Epic, the agency management software developed by Applied Systems, received two patents by the U.S. Patent and Trademark Office on January 2nd, 2013.

According to a report, “Patent 8,234,219 is for technology that protects potentially sensitive information, such as client Social Security numbers and other confidential information, managed and maintained in Epic. This patented system, method, and apparatus for protecting personal data allow insurance organizations to manage clients and policies more securely.” Details of Applied Systems’ patent can be found on the U.S. Patent and Trademark Office website.

According to the details, Epic was awarded the two patents for innovating technologies that “provide enhanced data protection and intuitive data presentation capabilities in Epic.” The technology is used by literally hundreds (600+) of public and private agencies and has obtained over 20,000 users. According to its website, Applied Systems is a “provider of software that powers the business of insurance [recognized for] agency management systems and data exchange between agencies, brokers, carriers and their clients.” Epic is the firm’s largest staple, allowing its users to:

• Search features make it quick and easy to locate clients, policies and attachments
• Modern technology automates workflows, reducing complex tasks to a few clicks
• Customer relationship management capabilities identify opportunities and automate users’ marketing activities
• Automated reports put business intelligence at users’ fingertips

In terms of firms that have a robust need for Customer Service Representation, Epic promises that it can transact with customers quickly and more efficiently. In this way, Epic allows CSR (News - Alert) to operate in a real-time interaction, prioritize documentation and management, and can communicate with the customer via e-mail, postal, or fax.

These patents will only enhance Applied Science ability to reach clients with stable, proprietary software. The patents also secure the firm against copycat software or other programs that would have otherwise been developed to function in a similar way.

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