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The management system is the backbone of your agency 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 agency across all roles, locations and lines of business, including both P&C and benefits. 

What's New in Applied Epic

  • A diagram with a woman in the center and arrows circulating around her pointing to a blue cloud, a blue building, a blue laptop, and a  blue smart phone
    January 2024
    Integration with Employee Navigator
  • 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 electric blue text bubble icon with three dots inside it, overlapping a transparent text bubble with thee solid horizontal lines inside it
    November 2023
    Integrated Text Messaging
  • A tablet icon displaying a dark blue screen with an upward trending bar graph, line graph, and pie chart
    October 2023
    Visualize Meaningful Data with Epic Dashboards
  • An electric blue document icon showing a checklist overlapping another document
    October 2023
    Embedded Quoting with Tarmika Insured
  • A laptop icon with a dark blue screen displaying a checklist
    September 2023
    Multi-Select and Delete in Direct Bill Download Suspense
  • An electric blue open hand icon with three circular money icons above it
    September 2023
    Identify Commissions for Past Accounting Months
  • A tablet icon displaying a dark blue screen with an upward trending bar graph, line graph, and pie chart
    August 2023
    Policy Details Integration with Tarmika
  • A blue hand icon receiving cash being dispensed
    June 2023
    Expanded Payment Link Options and Auto-Apply Credits to Debits
  • An electric blue document icon overlapping a blank document, showing a report with an upward trending line graph and bar graph, along with a magnifier glass hovering over the upper right corner of the graphs
    June 2023
    Market Appetite powered by Ask Kodiak
  • May 2023
    Attachment Preview

Want to learn more about Applied Epic?