Case Study: Epic Insurance Solutions achieves streamlined operations and increased cross-selling with Applied Systems' Applied Epic

Epic Insurance leverages a single system for P&C and Benefits business

Epic Insurance Solutions, an independent agency with 85 employees and locations in Kentucky and Indiana, struggled with multiple disparate systems for Property & Casualty and Benefits that required extensive manual work. Accounting for benefits was kept in spreadsheets and a separate CRM forced dual entry, causing outdated information, higher costs and lost staff time.

The agency implemented Applied Epic, a single cloud-based management system with Sales Automation to unify customer relationships, accounting, policy and benefits administration. The consolidation cut administrative work and costs, improved data accuracy, standardized workflows, and created a single customer view that made cross-selling easier and positioned the firm for continued growth.

Epic Insurance Solutions

Duane Ray

Vice President