Skip to content

Make Commercial Lines Worth Your Investment. Read eBook

Drive a more connected digital experience at each point of the insurance lifecycle.

Applied Solutions Partnerships go beyond sharing data in an efficient manner. Solutions Partnerships further automate workflows and increase connectivity across the insurance lifecycle by embedding leading functionality into Applied’s solutions. Solutions Partnerships create technical and business collaboration to build and deliver best of breed solutions to our mutual agency and brokerage customers. These tightly integrated solutions make Solutions Partners are among Applied’s most selective and strategic relationships.

Integration & Solution Partners

  • AcordPay

    Integration Partner

    AcordPay is a leader in insurance payments technology, providing a suite of payment solutions for collecting premiums (Credit Card, Debit Card, ACH, EFT and Interac), managing the receivables lifecycle, settling with markets and paying claims, policy refunds and vendors. Brokers, MGAs, Carriers and other insurance solution providers rely on AcordPay’s payments-as-a-service platform to ensure flow of funds throughout the insurance policy lifecycle. With offices throughout North America, the insurance industry relies on AcordPay to process billions of dollars per year in digital payments.

  • blueC logo


    Platinum Integration Partner

    blueC’s blueButler application launches at the start of every call to provide real-time workflow tags, guides, checklists, audio signature scripts, upsell/cross-sell reminders, and client call histories to ensure your staff deliver a superior customer experience when servicing clients live on the phone. Integrated with Applied Epic, blueButler automatically records and embeds your client phone calls as an activity in Applied Epic, providing your staff instant access to critical information to complete business tasks, train staff, and manage E&O.

  • Bluefin Logo

    Bluefin Payment Systems

    Solution Partner

    Bluefin Payment Systems is the leading provider of secure payment technology for independent software vendors (ISVs), enterprises, retailers, financial institutions and small-medium sized businesses worldwide. Bluefin’s proprietary PayConex platform features PCI-validated Point-to-Point Encryption (P2PE), the QuickSwipe mobile POS system, tokenization, transparent redirect and more.

  • CGI Logo


    Solution Partner

    Founded in 1976, CGI Group Inc. is the fifth largest independent information technology and business process services firm in the world. Approximately 65,000 professionals serve thousands of global clients from offices and delivery centres across the Americas, Europe and Asia Pacific, leveraging a comprehensive portfolio of services including high-end business and IT consulting, systems integration, application development and maintenance, infrastructure management as well as 150 IP-based services and solutions. With annual revenue in excess of C$10 billion and an order backlog exceeding C$20 billion, CGI shares are listed on the TSX (GIB.A) and the NYSE (GIB). 

  • Citrix Right Signature Logo

    Citrix RightSignature

    Solution Partner

    RightSignature makes it fast and easy to get documents signed in minutes. RightSignature with Applied Epic enables agencies and brokerage to get contracts, applications, internal documents and more filled out and signed with easily, legally binding e-signatures.

  • Citrix Share File Logo

    Citrix ShareFile

    Solution Partner

    North American Applied TAM customers can leverage the ShareFile Plugin for Microsoft® Outlook. With ShareFile, agencies can further automate document management through easy, secure email without the use of usernames and passwords, in addition to the sharing and storing of documents in the cloud without having to leave Outlook.

  • Clear pay logo


    Solution Partner

    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. 

  • DocuSign

    Solution Partner

    DocuSign helps organizations connect and automate how they prepare, sign, act on and manage agreements. 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 750,000 customers and hundreds of millions of users in over 180 countries use the DocuSign Agreement Cloud to accelerate the process of doing business and simplify people's lives.

  • e2Value Logo


    Solution Partner

    e2Value, Inc. is a full-service application development, insurance consulting and technology provider that offers products to assist with Insurance-to-Value (ITV) and workflow solutions. The firm offers full-featured, knowledge-based Internet applications that enable consistency and standardization of pricing, processes, and procedures for insurance. Founded in 1999 by former insurance executives and based in Stamford, Connecticut, e2Value is the leading hosted application provider delivering replacement cost valuations over the Web for all residential, commercial, and farm and ranch properties in the United States and Canada.

