Third Plane works with the systems and workflows your brokerage already uses. For Applied Epic agencies, Placement Desk can take on defined placement work without requiring your team to move into a new system or manage another daily tool.
Placement Desk uses the account and policy information already available in Applied Epic.
Activities, documents and results return to Epic where your team already lives.
Placement Desk can identify upcoming renewals in Epic and begin defined placement work before your team has to start it manually.
The integration goes through Applied’s certification process.
A certified integration provides a faster path to connecting with Applied Epic.
Connecting a desk to Epic does not require a separate product buy from Applied.
Certified vendors receive access to the latest Applied Epic releases so their integrations can remain current as Epic changes.
