Insurance can be overwhelming; your proposal documents do not have to be. While Applied Epic comes loaded with standard proposal templates and summaries, these documents may not reflect your agency’s unique business needs or styling and are difficult for the standard user to update. Often, we see agencies adopt a template that is not integrated with Epic leaving your staff to spend unnecessary time manually creating these documents and at the same time opening the agency up to unwanted errors & omissions exposure.
Our consultants understand the importance of branding and setting yourself apart from the competition while maintaining consistency, best practices, and document integrity. That is why we are here to help you.
Our products are available for Commercial, Personal or Agri Lines of Coverage. Each product below is sold á la carte giving you the flexibility to only purchase what you need!
Cloud solutions architect
Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.