About
This all-in-one mobile workspace streamlines insurance business operations. Manage client data, track leads, record calls, and communicate with teams securely and compliantly.
What's New in EPIC Broker Suite
4.16.0
June 12, 2026
Bug Fixes & performance Improvements
Developer apps
FAQ
What makes EPIC Broker Suite HIPAA-compliant?
EPIC Broker Suite is designed with HIPAA compliance in mind, ensuring secure storage and management of client data, including profiles, documentation, and call logs, all within an encrypted cloud environment.
Can I record calls with EPIC Broker Suite?
Yes, EPIC Broker Suite allows you to record and store sales calls directly within the app. It features AP2-level compliance and encrypted cloud storage for these recordings.
How does EPIC Broker Suite help with marketing?
The app offers mass email and SMS capabilities, allowing you to send compliant bulk messages to clients and leads. It also includes social media integration for streamlined marketing efforts.
Is EPIC Broker Suite available on Android devices?
Based on the provided information, EPIC Broker Suite is available for iPhone and iPad. Platform availability for Android is not specified.
How often is EPIC Broker Suite updated?
The latest version of EPIC Broker Suite is 4.14.1, and it was last updated on May 13, 2026. This indicates a recent update, suggesting active development and maintenance.
What kind of training resources are available in EPIC Broker Suite?
EPIC Broker Suite provides instant access to a Training & Resources Hub. This includes carrier documents, business tools, onboarding materials, SOPs, and training videos for insurance professionals.
Does EPIC Broker Suite have ads?
No, EPIC Broker Suite does not contain advertisements. The app is free to use without any ad interruptions.
What is the user sentiment for EPIC Broker Suite?
EPIC Broker Suite has a perfect rating of 5.0 stars from 1 rating, indicating highly positive user sentiment based on available data.