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What's New in Applied Epic

Single application to manage your business

The latest release of Applied Epic marks it as the world’s most widely used agency management system. The most recent enhancements provide advanced, integrated capabilities for your agency to manage policy renewals and quoting workflows, expand omnichannel customer service channels, and provide greater access to core capabilities through multiple web browsers.

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Provide your customers the mobile service they want

Epic integrated texting allows you to send, receive, and log text messages directly within the application at the account level. The capability also ensures that your staff are notified when insured’s send a text response to ensure a consistent stream of communications within daily workflows.

Epic Texting

Send, receive, and log text messages directly with Applied Epic at the account level.

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Automate policy checking and contract review

Through a partnership with Exari, you can automate and quickly analyze one policy or contract against other documents to easily spot similarities and differences.

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Track producer license compliance

Through an integration with Rhoads PCRM, seamlessly connect sales and compliance functions to ensure more accurate and effective policy management with producer license tracking.

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Sign on once to access IVANS Exchange

Utilize the same credentials from Applied Epic 2017 R2 to IVANS Exchange via Single SignOn, providing a view of agency download opportunities without leaving Applied Epic while eliminating time spent managing multiple login and password details.

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Identify potential cross-sell opportunities

Provides you greater insight into the total worth of all policies and accounts at a single address, for all active policies on an account or related accounts, to identify new revenue opportunities.

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See Applied Epic how you want

Simplify and customize your view of Applied Epic with added ability to show or hide specific items in the navigation panel, options bar and menu bar of Applied Epic.

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Coming Soon

Several upcoming enhancements were also announced at this year’s Applied Net conference that we are excited to make available in 2018.

Access Applied Epic in more ways

Access to the core capabilities for designated staff is now available through standard Internet browsers on Microsoft and Apple operating systems.

Quote policies directly from your system

Instantly quote personal lines policies directly within the user interface and workflow of Applied Epic to provide the quickest service and the best products to your customers. Epic Quotes leverages client data to pre-fill the application so you can increase quote-to-bind time ratio, as well as actively store historical quote details for clients.


Now available in the U.S. and Canada.


Contact Us

Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.