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Applied Systems Releases Applied Epic 2021

16 March 2021

Latest release of the world’s most widely-used management system further enhances automation, deepens integration with Applied portfolio and expands benefits capabilities

UNIVERSITY PARK, Ill. – March 16, 2021 – Applied Systems® today announced the general global release of Applied Epic® 2021. The latest release of Applied Epic further automates and streamlines operations, creating more opportunities for brokers to increase productivity through deeper integrations within the Applied portfolio, expanded capabilities for Applied Epic Benefits and enhancements to core functionalities within the management system.

Key enhancements in the latest release of Applied Epic include:

  • Expanded Integration with Applied CSR24: Enables brokers to view on the account level which clients do not have logins for Applied CSR24 and create new portal accounts directly in Applied Epic.
  • Employee Benefits Account Tab: Allows brokers to store items, such as enrollment numbers, employee class information and other, at an account level that were previously only stored at the policy level, increasing account visibility and reducing duplicative data entry.
  • Multi-term Commission Schedule: Enables brokers to enter producer commissions that will carry over multiple policy terms when dates do not follow a typical renewal cycle, or as commission percentages change with each subsequent renewal.
  • Updated Policy View: Adds Benefits-related information to main list view when a policy is selected with the Benefits or Life & Health type of business.
  • Bulk Renewals Manager: Allows brokers to update the renewal stage of multiple policies at the same time within Renewals Manager. Also adds filtering options and access to activity notes to Renewals Manager.
  • Job Management: Enables brokers to see a full list of jobs scheduled for the organisation and allows brokers to add and/or remove recipients from an existing job from the Job Management area.
  • Branded Email Templates: Delivers email templates for policyholder communication branded to the organisation within the management system.
  • Single Reconciliation Statement: Enables brokers to create and pay a statement that includes both premium payable and direct bill items, eliminating the need to manually calculate total amount owed to an insurer. 

“As Applied continues to transform its product portfolio, we are committed to providing our broker customers with automated capabilities for each stakeholder in the business, while also delivering greater openness, flexibility and accessibility to the system,” said Michael Howe, executive vice president of Product Management, Applied Systems. “The latest release of Applied Epic creates greater automation in many areas of the system and deepens the integration within the Applied portfolio, further supporting brokers’ ability to effectively service and sell to customers.”


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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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