EPIC Agent Suite is your complete all-in-one mobile workspace designed specifically for insurance professionals. Streamline every part of your business in one secure, fully compliant platform — no more juggling multiple apps, logins, or scattered client information.

Powerful Features Include:

HIPAA-Compliant CRM
Store, manage, and organize client data safely and securely. Access profiles, documentation, call logs, and policy notes from anywhere.

Lead & Sales Tracking
Track prospects from first contact to enrolled client with simple status updates, reminders, and pipeline views.

Call Recording & Storage
Record and store sales calls directly inside the app with AP2-level compliance and encrypted cloud storage.

Mass Email & SMS
Send compliant bulk texts or emails to clients and leads. Schedule messages, create templates, and manage contact groups with ease.

Social Media Integration
Connect your social accounts to access content, post updates, and streamline marketing from the dashboard.

Training & Resources Hub
Instant access to carrier documents, business tools, onboarding materials, SOPs, and training videos.

Team Messaging & Group Chat
Stay connected with your organization through built-in secure chat rooms, DMs, and team channels.

Everything You Need, One App
CRM, communication tools, call recording, file storage, marketing, training, and business management — all combined into a single streamlined platform.

EPIC Agent Suite makes it easier than ever for insurance professionals to organize their workflow, stay compliant, and scale their business with confidence.

EPIC Broker Solutions

Additional Information