Renewal tracking was manual across 2,000+ policies. CSRs spent half their day copying data between Applied Epic and carrier portals. Renewal retention had dropped to 82%.
Automated renewal tracking with 90-day, 60-day, and 30-day client notifications. Connected Applied Epic with carrier systems for real-time data sync. Built commission reconciliation automation.
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Start a ConversationOnly a handful of direct integrations despite massive customer base, while competitors like Box and Dropbox were touting integrations as key differentiators
Read Case StudyManual client intake process required staff to re-enter information from web forms into Clio, billing system, and document templates. New client onboarding took 2+ hours.
Read Case StudyPaper intake forms led to long check-in times and data entry errors. 30% first-pass claim denial rate due to eligibility issues. 15% no-show rate was hurting revenue.
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