Boost productivity, accuracy, and compliance with expert-driven Applied Epic training services that address the real-world challenges in insurance workflows.
Master Applied Epic to Optimize Your Insurance Operations
For insurance agencies, carriers, MGAs, and brokers, Applied Epic is a powerful and feature-rich platform that often remains underutilized, as most agencies use only a fraction of its capabilities. Without proper training, reliance on outdated habits or inefficient workarounds increases, data gets mishandled, and it takes longer to onboard new hires.
Flatworld Solutions offers customized Applied Epic training services to help your team unlock the platform's full potential. Our targeted, role-specific Applied Epic training services ensure your staff uses the system correctly, efficiently, and to its full potential. This means you get efficient workflows, higher customer satisfaction, improved reporting, and a stronger bottom line.
With over two decades of global experience in supporting insurance operations, we bring deep industry expertise with proven training methods. Our programs cover Applied Epic software, agency management systems, and Applied Systems Epic optimization, ensuring your staff gains both technical know-how and process efficiency.
Partner with Flatworld Solutions to turn Applied Epic into a true driver of growth and operational excellence.
Our Comprehensive Applied Epic Training Services
Migration & Post-Go-Live Training
Smooth transition to the Applied Epic agency management system, ensuring your teams adapt without interrupting the workflow. Using live simulations, job aids, and real-world scenarios, we combine structured implementation-phase sessions with follow-up after go-live for lasting proficiency.
New Hire Onboarding Training
Efficient onboarding of new hires without operational drag and high costs with tailored and immersive Applied Epic learning paths. Our solutions seamlessly integrate with your agency's workflows, blending basic navigation with job-specific tasks that create confident and curious team members from day one.
Role-Based Efficiency Workshops
Specialized training to help underwriters, claims processors, CSRs, and managers leverage the true potential of the Applied Epic system. Using targeted process mapping and function-specific tasks, our trainers address the exact knowledge or skill gap to boost speed, accuracy, and compliance.
Workflow Optimization
Optimized and consistent workflows for improved data integrity, customer service, and turnaround times. We analyze your current procedures and integrate them into Applied Epic through custom configurations and guided practice, so that every team member follows the same standardized approach.
Applied Epic Insurance Reports Training
Data-driven decisions powered by accurate and actionable insights from Applied Epic reports. We help teams create, schedule, and interpret key performance dashboards, applying insurance-specific KPIs and analytics best practices to support strategic growth and compliance monitoring.
Security Configuration & Administration Enablement
Secure client data and maintain compliance with proper system security. Our proven configuration protocols help our clients set permission structures, manage security groups, and audit access logs to ensure system integrity and regulatory adherence.
Super-User & Train-the-Trainer Programs
Internal champions drive faster adoption and reduce dependency on external support. We mentor select employees in advanced Applied Epic usage, troubleshooting, and coaching techniques so they can train colleagues and maintain high competency levels organization-wide.
The Process We Follow in Our Applied Epic Training Services
At Flatworld, we offer custom solutions by following a structured, results-driven approach to deliver our Applied Epic policy management training services. This ensures their alignment with your specific operational goals, regulatory requirements, and team capabilities, so that you only pay for services you need. Our process of service delivery follows:
We begin by evaluating your current Applied Epic usage, identifying the skill gaps of your team, and setting training goals for them aligned with your specific workflows and growth objectives.
Based on the results of your agency's evaluation, we develop role-specific and function-specific learning modules that cover Applied Epic insurance software, policy management, reporting, and compliance.
Our tailored solutions offer live sessions, simulations, and hands-on exercises to your team, tailored to fill their skill gaps through real insurance scenarios.
At this stage, Applied Epic best practices are embedded with your existing workflows, including mapping routine tasks to Epic features, minimizing redundant work, and ensuring accurate policy servicing.
Progress tracking of adoption and skill improvement using practical assessments, reports, and user feedback. This information is used to identify knowledge gaps and refine our training further.
To keep the skills sharp, we provide refresher sessions periodically, including Q&A and updated resource materials describing any new Epic features or process changes. This ensures your team stays confident and productive long after initial training.
