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With Applied Epic® you can reduce operating costs and gain greater business insights, increase employee productivity and satisfaction, build an agile technology strategy on an open and secure platform, and foster better insurer relationships and save time servicing customers.

Applied Epic helps you meet your needs:

More automation and visibility across more agency roles and lines of business that creates productivity and keeps operational cost low.

Software made for the insurance industry, but looks and behaves like the easy, intuitive and simple apps and online services that I use daily.

Flexibility to grow and have peace of mind that technology can integrate with other technology as needs and trends change.

Market access and a process within my daily workflow to connect with insurer partners.

Applied Epic is an agency management platform that allows agents to manage their business across all roles and locations for both their P&C and Benefits books of business via a single view of the customer with automated capabilities for each stakeholder in the business, while also supporting integrations and acquisitions using open and scalable architecture.

Applied Epic Helps Your Business:  

Embrace technology with an open and flexible platform. Applied Epic® supports acquisitions and integrations of both Applied and third-party applications to guarantee productivity and profitability as your business needs change.

Give your P&C and Benefits brokers a single place to operate. All roles, locations and lines of business – both P&C and Benefits – can be managed in this platform while giving flexibility for staff to operate with other applications that exchange data directly with Applied Epic.

Empower your team to work from anywhere in a system they'll love. In just a few clicks, agency staff can view account and policy details, complete a quote, file a claim, and remarket a renewal, all while on the go. 

Work better with your insurer partners. Connect with insurer partners from your daily workflow to save time servicing customers. You can find the best products quickly and easily without leaving your core system and exchange policy details.

Meet your customers wherever they are. With the ability to seamlessly integrate with your online client portal and mobile app, you can help customers help themselves through 24/7 access to the policy information in your management system.

The platform provides core capabilities to automate sales and servicing workflows, deliver online customer experiences, and connect more closely with insurer partners. It provides flexibility and ease for integrations so agencies can easily plug third-party applications into the platform to meet the needs of their staff, customers and partners. Applied Epic delivers open architecture, rapid innovation, access to data and simple user experiences to create productivity, simplicity, intelligence and value for agencies at each stage of the customer lifecycle.

Applied Epic delivers a single view of the customer across lines of business, roles and locations and provides essential capabilities for each stakeholder within the business to more effectively manage customer relationships, sales opportunities, market appetite search, quoting, financial accounting, reporting, and policy and benefits administration. Using open and scalable architecture, it supports acquisitions and integrations of both Applied and third-party applications to ensure productivity and profitability as the needs of the business change. 

Applied Epic is built to give you the choice to leverage integrated capabilities for a consistent user experience while also giving you the flexibility to build your tech stack to meet the needs of your staff, customers and partners.

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Document Templates

Insurance Policy Management

Insurance Rating

Document Storage

Policy Management

Property & Casualty

Contact Management

Lead Management

Workflow Management

Email Management

Activity Dashboard

Accounting Integration

Commission Management

Claims Management

Life & Health

Quotes/Estimates

Third-Party Integrations

Document Management

Search/Filter

Data Import/Export

Comparative Insurance Rating

Secure Login

Multiple Line Rating

For Auto Insurance

Self Service Portal

For Disability Insurance

Commercial Lines

Reporting & Statistics

Multi-State

For Health/Medical Insurance

Mac OS

Web browser (OS agnostic)

Windows 10

Contact Applied Systems for pricing details.

Email/Help Desk

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Applied Epic

In Person

Live Online

Webinars

Documentation

Videos

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