About Us

Partner Program

Take advantage of add-ons

Expand your technology strategy without development by leveraging our pre-built and custom integrations — extensions that integrate seamlessly with Applied’s solutions. You get immediate access to innovative new functions and tools, with a minimum of configuration.

Document Management

Extend document access from Applied Epic to share and manage documents across your team. Connect to leading document management applications like Sharepoint.

Financial Systems

Augment your income, expenses, and assets management to maximize profits and ensure sustainability. Connect to leading financial management applications like Oracle.

Sales Automation

Manage your sales pipeline and process with sales automation integration. Increases sales rate and improves revenue. Connect to leading document management applications like Salesforce and Microsoft Dynamics.

Benefits Systems

Model plan designs, manage cost and utilization information and leverage plan design benchmarking reports to further enable your customers’ employees to make informed health plan choices when enrolling for coverage. Connect to benefits applications like Zywave and BenefitPoint.

Bond Systems

Manage end-to-end surety bond workflow solution that works the way your surety business works: Issue, track, and execute bonds. Connect to bond applications like iAutomate Erlon Surety.

Ready to Learn More?

Applied is ready to provide your business with the advanced insurance software and solutions you need to become a digital brokerage.

Contact Us