Resources

Epic Innovation Starts Here

Welcome to the Epic Browser Success Program hub, your one-stop resource for everything you need to move to the Applied Epic browser interface.

Get Started

Applied Epic Browser is where we are delivering innovation, modernizing your user experience, and creating incremental value for your insurance agency. This hub has everything you need to know about Applied Epic Browser, including its advantages, peer testimonials and helpful resources for getting started.

“Features like address prefill made us realize that Applied Epic Browser is the future. We would miss out on so many features if we stayed on the desktop...I don’t think we could take Applied Epic Browser away from people and put them back on the desktop if we tried at this point.”

Wayne Plotkin

Chief Technology Officer at Sihle Insurance Group

Key Capabilities of Applied Epic Browser

When you move to the browser interface, you gain access to features and integrated solutions that aren’t available in the desktop application. Check out some of these capabilities and integrations below.

Workflow Automation

Data prefill, instant attachment previews, and AI-assisted email summaries streamline daily tasks, so you click less, respond faster and have more time to focus on what matters.
Reporting and Data Analytics

Epic Dashboards present relevant information for a specific role in an easy-to-understand visual format that each person can double-click into to see what’s happening with their business, teams, and workflows.
AI-Powered Commercial Risk Intelligence

Applied Book Builder™ enriches account records with verified business details, flags policies approaching renewal, highlights coverage gaps that put clients at risk, and generates full business profile reports to give producers a head start on prospect research and data collection.
Seamless Connection Between Your Inbox and AMS

Applied Epic Bridge links Microsoft Outlook® emails to accounts, templates, and documents in Applied Epic®. This connection eliminates the need to constantly switch between apps and enables faster responses with fewer clicks.

The Facts

We designed the browser interface with security in mind. It complies with industry-standard protocols and offers security advantages enabled via cloud technology. These measures, along with integrating your Identity Provider (IdP) with Applied Epic, ensure that security is top of mind. Additionally, the security configuration established in the desktop application is honored and enforced in the browser interface.

The transformed screens include time-saving improvements such as instant address verification, visual enhancements and streamlined workflows. All new features in Applied Epic are being introduced exclusively in the browser interface, including Epic Bridge, Applied Recon, Applied Epic AutoFill and many more.

Accessing Applied Epic Browser is free of charge to your business. Watch the Epic Browser Success Program on-demand webinar to get started today and take advantage of the innovations and modern experience the browser offers.

Applied Epic is available on multiple browsers (Google Chrome, Mozilla Firefox, and Microsoft Edge) to suit your preferences and is compatible with both Windows and Mac workstations. To successfully run Applied Epic Browser on a Mac, you must have a program such as Parallels installed, so Windows can also run. Then, you can access Applied Epic Browser, install the Connection Suite, and use the system successfully.

Join a Live Browser Readiness Webinar

Transitioning to Applied Epic Browser doesn’t have to feel overwhelming.

Each month, our Browser experts host live, interactive webinars designed to help your agency confidently prepare for and execute your browser transition.

These sessions include:

A guided walkthrough of browser readiness steps
Key configuration and environment considerations
Common questions and troubleshooting tips
Live Q&A with Applied experts

Whether you’re just starting to plan or actively preparing for rollout, these webinars provide real-time guidance and direct access to the team supporting your success.

View upcoming sessions below and reserve your spot. New sessions added monthly.

April 28, 2:00 p.m. ET

May 19, 2:00 p.m. ET

"There was some hesitation with our team to move to Applied Epic Browser, but once they saw the Attachment Preview feature, it was a deal breaker. Our team loved being able to preview documents on the screen. Once word got around to other users in the agency, they all wanted to move to the browser."

Kari Keskinen-Holmes

Operations Manager at Plexus Groupe

Applied Epic Browser Success Resources

Whether your agency is ready to load the Connection Suite and start working in the browser or you need time to prepare for this change, we have resources to help you successfully move to the browser interface.