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JAS Communications + Applied Epic Integration Experience the next level of efficiency and customer management with the JAS…
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JAS Communications + Applied Epic Integration
Experience the next level of efficiency and customer management with the JAS Communications Chrome extension, now fully integrated with Applied Epic, the industry-leading insurance management system. This powerful integration is designed to streamline workflows, minimize manual tasks, and centralize your client information—giving your brokerage / agency the tools to enhance productivity from a single platform.
Key Integration Features:
- Real-Time Data Sync: Instantly pull up customer and policy information to ensure accurate, up-to-date details on every interaction.
- Instant Client Profile Access: Quickly open a customer’s profile with one click, giving you access to essential client data when you need it most.
- Automated Workflows: Simplify daily operations by automating key tasks like client communications, call recordings freeing up your team to focus on what matters.
- Centralized Client Information: Access comprehensive client profiles, including history and relevant data, all in one place to deliver faster, more personalized service.
🌟 Why Integrate JAS Communications with Applied Epic?
- Boost Efficiency: Eliminate redundant data entry and reduce administrative work with synchronized data.
- Enhance Accuracy: Ensure real-time information updates to minimize errors and improve service reliability.
- Streamline Operations: Optimize workflows to reduce overhead and save time.
✅ - Improve Customer Insights: Gain better visibility into client needs, enabling more informed service decisions.
Our integration empowers insurance brokerages / agencies to reduce administrative burdens, improve service, and drive growth through secure, compliant data-sharing and elimination of redundant tasks. Discover the productivity boost that comes from aligning your communication tools with Applied Epic.
Requirements
- Must have the Custom SDK or Development SDK for third-party integration (contact your Applied representative for details).
- Must be a JAS Communications client.
Want to Learn More?
Contact our sales team at 1-866-498-0027 ext 1 or email [email protected] for additional details and support.
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Last update / version
2024-12-16 / 1.0.3
Listing languages
en