Applied Systems & Epic Consulting
Epic
- Automation & Configuration
- Comprehensive 25+ page Applied Epic Evaluation & Ancillary Programs (Analytics, CSR-24, Indio, Tarmika, Applied Marketing Automation, IVANS/Downloads, Quotes, Applied Pay)
- Configuration & migration of data from any source system to Epic
- Manage entirety of conversion process through Applied Epic
- Simple migration options
- Hands-on training
- Training and support
Analytics
- Setup and configuration
- Custom reports and views
- Training and support
Book of Business Import Tool
- Setup and configuration
- Utilize tool to import accounts, activities, attachments, contacts and policies
CSR-24 / Mobile Apps / Mobile Producer
- Portal configuration
- Configure mobile apps for distribution through Apple and GooglePlay stores
- Training and support
Indio
- Setup and configuration
- Lead Capture
- Marketing Submissions
- Training and support
IVANS / Downloads
- Setup and configure new mailboxes
- Management and ongoing maintenance
- Carrier configuration
- Download resends
- Ivans exchange
- Training and support
Marketing Automation
- Setup and configuration
- Domain mapping
- Training and support
Quotes
- Setup and configuration
- Carrier setup
- Use with renewal manager
- Training and support
SDK / Custom Application Development
- Create custom applications to solve complex organizational needs
- Use of SDK and Bulk Data Extract
- API / Data Lake (if available)
- Webhooks
- Connections with third party programs
- Automation & Artificial Intelligence with RPA (Robotic Process Automation)
Digitize your processes
- Assist with how to perform your existing processes within Epic
- Convert your paper processes to an online format for your entire agency to access
- Captive going independent - agency management system configuration
