Integrations & partnerships

Certified Vendors

The Vendor Certification Program formalizes what we've always believed: your technology should work together, on your terms.

At Applied, we're committed to solving as many of your challenges as we can, directly within Applied Epic®. But we also know there will always be specialty tools you want to bring into your workflow – and we want to make that easy. The Vendor Certification Program formalizes what we've always believed: your technology should work together, on your terms.

What this means for you:

Trust: Every certified vendor completes a thorough onboarding and certification process, so you know it meets Applied's standards for quality and reliability, and stays current with the latest Applied Epic releases.
Speed: Activating a certified integration is faster than building a standard integration.
Cost: Certified integrations don't require any additional purchase from Applied.

Interested in becoming a certified vendor? Fill out this form. For customers, please work directly with any of the partners below to set up the integration.

Adapt API

Adapt bridges notices and documents directly from carrier systems into Applied Epic, automating the daily mail process. This unlocks powerful workflow automations to eliminate busywork and enables your team to focus their time on higher-value work. Agencies using Adapt drive better retention, improved costs and reduced E&O exposure. Setup takes just 30 minutes, and you'll see the impact on day 1.
Ascend

Ascend is the leading AI-powered financial operations platform that helps teams automate from collection to close. By unifying direct bill reconciliation, cash application, carrier payables, billing, invoicing, payments, and premium financing into one platform, Ascend bridges your front and back office – helping teams close books faster, eliminate manual data entry, and reduce operational errors.
b.atomic

Finally, service work scales. For every $100K an agency spends on service payroll, about $65K goes to processing remarkets and endorsements. A remarket can take your team about an hour. With Service Center, it takes about a minute to send. Customer requests and endorsements can take 5 to 20 minutes every time. With Service Center, they take 20 seconds to send and come back done at the carrier and logged in Epic. Service Center by b.atomic runs service work straight from inside Epic. Personal lines remarkets come back with bindable quotes, side-by-side comparisons for your account managers, and agency-branded proposals ready for clients. Personal and commercial lines endorsements are processed at the carrier with the push of a button, and log notes and attachments land back in Epic automatically, all powered by AI and API automation. Connect your phone system, email, and Epic to Service Center, and give your clients speed, your account managers time, and your agency better margins.
Cara

Cara is an AI platform purpose-built for insurance brokerages to accelerate sales and automate servicing through a 24/7 digital workforce. Built by insurance agents for insurance agents, the platform automates workflows across commercial lines, personal lines, and employee benefits, including proposal generation, ACORD and supplemental form smart-filling, coverage comparison, voice and email AI, workflow orchestration, and more. Cara supports bidirectional data sync with Applied Epic for seamless integration.
Cemiar

Cemiar is an award-winning Insurtech solution provider helping agencies by transforming their existing technology environment into an intelligent, automated and scalable operations. Powered by a team of senior engineers and insurance technology experts, Cemiar delivers innovative automation, integration, and AI solutions directly within the Applied Epic ecosystem. At the core of its technology is CemiarLink, a highly advanced headless API integration Hub that enables automation of complex, repetitive, and high-volume workflows. Cemiar’s technologies adapt to each organization’s unique workflow requirements to reduce manual work, lower operating expenses, and enable growth without proportionally increasing operational resources. Cemiar has been recognized with Best API and Best API Security awards and is currently nominated for Best Insurtech Firm for its innovative impact on the industry.
Cooper

Cooper is the AI coworker for retail agencies, wholesale brokers, MGAs & insurers, and claims TPAs. Working natively in the systems teams already use, Cooper handles workflows all the way from submission through servicing – including intake and clearance, document extraction, online raters and applications, quote and policy comparisons, proposals, and day-to-day servicing. Give your team more time to grow the book and let Cooper handle the manual work.
Coverflow

Coverflow is an AI platform, built on the deepest integration with Applied Epic, that automates the manual work agencies handle across the policy lifecycle, right inside Applied Epic. Coverflow gives agencies back the hours they lose to it, freeing teams to serve clients and grow their book of business.
Fulcrum

Fulcrum is the leading AI platform for insurance brokerages, powering both servicing and sales across commercial lines, personal lines, and Benefits. Fulcrum unifies the full policy lifecycle, from prospecting and intake through marketing, comparison and proposal, bind, servicing, and renewal, into one platform that exchanges data directly with your AMS through native integrations. No manual re-keying of information, so account teams and producers serve clients faster, win more business, and reduce E&O exposure.
General Magic

Most insurance AI is built to do more work. General Magic is built so you can check its work. Our AI is built only for insurance. Instead of learning from the open internet like general-purpose AI, it is grounded in carrier underwriting manuals, policy wordings and rate guides that a person has reviewed. Our AI workforce uses this insurance-specific knowledge to remove admin work and automate tasks across underwriting, servicing and QA. Edward answers appetite and eligibility questions in seconds, citing the carrier's own rules. Peter checks calls and submissions before a policy goes out, catching E&O exposure early. Ava, our customer-facing agent, works directly with Applied Epic to handle routine client requests by text, email and voice, with a licensed broker supervising every conversation.
Grid Interface

Grid Interface is an AI-driven Agency Intelligence Platform built for agencies that run on Applied. It connects the tools and data in and around the AMS, reading from and writing back to it in real time. GridCom transcribes, summarizes, and documents every call, text, email, and meeting into Epic automatically. GridOrigin unifies new business and renewal pipelines with carrier auto-fill, automated MVRs, and e-signature. Arti, Grid's AI layer, lets teams ask any question about their book and any of the dozens of connected APIs before acting on the answer, and it can generate client-ready proposals and compare policies side by side. More modules are coming, all on one AMS-connected foundation designed by insurance agents, for insurance agents.
Inteveo EcoLink

