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.

Simple line icon of an eye

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.

Simple line icon of several circles each connected by lines to single center circle that encapsulates a person

Connect with your insurer partners

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

Simple line icon of a pin with a circle head that has three circular lines surrounding the top of the pin

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.

Simple line icon of a hand with a US coin floating above it

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

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

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Integrated SMS texting

Send, receive, and log text messages directly within the application at the account level to ensure a consistent stream of communications within daily workflows.
Sign up for integrated texting with Applied Epic


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Policy checking and contract review

In partnership with Exari, automate and quickly analyze one policy or contract against other documents to easily spot similarities and differences.
Sign up for integrated policy checking with Applied Epic


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Leads Management

Access your web leads through integration with Applied WebRater to immediately review prospective quotes and initiate the next phase of the buying cycle.


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Producer license tracking

Connect sales and compliance functions for more accurate and effective policy management with producer license tracking.


What's New

A screenshot of EPIC sms texting displayed on a tablet
Simple line icon of messaging bubbles with lines inside.

Integrated SMS texting

Send, receive, and log text messages directly within the application at the account level to ensure a consistent stream of communications within daily workflows.
Sign up for integrated texting with Applied Epic

Policy Checking and Contract Review displayed on a tablet
Simple line icon of a sheet of paper with a vertical list of three items with three circles with checkmarks next to the list

Policy checking and contract review

In partnership with Exari, automate and quickly analyze one policy or contract against other documents to easily spot similarities and differences.
Sign up for integrated policy checking with Applied Epic

Leads Management Platform on display on a tablet
Simple line icon of a hand with a US coin floating above it

Leads Management

Access your web leads through integration with Applied WebRater to immediately review prospective quotes and initiate the next phase of the buying cycle.

Producer License Tracking displayed on a tablet
Simple line icon of a clipboard holding a piece of paper with a checkmark inside of a circle at the bottom right

Producer license tracking

Connect sales and compliance functions for more accurate and effective policy management with producer license tracking.

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