Why Applied Epic is the best Agency Management System for Insurance agents

Описание: The Accel Group
Reducing redundancies and strengthening brand consistency through integrated benefits technology

An integrated, digital platform to create more consistent client deliverables
The Accel Group's client presentations lacked consistency and wasted valuable time, with individual producers using various methods like Microsoft® Excel and Microsoft® Word. They needed a better way to share information with their clients. Enter Applied Benefits Designer™.

The adoption of Applied Benefits Designer brought significant improvements by streamlining their brand and ensuring consistent deliverables for all clients. With an easier-to-use system that integrates with Applied Epic®, employees no longer need to manually enter rates and benefit attributes of policies, simplifying the creation of branded spreadsheets for clients and saving producers time. As avid users of Applied Epic, Applied Benefits Designer, and Employee Navigator, The Accel Group was particularly excited to see two of their most significant technology partners join forces, helping the agency manage each stage of the Benefits lifecycle with minimal data re-entry. Learn more about how these integrated technologies streamlined The Accel Group’s brand and provide the agency with a more visible and accurate view of their entire book of business.


Applied Benefits Designer has really made our process more efficient. It reduced the amount of data that we had to input in Applied Epic, Applied Benefit Designer, and Employee Navigator. It really reduced the redundancies that we saw in our work process.”

JKara Roeder

Director of Benefit Operations

Applied Systems: https://www1.appliedsystems.com/en-us...

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