Applied Epic Integrations

Microsoft Outlook, part of the Microsoft 365 suite, simplifies communication and organization by bringing your email, calendar, contacts, and tasks into a single, intelligent workspace. Designed for both personal and professional use, Outlook connects seamlessly with Gmail, iCloud, and other services for effortless management of multiple accounts. The integrated Copilot AI assistant streamlines your workflow by summarizing long email chains, prioritizing messages, and even suggesting polished replies. With shared calendars, to-do lists, and scheduling insights, Outlook makes managing work-life balance easier than ever. The platform’s cross-device syncing ensures that your inbox, meetings, and files stay updated on Windows, macOS, iOS, Android, and the web. Outlook’s built-in security protects against phishing, spam, and data breaches while offering encrypted email options for sensitive communication. Users can customize their experience with themes, rules, and add-ons, including apps like Power BI and Adobe Acrobat. Whether for individual productivity or enterprise collaboration, Outlook delivers a unified, secure, and intelligent communication hub.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, the Formstack Platform enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives. All with the Formstack Platform.

Gain instant access to client and policy details whenever needed to enhance customer service and streamline business sales processes. Maintain up-to-date, synchronized, and secure client and prospect information across various systems to effectively handle sales opportunities and provide superior customer support. Applied Mobile® stands out as the pioneering mobile application for insurance agents, allowing seamless transfer of client, policy, and sales data from your agency management platform to mobile devices, ensuring you remain connected while on the move with a direct link to your office. Enjoy the convenience of carrying essential client and prospect insurance information wherever you go, enabling you to view, add, and manage sales opportunities directly from your mobile device, with data syncing instantly to Applied Epic for a cohesive experience. This innovative approach guarantees that all staff members have access to the latest information, as activities and opportunities are promptly integrated into the relevant accounts within your agency management system, thus fostering better collaboration and efficiency. By utilizing this mobile application, agents can significantly enhance their responsiveness and productivity, ultimately leading to improved client satisfaction.

In contrast to other platforms where feedback from employees often goes unacknowledged, Clarity Wave prioritizes personal development and fulfillment. The platform fosters meaningful interactions among users that inherently enhance the work environment, boosting employee engagement and motivation. By systematically addressing these key factors, Clarity Wave ensures the formation of enthusiastic and driven teams, with a promise of results. Its unique approach delivers unparalleled benefits not just to management, but to every single team member, making it an invaluable resource for organizational success. The focus on individual contributions helps cultivate a culture of appreciation and collaboration.

With automated workflows that are triggered based on policy expiration dates, you can process client renewals in fraction of the time it takes staff to do manually. With broker-tested emails and automated workflows that maximize each interaction, you can connect with prospects and policyholders at all stages of the insurance lifecycle. You can boost your online reviews and convert dissatisfied customers with the well-respected Net Promoter®, survey tool. It helps you gauge and improve the customer experience. You can reduce your call volume and improve customer experience by giving policyholders 24/7 online access to their policy documents, proofs of insurance, billing, etc. You can see how Pathway makes it easier to attract clients and keep them satisfied for your CSRs and brokers. Learn how automated marketing solutions can transform the way agents and brokers do business.

Our cutting-edge contactless care management and engagement platform equips your patients with their digital health key™, granting them easy access to healthcare services right at their fingertips. MyCarePlan offers patients straightforward access to necessary care, while care management features are seamlessly integrated into your electronic health records. The innovative tools from Qure4u empower numerous healthcare organizations nationwide to implement socially distanced workflows, ensuring safe care and interactions. We cover all aspects of how healthcare providers can engage with patients digitally and remotely in real-time, all while reducing the overall costs associated with healthcare delivery. Central to Qure4u’s virtual care advancements is the commitment to enhancing convenience and accessibility through solutions that are tailored to various elements of the virtual care ecosystem. Ultimately, our mission is to transform patient engagement and streamline the healthcare process for everyone involved.

vBots provides insurance agencies with AI-driven, no-code bots that automate mundane and complex tasks, freeing up staff to focus on core business activities. These intelligent assistants streamline workflows including direct bill reconciliation, policy renewal processing, notice of cancellation management, and document retrieval, all tailored to your agency’s unique needs. Leveraging built-in AI and OCR, vBots can understand and execute tasks requiring intelligent decision-making. They come ready to deploy with minimal setup—no heavy IT integrations or lengthy rollouts required—allowing agencies to see improvements in weeks. During high-demand periods like tax season or open enrollment, vBots effortlessly handle surges without the need for additional hires. Their platform-agnostic design ensures seamless integration with any existing software or portal. This flexibility makes vBots an ideal solution for agencies looking to modernize and scale operations efficiently. By automating key insurance workflows, vBots reduce errors, improve speed, and enhance overall productivity.

Sonant serves as an AI receptionist specifically designed for property and casualty insurance agencies, transforming routine incoming calls into tangible revenue without the need for additional personnel. It operates around the clock, offering personalized interactions that mimic human conversation, quickly identifies callers, and effectively captures requests for quotes or services while also facilitating appointment scheduling and directing calls to agents as necessary. To enhance agency efficiency, it automatically summarizes discussions for integration into agency systems. Additionally, Sonant boasts multilingual capabilities, enabling seamless communication even within a single call, supports multiple calls simultaneously, and integrates smoothly with leading Agency Management Systems (AMS) such as EZLynx, Momentum, QQCatalyst, HawkSoft, AMS360, AgencyZoom, and Zywave, among others, as well as various calendars and automation tools. Furthermore, it is engineered for minimal latency and is specifically optimized for workflows within the insurance sector, featuring safeguards that prevent it from delving into intricate coverage details, ensuring compliance and focus on essential service delivery. By utilizing Sonant, insurance agencies can streamline operations and enhance customer engagement effortlessly.