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Applied Systems acquires Cytora to extend AI capabilities across the digital roundtrip of insurance. Learn More

The management system is the backbone of your brokerage so you need a system with the capabilities to manage your entire business and the flexibility to grow as you do. Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire brokerage across all roles, locations and lines of business, including both P&C and Benefits.

What's New in Applied Epic

  • An icon of two electric blue cupped hands with a caduceus in between the hands
    July 2025
    Benefits Account Overview
  • June 2025
    Epic Dashboards User Access Improvements and Expanded Data
  • A blue clock icon slightly overlapping a gear icon
    March 2025
    Epic Dashboards New Claims Dashboards and Improved Insights
  • December 2024
    Epic Dashboards New Insights and Improved Data Quality Experiences
  • An electric blue document icon showing a checklist overlapping another document
    November 2024
    Introducing the All-New Epic Quotes Commercial Lines
  • A geometric lightbulb icon with an electric blue circular gear icon in the center and three short vertical lines above it
    October 2024
    AI-Powered Email Summarization
  • August 2024
    Multi-Location Quoting and Additional Coverages
  • A blue hand icon receiving cash being dispensed
    June 2024
    Epic Dashboards General Release
  • A box icon with three electric blue arrows pointing from the box going straight up, to the right, and to the left
    November 2023
    Refreshed Contact Detail Screens
  • November 2023
    Streamlined Add Activity Workflow
  • A laptop icon with black outline and an electric blue screen, displaying an envelope with two arrows circulating it
    November 2023
    Payment Link for Outgoing Invoices
  • An icon of a tablet with a smart phone overlapping the bottom left corner, both with electric blue screens. The smart phone is displaying a wifi signal
    November 2023
    Integrated Text Messaging

Want to learn more about Applied Epic?