All Products
Best-in-Class Insurance Software for P&C and Benefits Agencies
Applied® delivers innovative, cloud-based insurance software solutions designed to solve your biggest pain points and provide value for your agency. No matter your agency size, role or line of business, our end-to-end product suite can meet all your digital needs – from marketing automation to simpler commercial lines workflows to a better premium collection process and more. All our tools integrate seamlessly into the Applied Epic management system to keep you in your core workflow and give you a holistic view of the customer.
Check out our tools below that can streamline business processes, increase insurer connectivity, boost employee productivity and satisfaction, provide a better customer experience, and drive revenue.
Insurance Agency Management Systems
The management system is the backbone of your agency, so you need a system with the capabilities to manage the entire customer lifecycle. We have two cloud-based agency management system options that fit the bill. Both platforms are built on open, scalable architecture that supports the integration of Applied and third-party solutions. These modern platforms are also easy for staff to use and accessible via web browsers.
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Applied Epic
Applied Epic® is the world’s most widely used agency management system. All roles, locations, and lines of business, including P&C and Benefits, can be managed in this one platform to give you a crystal-clear picture of your entire agency. Equipped with powerful tools, it supports policy management, accounting, market access and quoting, reporting, sales, customer self-service, marketing automation, and more.
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EZLynx
EZLynx Management System™ is the fastest-growing agency management system. This all-in-one agency solution comes complete with intuitive tools for managing retention, policy administration, personal lines rating, commercial lines submissions, email marketing, text messaging, online client self-servicing, and so much more.
Benefits
In today’s highly competitive Benefits market, agencies need digital tools to stand out from the crowd. Our Benefits portfolio delivers tools that streamline workflows and create a connected experience for the business. Starting with the agency management system (AMS), Applied Epic incorporates native Benefits functionality so you can easily manage both your P&C and Benefits books of business in a single platform. We even offer a Benefits plan modeling application to help you create professional, agency-branded plan proposals in minutes.
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Applied Benefits Designer
Applied Benefits Designer™ is a plan design tool that lets you model and compare competitive healthcare plans in real time. Direct integration with the Applied Epic management system ensures critical plan and rate details are accurate on both platforms. Applied Benefits Designer and Applied Epic also integrate with Employee Navigator to fully digitize the quote-to-enrollment process.
Quoting and Submissions
Whether rating new or existing business, the workflows for gathering information from insureds and interacting with insurers to bind policies are riddled with inefficiencies that prevent agents from retaining and further growing their books of business. Applied is here to make things easy with solutions to streamline the process from start to finish. Our personal and commercial comparative raters let you receive quotes from the broadest product panel without leaving the management system while our application and submissions management platform digitizes the commercial application process.
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Epic Quotes Personal Lines
Epic Quotes Personal Lines is the first-to-market, fully integrated quoting module that lets you quote auto and home personal lines policies directly within the Applied Epic management system. It prefills existing client data from Applied Epic into the application, eliminating rekeying inefficiencies. Integration with EZLynx’s expanded insurer library means you can receive instant rates for more than 525 insurers nationwide.
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Epic Quotes Commercial Lines
Epic Quotes Commercial Lines brings Tarmika's leading comparative rater capabilities into Applied Epic so you can seamlessly remarket or quote new business without leaving the management system. All you have to do is input customer and risk information once to view quotes across multiple insurers, drastically reducing the time-consuming, repetitive data entry that can eat up your day.
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Tarmika
Tarmika™ is the industry’s leading commercial lines quoting tool. It allows you to collect data, find in-appetite markets and submit to markets all in one system, making the quoting process easy and efficient. Seamless integration with Applied Epic and EZLynx Management System prefills Tarmika with existing policy data to eliminate rekeying when retrieving rates from new insurers.
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Indio
Indio® is the industry’s leading application and submission management platform. With it, you can turn the cumbersome insurance application into a modern, digital experience you and your clients will love. Its bidirectional integration with the Applied Epic management system allows you to seamlessly exchange data between systems to ensure accurate information within both platforms.
Data Analytics
Now more than ever, insurance agents need actionable business insights at their fingertips to make more informed and profitable decisions. Applied offers powerful business intelligence tools to help you harness the power of data. They provide real-time data analysis on employee productivity, client relationships, market share and revenue, and insurer relationships, empowering agents to easily track and analyze valuable metrics that matter most to their business.
