Certified Integrations

Integrations extend the optimum performance of the Applied ecosystem of products. Applied works directly with third-party partners to enable seamless compatibility of data and workflows, thoroughly testing integrations to ensure they meet the highest quality standards. Learn more about integrating with the Applied ecosystem.

Technology Partners

blueC

blueC specializes in enterprise Call Content and Recorded Call Management and is a leading solution provider in the Insurance market. blueC’s award-winning flagship product, blueButler, enables brokers to optimize call-recorded business processes while identifying new revenue opportunities, mitigating risk, and managing a highly qualified and productive workforce.
CGI

CGI is among the largest independent IT and business consulting services firms in the world. With 91,000 consultants and professionals across the globe, CGI delivers an end-to-end portfolio of capabilities, from strategic IT and business consulting to systems integration, managed IT and business process services and intellectual property solutions. CGI works with clients through a local relationship model complemented by a global delivery network that helps clients digitally transform their organizations and accelerate results.
ClearPay

ClearPay is an independent Canadian company created by professionals with years of experience in the insurance and banking industries to automate payments and account reconciliation for the insurance industry. Through integration into major brokerage management systems, brokerages can use existing workflows and gain the benefits of advanced technology to eliminate the multiple-step, paper-based processes currently used by brokerages today.
ComUnik

ComUnik is a telephony solution that combines technological innovation with expert human support — a combination that makes all the difference. Founded in Quebec and serving clients across Canada, Comunik provides communication services that simplify collaboration, improve team responsiveness, and enhance operational efficiency. Since 2007, businesses have counted on us for our personalized service, proximity, attentive support, and proven expertise.
DASH Driver & Auto Search History

Driver and Auto Search History (DASH) is a policy and claims information system designed with industry input to retrieve driver and auto data for the Canadian insurance industry. It provides detailed reports on a consumer’s auto insurance history including policies, claims, and other relevant information used to provide an insurance quote. Enrolling with DASH gives insurers and brokers access to digital-ready reports that provide you with detailed information to assess risk and determine competitive auto insurance premiums.
DocuSign

DocuSign helps organizations connect and automate agreements' preparation, signing, acting, and management. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature, the world's #1 way to sign electronically on practically any device, from almost anywhere, at any time. Today, over 1,000,000 customers and hundreds of millions of users in over 180 countries use the DocuSign Agreement Cloud to accelerate business and simplify people's lives.
e2Value

e2Value provides web-based Insurance-to-Value and collateral value monitoring solutions for Residential properties: Mainstreet® homes, high-value homes, mobile manufactured and kit homes, condos and co-ops. Any size and style. Commercial properties: Virtually any commercial structure, from warehouses to hospitals to manufacturing facilities and more. Farm and Ranch properties: their estimator is the only web-based estimator solely dedicated to Farm and Ranch structures. It offers the convenience of valuing both home and farm structures within a single valuation tool.
FIRST Insurance Funding of Canada

FIRST Insurance Funding of Canada (FIRST Canada) is part of the Wintrust family of companies, with over $64 billion in assets and one of North America's largest Premium Finance Companies. It provides the Canadian insurance market with comprehensive payment solutions and offers flexible payment options for all commercial insurance clients, including pay-in-full, monthly payments, and credit cards.
Formstack Sign

Formstack Sign allows you and your customers to eSign from anywhere. Business moves faster with simple and secure eSignatures from Formstack Sign. From contract to deal, agreement to closed-won, you can easily connect the dots with Formstack Sign. This eSignature solution increases internal productivity and lets you deliver a better customer experience. All of this without sacrificing compliance to the rigorous security standards you expect out of today's eSignature solutions. Upload a document, drag and drop fields, send to your customers, and once it's signed, receive a full audit log.
Imperial PFS

Imperial PFS Canada helps brokers, insurers, and MGAs across Canada grow by offering customized financing programs that best suit their customers’ needs. Their payment programs and market-leading quoting systems enable companies to be more competitive, increase revenue, and lower operating costs by seamlessly integrating payment solutions into their operations. They partner with leading brokers, insurers, and MGAs across Canada.
Koïos Intelligence

Founded in 2017, Koïos Intelligence’s mission is to empower the insurance and financial industry with the next generation of intelligent and customized systems that Artificial Intelligence, statistics and operational research support. Combining the knowledge of our lead experts in Insurance, Finance and Artificial Intelligence, Koïos is developing new technologies that redefine the interactions between insurers, brokers and customers.
LexisNexis

LexisNexis® provides legal, regulatory, and business information and analytics that help customers increase their productivity, improve decision-making, achieve better outcomes, and advance the rule of law around the world. As a digital pioneer, the company was the first to bring legal and business information online with its Lexis® and Nexis® services. LexisNexis Legal & Professional, which serves customers in more than 150 countries with 11,800 employees worldwide, is part of RELX, a global provider of information-based analytics and decision tools for professional and business customers.
Opta Information Intelligence

Opta Information Intelligence provides Canada’s insurance and corporate industries with tools to manage and authenticate risk information, helping them become more competitive, generate business, and gain the insight required to make profitable business decisions.
Quandri

Quandri transforms the policy renewal process for personal lines insurance brokerages by automating time-consuming and repetitive tasks, identifying actionable policy insights and enabling insurance companies to achieve profitability and scale. Quandri's Renewal Intelligence Platform uses AI-enabled agents (a.k.a. bots) to accomplish manual, repetitive tasks within your Applied Epic BMS, which in turn enables your human agents to focus their efforts on more valuable work, such as calling clients and selling additional policies.
Primaco

A pioneer in insurance financing, Primaco is a fully Canadian-owned company that has operated since 1962. They prioritize providing our clients with fast, accessible and easy-to-use service. Simplicity, transparency and speed of execution are the values that define them and contribute to their solid reputation. Primaco with Applied Epic simplifies financing by allowing users to produce a quote and manage the financing through Applied Epic.
Red Planet Software

With a track record of managing over $8 billion in repayments annually, Red Planet Software has solidified their position as a leading player in the Premium Finance industry. Serving diverse global markets, including Canada and the United States, they are committed to making a difference by developing innovative software designed to simplify premium funding processes for brokers. Their solutions feature intermediary and customer portals, loan management, automated approvals, quote generation, online payment options, and financial reporting capabilities.
Twillio

Today’s leading companies trust Twilio's Customer Engagement Platform (CEP) to build direct, personalized relationships with their customers everywhere in the world. Twilio enables companies to use communications and data to add intelligence and security to every step of the customer journey, from sales to marketing to growth, customer service and many more engagement use cases in a flexible, programmatic way. Across 180 countries, millions of developers and hundreds of thousands of businesses use Twilio to create magical experiences for their customers.