Partners and Integrations Directory

AB Solutions, Inc.

AB Solutions is a consulting organization specializing in the independent insurance agency marketplace providing services related to agency operations.

ACORD

The Association for Cooperative Operations Research and Development (ACORD) is a global, nonprofit organization serving the insurance and related industries.

Adapt API

Adapt bridges notices and documents directly from carrier systems into Applied Epic, automating the daily mail process.

Addresscloud

Addresscloud helps organisations worldwide unlock the power of location in their data to better understand their customers and evaluate risk.

Advantage Microsystems

Advantage Microsystems supports independent insurance agencies in building technology environments that empower people and advance their purpose.

AJJK Group Inc.

AJJK Group provides consulting and business services to the insurance industry, specializing in designing workflows based on industry standards and your unique business model.

Alexant Systems Corporation

Alexant delivers technology solutions that help spur the growth of Independent insurance agencies.

Archway Computer

Archway Computer is a premier IT support provider with over 30 years of experience, specializing in cutting-edge technology services tailored for independent insurance agencies across the U.S.

Ascend

Ascend is the leading AI-powered financial operations platform that helps teams automate from collection to close.

Assurex Global

Assurex Global is an exclusive Partnership of the most prominent independent agents and brokers in the world.

b.atomic

Service Center by b.atomic runs service work straight from inside Epic. Connect your phone system, email, and Epic to Service Center, and give your clients speed, your account managers time, and your agency better margins.

Brandy Law Consulting

Brandy has worked in nearly every role, including account manager, trainer, quality assurance specialist, and leadership.

Cara

Cara is an AI platform purpose-built for insurance brokerages to accelerate sales and automate servicing through a 24/7 digital workforce.

Catalyit

Catalyit helps independent insurance agents leverage their technology to increase profit.

Cemiar

Cemiar is an award-winning Insurtech solution provider helping agencies by transforming their existing technology environment into an intelligent, automated and scalable operations.

Certificial

Certificial is the leading, all-in-one Certificate of Insurance (COI) platform that is transforming the insurance verification process by digitally connecting the insurance industry to Certificate Holders, creating an automated, real-time ecosystem.

Club Capital

Club Capital delivers outsourced accounting, CFO advisory, and tax services designed exclusively for insurance agencies.

Cooper

Cooper is the AI coworker for retail agencies, wholesale brokers, MGAs & insurers, and claims TPAs.

Council of Insurance Agents & Brokers (CIAB)

The Council of Insurance Agents & Brokers (CIAB) is the premier association for the top regional, national and international commercial insurance and employee benefits intermediaries worldwide.

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.

Dana Beals Consulting

Dana Beals Consulting provides assistance with optimizing Applied Epic to improve efficiency and maximize the features that meet agencies' business needs.

DGC Accounting Consulting

DGC Accounting Consulting provides insurance accounting services to small and medium-sized companies looking to outsource their accounting functions.

Duck Creek Technologies

Duck Creek Technologies is the intelligent solutions provider defining the future of the property and casualty (P&C) and general insurance industry.

Employee Navigator

Employee Navigator is a rapidly growing Benefits and HR software company integrated with over 400+ of the nation's leading insurance carriers, payroll companies, and TPAs.

FIRST Insurance Funding

FIRST Insurance Funding, a Division of Lake Forest Bank & Trust Company, N.A., is one of North America's largest premium finance companies, with more than $16 billion in loans financed annually.

Fulcrum

Fulcrum is the leading AI platform for insurance brokerages, powering both servicing and sales across commercial lines, personal lines, and Benefits.

GB Consulting

Graham Blundell was an insurance agency owner and Applied user for many years and he develops custom forms for nonstandard lines of business, as well as proposals and attachments.

General Magic

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.

Google Cloud Platform

Google Cloud Platform delivers secure, open and intelligent enterprise cloud technology.

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.

