EpicASSURE™

About EpicASSURE™

EpicASSURE™ is a cloud‑based insurance agency and brokerage management platform that connects brokers, insurers, loss adjusters, and policyholders automating the entire insurance lifecycle from quote to claim.

Built specifically for the Caribbean insurance market, EpicASSURE replaces paper‑driven, fragmented processes with a single, powerful system that improves efficiency, visibility, and client experience.

For Insurance Brokers & Agencies

EpicASSURE gives brokers and agents full control over their operations without spreadsheets, paper files, or manual follow‑ups.

• Manage policies, renewals, claims, commissions, and accounting in one system
• Work seamlessly with multiple insurers
• Reduce errors, missed renewals, and administrative overhead
• Scale operations without increasing staff workload

Insurance Companies & Partners Connectivity

EpicASSURE streamlines communication and data exchange between brokers and insurers.

• Electronic data exchange with insurers and banks
• Seamless communication with insurer platforms (including Underwriter™)
• Digital submission of new business and claims
• Reduced paperwork and processing delays
• Receive structured digital submissions
• Faster underwriting and claims processing
• Improved data accuracy and turnaround times

Capabilities & Features

Increase Efficiency & Productivity

Payment calculations can be time consuming and may lead to errors if not done properly. This module automatically calculates payments to be made to the varying insurance companies and sub-agents. Thereby reducing human errors and increase productivity with EpicASSURE™.

Reduce Opertational Cost

Communicating with an insurance carrier that utilizes applications such as Underwriter™ is a seamless process as everything but remittances can be sent to the insurance company using EpicASSURE™. Therefore, all documents relating to new businesses and claim requests are easily transferred to the insurer.

Cross Platform, Cross Device Support

Through use of its web access portal, EpicASSURE™ enables customers to log in and see basic information on the status of their policy at any point. They may also request a quotation at their own convenience.

Renewal Notifications via Email

Automated alerts remind users of priority activities required for outstanding accounts. This helps them to stay on track when processing their customers, therefore minimizing the use of the “I forgot to…” excuse, especially when handling large volumes of transactions. Workflow is therefore streamlined in a more productive manner that minimizes downtime.

Direct Data Exchange with Insurance Carriers

A significant contribution to increased profit margins is spending less on operational expenses. Traditional paper based business processes are not only expensive to upkeep, but extremely time consuming to find documents when needed. EpicASSURE™ boasts a document management system that electronically stores all client information for easy retrieval when needed, whether for transaction processing or for sending over to the insurance company.

Customer Online Access

As an application that supports both Mac and PC systems, EpicASSURE™ boasts an extensive feature list. The list below denotes the key ones that make EpicASSURE™ the best choice for your organization.