Insurance Agency Management Software

A single application to gain greater visibility across your entire book of business with integrated capabilities to manage P&C, Benefits and Sales.

Get a Demo

A single application to gain greater visibility across your entire book of business with integrated capabilities to manage P&C, Benefits and Sales.

Get a Demo

  • Reduce cost
    and time

    Gain a single view of your customer to manage all roles, locations and lines of business from one application.

  • Access new
    markets

    Connect with insurer partners and automate policy information exchange without having to leave the system.

  • Improve business performance

    View performance against sales goals and easily track new business opportunities and renewals.
  • Maximize business value

    Seamlessly integrate with third-party applications, proprietary systems and other data sources.

Features to Build a Better Insurance Business

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P&C and Benefits management

Maintain a single view of your business while managing two separate businesses in the same application.


Process management and automation

Automate, adapt and reassign the most frequently used workflows, ensuring consistency across all users and locations.

Customer relationship and sales automation

View, monitor, track and forecast new business opportunities and renewals within our application.

Document management

Create multiple folder levels, search, report and track history at the client and vendor level.

Text messaging

Send individual text messages to your insureds or trigger mass messaging through system events.

Omnichannel customer service

Integrate with your online customer portal or mobile apps to empower customers and staff with the same policy information.

Single sign-on insurer connectivity

Connect through single sign-on to IVANS Exchange to view, track, report and manage download connections.

Empower Your Agency


  • Microsoft Outlook Integration

    Gain access to your Applied Epic contacts and attachments, as well as full Microsoft Outlook functionality.


  • Renewal Management

    Keep client account management more focused through added visibility controls within Renewals Manager.


  • Insurer Connectivity

    Access real-time transactions used the most in a single click with the eServicing ribbon available on the policy list.

Applied is going to help me grow in the future in multiple ways. One way is it's an all-in-one program. I won't have to purchase any other programs to be able to do what I need to do.

Trace Meek
President, CEO

Start Leveraging Advanced Insurance Agency Management Software