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Applied Epic

The world’s most widely used agency and brokerage management system

  • Manage all lines of business in a single application
  • Support rapid growth with a flexible and scalable system

Applied Epic provides a comprehensive view of client and prospect information and internal workflows through an intuitive user interface, enabling you to make more informed decisions about your business and quickly capitalise on new opportunities.

Key Benefits

Applied Epic is the only broker management system that provides integrated capabilities to efficiently manage customer relationships and policy administration, sales opportunities, financial accounting, and reporting across all lines of business, reducing time and expenses spent managing separate, disparate systems.

Applied Epic’s unique software architecture provides scalability for multiple, global locations to manage expansion and business growth with ease. Through seamless integration with mobile applications and online customer portals, Applied Epic enables you to enhance customer service and support a mobile workforce to drive customer retention and profitable growth.

Applied Epic enables your business to:

  • Manage all lines of business in a single application
  • Deliver omnichannel customer service through integrated communications capabilities
  • Easily manage integrated third-party applications, business growth and expansion
  • Automate customer relationship and sales operations management
  • Standardise data and reporting

Applied Epic Resources


Applied Epic

Read the Brochure

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The Digital Broker: Developing a Digital Transformation Plan

Read the eBook

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Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.