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Agency management system

The insurance agency management system built for agencies that plan to grow

Your producers, servicing and finance run P&C and benefits from one place. As the book grows, AI in Applied Epic takes on the routine work. 

 

 Your client data lives in spreadsheets, inboxes and three different systems, and none of them agree.

Every handoff between a rater, a carrier portal and a spreadsheet means rekeying the account. Errors creep in, and finance closes on numbers servicing never saw. When every team works from one record, the account is right wherever it’s used. 

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

  • 61%

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

  • 91%

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

  • 81%

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

  • 700+

    carrier markets connected so you can trade with the carriers that matter to your book from inside Applied Epic. 

Why agencies choose Applied Epic

Applied Epic is the world’s most widely used insurance agency management system, built for agencies that are growing and changing how they work.

Run every line of business in one platform

Write P&C and benefits, commercial and personal lines in the same system, so you see each client’s coverage and the next policy to offer. 

Work with your carriers from inside Applied Epic

Quote personal and commercial lines, send submissions and receive policy downloads in the same workflow your team services the account in. 

Grow into new locations and acquisitions on the same system

Set permissions by role, branch and client, connect other tools through open APIs, and your team works in the browser from any office. 

Change how your agency works, with Applied beside you

Applied specialists help each role adopt Applied Epic at go-live and as new functionality ships, so new ways of working stick. 

logo with sparkle graphic

AI automation built into Applied Epic

Epic Conductor puts AI to work across the assembly line of insurance, wiring together workflows in placement, servicing, accounting, and renewals to take manual, redundant work out of your day. It runs directly inside Applied Epic, using the data, records, and permissions you already have set up. Your team hands off the rekeying and searching, and spends more time growing the top line and doing the advisory work you know best.

Explore Epic Conductor

Write, service, and bill every policy in Applied Epic

Your team enters client details once and uses them from the first application to the commission statement.

Issue, endorse, renew and cancel policies from one account. AI reads commercial policy documents and keeps the record accurate from issuance to renewal.

Policy management

Plans, renewals and Employee Navigator enrollment run from one benefits workspace. AI reads carrier summaries and fills in the plan details.

Benefits plan management

Fill out applications with your clients in one collaborative online form instead of trading PDFs and emails. AI pre-fills answers from last year’s application.

Digital forms and applications

Send a commercial risk to market by comparative rating, application packet or email, and track every submission on the account. AI captures emailed submissions and summarizes carrier replies.

Commercial submissions and quoting

Applied Epic books the transaction from the carrier document and sends the invoice with a payment link and financing options.

Billing and payments

More in Applied Epic for growth, servicing, and finance

Choose Growth or Servicing and Finance to see the capabilities for each.

Personal lines quoting

Quote personal lines across your markets

Rate auto, home, and umbrella across your markets from one entry of client details. A bound quote becomes the policy in force.

Explore personal lines quoting

Benefits quoting and plan design

Design and quote a benefits program

Model medical, dental and ancillary plans side by side while the client is in the meeting. The chosen design becomes an agency-branded proposal.

Explore client servicing

Prospecting and upsell insights

Research any account before you call

AI builds a risk profile for any account or prospect from public business data. You see coverage gaps and cross-sell openings before the conversation.

Explore prospecting insights

Marketing campaigns and content

Reach clients with ready-made campaigns

Build an audience from your book and pick a campaign that’s already written. Insurance-trained AI drafts the email for your approval.

Explore marketing campaigns

Agencies running on Applied Epic

When I think about Applied and the ecosystem of the technology that Applied offers today and their future roadmap, it really is an important catalyst for what we’re doing as an organization, which is bringing our view of the customer into a more singular perspective.

Joseph Herman
Joseph Herman Chief Operations Officer Hylant
Read Hylant’s story

Three months post-launch, knowing what we know now, if I could go back and talk to myself as we entered the due diligence process, I’d say, ‘Applied did what they said they were going to do – and this wasn’t nearly as bad as you thought it might be.

James Jenkins
James Jenkins CEO RiskWell
Read RiskWell’s story

Customer reviews 

Rated by agencies on G2 

See what agencies say about Applied Epic in their own reviews on G2. 

Read reviews on G2

  • G2 Awards logo for Users Love Us in Summer 2021

Frequently asked about Applied Epic

Applied Epic is an insurance agency management system, the platform an agency runs its business on. It brings client servicing, new business and financial operations into one record across P&C and benefits. 

Producers, account managers and finance teams work in the same system, and AI built into it takes on routine work such as reading documents and reconciling statements.  

Applied Epic fits established, growth-minded agencies running multi-line books across P&C and benefits, typically 10 to 500+ staff. Smaller or single-line personal lines agencies focused on quoting speed are usually a better fit for EZLynx®. 

If you’re unsure which fits, an Applied specialist can review your book and lines of business with you. 

Applied Epic offers APIs that let the other tools your agency relies on read and write client and policy data. Those tools stay connected to the same record your team works in, so nothing is rekeyed between systems. 

The tools you want to keep stay in place, while Applied Epic remains the system of record. 

Applied Epic connects to carriers through Applied’s own carrier platforms. Ivans handles download and data exchange with more than 700 carrier markets, and Cytora helps carriers read incoming submissions and return quotes faster. 

Applied works on both sides of that exchange, so policy, submission and quote data moves between your agency and its markets from inside Applied Epic. 

The clearest difference is where the AI runs. In Applied Epic, Epic Conductor works inside the management system, on the same client and policy records and under the same roles and permissions your team uses. 

New AI capabilities build on the data and controls you already have. 

Timing depends on book size, lines of business and how much historical data comes across. Applied’s implementation team plans the conversion with you and maps your existing data before go-live. 

Training runs alongside, so your team is ready at go-live. 

Go deeper on Applied Epic