Integrations & Partners

Certified Integrations

Certified Integrations extend the optimum performance of the Applied ecosystem of products. Applied works directly with third-party partners to enable seamless compatibility of data and workflows, thoroughly testing integrations to ensure they meet the highest quality standards. Learn more about integrating with the Applied ecosystem

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  AFCO Direct

  AFCO Direct is a leader in the premium finance and Insurtech space. AFCO Direct supports insurance agencies by developing customized financing programs, using world-class technology, for their insureds. Their goal is to ease administrative duties for agents, improve cash flow for insureds - and provide easy-to-use technology for both. AFCO Direct has transformed its business with digital offerings, designed to assist agency partners by providing premium collection, billing, and invoicing solutions. The company’s innovative tools and technology make premium financing easy, simple, and fast, freeing up agents’ valuable time and helping them to maximize their profitability.

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  Aureus Analytics

  Aureus Analytics provides insurance companies with customer intelligence and experience solutions to deliver superior customer service. Aureus' AI platform DONNA is a Data Analytics platform designed to assist independent agents and brokers in identifying revenue opportunities and generating more income. The platform utilizes machine learning to measure customer experience throughout the customer life cycle and predict future outcomes.

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  blueC

  blueC specializes in enterprise Call Content and Recorded Call Management and is a leading solution provider in the Insurance Carrier/Broker/Agency market. blueC’s award-winning flagship product blueButler enables Brokers and Agencies to optimize call recorded business processes while identifying new revenue opportunities, mitigating risk and managing a highly qualified and productive workforce.

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  Canopy Connect

  Canopy Connect’s insurance data intake platform is trusted by more than 10,000 insurance agents to collect verified insurance information from their prospects in seconds. Simply send your custom link that enables prospects to share personal and commercial insurance data directly from their current carrier. You’ll receive policy details, dec pages, ‌driver information, enriched property details, claims and loss run histories, and more. Send this data to Applied Epic and EZLynx Rater so you can provide faster, more accurate quotes that win. Send this data to Applied Epic and EZLynx Rater so you can provide faster, more accurate quotes that win.

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  Citrix ShareFile

  North American Applied TAM customers can leverage the ShareFile Plugin for Microsoft® Outlook. With ShareFile, agencies can further automate document management through easy, secure email without the use of usernames and passwords, in addition to the sharing and storing of documents in the cloud without having to leave Outlook.

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  DocuSign

  DocuSign helps organizations connect and automate how they prepare, sign, act on and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature, the world's #1 way to sign electronically on practically any device, from almost anywhere, at any time. Today, over 750,000 customers and hundreds of millions of users in over 180 countries use the DocuSign Agreement Cloud to accelerate the process of doing business and simplify people's lives.

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  Employee Navigator

  Employee Navigator is a rapidly growing benefits and HR software company integrated with over 400+ of the nation's leading insurance carriers, payroll companies, and TPA's. Its platform delivers brokers and employers a truly connected digital experience, streamlining the management of everything from online enrollment and onboarding to ACA reporting, time off tracking, and more. The company currently works with more than 5,000 brokers, providing benefits administration and HR products to over 175,000 companies and 14+ million employees and dependents.

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  First Insurance

  FIRST Insurance Funding, a Division of Lake Forest Bank & Trust Company, N.A., is one of North America's largest premium finance companies, with more than $16 billion in loans financed annually. For over 30 years, it has built a reputation for providing superior, flexible service, and innovative payment solutions. FIRST is a leader in integrations with pioneering insurtech companies, allowing them to increase their value proposition with the latest premium finance technology. It is a true partner to insurance industry clients and equips them with customized tools and solutions for their unique goals.

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  Formstack Sign

  Formstack Sign allows you and your customers to eSign from anywhere. Business moves faster with simple and secure eSignatures from Formstack Sign. From contract to deal, agreement to closed-won, you can easily connect the dots with Formstack Sign. This eSignature solution increases internal productivity and lets you deliver a better customer experience. All of this without sacrificing compliance to the rigorous security standards you expect out of today's eSignature solutions. Upload a document, drag and drop fields, send to your customers, and once it's signed, receive a full audit log.

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  Imperial PFS

  The “IPFS One Platform” approach combines premium financing, payments, eSignature, document delivery, and storage capabilities into a suite of services that streamline operations, shorten the sales cycle, improve customer experience, and foster business growth.

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  Insurance Automation Group

  The iAutomate Surety suite of surety solutions enable agencies to streamline their surety bond processing and workflow by allowing surety companies to create a closed-loop surety process through direct connection to agency partners. These solutions are designed to automate the entire surety workflow process, eliminating manual re-keying of billing, bond policy insert, and transactional data to reduce cost and E&O exposure.

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  RecordLinker

  RecordLinker transforms data conversion as well as data administration for your Applied Epic. The user-friendly Machine Learning platform lets you automate data mapping from acquired systems into your Applied Epic. Pre-map companies, employees, brokers etc. and increase conversions throughput. Improve ongoing administration and clean up of your data thanks to two-way synchronization with Applied Epic.

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  Rhoads Online Institute

  Rhoads PCRM is a producer credential management solution that enables organizations to effectively address state licensing and appointment regulations. The solution stores all producer demographic, state license and appointment information, and enables state licensing transactions via a single portal. Through integration with Applied Epic, agencies and brokerages are able to seamlessly connect sales and compliance functions, ensuring more accurate and effective policy management.

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  SALT

  Applied Systems is excited to announce the launch of a partnership with SALT (saltinsure.com) that facilitates capturing customer information through a web interface for Applied Epic. Keep your agency in the spotlight with the custom-branded form ready to share with prospects on the golf course or any other event setting. Share the link via email, text, social media, or even embed the form on your site. Allow prospects to begin their application process online through a user-friendly form that follows easy-to-use templates. Educate customers and provide helpful insight during the application process. Your customizable coverage recommendations let you advise your prospects each step of the way, helping to ensure they receive the type of coverages they need. All customer data gets dropped into the Epic Leads Inbox, quickly allowing agents to move from application to quoting and closure without re-entering the initial data, making it easier and seamless for the prospect and agent.