For Brokers

Applied Epic

Manage all lines of business across all locations and roles in a single application.

Gain greater visibility across your entire book of business. Power your brokerage with the only system in the industry that has integrated capabilities to manage personal, commercial, scheme and benefits and sales in a single application. As the world’s most widely used brokerage management system, Applied Epic®’s integrated and open architecture provides essential capabilities for your brokerage to better manage customer relationships, sales opportunities, market access, financial accounting, reporting, business processes, and policy and benefits administration.

Key Benefits

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Gain a single view of your customers

Manage all roles, locations, and lines of business within a single application to reduce time and cost spent operating multiple disparate systems.

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Connect with your insurer partners

Automate policy information exchange with your insurers without having to leave the system.

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Manage sales processes and opportunities

View performance against sales goals and opportunities with role-based, intuitive dashboards to easily track new business opportunities and renewals.

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Connect with partners through an open, integrated system

Maximize your business value through seamless integration with third-party applications, proprietary systems and other data sources.

Capabilities

  • Text messaging

    Send individual text messages to your insureds or trigger mass messaging through system events

  • P&C and Benefits management

    Manage all lines of business in a single application and eliminate the time and cost spent managing and training staff on two disparate systems while maintaining a single view of your business.

  • Process management and automation

    Automate, adapt and reassign the most frequently used workflows to ensure consistency across all users and locations through business process management capabilities and pre-built workflows.

  • Customer relationship and sales automation

    View, monitor, track and forecast new business opportunities and renewals directly within the application, eliminating the need to invest time and expense in separate solutions.

  • Document management

    Create multiple folder levels, search, report, and track history and versions at the client and vendor level. You can manage, organize and secure documents according to your business process guidelines.

  • Omnichannel customer service

    Integrate with your online customer portal or mobile apps to empower customers and staff with the same policy information in Applied Epic.

What's New

  • User experience

    Improve productivity with enhanced user interface and user experience capabilities.


  • Integrated mass text messaging

    Trigger messaging through system events, such as automated welcome emails, reminder notifications, mass messages directly from reports for the purposes of marketing campaigns, or storm alerts or other mass messaging needs.


  • Renewal management

    View, process and track renewals with the dynamic and drill-down-enabled renewal management center.


  • Browser access

    Access Applied Epic in more ways than ever before with Applied Epic Browser Access.
    Participate in the Pilot Program

User experience

Improve productivity with enhanced user interface and user experience capabilities.

Integrated mass text messaging

Trigger messaging through system events, such as automated welcome emails, reminder notifications, mass messages directly from reports for the purposes of marketing campaigns, or storm alerts or other mass messaging needs.

Renewal management

View, process and track renewals with the dynamic and drill-down-enabled renewal management center.

Browser access

Access Applied Epic in more ways than ever before with Applied Epic Browser Access.
Participate in the Pilot Program

Customer Success

Drayden Insurance

Applied Epic

Drayden Insurance chose Applied Epic to gain a single view of the business and effectively manage growth across multiple offices.

Watch Customer Story

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.