Meet Applied Epic®
The world’s most widely used agency management system, designed for growth-focused independent agencies to manage all roles, locations, and lines of business on a single platform, including P&C and Benefits.
With native capabilities for prospecting, quoting, policy management, accounting, and more, this secure, cloud-based solution streamlines workflows and keeps your data connected in one system. Applied Epic simplifies operations, minimizes software management, and supports your agency's growth with fast access to powerful tools anywhere, anytime.
Reporting & Analytics Data:
Pre-built, role-based dashboards present relevant information for a specific job role in an easy-to-understand visual format.
Insurer Connectivity:
Quickly build more profitable insurer relationships and deliver faster, more complete service to policyholders.
Policy & Document Management:
Real-time access to policy information at each stage of the lifecycle allows you to provide quick and accurate service.
Meet Customers Where They Are:
Extend your agency’s traditional storefront to deliver seamless, digital-first experiences.
Workflow Automation:
Data prefill, attachment previews, and automatic email summaries streamline daily tasks, making your day easier.
World Class Customer Support:
Ensure security, scalability, and round-the-clock support.
Key Benefits
Get more of your agency in the same platform to have a single source of truth for your business. All roles, locations and lines of business – both P&C and benefits – can be managed in this platform while giving flexibility for staff to operate with other applications that exchange data directly with Applied Epic.
Work smarter, not harder, with a user-friendly system that simplifies the way your team works. Capabilities like data prefill, attachment previews, and automatic email summaries help streamline manual tasks that eat up staff’s time.
Boost the value of your agency by having a flexible system that can grow and innovate alongside your business. Using an open and scalable architecture, accomplished through an API and Data Lake design, Applied Epic supports acquisitions and integrations of both Applied and third-party applications to guarantee productivity and profitability as the needs of your business change.
Give employees a simple, intuitive user experience. In just a few clicks, they can view account and policy details, complete a quote, file a claim, and remarket a renewal. And with on-the-go access to your management system via browser-based technology, you now have the flexibility to empower your teams to work from anywhere.
Connect with insurer partners right from your daily workflow to save time servicing customers. Without ever leaving your core system, you can find the best products quickly and easily and exchange policy details.
Why Applied?
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7 out of 10
of the top agencies on the Business Insurance Top 100 List use Applied Epic
Source: Business Insurance
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60%
of Reagan Consulting Best Practices agencies rely on Applied
Source: Reagan Consulting
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68%
of Insurance Journal Top 100 agencies rely on Applied
Source: Insurance Journal
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91%
of Applied Epic reviewers on G2 rate it 4 stars or higher
Source: G2 Reviews
An Award-Winning Partner to Help You Win in the Digital Ecosystem of Insurance
