EPIC Broker Suite

All-in-one CRM, lead management, communication, training & compliance for agents

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.