Who We Work With
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
Manage both your books of business within the same platform to gain a complete view of the customer. This helps you provide better service and makes it easy to capitalize on cross-sell and upsell opportunities.
Let automation handle the manual, repetitive business processes that can slow staff down. In doing so, you give them more time to focus on what truly matters: building client relationships and driving business growth.
Create a customized tech stack that works for your agency, not the other way around. APIs, granular security controls, and flexible configuration support the acquisitions and integrations of both Applied and third-party applications.
Allow your team to work from anywhere with a browser-based agency management system. Its modern, user-friendly design makes it easy to productively manage insurance policies throughout their lifecycle in just a few clicks.
Connect with insurers right from the AMS to save time servicing customers. Embedded connectivity solutions let you quickly access markets, submit quotes, and exchange policy details for personal lines and commercial lines without leaving your core workflow.
Customizable Dashboards
Streamline your data and unlock deeper insights. Simplify and track performance using period-over-period comparisons that highlight trends and growth at a glance.
An Award-Winning Partner To Help You Win In the Next Generation of Insurance Tech