Guidewire

Guidewire is a leading provider of software products that enable property/casualty insurers to deliver insurance the way they want to.

IIABA (Big "I")

The Independent Insurance Agents & Brokers of America (IIABA) – also known as the Big "I" – is a national alliance of more than a quarter million business owners and their employees who offer all types of insurance and financial services products.

Imperial PFS

The "IPFS One Platform" approach combines premium financing, payments, eSignature, document delivery, and storage capabilities into a suite of services.

Insurance Agency Accounting & Bookkeeping (IAAB)

IAAB is the leading outsourced bookkeeping and accounting firm for Applied Epic.

Insurance Automation Group

The iAutomate Surety suite of surety solutions enable agencies to streamline their surety bond processing and workflow by allowing surety companies to create a closed-loop surety process through direct connection to agency partners.

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.

Kite Technology

Kite Technology is a trusted IT and Consulting partner for agencies across the nation. Their Agency Consulting team can help you get the most from Applied Epic by optimizing your system, providing accounting support, standardizing workflows, creating custom reports, and much more.

Lightspeed Voice

Lightspeed is a leading provider of AI-powered VoIP solutions built to modernize and streamline business communications.

Linchpin-IT

Linchpin-IT is a national IT firm that specializes in serving the insurance industry.

Marvel IT Services

Marvel IT Services brings over 20 years of industry experience and deep knowledge of Applied Epic to help your agency stay secure, efficient, and positioned for growth

Maureen Boeing Consulting

Maureen Boeing Consulting works with insurance agencies to understand current operations and identify a path to meet agency goals for automation, profitability, and future growth.

Milliken Agency Services

Milliken Agency Services is a family-owned consulting firm led by former Agency Owners & Pinnacle Award Winners. We provide recurring and project-based services for Applied Epic Agencies with strengths in both Accounting & Operations.

Moody's Analytics

Moody's Analytics, a key division of Moody's Corporation, stands as a global leader in furnishing financial intelligence and analytical solutions to empower organizations in strategic decision-making.

Mylo

Mylo is an insurtech leader with an insurance intelligence platform that seamlessly integrates into partner experiences to connect business owners and individuals with top-rated insurance products from multiple carriers, including business, auto, home, small group benefits, life and individual health.

Origami Risk

Origami Risk gives organizations a secure, scalable way to manage claims, workflows, data, and compliance without the friction of complex implementations or manual processes.

Outmarket

Outmarket is the AI platform purpose-built for insurance agencies and brokers, spanning commercial lines, personal lines, and Employee Benefits.

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.

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.

RecordLinker

RecordLinker lets you 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.

Redbird Security

Backed by decades of hands-on insurance technology experience, Redbird Security is a security-first Managed IT and Managed Security partner exclusively focused on independent insurance agencies.

Rhodian Group

Rhodian Group has what it takes to create accessible, reliable, and secure work environments for your whole team.

Ricka Anderson Consulting, LLC

Ricka Anderson Consulting works with insurance agencies to ensure they achieve optimal performance.

Salesforce

Salesforce is a cloud-based customer relationship management (CRM) platform that empowers agencies, brokerages and insurers to market, sell, and service customers and distribution channels in all new ways.

SecureEVAs

SecureEVAs was built for businesses operating in compliance-heavy environments – where accuracy, security, and consistency matter every single day.

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.

Staff Boom

Staff Boom specializes in outsourced staffing solutions for the insurance industry, helping agencies streamline operations and scale efficiently.

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.

Trudeau Insurance Software Consultants

Trudeau Insurance Software Consultants specializes in the Applied suite of products. Services include system utilizations which review system setup, workflow audits and customized user manuals.

Unqork

Unqork offers an extensive suite of capabilities to customers across life, P&C, commercial and specialty insurance, with carriers, distributors and brokers using the platform for everything from policy and claims administration to servicing, operations and customer service.

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.

Work with the partners who build on Applied

Search partners and integrations