Applied Epic

Applied Epic is the insurance industry’s fastest-growing agency management system chosen by more agencies to increase growth, productivity and profitability.

In today’s changing insurance market, mid to large-sized agencies need an advanced, scalable system that supports growing business needs and provides a greater level of visibility across their entire book of business. Applied Epic lives up to its name with powerful automation capabilities and the industry’s most technologically advanced, flexible and secure platform. The system offers a single application with integrated capabilities to efficiently manage customer relationships, policy administration and financial accounting processes, as well as a single view of your customers across all lines of business.

Applied Epic’s unique software architecture provides scalability for agencies with multiple locations in different geographies and is designed to easily manage rapid business growth. With an intuitive user interface, Applied Epic delivers a comprehensive view of client information and internal operations, enabling your agency to make more informed decisions and capitalize quickly on new opportunities.

Check Out the Latest Version of Applied Epic

Applied Epic insurance management allows your agency to:

  • Manage benefits and P&C business within a single application
  • Access information faster and track all customer contact
  • Automate auditing and configure workflows
  • Customize invoices, statements and reporting
  • Access a policy summary comparison tool
  • Tighten security for sensitive data
  • Manage data for increased risk control

Reduce Operating Costs and Increase Flexibility with Applied EpicOnline
With Applied EpicOnline, the cloud hosted version of Applied Epic, delivers the capabilities of Applied Epic along with the performance, security and cost savings advantages of the cloud. Hosted in Applied’s secure Tier III+ data centers, Applied EpicOnline allows your staff to access agency data anytime, anywhere and eliminates the need for you to manage hardware, IT and security-related issues on-premises so you focus on the business of insurance.


Product Benefits

Applied Epic provides a single view into your entire customer base and business processes across all locations and lines of business, providing your agency the information needed to quickly and easily make more informed business decisions, expand your book of business and manage more strategically.


Applied Epic standardizes business operations around best practices workflows, enabling your agency to increase efficiency of agency staff and lower administrative costs while ensuring consistent deliver of high-level service to customers.


Applied Epic was designed to provide the capabilities agencies require today to quickly expand and seamlessly integrate newly acquired businesses. With an intuitive user interface, Applied Epic’s single view into customers and business operations, standardized workflows and consistent, enterprise-wide reporting enable your agency to add new customers, lines of business and locations across multiple and geographies using one application.


Applied Epic enables agencies to drive higher customer trust and satisfaction by consistently delivering a stronger customer service experience. The system enables agents and brokers proactively to identify new servicing opportunities, quickly satisfy information needs, improve client communication and eliminate administrative tasks that reduce opportunities to work directly with clients.

For more information about Applied Epic and other Applied solutions, call us at 1.800.786.1362 or Contact Us.

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