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The management system is the backbone of your agency so you need a system with the capabilities to manage your entire business and the flexibility to grow as you do. Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire agency across all roles, locations and lines of business, including both P&C and benefits. Our Applied Epic software is browser-native so your team is able to easily access data, minimize software management and more quickly realize the value of new capabilities. Build your agency on a system that automates back office operations, keeps your front office sales team connected, and integrates with customer service and insurer connectivity technologies.

Key Benefits

  • A diagram with a woman in the center and arrows circulating around her pointing to a blue cloud, a blue building, a blue laptop, and a  blue smart phone

    Embrace technology with an open and flexible platform

    Boost the value of your agency by having a flexible system that can grow and innovate alongside your business. Using an open and scalable architecture, accomplished through an API and Data Lake design, Applied Epic supports acquisitions and integrations of both Applied and third-party applications to guarantee productivity and profitability as the needs of your business change.

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    Give your P&C and Benefits brokers a single place to operate

    Get more of your agency in the same platform to have a single source of truth for your business. All roles, locations and lines of business – both P&C and benefits – can be managed in this platform while giving flexibility for staff to operate with other applications that exchange data directly with Applied Epic.

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    Empower your team to work from anywhere in a system they'll love

    Give employees a simple, intuitive user experience. In just a few clicks, they can view account and policy details, complete a quote, file a claim, and remarket a renewal. And with on-the-go access to your management system via browser-based technology, you now have the flexibility to empower your teams to work from anywhere.

  • An icon of a dark blue building with a male icon at the bottom left and a black arrow curved around the building, pointing from the male to a woman icon on the top right corner of the building

    Work better with your insurer partners

    Connect with insurer partners right from your daily workflow to save time servicing customers. Without ever leaving your core system, you can find the best products quickly and easily and exchange policy details.

  • A laptop icon with a dark blue screen with apps on it and a smart phone icon overlapping the top right corner of the laptop

    Meet your customers wherever they are

    Support customers at any time on any channel. With the ability to seamlessly integrate with your online client portal and mobile app, you can help customers help themselves through 24/7 access to the policy information in your management system.


  • Integrated Benefits Management

    Kick the idea that management systems are only built for P&C agencies. Epic Benefits provides completely unique Benefits-specific screens to capture general plan information, rates, coverages, eligibility criteria, stop loss, and TPA information. You can handle commission rate tiers, including flat-fees per risk, and take advantage of unique custom form management and templates to present RFPs and plan summaries, including government-mandated summary of benefits and coverage.

  • Process Management and Automation

    Delight your employees by making work simpler. Automate, adapt and reassign the most frequently used workflows to ensure consistency across all users and locations through business process management capabilities and pre-built workflows with myEpic. By automating their most frequently used workflows, they can get more done in less time.

  • Accounting

    Reduce time spent on finance and accounting with solutions designed to meet your needs. Our systems integrated accounting is built specifically for insurance to make your FP&A teams efficient and reporting easy.

  • Policy Management

    Getting the right policy, with the right info at the right time to customers is crucial. Our platform makes back-office administration easy with real-time access to policy information at each stage of the policy lifecycle, so you can provide quick and accurate service.

  • Sales Automation and Customer Relationship Management

    Stop wasting time bouncing back-and-forth between multiple systems. Your management system is the only place you need to go to view, monitor, track and forecast new business opportunities and renewals. From there, integrate with world-class CRM technologies, like Salesforce, to get a 360-degree view of your customer.

  • Document Management

    Work the way that works for you. Manage, organize and secure documents based on your agency’s guidelines or your own customized process. Keep it simple or create deep folder hierarchies. Search, create reports, track history and/or versions by customer or vendor. It’s that easy.

  • Market Access and Quoting

    Easily identify markets for your risks directly whether you are looking to find a market for a new risk or remarket a current one. Integrated personal lines and commercial lines quoting reduces redundant data entry and makes for more efficient quoting with insurers directly in your management system so you can make sure your customers get the best products at the right price – all with fewer clicks.

  • Insurer Connectivity

    Say goodbye to paper and hello to productivity. With automated information exchange between you and your insurer partners, receive the latest policy-related documents and information via download directly in your management system.

  • Reporting and Data Analytics

    Obtain powerful graphical business insights from your existing management system data. Then use these insights to target where you can boost employee productivity and focus on the most profitable customer and insurer relationships.

  • Omnichannel Customer Service

    Give your customers choice in how they interact with your business. Applied Epic easily integrates with your customer self-service portal and mobile app so that your customers can access their policy information when and how they like.


Hear What Our Customers Say

Giving staff and clients the digital experience they expect was top priority for CalNonprofits. Learn how the agency differentiates their business using seamless, integrated digital technology.

Watch Customer Story

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.