Applied Epic Integrations

Connect. Organize. Get things done. All your email, calendar, contacts, and tasks in one place. You can manage your email, calendar, contacts and tasks efficiently from one place. Office integration allows you to share attachments directly from OneDrive, access contacts, view LinkedIn profiles, and view LinkedIn profiles. You can book conference rooms and track RSVPs right from your calendar. You can share your calendars to coordinate and plan and see when your coworkers will be available. You can rest assured with enterprise-grade security that is trusted by the world's most important companies. Outlook protects your confidential information around the clock, and doesn't get in your way. Outlook anticipates your needs. Outlook automatically adds travel and bill payments to your calendar. Intelligent reminders help you stay on track. Search makes it easy to find the information you need quickly.

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.

Clarity Wave is different from other systems that rely on employees giving feedback but rarely receiving any value in return. Instead, it focuses on each individual's growth. Because everyone gets so much value, the system allows them to interact in ways that improve the workplace climate, engagement, and motivation of your employees. Each of these issues are addressed automatically, so you can create highly motivated and engaged teams. No other system offers as much value to each member of the team and to the management team.

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 industry-leading contactless care management and engagement solution empowers your patients to access their digital health key™. This gives them convenient access to their care at their fingertips. MyCarePlan provides convenient access to healthcare for your patients. Your EHR integrates care management features easily. Qure4u's intuitive, smart tools enable hundreds of healthcare organizations across the nation to facilitate socially distant workflows to provide safe care and interactions. We cover all the ways that healthcare providers can interact with patients remotely or digitally in real-time, while decreasing healthcare costs. Qure4u's virtual healthcare innovation is at the heart of enabling convenience, accessibility, and solutions that are aligned with the various components of the virtual care ecosystem.

To improve customer service and increase sales efficiency, you can access client and policy information on-demand. To improve customer service and manage sales opportunities, keep client and prospect information current and safe across all systems. Applied Mobile®, the first mobile application that allows you to access client, policy, and sales information from your agency management software to mobile devices. This allows you to stay connected on the move with a direct link back into the office. You can easily access client and prospect insurance information while on the move. You can view, add, and manage sales opportunities right from your mobile device. Information is synced directly with applied epic for seamless connectivity. You can ensure that all employees have the most current information. All activities and opportunities are instantly added to the appropriate account within your agency management system.