Applied Epic
The world's most widely used insurance agency management system.
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)
✅ 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
Offers a more comprehensive and feature-rich solution compared to some smaller agency management systems, with a larger network of carrier integrations.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
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