Certified Applied Vendor
An AI workforce built to work with Applied Epic.
Third Plane’s Placement Desk works with Applied Epic to execute placement work and return activities, documents and results where your team already lives.
Keep Epic at the center of your operation.
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 works around your existing workflow
Your team gets the results back where they already live
How your AI workforce works with Applied Epic.
Works from your Epic data.
Placement Desk uses the account and policy information already available in Applied Epic.
Writes the work back.
Activities, documents and results return to Epic where your team already lives.
Starts renewal work automatically.
Placement Desk can identify upcoming renewals in Epic and begin defined placement work before your team has to start it manually.
What Applied certification means for your brokerage.
Vetted by Applied
The integration goes through Applied’s certification process.
Faster to connect
A certified integration provides a faster path to connecting with Applied Epic.
No additional purchase from Applied
Connecting a desk to Epic does not require a separate product buy from Applied.
Built to stay current with Epic
Certified vendors receive access to the latest Applied Epic releases so their integrations can remain current as Epic changes.
Run Epic? Give the work somewhere to go.
Tell us how placement works in your brokerage. We’ll show you where an AI workforce can connect to Epic and take defined work off your team’s plate.