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Epic Dashboards
Epic Dashboards democratizes access to the mountain of data in Applied Epic, transforming it into meaningful visualizations tailored to help each person answer their most common business questions. It supports data exploration, drill-down and filtering, so you no longer need to run multiple reports or continually change criteria to uncover issues or opportunities, saving time and reducing frustrations. Role-based reports and basic dashboards bring information and insights to the right people across the agency for accelerated decision-making.
Digital Payments
Consumers expect a certain type of experience when paying for products or services online. With our end-to-end payments solution, you can give insureds the option of paying digitally and eliminate the overhead of manual payments. Meanwhile, automation takes care of your back-end reconciliation process. Customers get a simple payment experience, and you get paid faster – it’s a win-win.
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Applied Pay
Applied Pay® is the insurance industry’s only AMS-native payments solution with direct integrations into Applied Epic, EZLynx Management System and Applied CSR24. Agency-branded checkout pages make it easy and safe for insureds to pay their premiums online via credit card, ACH, premium financing and other payment options. Automated accounts receivable reconciliation reduces workload inefficiencies so you can settle payments faster.
Insurer Connectivity
Relying on manual processes and paper files when working with insurers and MGAs can really slow agents down. We’ve teamed up with Ivans to deliver connectivity technology that links every phase and stakeholder of the insurance lifecycle. These tools connect you to the most insurers and markets for submissions, servicing, and policy intelligence from within your AMS, making work easier for you and easier for your insurers and clients to do business with you.
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Ask Kodiak
Ask Kodiak® is a search engine for commercial insurance products, so you can come to one place and find the perfect market to fit your client’s specific risk. Want to know what others in your agency are searching for? It can do that, too. Analytics track which lines of business and insurers your staff are searching the most, giving you more insight into your insurer relationships.
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Ivans Download
Ivans Download™ automates the exchange of claims and policy information between you and your insurer partners, so the latest details are instantly available. In addition to saving time and money by reducing the operational overhead of manual processes, you’ll step up your customer experience with timely and effective service.
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Ivans Exchange
Ivans Exchange™ is a complimentary online tool for managing current and new download connections. Its user-friendly design allows you to track total download usage, identify available opportunities to increase connectivity, and indicate to insurers your interest in new lines to download or quality issues – all from one central online location.
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Ivans eServicing
Ivans eServicing™ allows you to ping your insurer partners’ systems with just a click of a button to get all the account status, billing, claims, policy, and loss run information you need. Even better, you stay in your agency management system the entire time, making you more efficient and your customers happier.
Customer Service
Customers expect instant access to information anytime, anywhere, and your staff wants to choose how and where they work. We can help you provide the simple digital interactions your customers and staff expect. Our customer self-service software offers clients 24/7 access to their insurance information, while our agent mobile app gives staff the flexibility to work on the go.
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Applied Mobile
Applied Mobile® is a mobile application for insurance agents that provides on-the-go access to the Applied Epic management system via a smartphone or tablet. Giving your team the freedom to do their job anytime, anywhere drives employee satisfaction, retention and cost savings.
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Applied CSR24
Applied CSR24® is an agency-branded self-service customer portal and mobile app that provides policyholders with 24/7 access to insurance documents, online bill pay, and claims. By giving customers the freedom to self-serve, simple service calls into your agency are reduced, freeing your employees to focus more on revenue-generating activities.
Sales and Marketing
Insurance agents are always looking for innovative ways to win new business and round out existing clients. Our integrated solutions automate sales and marketing so you can easily and efficiently manage your pipeline and provide targeted information and advice to your customers.
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Applied Epic for Salesforce
Applied Epic for Salesforce™ combines the #1 agency management system with the #1 customer relationship management (CRM) platform so your front-office and back-office staff can work together efficiently in two separate but completely synced platforms. It gives each person in the agency a 360-degree customer view, helping you to grow your book of business and profits quickly.
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Applied Marketing Automation
Applied Marketing Automation® is an insurance marketing automation application. Its robust library of P&C and Benefits-specific content lets you quickly create and deliver targeted, timely messages to your clients and prospects. Direct integration with the Applied Epic agency management system allows you to manage campaigns, contacts, and marketing subscriptions without leaving the core system.
Ready to Learn More?
When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.