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Applied Systems Releases Applied Epic 2020

26 May 2020

Latest release of the world’s most widely-used management system further enhances automation and expands benefits capabilities

UNIVERSITY PARK, Ill. – May 26, 2020 – Applied Systems® today announced the general global release of Applied Epic® 2020. The latest release of Applied Epic enables brokers to automate additional accounting workflows, while expanding customer communication management for UK brokers.

Key enhancements in the latest release of Applied Epic include:

  • Accounting: Further automates default commission agreement capabilities to expedite the renewal process, as well as provides two new annualized premium calculations for more accurate reporting for policies with terms greater or less than one year.
  • Leads Inbox: Enables brokers to import into Applied Epic leads obtained from marketing automation tools, aggregators and websites to create accounts, policies and activities. 
  • Quoting: Allows brokers to configure distinct Broker and Insurer fees, as well as their taxes, and assign Insurer fees to a single rate in Quote Results. This ensures brokers can identify fees of different types accurately when quoting, raise them against the appropriate schemes, and raise the appropriate tax transactions for insurer fees.

“Applied Epic continues to be the most widely used management system across the globe, enabling brokers to operate more efficiently through the use of automation, and more effectively service and sell to their customers,” said Michael Howe, senior vice president of Product Management, Applied Systems. “The latest release of Applied Epic further supports our mission to create a connected insurance experience for each stakeholder.”


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About Applied Systems
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and the innovation leader, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable millions of people around the world to safeguard and protect what matters most.

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