New Technologies for Today's Challenges

The brokerage business is a relationship business – now, more than ever. Your customers are able to find price and policy parameters on the Web, from a cell phone, or in a competitor's office. Your ability to service your customers quickly and efficiently is what brings business in the door. And keeps it coming back.

That's why we created Epic.

Sure, it's built on the latest and greatest technology. But what's important is the way we use that technology to support the features you need, to build a profitable business in today's market. In fact, Epic encompasses more than 100,000 specific, individual requests, from brokerages just like yours.

For CSRs and producers: transact with customers quickly and more efficiently

• Real-time interaction. Find a customer, policy, attachment or any other information you need quickly, thanks to the convenient search and drill-down capabilities. Automated workflows let you service and process the complete customer interaction while the customer is still on the phone.
• Document management. Find documents and file incoming documents quickly for later retrieval. The drag-and-drop functionality makes attaching, appending and associating documents fast and intuitive, with no intermediate steps.
• Flexible customer communication. Use the Distribution Manager to communicate with the customer, using whatever mode the customer prefers whether email, postal mail or fax.

For brokerage management: increase productivity, build your book and more effectively control E&O exposure

• Cost management. Gain visibility into the operational costs associated with specific workflows or processes.
• Risk management. Enhance your risk management with extended tracking, auditing and reporting of all activities, as well as tight privacy and security protocols that control who has access to accounts and information
• Client management. Use Epic to grow your book — you can sell with this system. Identify your best opportunities, and personalize and automate your marketing outreach efforts.
• Process management. Develop workflows based on Best Practices, and further customize them for specific types of clients. When a task is an essential part of the workflow and can be accomplished with available data, Epic automatically completes it for you.
• Reporting. Extract the information you need to manage and improve your business through a variety of customizable report options.
• Task prioritization. Push useful information out to CSR and producer desktops based on business priorities, active workflows and current opportunities.

For IT departments: deploy quickly and update effortlessly

• Proven platform. Deploy a system that is highly scalable, stable, reliable and secure, based on the latest technologies including the SQL Server database engine and .NET technologies.
• Ease of administration. Streamline rollout with a one-touch install, and automatic installation of the supporting components. Zero-touch updates push out new components with no intervention required by users or administrators.
• Rich Internet application. Deliver a rich, interactive experience that goes far beyond the capabilities of simple browser-based systems. The bandwidth-efficient workspace delivers a responsive session whether you connect via a high-speed LAN or a home Internet connection.
• Highly scalable. Give your brokerage a leading-edge system whether you're a small operation with just a few CSRs, or servicing multiple lines of business, with multiple business units operating under different names all across Canada Access Epic via the Internet on an ASP hosted basis, or license our system and maintain it on your own servers through your choice of implementation options.

Want to know more? Take a look at the top ten reasons to consider Epic.