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Run commercial, personal and benefits lines side by side
Diversifying into benefits or personal lines adds accounts to the same system, not another vendor to manage.
For Owners and Principals
Make the agency worth more every year you run it
Every line and location runs on one system. Run your business with confidence and eliminate your team's manual toil.
Scale the agency without scaling the overhead
As your agency grows, you’re measured on a few numbers: revenue per employee, cost to serve, profit by line, and what the agency would sell for. In many agencies, those numbers arrive a month late, so decisions get made on a month that has already closed. Meanwhile, costs climb with every new line and vendor. Each new account adds work for the same people, and client history leaves when a producer does. Applied Epic® runs P&C and benefits in one system, with a single view into profitability by line and employee. AI built into Applied Epic takes on routine work across placement, servicing and accounting, so your team can focus on the work rather than being buried under it. Each account keeps its own history, so the book stays with the agency. Your team carries more of the book, costs hold as you grow, and the agency is worth more to a buyer or successor.
What the agency runs on
Insurance agency growth software earns its place when it shows a principal where the money is made and where it leaks away.
Compare profit by producer, branch, and line
Revenue, retention, and producer performance read live, which is also where a buyer or successor starts.
Keep the client history in the agency, not one person's inbox
Every account carries its own history and documents, so the book survives a producer leaving or a sale.
Write more of the accounts you already have
The accounts you already service carry premium nobody has written yet, and the coverage gaps are named for you.
What customers are saying
Go deeper for owners
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Webinar
How agencies build an internal perpetuation plan that holds.
Discover what you need to know to successfully perpetuate internally and explore how some of the best agencies in the country have made internal ownership a reality.
Watch Webinar -
Blog
Is your benefits book profitable? Why most agencies can't answer that
Explore what it takes to know if your benefits book is profitable, from tracking commissions to uniting P&C and Benefits financials in Applied Epic.
Read Now
Frequently asked by agency owners
By reading revenue, retention and production against the same ledger the rest of the agency posts to, so producer, branch and line performance can each be looked at on their own without an export.
The difficulty in most agencies is timing rather than arithmetic. A monthly report tells you about a month you can no longer influence.
Predictable retention, diversified revenue, and client relationships that belong to the agency rather than to individuals. A buyer is pricing how much of the book survives the transaction.
The unglamorous part is documentation. Where client history and servicing records sit in the agency's own system, diligence is a shorter and less nervous conversation.
Where money is made and where it leaks. Insurance agency growth software should let a principal see profit by producer, branch and line, cost to serve as the book grows, and which existing accounts carry premium nobody has written.
If reading any of that needs a spreadsheet first, it is not doing the job.
It depends whether you can add the line without adding a vendor. Diversification defends revenue against a soft market in any single line, which is why buyers pay for it.
The cost usually hides in operations. Where a new line means another system, another license and another set of exports, the margin gets eaten before the book matures.