Applied Epic

Applied Epic is the insurance industry’s fastest-growing agency management system chosen by more agencies to manage their property and casualty and benefits business in a single application.

In today’s changing insurance market, agencies of all sizes need an advanced, scalable system that supports growing business needs and provides a greater level of visibility across their entire book of business. Applied Epic lives up to its name with powerful automation capabilities and the industry’s most technologically advanced, flexible and secure application.The system offers a single application with integrated capabilities to efficiently manage customer relationships, policy and benefits administration and financial accounting processes more efficiently across an agency or brokerage, including multiple locations in different geographies with native benefits capabilities.

Applied Epic provides agencies a single view into their book of business, enabling you to provide better client service and expedite cross-selling opportunities. Applied Epic standardizes data for agencies with multiple locations in different geographies, and the application's flexible software architecture is designed to easily manage rapid business growth. With an intuitive user interface, Applied Epic delivers process management capabilities through myEpic that further automate, adapt, and manage internal operations, enabling you streamline workflows and quickly respond to changes in the market and within your customer base.

Check Out the Latest Version of Applied Epic

Applied Epic insurance management allows your agency to:

  • Manage benefits and P&C business within a single application, providing a single source of truth for all client information
  • Automate operations and configure workflows with myEpic
  • Standardize data for consistent reporting and company-wide evaluation
  • Customize invoices, statements and reporting
  • Access a policy summary comparison tool
  • Seamless integration with other Applied software or third-party applications
  • Tighten security for sensitive data and manage data for increased risk control
  • Simplify employee on-boarding and training with standardized workflows

Increase Flexibility, Security and Cost Savings with Applied EpicOnline
Applied EpicOnline, the cloud hosted version of Applied Epic, delievers the capabilities of Applied Epic along with the performance, security and cost savings advantages of Applied Cloud Services. Hosted in Applied’s secure Tier III+ data centers, Applied EpicOnline allows your staff to access agency data anytime, anywhere and eliminates the need for you to manage hardware, IT and security-related issues on-premises so you focus on the business of insurance.


Product Benefits

Applied Epic is the only agency management system that allows you to manage both your P&C and benefits business within a single application, reducing time and cost spent operating multiple applications and increasing cross-sell and up-sell opportunities to your current client base. Applied Epic provides a single view into your entire customer base and business processes across all locations and lines of business, providing your agency the information needed to quickly and easily make more informed business decisions, expand your book of business and manage more strategically.


With myEpic, Applied Epic standardizes business operations around best practices workflows, enabling your agency to increase efficiency of agency staff and lower administrative costs while ensuring consistent deliver of high-level service to customers.


Applied Epic was designed to provide the flexibility and capabilities agencies require today to quickly expand and seamlessly integrate newly acquired businesses. With an intuitive user interface, Applied Epic’s single view into customers and business operations, standardized data and workflows and consistent, enterprise-wide reporting enable your agency to quickly and seamlessly add new customers, lines of business and locations across multiple and geographies using one application.


Applied Epic enables agencies to drive higher customer trust and satisfaction by consistently delivering a stronger customer service experience. The system enables agents and brokers proactively to identify new servicing opportunities, quickly satisfy information needs, improve client communication and eliminate administrative tasks that reduce opportunities to work directly with clients.

For more information about Applied Epic and other Applied solutions, call us at 1.800.786.1362 or Contact Us.

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