Applied Epic

Applied Epic

June 2026

Intelligent Benefits Plan Data Entry

Building on Medical plan support, intelligent data entry in Applied Epic now extends to Dental and Vision plans. Upload or drag and drop a plan summary document, and Epic AutoFill reads it, extracts the benefit attributes, and populates plan fields for your review before confirming. With plan data now living in Applied Epic, it flows into reports, dashboards, marketing automation, and more.

Applied Epic

May 2026

More Accessible Benefits Data Across Applied Epic

The May Benefits release puts Benefits data to work across more of Applied Epic®. New Benefits fields now flow into Epic Reports, Epic Dashboards, Applied Marketing Automation®, and templates, including Benefits Guides. Seven new Epic Forms expand Benefits coverage, and the Benefits Overview area now features drag-and-drop attachments and bulk activity actions for faster servicing.

Applied Epic

February 2026

Built-In AI Reconciliation

Applied Recon™ transforms how agency finance teams tackle their most time-consuming task. Native AI capabilities embedded directly in Applied Epic automatically ingest, extract, and match direct bill carrier statements using six intelligent signals, such as policy numbers and term dates. There’s no need for spreadsheets, duplicate tools, or fragile integrations. Just drag, drop, review, and post. It's faster cycles, fewer errors, and complete confidence, all in one secure system your team already knows. For more information about Applied Recon, talk with your sales representative.

Applied Epic

February 2026

Epic Benefits Experience

This release introduces new features such as benefits-specific fields, actions available from the Overview screen and Applied Epic AutoFill. Streamline your day with the latest Benefits fields to centralize the vital information needed for efficient servicing, and take actions such as editing, adding, or renewing plans directly from the Benefits Experience. Plus, Applied Epic AutoFill replaces tedious manual data entry with intelligent automation, allowing you to drag and drop the Medical SBC to instantly and accurately populate plan fields. For more information about Applied Epic AutoFill, talk with your Sales Representative.

Applied Epic

December 2025

Epic Dashboards Favorites, Saved Filters, and More Period-Over-Period Comparisons

Epic Dashboards introduces three key enhancements to help you work smarter and faster. These updates make dashboards more personalized, flexible, and insight-driven.

Enhancements include:

• Favorites Button: Quickly access your most-used dashboards with a universal Favorite buttonwithout compromising role-based visibility.
• Saved Filters: Create, modify, and switch between multiple filtered views to adapt easily as roles, priorities, and conversations change.
• Additional Period-Over-Period Comparisons: Instantly identify performance shifts without toggling between separate data sources on more dashboards for more personas.

Applied Epic

December 2025

Indio Integration: ACORD 155 Form

Seamlessly import and export data between Epic and Indio for ACORD 155: Boiler and Machinery, enabling insureds to easily review and update these forms directly in Indio. This eliminates the need for manual data re-entry or additional tools, saving time and reducing effort.

Applied Epic

December 2025

Epic Bridge

Your clients expect speed and accuracy, but switching back and forth between Outlook and Applied Epic® can slow you down and create the risk of errors. With the introduction of the new Epic Bridge, you can deliver exceptional client service without ever leaving your inbox. Epic Bridge transforms the way you work in Outlook, connecting emails with accounts, templates and documentation in Applied Epic in one seamless experience. This enables you to respond faster, stay organized, and deliver exceptional client service with fewer steps, creating more precision and increased levels of efficiency and customer satisfaction.

Applied Epic

September 2025

Epic Dashboards Custom Home and Period Comparisons

We've introduced two powerful updates to Epic Dashboards designed to help you work smarter and move faster. With the new Custom Home Dashboard, you can bring the information that matters most front and centre – no more time wasted navigating irrelevant graphs and menus. And with Period Comparisons, you can easily spot trends and performance shifts without pulling from multiple sources. These improvements help you focus on what matters and take action faster.

Applied Epic

September 2025

Personal Lines Renewal Insights

Applied Epic® streamlines the most time-consuming part of renewals by the introduction of Personal Lines Renewal Insights which automatically compares current and renewal premiums, highlights policy changes, and benchmarks policies against similar ones based on relevant policy data points. By leveraging this intelligent new tool, Account Managers can instantly see what is driving a premium increase, such as claims, coverage changes, or market shifts, without digging through years of data or multiple sources, saving hours of manual work. With quick access to intelligent renewal insights, agencies can protect retention, improve efficiency, and deliver proactive, trusted client service for Auto and Home policies.

Applied Epic

August 2025

Indio Integration: ACORD 131 & 143 Forms

Seamlessly import and export data between Epic and Indio for ACORD 131: Commercial Umbrella and ACORD 143: Transportation Section, enabling insureds to easily review and update these forms directly in Indio. This eliminates the need for manual data re-entry or additional tools, saving time and reducing effort.

Applied Epic

July 2025

Benefits Account Overview

Purpose-designed for Benefits users, the Benefits Account Overview in Applied Epic provides a consolidated look into key customer information, such as contacts, activities, plans, employee class, and Benefits details. Customizable and searchable views make finding and acting on plan-level information easy, unlike navigating through multiple layers of screens and clicks. The added efficiency helps Epic Benefits users find information faster and more effectively service their book of business.

Applied Epic

June 2025

Epic Dashboards User Access Improvements and Expanded Data

Applied Epic Dashboards keep getting better, with new features designed to help you better manage access to data based on specific roles, make it easier to clean up claims activities and keep a pulse on contract services for your valued customers.

Applied Epic

March 2025

Epic Dashboards New Claims Dashboards and Improved Insights

Epic Dashboards unveils new and exciting features designed to simplify navigation, offer improved insights, and boost how you track and act on business data.