Unifying Communication & CRM: 3CX Meets Applied EPIC
3CX
Uses: All
Category: Telephony
Applied EPIC
Uses: Policy Management, Client Service, Renewals, Claims Tracking
Category: Insurance Agency Management System
Welcome to the cutting edge of insurance communication technology. Our 3CX Applied Epic Integration is designed to streamline the way insurance professionals connect with clients, manage policies, and resolve issues faster. By integrating two powerhouse platforms, we offer a solution that enhances productivity, improves service delivery, and drives client retention.
Seamless Applied Epic Integration with 3CX
Why integrate Applied Epic with 3CX?
✓ Streamlined Communications
Every inbound and outbound call is automatically logged in Applied Epic, giving your team full visibility of client touchpoints and communication history.
✓ Increased Productivity
Enable account managers and CSRs to call directly from Applied Epic with one click. Caller ID and client records appear instantly on-screen, eliminating the need to search manually.
✓ Improved Client Experience
Give your team the tools to deliver a personal, informed, and timely service. Full policy and communication history is available during every call.
✓ Real-Time Insights
Monitor call activity, agent performance, and client engagement through synchronized reporting between Applied Epic and 3CX.
✓ Cost Savings
Reduce system switching, improve agent efficiency, and streamline your communication tools with this cost-effective integration.
Unlocking Seamless Efficiency
Want to improve client responsiveness and make your agency more agile?
The 3CX Integration with Applied Epic is ideal for brokers and insurance teams that need reliable, context-rich communication. Whether you're handling new business, renewals, or claims, this integration ensures every call is productive — and every customer feels valued.
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Getting in touch with our team is easy.
We’re on hand &
ready to help.
One of our experts will contact you as soon as possible.