  • First Insurance

    Platinum Integration Partner

    Canada - FIRST Canada’s certified integration allows Applied Epic users the ability to provide broker-specific payment plans along with the policy proposal, directly from within Applied Epic. Applied Systems and FIRST Canada jointly deliver a broker-centric workflow that improves operational efficiency and reduces administrative costs, while enhancing the client experience.

  • Formstack Sign

    Solution Partner

    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.

  • IFS Financial Services Inc.

    Integration Partner

    IFS Financial Services Inc. is a leading Canadian premium finance company offering a wide range of policies and payments plans to strengthen a broker’s business. With a focus on customer service and ease of doing business, they support our brokers and their clients with all of their premium finance needs. IFS’s integration with Applied Epic further increases automation and eliminates redundant data entry as customized payment plans are created to meet the unique demands of brokers’ businesses. In addition to the wide range of premium financing services available, IFS offers additional features like continuous financing and added endorsements.

  • Imperial PFS Canada

    Integration Partner

    Imperial PFS Canada (formerly SNAP Premium Finance) has helped Brokers, Carriers and MGA’s across Canada grow by providing them with turnkey and custom financing programs to offer their customers. Their payment programs quoting systems allow companies to be more competitive, increase revenues and reduce operating costs by seamlessly integrating payment solutions into their businesses. Imperial PFS Canada has offices in Toronto and in Vancouver.

  • Insurance Automation Group Logo

    Insurance Automation Group

    Platinum Integration Partner

    The iAutomate Surety suite of surety solutions enable agencies to streamline their surety bond processing and workflow by allowing surety companies to create a closed-loop surety process through direct connection to agency partners. These solutions are designed to automate the entire surety workflow process, eliminating manual re-keying of billing, bond policy insert, and transactional data to reduce cost and E&O exposure.

  • Koïos Intelligence

    Integration Partner

    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 are supported by Artificial Intelligence, statistics and operational research. 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 Risk Solutions Logo

    LexisNexis Risk Solutions

    Solution Partner

    LexisNexis Risk Solutions is a leader in providing essential information that helps insurance providers assess and manage risk. Their insurance solutions assist with automating and improving the performance of critical workflow processes to reduce expenses and improve customer experience. By tapping into the industry's largest collection of contributory databases, data prefill solutions, advanced linking technology and analytics from LexisNexis, insurance providers gain deeper insight into their business and customers to position for ongoing growth and respond to changing market dynamics.

  • opta logo

    Opta Information Intelligence

    Solution Partner

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

  • Passport Logo


    Integration Partner

    Passport, powered by Assurex Global and integrated into Applied Epic software, allows Applied Epic users to transfer documents in a few simple, secure steps without leaving the application. Documents can easily be shared at the client or policy level of another Assurex Global broker’s Applied Epic application. Simultaneously, the Assurex Global Passport system logs the document exchange and also maintains a copy of the document, improving staff productivity.

  • Primaco

    Integration Partner

    A pioneer in insurance financing, Primaco is a fully Canadian-owned company in operation since 1962. Their priority is to provide 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 makes financing even simpler by allowing users to produce quote and manage the financing through Epic.

  • Red Planet Software

    Integration Partner 

    Red Planet Software is the global leading provider of complete payment solutions for Insurance Premium Financing. Red Planet Software's solutions manage over US$5 billion of insurance payments annually.

  • Rhoads Online Institute Logo

    Rhoads Online Institute

    Integration Partner

    Rhoads PCRM is a producer credential management solution that enables organizations to effectively address state licensing and appointment regulations. The solution stores all producer demographic, state license and appointment information, and enables state licensing transactions via a single portal. Through integration with Applied Epic, agencies and brokerages are able to seamlessly connect sales and compliance functions, ensuring more accurate and effective policy management.

  • SimplePin Inc.

    Integration Partner

    SimplePin is a leading cloud-based payments infrastructure provider for the insurance industry. Insurance companies of all sizes – from insurance brokers, MGA’s to Nasdaq listed insurance companies – use SimplePin’s software and API’s to accept premium payments, send carrier settlements and claims payouts.

  • Twilio logo


    Solution Partner

    Twilio makes communications relevant and contextual by embedding messaging, voice and video capabilities directly into software applications. Integrated into Applied Epic, Twilio technology enables agents to send and receive text messages over the insurer network directly from the system to insureds.

Ready to Learn More?

When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.