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Applied Epic

The world's most widely used insurance agency management system.

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Overview

Applied Epic is a cloud-based insurance agency management system designed for growth-minded, mid-size, and enterprise independent agencies. It provides capabilities to manage the entire business, including P&C and benefits, in a single platform.

✨ Key Features

  • Integrated Benefits Management
  • Market Access and Quoting
  • Reporting and Data Analytics
  • Accounting
  • Policy and Document Management
  • Workflow Automation
  • Sales Automation
  • Insurer Connectivity

🎯 Key Differentiators

  • Large market share and extensive user base
  • Comprehensive, all-in-one agency management platform
  • Strong integration capabilities with insurance carriers

Unique Value: Provides a single, integrated platform for insurance agencies to manage all aspects of their business, improving efficiency and customer service.

🎯 Use Cases (3)

Managing P&C and Benefits business in a single system Automating manual tasks Scaling agency technology

✅ Best For

  • Centralizing customer data for a complete view
  • Streamlining renewal processes

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Very small agencies or individual agents

🏆 Alternatives

Vertafore AMS360 EZLynx HawkSoft

Offers a more comprehensive and feature-rich solution compared to some smaller agency management systems, with a larger network of carrier integrations.

💻 Platforms

Web

🔌 Integrations

Applied Pay Salesforce Microsoft Office

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 ✓ ISO 27001

💰 Pricing

Contact for pricing

Free tier: NA

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