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Applied Epic

The world’s most widely used agency and brokerage management system

  • Manage all lines of business in a single application
  • Support rapid growth with a flexible and scalable system
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Applied Epic is the industry’s most technologically advanced, flexible and secure cloud-based brokerage management system, providing powerful automation capabilities and a greater level of visibility across an entire book of business. The system offers a single, open application with integrated capabilities to efficiently manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes.

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Applied Epic Integration

Key Benefits

With an intuitive user interface, Applied Epic delivers process management capabilities through myEpic that further automate, adapt, and manage internal operations, enabling you to streamline workflows and quickly respond to changes in the market and within your customer base. Applied Epic’s unique software architecture provides scalability for brokerages with multiple regional locations to manage expansion and business growth with ease.

See Latest Capabilities

Applied Epic allows your brokerage to:

  • Manage all lines of business within a single application
  • View, monitor, track and forecast sales opportunities, pipeline and activities
  • Simplify employee on-boarding and training with automated workflows
  • Automate the paperless delivery of documents via eSignature
  • Standardize data for consistent reporting and company-wide evaluation

See what our customers say

"With staff now able to compile their own reports for their managers in an automated fashion, we are saving a lot of time."

Loreen Belovich

Applied Epic Resources


Applied Epic

Read the Brochure

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Go Insurance Delivers a Digital Customer Experience with Applied

Read the Case Study

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The Digital Brokerage: Developing a Digital Transformation Plan

Read the eBook

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Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.