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Grow the agency without growing what it takes to run it

Applied Epic is an agency management system that helps agencies manage P&C and benefits in one system.

AI capabilities are built natively into Applied Epic and conducts the work across the policy lifecycle, so your team spends its hours advising clients and writing new business.

Why use Applied Systems?

Capabilities that cover servicing, placement, growth, benefits and the financial close.

  • Policy lifecycle management

    Your team issues, endorses, renews and cancels from one account, and every change carries into quoting and billing.

  • Client servicing and portal

    Clients pull documents, pay bills and request certificates on the web or your branded app, and each request is logged to the account.

  • Commercial submissions and quoting

    Commercial risks go to all of your markets, with carrier appetite visible before you send it.

  • Prospecting and upsell insights

    Applied Epic builds a risk profile for any account from public business data, with coverage gaps and cross-sell openings marked.

  • Benefits plan management

    Account and plan details live in a workspace built for benefits, and AI reads carrier summaries into the plan fields.

  • Commission reconciliation and statements

    Carrier statements match to Applied Epic transactions on six signals at once, and finance reviews only the exceptions.

Best Practices agencies and the largest brokers run their business on Applied

  • 61%

    Best Practices agencies

    Rely on Applied, per Reagan Consulting’s annual study of top-performing independent agencies.

  • 91%

    Insurance Journal Top 100

    Of the top P&C agencies on Insurance Journal’s annual ranking rely on Applied.

  • 81%

    Largest U.S. brokers

    Of Business Insurance’s 100 largest U.S. brokers rely on Applied technology.

  • 700+

    Carrier markets connected

    Trade with the carriers that matter to your book from inside Applied Epic.

Loved by customers on G2

  • G2 Awards logo for Users Love Us in Summer 2021

Learn more about our product suite and see how it can help scale your insurance business.