Nowadays, to ensure an optimal client experience (a topic that will be the focus of the RCCAQ's convention in the fall), brokerage firms must define a custom-tailored strategy. A growing number of tools are available on the market to facilitate process optimization in this regard. Applied Epic, an RCCAQ partner, is a fine example!

 Purpose-built for insurance brokerages, Applied Epic is a single, integrated and open application that provides essential capabilities for each stakeholder within your firm to better manage operations and capitalize on new business opportunities.

 The Applied Epic system offers a unique perspective on your firm's clientele and operational processes. It also provides the information you need to make enlightened and strategic business decisions more quickly and easily while boosting your business volume. Applied Epic is now available in both English and French.

 At a recent information event on the Applied Epic system, Jean Bilodeau of Bilodeau Couture Assurances (and RCCAQ chair in 2014) talked about his firm's experience with the tool as part of a test group.

 Applied Epic contributes to the client experience by ensuring better follow-up and more consistent data management. It is also designed to boost your firm's operational efficiency and thus profitability!