Webinar Recap: The Agency Advantages of Applied Epic
Technology | Connections Editor | Nov 30 2017
Is your insurance agency considering the switch to Applied Epic? It’s clearly a hot topic for Applied Systems users today, as one of Applied Client Network’s most popular webinars in 2017 focused on the challenges and advantages of migrating to Applied Epic. The webinar, Peer-to-Peer: Migration to Applied Epic Panel, shared advice from experienced insurance industry professionals whose agencies had recently undergone the Epic migration in an effort to help those that were looking to transition or were already in the process. The panel included Deb Alt from Ansay & Associates, LLC; Collin Passman from The Signature B&B Companies; and Kevin Crow from Kapnick Insurance Group. Below, we outline some of the key insights from the webinar, but you can get all the insights in the full webinar.
What are the major advantages to Applied Epic?
Adopting the Applied Epic system can do a lot for your insurance agency. Deb, Collin and Kevin all agreed that the Epic system’s state-of-the-art capabilities and evolving features were major selling points for them. Some of the specific benefits of Epic for insurance agencies are:
- A single system that does everything. Epic allows all employees to engage with the same system, regardless of location or department. It offers several different servicing roles as a way to identify various service team members and their roles in the system to keep communications clear and consistent. As Epic evolves, more features become available, keeping several different processes under the same roof. Kevin mentioned that Epic’s recent feature updates compelled them to abandon their former system and switch to Epic full-time for all of their sales-management needs. “That’s an enormous thing for a product to do, to say ‘Here is a new feature that doesn’t cost any extra, and now you can use our product instead of an alternative,’” he said in the webinar. There are also strong project-management capabilities inside the system with Epic Workflow, as well as relationship-management tools and billing processes.
- A more robust reporting capability. According to Collin, the reporting functions are a “fantastic tool that Epic brings to the table.” All three of the panelists indicated that Epic’s reporting features were incredibly diverse and helpful. They specifically pointed out the consistency in data, as well as the ability to run any report that they needed at no additional cost. As Kevin pointed out, using less powerful reporting tools on other systems can result in data being housed in other places, such as Microsoft Excel and Outlook, whereas Applied Epic streamlines the process.
- Customization of features. Epic has seemingly endless features and options available. Deb explained that in the first six months of using Applied Epic, her team was overwhelmed with the all of the features they had opted into, simply because they were available. She pointed out that once they honed in on just the features they needed, the system really began to work for them.
- When it comes to migrating your agency to another system like Epic, there are so many elements to consider. Although the Epic product has numerous advantages for employees and executives alike, it is not a transition that can be completed in a day. As an Applied Systems user, more information on the planning involved in an Epic migration is available.
Tags: Technology , Applied Epic , Webinars