notifications for renewals, invoices, etc.
Email Integration Syncs and tracks email conversations within the CRM.		Native Microsoft Outlook integration allows emails to be sent/received and filed to client records.
Calendar Integration Integrates with staff calendars for appointments and task reminders.		Two-way calendar sync with Microsoft Outlook and Applied Mobile provides calendar integration.
Template Library Provides pre-built templates for routine customer communications.		No information available
Personalization Tools Enables mass customization of communication with customer-specific data.		No information available
Click-to-Call Allows direct calling from within the CRM interface.		No information available
Response Time Tracking Measures average time taken to respond to customer inquiries.		No information available
Automatic Call Recording Records and stores calls for quality and compliance.		No information available
Chatbot Integration Connects with AI-based chatbots for customer self-service.		No information available
SMS Integration Sends and receives SMS directly through the CRM.		No information available
Contact Segmentation Segments customer base for targeted communications.		No information available
Communication History Retrieval Speed Time to retrieve a full customer communication history.		No information available

Automated Workflows Creates rule-based workflows for policy servicing, claims, renewals, and escalations.		The ‘Automation Manager’ module lets agencies build rule-based automated workflows for servicing and accounting.
Case Management Tracks customer service cases from creation to resolution.		Service issues and claims are tracked as Activities/Cases from creation through resolution.
Task Assignment Assigns and tracks ownership of tasks or cases among staff.		Activities can be assigned to individual users, teams or service groups with due dates and priorities.
Service Level Agreement Monitoring Tracks and enforces SLAs for issue resolution.		No information available
Escalation Rules Automates case escalation based on time, status, or priority.		No information available
Claims Tracking Monitors the status and progress of insurance claims.		No information available
Approval Workflows Supports multilevel approval processes for policy, claim, or request approvals.		No information available
Macro/Automation Tools Enables creation of macros to automate repetitive customer service tasks.		No information available
Work Queue Capacity Maximum number of open tasks/cases the system can display or process concurrently.		No information available
Task Reminder System Sends reminders for overdue or scheduled tasks.		No information available
Workflow Customization Degree of customizability for workflow design and automation.		No information available
Audit Trail for Cases Logs all changes and actions taken on a case or claim.		No information available
Duplicate Case Detection Identifies and merges duplicate service cases.		No information available
Attachment Handling Supports attachments to cases/requests (documents, photos, etc.).		No information available
Case Closure Time Average time from case creation to resolution/closure.		No information available

Applied Epic from Applied Systems

Product analysis by function

Billing and Payment Processing Systems for Policy Administration

Invoicing & Billing Management (13 Yes /13 Known /15 Possible features)

Payment Acceptance & Processing (12 Yes /12 Known /15 Possible features)

Installment & Payment Plan Management (10 Yes /10 Known /12 Possible features)

Account Reconciliation (7 Yes /7 Known /10 Possible features)

Integration & Interoperability (9 Yes /9 Known /10 Possible features)

Customer Experience & Portals (9 Yes /9 Known /10 Possible features)

Security & Compliance (10 Yes /10 Known /10 Possible features)

Reporting & Analytics (10 Yes /10 Known /10 Possible features)

Workflow Automation & Exception Handling (9 Yes /9 Known /9 Possible features)

Product & Policy Flexibility (10 Yes /10 Known /10 Possible features)

Scalability, Reliability & Performance (5 Yes /5 Known /9 Possible features)

Agent Portals for Distribution and Agency Management

User Access & Onboarding (8 Yes /8 Known /10 Possible features)

Product Information & Catalog (7 Yes /7 Known /10 Possible features)

Quoting & Illustrations (4 Yes /4 Known /10 Possible features)

Policy Management (7 Yes /7 Known /10 Possible features)

Lead & Client Management (5 Yes /5 Known /10 Possible features)

Commissions & Incentives (6 Yes /6 Known /10 Possible features)

Marketing & Sales Resources (4 Yes /4 Known /10 Possible features)

Reporting & Analytics (8 Yes /8 Known /10 Possible features)

Training & Support (4 Yes /4 Known /10 Possible features)

Integration & Connectivity (7 Yes /7 Known /10 Possible features)

Security & Compliance (9 Yes /9 Known /10 Possible features)