Our Modules for the Applied Epic Insurance Training Program
Our training module facilitates tailored instruction and role-specific workflows to transform your team's Applied Epic proficiency and enhance compliance across your entire agency. Here are the Epic features that our training modules cover:
System Navigation
EPIC interface, modules, menu, user roles
Policy Management
Adding, updating, renewing, and servicing policies
Client & Contact Management
Managing client info, notes, activities, attachments
Workflows & Task Automation
Creating custom workflows, activity tracking, and email integration
Reporting & Dashboards
Running custom reports, book-of-business views, sales tracking
Document Management
Uploading, sharing, and securing documents within the EPIC environment
Compliance & Audit Trails
Tracking actions, approvals, and ensuring data integrity
What Makes Us an Ideal Outsourcing Partner for Applied Epic Training Services
Choosing the right Applied Epic training services provider can significantly improve and maximize the platform's value for your operational efficiency. Our customized training programs are designed to help insurance professionals confidently navigate Applied Epic, no matter their role or experience level. Here is why we are your ideal outsourcing partner:
Proven Industry Experience
Two decades of global outsourcing expertise, empowering our trainers with real-world insurance & Applied Epic expertise in optimizing its usage for policy management, reporting, and claims workflows.
Custom Training Programs
Workflows mapped to your agency's unique needs, compliance requirements, and operational goals. This not only reduces your cost for the services you avail, but also offers the flexibility to scale resources up or down as your needs shift.
Data Security & Compliance
Being an ISO/IEC 27001-certified service provider, we ensure secure storage and transfer of your sensitive insurance data, strictly in compliance with GDPR and industry-specific regulations.
Advanced Training Infrastructure
Training infrastructure supported by licensed Applied Epic tools, secure virtual environments, and interactive platforms. Get hands-on experience, role-specific training for producers, CSRs, and other managers.
Dedicated Support
A dedicated manager serving as your single point of contact for all communication, including milestones and reporting. A dedicated professional ensures smooth execution and full accountability of our support throughout our engagement.
Flexible Training Formats
Training formats that enable teams to learn at their own pace. We provide live virtual sessions, self-paced learning modules, and fully customized training programs, along with post-training assessments & certifications to validate skills and ensure long-term retention.
Additional Services You Can Benefit From
We offer a range of complementary services designed to enhance your operational efficiency, improve employee skills, and strengthen customer engagement. Explore our additional Applied Epic support and other training services:
Back-Office Task Outsourcing
Skilled back-office teams who can efficiently manage transactional work and routine Applied Epic tasks, including COI generation, policy renewals, endorsements, and reconciliations.
Staff Augmentation for Epic Projects
Outsource our skilled Epic specialists temporarily, such as admin, reporting consultants, or workflow analysts. Our experts are specialized to integrate seamlessly with your existing teams and support go-lives, upgrades, or peak workload periods.
E-Learning Platforms
Scalable e-learning platforms that enable organizations to deliver consistent, accessible, and engaging training to learners worldwide. Our solutions offer interactive modules integrated with multimedia and secure access, facilitating effective knowledge sharing and retention.
Corporate Training
Customized corporate training programs conducted by subject matter experts. We combine interactive methods and tailored content to help employees build practical, goal-oriented skills for the future.
Product Tutorials
Intuitive and engaging product tutorials that can simplify the most complex concepts for users. Our experts design tutorials with a strong instructional framework, integrated with easy-to-understand visuals and guidance, built to improve product adoption and user confidence.
Call Center Training Programs
Specialized call center training programs to improve communication skills, product knowledge, process understanding, and customer service excellence. Our training programs ensure your call center representatives understand your customers better and deliver consistent service quality.
Client Testimonials
Our team went from struggling with EPIC to mastering it in just a few sessions. The trainer spoke our language and even tailored the content to our exact workflow.
- Operations Manager,
Regional Insurance Agency
This was the most practical and relevant software training we’ve ever had.
- CSR Team Lead,
P&C Broker
Outsource Applied Epic Support to Flatworld Solutions
Whether you're a small agency or a national broker, investing in EPIC training is critical for scalability, compliance, and operational excellence. Our training modules for Applied Epic training services are constantly updated to reflect platform changes and industry best practices. This helps us boost the onboarding process, reduce data entry errors, enhance reporting capabilities, and improve your overall productivity.
Ready to transform your team’s EPIC proficiency into a competitive advantage? Contact us today to discuss your training needs and start driving measurable results!
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Flatworld Solutions
116 Village Blvd, Suite 200, Princeton, NJ 08540
PHILIPPINES
Aeon Towers, J.P. Laurel Avenue, Bajada, Davao 8000
KSS Building, Buhangin Road Cor Olive Street, Davao City 8000
INDIA
Survey No.11, 3rd Floor, Indraprastha, Gubbi Cross, 81,
Hennur Bagalur Main Rd, Kuvempu Layout, Kothanur, Bengaluru, Karnataka 560077
