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Make AI secure, with permissions set and a clear audit trail
Every automated step runs under the roles and permissions you already set, a person approves the outcome, and a full audit trail captures it.
For IT and Operations
Centralize every line of business on a single platform
You maintain one platform, and upgrades are handled. Integrations plug in; scale and security are proven.
Keep the brokerage secure with less to maintain
The number of systems your team supports decides how much time they have for anything else. Upgrades, point integrations, access requests and client security questionnaires all go to the same few people, and every system the brokerage adds means more of each. Applied Epic® runs every line of business in one browser-based environment, so there are no servers to patch or upgrades to schedule. Integrations come from certified vendors that are tested against each release, and SOC 2 Type 2 and ISO 27001 reports are ready when a client asks. AI in Applied Epic runs under the roles and permissions you already set, with a full audit trail. Your team secures and monitors one platform and spends more time on the projects the brokerage needs next.
What IT owns
Every new connection is something to secure, monitor and explain at audit, so integration is an IT decision first.
Support one environment for every line of business
P&C, benefits and personal lines sit in the same environment, so there is only one thing to manage and monitor.
Built-in views with full custom control
Prebuilt IT and operations views sit alongside custom dashboards that your own analysts build inside Applied Epic.
Set what each client can see and do
The client portal reads coverage and insured detail from Applied Epic, under access the brokerage sets itself.
What customers are saying
Frequently asked about integration and security
Through open APIs for your own and third-party applications, and a CSIO mailbox for insurer download and real-time data exchange. The practical difference between vendors is whether integrations are certified against each release or whether your team finds out something broke after the upgrade.
Certification is the part that decides how much of this lands on IT.
SOC 2 Type 2 and ISO 27001 are the two most brokerages and their larger clients ask about, and both should be available as reports on request rather than described in a brochure.
The reason it matters commercially is that your own clients increasingly send security questionnaires. Answering those from an existing audit is faster than assembling evidence each time.
Less than it used to, if the platform is browser-native. There’s no server to size, patch or upgrade, so the work shifts from infrastructure to access control, monitoring and deciding which certified applications to turn on.
The hidden cost is usually the number of point integrations, since each one is something to secure and explain at audit.
No, you don't. A browser-native platform removes the server estate entirely, along with the patching cycle, the upgrade windows and the capacity planning that came with it.
What replaces it is a smaller and more strategic set of decisions: who has access to what, which integrations are approved, and how you evidence both when somebody audits you.
Go deeper on integration and security
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Epic Bridge: The New Outlook Add-In
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One platform to support
See what comes off your plate when every line of business runs in one environment you already secure.