Two business men sitting at a desk looking at a computer screen.

What's New in Applied Epic

Single application to manage your business

The latest release of Applied Epic marks it as the world’s most widely used brokerage management system. The most recent enhancements provide advanced, integrated capabilities for your brokerage to manage policy renewals and quoting workflows, expand omnichannel customer service channels, and provide greater access to core capabilities through multiple web browsers.

document management icon

Provide your customers the mobile service they want

Epic integrated texting allows you to send, receive, and log text messages directly within the application at the account level. The capability also ensures that your staff are notified when insured’s send a text response to ensure a consistent stream of communications within daily workflows.

Epic Texting

Send, receive, and log text messages directly with Applied Epic at the account level.

document management icon

Automate policy checking and contract review

Through a partnership with Exari, you can automate and quickly analyze one policy or contract against other documents to easily spot similarities and differences.

Policy Checking 1
Policy Checking 2
Market Appetite icon

Track producer license compliance

Through an integration with Rhoads PCRM, seamlessly connect sales and compliance functions to ensure more accurate and effective policy management with producer license tracking.

Producer License Tracking
Epic Workflow Automation Icon

Better connect with your insurer partners

Gain greater download connectivity with IVANS capabilities, including policy download resend capabilities, so your staff has access to the latest policy information throughout servicing and underwriting.

Producer License Tracking
Carrier Connectivity icon

Identify potential cross-sell opportunities

Provides you greater insight into the total worth of all policies and accounts at a single address, for all active policies on an account or related accounts, to identify new revenue opportunities.

Associated Accounts
Carrier Connectivity icon

See Applied Epic how you want

Simplify and customize your view of Applied Epic with added ability to show or hide specific items in the navigation panel, options bar and menu bar of Applied Epic.

Visibility 1
Visibility 2
Leads Icon

Manage web-driven leads in Applied Epic

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

WebRater Leads Screen

Now available in the U.S. and Canada.


Contact Us

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