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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.
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.
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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.
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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.
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