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Applied Epic is an out-of-the-box broker management platform that provides core capabilities to manage all policy and servicing workflows, online customer interactions, and eTrading connectivity across personal and commercial lines of business.

You benefit from open architecture which supports easy integration of 3rd party solutions to augment automation at each stage of your customer lifecycle.

It provides you choice to leverage integrated capabilities for a consistent user experience while also providing the flexibility to build your tech stack your way to meet the needs of your staff, customers and partners.


Quick Look

  • 170k

    Users Globally

  • 13.5k

    Broker Customers

Build your technology stack your way to support your business and your growth goals

Applied Epic delivers:

  • Simplicity

    Consistent and automated workflows across more broker processes provide end-to-end customer lifecycle management that reduces complexity while reducing operating costs.

  • A circle web diagram with an orange center

    Open API-based architecture that uses integrated solutions to eliminate disparate systems to reduce the overall cost of ownership while also maintaining the flexibility to integrate third-party applications as needed. 

  • Connectivity

    Simpler, Amazon-like user experiences – from access to products and services at the best price to meeting customers when and where it's convenient for them – will delight your customers and ensure seamless service. Watch the video below to learn more.

  • Productivity

    Streamlined workflows ensure you can be productive and can focus your efforts on revenue generating activities. With Applied Epic you can remain compliant with changing regulations and with 24/7 support you can focus on running your business your way.

Don’t take our word for it. Here’s what Applied Epic users worldwide have to say:

  • “Applied Epic gives us standardised sales automation. Having all of its capabilities integrated into a single system is invaluable to us, creating efficiency and enabling us to follow a prospect from enquiry through to renewal.”

    – BHIB Insurance Brokers
  • “What we really loved about Applied was their ‘can-do’ attitude. There was a lot of data that we were missing from our current platforms and data is what’s going to be driving what we do in the future. We use data to drive data driven decision making so that we can stay in touch with our customers, our processes, our products and our operations team. It is a really exciting time for us!”

    – Kingfisher
  • “Applied Epic provides our teams with standardised and automated workflows that optimise best practices. It also allows us to move work within the organisation. The system tracks everything from our customer interactions to advisor efficiency, so we can adjust work streams as necessary to ensure we always delight our clients.”

    – A-Plan
  • “We knew Applied Epic was a new system for the UK market and we liked the idea of being a bit of a trailblazer. After assessing all the pros and cons, we decided it most fit with what we require from a system and offered the most flexibility.”

    – Wentworth Alexander
  • “Having only just formed our business a couple of years ago, we have aggressive growth goals that we are pushing to achieve quickly. Applied partnered with us to accelerate our adoption of Applied Epic and customer service tools in just two weeks, jumpstarting our business so we can focus on efficiencies and premium-generating tasks.”

    – Raw Material Cover
  • Being a third-generation brokerage, it is important to set ourselves up for continued success by establishing a modern technology strategy and providing the digital experiences which both our staff and customers are used to in their daily lives. Applied Epic gives us a vast digital capability unmatched in the UK market, enabling us to move our customers through the policy lifecycle in a more consistent and digital manner.”

    – Kerr Group
  • “The technology landscape is evolving quickly, so it was important for us to have a broker management system that is flexible and stays ahead of the pace of change. Applied Epic gives us the automation to reduce manual administrative tasks and create frictionless, digital experiences for our customers and staff that support our growth goals.”

    – Rigby Financial

Applied is Here for You 24/7

Our Support team is available when and where you need them. Around the clock and around the world we are here for you to support your business via phone, chat, community, SMS text, including Applied Cloud notifications and email.


  • 9 Seconds

    Average phone hold time

  • 14 Seconds

    Average chat hold time

  • 97 NPS

    Level of customer satisfaction with our Support team in 2021 – an all-time high!

Ready to discover the Epic difference for your business?