For Agents

Applied Epic

Manage all lines of business across all locations and roles in a single application.

Gain greater visibility across your entire book of business. Power your agency with the only system in the industry that has integrated capabilities to manage P&C, Benefits and Sales in a single application. As the world’s most widely used agency management system, Applied Epic’s integrated and open architecture provides essential capabilities for each stakeholder within your agency to better manage customer relationships, sales opportunities, market access, financial accounting, reporting, business processes, and policy and benefits administration.

Key Benefits

Gain a single view of your customers

Manage all roles, locations and lines of business within a single application to reduce time and cost spent operating multiple disparate systems.

Connect with your insurer partners

Access new markets and automate policy information exchange with your insurers without having to leave the system.

Manage sales processes and opportunities

View performance against sales goals and opportunities with role-based, intuitive dashboards to easily track new business opportunities and renewals.

Connect with partners through an open, integrated system

Maximize your business value through seamless integration with third-party applications, proprietary systems and other data sources.

Gain a single view of your customers

Manage all roles, locations and lines of business within a single application to reduce time and cost spent operating multiple disparate systems.

Connect with your insurer partners

Access new markets and automate policy information exchange with your insurers without having to leave the system.

Manage sales processes and opportunities

View performance against sales goals and opportunities with role-based, intuitive dashboards to easily track new business opportunities and renewals.

Connect with partners through an open, integrated system

Maximize your business value through seamless integration with third-party applications, proprietary systems and other data sources.

Capabilities

P&C and Benefits management

Managing both businesses in a single application eliminates the time and cost spent managing and training staff on two disparate systems while maintaining a single view of your business.

Process management and automation

Automate, adapt and reassign the most frequently used workflows to ensure consistency across all users and locations through business process management capabilities and pre-built workflows with myEpic.

Customer relationship and sales automation

View, monitor, track and forecast new business opportunities and renewals directly within the application, eliminating the need to invest time and expense in separate solutions.

Document management

Create multiple folder levels, search, report, and track history and versions at the client and vendor level. You can manage, organize and secure documents according to your business process guidelines.

Omnichannel customer service capabilities

Integrate with your online customer portal or mobile apps to empower customers and staff with the same policy information in Applied Epic.

What's New

Integrated SMS texting

Send, receive, and log text messages directly within the application at the account level to ensure a consistent stream of communications within daily workflows.
Sign up for integrated texting with Applied Epic


Policy checking and contract review

In partnership with Exari, automate and quickly analyze one policy or contract against other documents to easily spot similarities and differences.
Sign up for integrated policy checking with Applied Epic


Producer license tracking

Through integration with Rhoads PCRM, seamlessly connect sales and compliance functions for more accurate and effective policy management with producer license tracking.


Single Sign-On

Utilize the same credentials from Applied Epic to IVANS Exchange to eliminate time spent managing multiple login and password details.
Request your IVANS Exchange credentials


What's New

An example of Epic's texing ability displayed on a laptop

Integrated SMS texting

Send, receive, and log text messages directly within the application at the account level to ensure a consistent stream of communications within daily workflows.
Sign up for integrated texting with Applied Epic

Epic policy checking and contract review screenshot displayed on a tablet

Policy checking and contract review

In partnership with Exari, automate and quickly analyze one policy or contract against other documents to easily spot similarities and differences.
Sign up for integrated policy checking with Applied Epic

Applied account search

Producer license tracking

Through integration with Rhoads PCRM, seamlessly connect sales and compliance functions for more accurate and effective policy management with producer license tracking.

The IVANS Exchange sign on page displayed on a laptop

Single Sign-On

Utilize the same credentials from Applied Epic to IVANS Exchange to eliminate time spent managing multiple login and password details.
Request your IVANS Exchange credentials

Ready to Learn More?

Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.

Contact Us