We are the current that connects insurance

Applied creates connections between the essential elements of the policy journey, bringing together brokerages, insurers, and MGAs to enable end-to-end workflows across systems. By applying AI automation to modern infrastructure, we are engineering smarter workflows and driving better decisions that accelerate growth for all stakeholders.

Applied Systems builds the software that independent brokerages, insurers, and MGAs use to run their business and to do business with each other.

On the brokerage side, that is the broker management system the business runs on – every line, every location, one record – with quoting, servicing, accounting, and benefits built into it.

On the insurer side, it is the connectivity that reaches broker desktops and the risk digitization that turns a submission into a decision.

Between the two sits the part nobody sees: We are the current that connects insurance. The infrastructure that carries data from one to the other, so nobody has to rekey it.

How Applied got here

1983

Applied Systems was founded in 1983 on a simple idea: automate the insurance lifecycle so that our broker customers can help safeguard and protect what matters most.
Forty-plus years later

That idea has grown into a rallying cry that aims to reimagine how insurance flows in a way that delivers compounding value for each participant in the lifecycle, including brokers, insurers, and the end customer.
By buying

EZLynx brought comparative rating and its own agency management platform. Indio brought application management. Ask Kodiak brought appetite and eligibility communication. Planck and Cytora brought native AI.
By building

Alongside them we built Applied Pay, Book Builder, and Recon inside Applied Epic®. Each one reframes how a piece of insurance gets done.

What makes Applied different

Largest network of brokerages and insurers

Enabling more efficient communication and operations

One connected platform

Enables an end-to-end policy lifecycle, not a patchwork of integrated systems

AI and automation

Most ongoing investment than any other player into AI and automation

Built for the long term

Majority-owned by Hellman & Friedman, with growth investment from CapitalG (Alphabet’s growth equity fund), JMI Equity, and Stone Point Capital.

See why brokerages and insurers choose Applied

Applied by the numbers

3,000+

customer obsessed members of Team Applied
38,000+

brokerages and agencies connected to 700+ insurers and MGAs
1.5M+

transactions moving between brokerages and insurers every day
339,000+

people use Applied software every day, across 7 countries

Leadership

Applied’s leadership team comes out of insurance, out of enterprise software, and out of companies that scaled through acquisition. Some have spent their whole careers in this industry and know exactly why a renewal process looks the way it does. Others arrived from outside it and keep asking why it still does.

Meet the leadership team

What We Value

Six values, written as commitments rather than nouns, because that is how they get used internally.

To always innovate

The category does not reward standing still, and neither do our customers.
To be results-oriented

Shipped and adopted, not announced.
To work with great people

Who we hire is the product decision that compounds hardest.
To do the right thing

Including the times it costs us something.
To lead our industry

Leading means going first, which is not always comfortable.
To exceed expectations

Measured against what customers were promised.

More than 3,000 people across seven countries wake up every day thinking about Applied and its customers, most of whom will tell you they came for the role and stayed for the team.

See life at Applied

We are intentional about building a workplace where the people we hire feel supported to do their best work.

Read about inclusion and belonging

Data security

Applied protects the policy records, client data, and financial transactions that move through our platform, backed by independent audits, not just our word.

Read about trust and security

Sustainability and compliance

We are committed to fostering transparency, governance, and operational integrity of our Environment, Social, and Governance (ESG) and risk management efforts, ensuring a stable, resilient foundation for sustainable innovation.

See sustainability and compliance

The current at work

Moving to Applied Epic allowed us to have top-notch tools at our fingertips, enabling us to compete with brokers ten times our size.

The biggest deal that drove our decision to go to Applied was scale. We need to grow, and not by a little bit, but by a lot.

We've become more profitable over the years. We know that the fundamental way our staff have been more efficient is through Applied Epic.

Questions about the company

Applied Systems is privately held. Hellman & Friedman holds the majority stake, with growth investment from CapitalG, JMI Equity, and Stone Point Capital. Applied is not publicly traded.

1983. Applied has been building software for insurance distribution for more than forty years.

More than 3,000 employees across seven countries. Around 339,000 people work in Applied software every day, at 38,000+ brokerages and agencies connected to 700+ insurers and MGAs.

EZLynx, Indio, Ask Kodiak, Planck, and Cytora, among many others over the decades. Each brought a capability that now runs inside the wider platform.

We are the current that connects insurance

How Applied got here

What makes Applied different