Certified Vendors

At Applied, we're committed to solving as many of your challenges as we can, directly within Applied Epic®. But we also know there will always be specialty tools you want to bring into your workflow — and we want to make that easy. The Vendor Certification Program formalizes what we've always believed: your technology should work together, on your terms.

What this means for you:

Trust — every certified vendor completes a thorough onboarding and certification process, so you know it meets Applied's standards for quality and reliability, and stays current with the latest Applied Epic® releases
Speed — activating a certified integration is faster than a standard integration build
Cost — certified integrations don't require any additional purchase from Applied

Interested in becoming a certified vendor? Email vendor-requests@appliedsystems.com or fill out the form below. For customers, please work directly with any of the partners below to setup the integration.

Adapt API

Adapt bridges notices and documents direct from carrier systems into Applied Epic, automating the daily mail process. This unlocks powerful workflow automations to eliminate busywork and enables your team to focus their time on higher-value work. Agencies using Adapt drive better retention, improved costs and reduced E&O exposure. Setup takes just 30 minutes and you’ll see impact on day 1.
Ascend

Ascend is the leading AI-powered financial operations platform that helps teams automate from collection to close. By unifying direct bill reconciliation, cash application, carrier payables, billing, invoicing, payments, and premium financing into one platform, Ascend bridges your front and back office—helping teams close books faster, eliminate manual data entry, and reduce operational errors.

“Our partnership with Applied marks a major step forward in modernizing financial operations for brokerages. By bridging Applied's leading agency management system with Ascend's financial management and operations automation platform, we empower brokerages to unify front and back office teams to eliminate tedious administrative tasks, improve operational efficiency, and focus on growing their client relationships.” - Andrew Wynn, President, Ascend
Coverflow

Coverflow is an AI platform, built on the deepest integration with Applied Epic, that automates the manual work agencies handle across the policy lifecycle, right inside Epic. Coverflow gives agencies back the hours they lose to it, freeing teams to serve clients and grow their book of business.

“Becoming a certified Applied Epic vendor means agencies don't have to choose between the tools they already trust and the automation they need. We built Coverflow to operate inside existing workflows, not replace them; this certification makes that commitment official.”
Inteveo EcoLink

Inteveo EcoLink is a leading provider of integration and unified-communications technology for insurance agencies, purpose-built to bridge RingCentral and other top-tier telephony systems directly with core Applied Epic and EZLynx. The instant a customer connects, a unique AI-driven routing engine directs the call to the account agent and populates a complete record on a live, central dashboard — call history, activities, policies, messaging, agent notes, and attachments. Transcriptions and e-signed documents archive automatically, and every interaction syncs back to the agency management system for a continuous, auditable compliance chain. EcoLink IQ drives growth and retention by turning every conversation into actionable next steps — for a faster, smarter, optimal customer experience and stronger ROI.

“Insurance has always been a relationship business — earned one conversation at a time. That's why we joined Applied's exclusive Certified Vendor Program: so the moment a customer calls or texts, the agent has full context, and every interaction flows straight back into Applied Epic and EZLynx. Our customers should never have to choose between modern communication and a single source of truth. Now they don't.” — Sean Darwish, Chief Executive Officer, Inteveo EcoLink
Lightspeed Voice

Lightspeed is a leading provider of AI-powered VoIP solutions built to modernize and streamline business communications. Its award-winning Lightspeed Voice platform combines cloud-based calling with intelligent call routing, auto-attendants, voicemail-to-email, and AI-powered transcription, summaries, and sentiment analysis. Through its integrations with Applied Systems products, including Applied Epic and EZLynx, Lightspeed Voice helps insurance agencies work more efficiently by connecting caller information, call activity, and valuable conversation insights with the systems they use every day. Fully-featured and scalable, Lightspeed Voice fits effortlessly into existing workflows, delivering reliable, future-ready communication tools that help businesses grow.

“Joining the Applied Systems vendor program allows us to remove a significant cost barrier for our shared customers and make the Lightspeed Voice integration more accessible to independent insurance agencies,” said Joel Poythress, President at Lightspeed. “Our goal is to help agencies get more value from the technology they already use by creating a seamless connection between their management system and their communications platform. We’re proud to strengthen our partnership with Applied and make it easier for agencies to take advantage of an integration that can improve efficiency, streamline workflows, and better serve their customers.”
Outmarket

Outmarket is an AI platform purpose-built for insurance agencies and brokers, spanning Commercial Lines, Employee Benefits, and Personal Lines. Outmarket delivers intelligent workflows to support the full lifecycle of an account from coverage gap analysis and quote comparison to proposal creation and policy checks. Through its integration with Applied Epic, Outmarket connects directly to agency data, policy documents, attachments, and activities, without requiring agencies to re-key information or manage data exports manually.
RecordLinker

Use enterprise-ready workflows and tools that help your Applied Epic application analyst team operate Epic with time-efficient corrections and adjustments. Handle employee updates, selective servicing team reassignments, policy and line edits, line carrier commission agreements, premium and commission updates, Pr/Br changes, and more. What used to take weeks of manual work now takes an afternoon. Finish acquisition integrations and book imports without the manual data grind. Remap a field or change a conversion parameter and see exactly how it comes through in your test Epic, in real time.
Quandri

Quandri enables insurance agencies to manage up to 10 times more policies without adding headcount. Built on deep insurance intelligence, Quandri's AI takes on the work that consumes your agency’s time, from data entry and document review to remarketing and client outreach. With no clients left untouched and all the administrative work handled, your agents can work continuously at the top of their license.
Xilo

XILO's AI Agent Platform helps personal and commercial producers and service reps hand off new business and remarket quoting to an AI Agent, reducing the time from client discovery to close by 70% and enabling each rep to work 2-3x more clients. Trusted by Top 100 brokers, including 4 of the Top 10 global brokerages, the agent works through three XILO products that sales and service teams have used for years: Client Intake, AI Quoting, and Proposal Builder. Teams review and audit the data before anything is finalized. XILO also offers custom-branded online shopping experiences that bring more leads in through the agency's website and referral partners, plus dashboards and analytics that surface insights like which carriers return the best rates and which team members are performing best. Through integration with Applied Epic, XILO creates and updates Clients and Policies, generates Activities, uploads Attachments, delivers personal lines application data ahead of the carrier download, and creates Marketing Submission data for commercial teams, reducing manual data entry and E&O exposure.

Other Vendor Integrations

These integrations were previously established integrations and many are actively engaging with us on the Vendor Certification Program.

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.
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.
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.
Certificial

Certificial is the leading, all-in-one Certificate of Insurance (COI) platform that is transforming the insurance verification process by digitally connecting the insurance industry to Certificate Holders, creating an automated, real-time ecosystem. With their patented end-to-end COI platform, Certificial combines certificate issuance and compliance management into one simple platform: eliminating risk, ensuring compliance, and reducing costs for every stakeholder in the COI process. Enable the Certificial plug-in today to receive detailed COI requirements directly in Epic and reduce back-and-forth with Certificate Holders. Start the process here.
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.
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.
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.
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.
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.
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.
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.
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.