Applied Epic tends to show up at a different scale than AMS360 or EZLynx — larger brokerages, MGAs, and agencies with complex commercial books that need deeper account structuring than simpler platforms offer. If that’s your agency, a generalist VA isn’t enough. You need someone who already understands how Epic’s account hierarchy, activity management, and certificate templates actually work.
Silkee provides insurance virtual assistants trained inside Applied Epic, so your brokerage isn’t spending the first month on software training instead of recovering producer time.
Why Applied Epic agencies have different VA needs than smaller shops
Applied Epic is built for scale and complexity — multi-line accounts, layered commercial structures, and brokerage-level reporting that smaller AMS platforms don’t attempt. That complexity is the point, but it also means the administrative load is heavier and less forgiving of mistakes. A VA who’s only worked in simpler systems will need real ramp-up time before they’re reliable inside Epic.
What a Silkee VA handles inside Applied Epic
Account & activity management
Your VA maintains account structures, logs activities consistently, and keeps attachments and notes organized at the level of detail Epic’s reporting depends on.
Certificate templates & COI batch processing
For brokerages issuing high certificate volume, your VA manages certificate templates and processes COI requests in batches rather than one at a time, keeping holder tracking current across every account.
Multi-state renewal coordination
Larger books often span multiple states with different filing and compliance considerations. Your VA coordinates renewal timelines across all of them, flagging anything that needs producer attention before deadlines close in.
Commercial lines submission prep
Submission packages for complex commercial accounts — applications, schedules, loss runs, supplemental forms — get organized and prepared so your producers can go to market without chasing down missing pieces themselves.
Working inside complex commercial workflows
Epic’s depth is exactly what larger brokerages need, but it also means more can go wrong if the person managing it doesn’t understand the system’s logic. Our Applied Epic-trained VAs know the difference between a workflow shortcut and a mistake waiting to surface at audit time — which matters more here than in simpler platforms like EZLynx or even AMS360.
Security & access for brokerage-scale operations
We set your VA up with a dedicated, permissioned user seat scoped to exactly the accounts and functions they need — not blanket access. Encrypted connections and signed confidentiality agreements are standard before any access is granted, and you retain full control to adjust or revoke permissions at any time.
Service packages for Applied Epic agencies
Brokerages and MGAs running Applied Epic typically need the full scope of our Insurance Concierge package — account management, certificate processing, multi-state renewal coordination, and commercial submission prep all included. For agencies of this scale, we’ll also discuss multi-VA support if a single person isn’t enough to cover the volume.
Not sure what scope you need? Book a free consultation and we’ll map your Applied Epic workload before recommending a package.
Ready to get started?
We offer a free VA trial with $0 setup fee for new clients. Most agencies are live in Applied Epic within 5–7 business days of their first call.
Book your free consultation or see how our pricing works before you reach out.
Frequently asked questions
Does a VA need Applied Epic training, or do you provide it?
Our VAs already come trained in Applied Epic itself. Onboarding focuses on your agency’s specific account structures, carriers, and reporting preferences rather than teaching the platform from scratch.
Can a VA support multiple producers in the same Epic instance?
Yes. We scope access and workflow based on how many producers and accounts your VA needs to support, and we’ll discuss whether one VA covers your volume or whether a small team is the better fit.
How does Silkee handle Applied Epic’s complexity compared to simpler AMS platforms?
We match VAs by platform experience, not just general insurance background. A VA placed with an Applied Epic agency has specifically worked inside Epic’s account structures and reporting before, not just simpler systems.
What size agency is a good fit for VA support with Applied Epic?
Applied Epic is typically used by larger independent agencies, brokerages, and MGAs, so our VA support for Epic agencies is scoped accordingly — often higher-volume support or a small team rather than a single part-time VA.