Inteveo EcoLink is a leading provider of integration and unified communications technology for insurance agencies, purpose-built to bridge RingCentral and other top-tier telephony systems directly to Applied Epic and EZLynx. The instant a customer connects, a unique AI-driven routing engine directs the call to the account agent and populates a complete record on a live, central dashboard – call history, activities, policies, messaging, agent notes, and attachments. Transcriptions and e-signed documents archive automatically, and every interaction syncs back to the agency management system for a continuous, auditable compliance chain. EcoLink IQ drives growth and retention by turning every conversation into actionable next steps – for a faster, smarter, optimal customer experience and stronger ROI.
Lightspeed Voice

Lightspeed is a leading provider of AI-powered VoIP solutions built to modernize and streamline business communications. Its award-winning Lightspeed Voice platform combines cloud-based calling with intelligent call routing, auto-attendants, voicemail-to-email, and AI-powered transcription, summaries, and sentiment analysis. Through its integrations with Applied Systems products, including Applied Epic and EZLynx, Lightspeed Voice helps insurance agencies work more efficiently by connecting caller information, call activity, and valuable conversation insights with the systems they use every day. Fully featured and scalable, Lightspeed Voice fits effortlessly into existing workflows, delivering reliable, future-ready communication tools that help businesses grow.
Outmarket

Outmarket is the AI platform purpose-built for insurance agencies and brokers, spanning commercial lines, personal lines, and Employee Benefits. Outmarket delivers intelligent workflows across the full lifecycle of an account, from coverage gap analysis and quote comparison to proposal creation and policy checking, saving teams 12–15 hours per person each week and enabling newer account managers to produce work that stands up next to veterans. Every data point is cited to its source; a single-tenant architecture with SOC 2 Type II certification ensures data is secure; and agency data is never used for AI training. Outmarket's integration with Applied Epic allows agencies to seamlessly pull documents, run workflows, and update records without manual work.
Powerbroker AI

Powerbroker is the trusted partner for insurance agencies. Founded and led by insurance operators, it's used by regional independents and top-100 brokers to grow their book with their existing team. Account teams use it to turn everyday documents into finished work: policy checks, side-by-side coverage comparisons, client-ready proposals, and completed ACORD applications, across admitted and E&S business. The result is fewer errors reaching clients, less E&O exposure, and more time spent advising instead of rekeying. Powerbroker is the only AI platform with IRMI's coverage content built in. Its two-way Applied Epic integration creates and updates clients, policies, and lines, generates carrier submissions, and writes attachments and activities to the account. Agencies choose Powerbroker because it accelerates their teams.
Quandri

Quandri enables insurance agencies to manage up to 10 times more policies without adding headcount. Built on deep insurance intelligence, Quandri's AI takes on the work that consumes your agency's time, from data entry and document review to remarketing and client outreach. With no clients left untouched and all the administrative work handled, your agents can work continuously at the top of their license.
RecordLinker

Use enterprise-ready workflows and tools that help your application analyst team operate Applied Epic with time-efficient corrections and adjustments. Handle employee updates, selective servicing team reassignments, policy and line edits, line carrier commission agreements, premium and commission updates, Pr/Br changes, and more. What used to take weeks of manual work now takes an afternoon.

Finish acquisition integrations and book imports without the manual data grind. Remap a field or change a conversion parameter and see exactly how it comes through in your test Applied Epic, in real time.
Sonant

Sonant's leading Voice AI helps Applied Epic's agencies free capacity from repetitive phone work, resolve client requests faster, and drive growth and retention. Our AI Receptionist answers every call, captures intake, searches Applied Epic in real time, and triages into Applied Epic activities. AI Outbound handles renewals, cancellations, and speed-to-lead. AI Call Companion logs staff calls and flags E&O risk, process adherence and cross-sell gaps.
Third Plane

Third Plane brings an integrated AI workforce to Applied Epic, starting with the Placement Desk. The desk uses agentic quoting to take placement work from submission to returned quotes across Commercial and Personal Lines. A producer forwards new business or a renewal lands in the desk's inbox. The desk reads the account from Epic, flags missing information, selects markets against your appetite and carrier guidelines, completes portal submissions and supplementals, uses carrier APIs where they exist, and follows up with underwriters by email. Results are compared and written back to Epic as activities and documents, where producers already work. The desk handles the placement work alongside your team, so your people can focus on the advice, negotiation and relationships that win the account.
Xilo

XILO's AI Agent Platform helps personal and commercial producers and service reps hand off new business and remarket quoting to an AI Agent, reducing the time from client discovery to close by 70% and enabling each rep to work 2-3x more clients. Trusted by Top 100 brokers, including 4 of the Top 10 global brokerages, the agent works through three XILO products that sales and service teams have used for years: Client Intake, AI Quoting, and Proposal Builder. Teams review and audit the data before anything is finalized. XILO also offers custom-branded online shopping experiences that bring more leads in through the agency's website and referral partners, plus dashboards and analytics that surface insights like which carriers return the best rates and which team members are performing best. Through integration with Applied Epic, XILO creates and updates Clients and Policies, generates Activities, uploads Attachments, delivers personal lines application data ahead of the carrier download, and creates Marketing Submission data for commercial teams, reducing manual data entry and E&O exposure.