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Run every line of business in one platform
Write P&C and benefits, commercial and personal lines in the same system, so you see each client’s coverage and the next policy to offer.
Broker management system
The broker management system built for brokerages that plan to grow
Your producers, servicing and finance run P&C and benefits from one place. As the book grows, AI in Applied Epic takes on the routine work.
Canadian brokerages of every size run their business on Applied Epic
Why brokerages choose Applied Epic
Applied Epic is the world’s most widely used broker management system, built for brokerages that are growing and changing how they work.
Work with your insurers from inside Applied Epic
Quote personal and commercial lines, send submissions and receive policy downloads in the same workflow your team services the account in.
Grow into new locations and acquisitions on the same system
Set permissions by role, branch and client, connect other tools through open APIs, and your team works in the browser from any office.
Change how your brokerage works, with Applied beside you
Applied specialists help each role adopt Applied Epic at go-live and as new functionality ships, so new ways of working stick.
AI automation built into Applied Epic
Epic Conductor puts AI to work across the assembly line of insurance, wiring together workflows in placement, servicing, accounting, and renewals to take manual, redundant work out of your day. It runs directly inside Applied Epic, using the data, records, and permissions you already have set up. Your team hands off the rekeying and searching, and spends more time growing the top line and doing the advisory work you know best.
Write, service and bill every policy in Applied Epic
Your team enters client details once and uses them from the first application to the commission statement.
Issue, endorse, renew and cancel policies from one account. CSIO downloads from your insurers keep personal lines details current from issuance to renewal.
Find a group account and work its plans from one benefits workspace, on the same record as the client’s P&C business.
Complete CSIO forms and your own questionnaires with clients online instead of trading PDFs and emails. Renewals start from last year’s answers.
Send a commercial risk to market by comparative rating, application packet or email, and track every submission on the account. AI captures emailed submissions and summarizes insurer replies.
AI reads direct bill and agency bill statements in any format and flags the exceptions. Finance works only those, then posts the statement.
Send a payment link and clients pay by card, EFT or digital wallet. Each payment posts to the right invoice as it clears.
More in Applied Epic for growth, servicing and finance
Choose Growth or Servicing and Finance to see the capabilities for each.
Personal lines quoting
Quote personal lines across your markets
Rate home, auto and condo risks across your markets from one entry. Applied Rating Services returns the results to the client account.
Prospecting insights
Research any business before you call
AI builds a profile of any business you’re pursuing from public data. You see what it does and the coverages it should carry.
Marketing campaigns and content
Reach clients with ready-made campaigns
Build an audience from your book and pick a campaign that’s already written. Insurance-trained AI drafts the email for your approval.
Client servicing and portal
Answer routine requests at any hour
Clients pull documents, pay invoices and request certificates through your branded portal and app. Each request is logged to the account.
Insurance accounting
Keep trust balances compliant
Every invoice, receipt and commission posts against its policy, with trust funds held apart from operating funds.
Dashboards and reporting
See which numbers need action this week
Role-based dashboards read current Applied Epic data, and alerts go to whoever owns each metric.
Agencies running on Applied Epic
Frequently asked questions about Applied Epic
Applied Epic is a broker management system, the platform a brokerage runs its business on. It brings client servicing, new business and financial operations into one record across P&C and benefits.
Producers, account managers and finance teams work in the same system, and AI built into it takes on routine work such as reading documents and reconciling statements.
Applied Epic runs Canadian brokerages from a few dozen people to more than a thousand, across P&C and benefits. Every package tier includes Applied Rating Services for personal lines quoting.
If you’re unsure which setup fits, an Applied specialist can review your book and lines of business with you.
Applied Epic offers APIs that let the other tools your brokerage relies on read and write client and policy data. Those tools stay connected to the same record your team works in, so nothing is rekeyed between systems.
The tools you want to keep stay in place, while Applied Epic remains the system of record.
Applied Epic connects to Canada’s insurers and MGAs through CSIO-standard download, eDocs and real-time quoting. Cytora helps insurers read incoming submissions and return quotes faster.
Applied works on both sides of that exchange, so policy, submission and quote data moves between your brokerage and its markets from inside Applied Epic.
The clearest difference is where the AI runs. In Applied Epic, Epic Conductor works inside the management system, on the same client and policy records and under the same roles and permissions your team uses.
New AI capabilities build on the data and controls you already have.
Timing depends on book size, lines of business and how much historical data comes across. Applied’s implementation team plans the conversion with you and maps your existing data before go-live.
Training runs alongside, so your team is ready at go-live.
Go deeper on Applied Epic
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Brochure
Applied Epic
What Applied Epic covers for Canadian brokerages, across P&C and benefits.
Read the brochure -
Scorecard
Applied Digital Brokerage Scorecard
Score how digital your brokerage is today, and see where to start.
Take the scorecard -
Customer Video
Drayden Insurance Ltd.
How a 165-person brokerage runs every office on one integrated system.
Watch Now
Run your whole brokerage on one system
Talk to an Applied specialist about your lines, your insurers and what moving your book to Applied Epic involves.