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Increase connectivity to automate operations

The Applied Partner Program is open to leading software providers that have earned success in the P&C insurance industry and provide advanced capabilities that extend the power of your technology strategy.

Applied Integration Partners integrate best-in-class capabilities with Applied’s solutions so that you can further automate business operations and focus more time on selling and managing the business of insurance.

Applied Solutions Partnerships embed leading functionality into Applied’s solutions, delivering best of breed solutions to streamline workflows and increase connectivity across the insurance lifecycle.

Integration & Solution Partners

  • Aureus Analytics

    Integration Partner

    Aureus Analytics provides insurance companies with customer intelligence and experience solutions to deliver superior customer service. Aureus' AI platform DONNA is a Data Analytics platform designed to assist independent agents and brokers in identifying revenue opportunities and generating more income. The platform utilizes machine learning to measure customer experience throughout the customer life cycle and predict future outcomes.

  • Bluefin Logo

    Bluefin Payment Systems

    Solution Partner

    Bluefin Payment Systems is the leading provider of secure payment technology for independent software vendors (ISVs), enterprises, retailers, financial institutions and small-medium sized businesses worldwide. Bluefin’s proprietary PayConex platform features PCI-validated Point-to-Point Encryption (P2PE), the QuickSwipe mobile POS system, tokenization, transparent redirect and more.

  • Citrix Right Signature Logo

    Citrix RightSignature

    Solution Partner

    RightSignature makes it fast and easy to get documents signed in minutes. RightSignature with Applied Epic enables agencies and brokerage to get contracts, applications, internal documents and more filled out and signed with easily, legally binding e-signatures.

  • Citrix Share File Logo

    Citrix ShareFile

    Solution Partner

    North American Applied TAM customers can leverage the ShareFile Plugin for Microsoft® Outlook. With ShareFile, agencies can further automate document management through easy, secure email without the use of usernames and passwords, in addition to the sharing and storing of documents in the cloud without having to leave Outlook.

  • DocuSign

    Solution Partner

    DocuSign helps organizations connect and automate how they prepare, sign, act on and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature, the world's #1 way to sign electronically on practically any device, from almost anywhere, at any time. Today, over 750,000 customers and hundreds of millions of users in over 180 countries use the DocuSign Agreement Cloud to accelerate the process of doing business and simplify people's lives.

  • Employee Navigator

    Integration Partner

    Employee Navigator is a rapidly growing benefits and HR software company integrated with over 400+ of the nation's leading insurance carriers, payroll companies, and TPA's. Its platform delivers brokers and employers a truly connected digital experience, streamlining the management of everything from online enrollment and onboarding to ACA reporting, time off tracking, and more. The company currently works with more than 5,000 brokers, providing benefits administration and HR products to over 175,000 companies and 14+ million employees and dependents.

  • Formstack Sign

    Solution Partner

    Formstack Sign allows you and your customers to eSign from anywhere. Business moves faster with simple and secure eSignatures from Formstack Sign. From contract to deal, agreement to closed-won, you can easily connect the dots with Formstack Sign. This eSignature solution increases internal productivity and lets you deliver a better customer experience. All of this without sacrificing compliance to the rigorous security standards you expect out of today's eSignature solutions. Upload a document, drag and drop fields, send to your customers, and once it's signed, receive a full audit log.

  • Insurance Automation Group Logo

    Insurance Automation Group

    Platinum Integration Partner

    The iAutomate Surety suite of surety solutions enable agencies to streamline their surety bond processing and workflow by allowing surety companies to create a closed-loop surety process through direct connection to agency partners. These solutions are designed to automate the entire surety workflow process, eliminating manual re-keying of billing, bond policy insert, and transactional data to reduce cost and E&O exposure.

  • LexisNexis Risk Solutions Logo

    LexisNexis Risk Solutions

    Solution Partner

    LexisNexis Risk Solutions is a leader in providing essential information that helps insurance providers assess and manage risk. Their insurance solutions assist with automating and improving the performance of critical workflow processes to reduce expenses and improve customer experience. By tapping into the industry's largest collection of contributory databases, data prefill solutions, advanced linking technology and analytics from LexisNexis, insurance providers gain deeper insight into their business and customers to position for ongoing growth and respond to changing market dynamics.

  • Passport Logo


    Integration Partner

    Passport, powered by Assurex Global and integrated into Applied Epic software, allows Applied Epic users to transfer documents in a few simple, secure steps without leaving the application. Documents can easily be shared at the client or policy level of another Assurex Global broker’s Applied Epic application. Simultaneously, the Assurex Global Passport system logs the document exchange and also maintains a copy of the document, improving staff productivity.

  • Red Planet Software

    Integration Partner 

    Red Planet Software is the global leading provider of complete payment solutions for Insurance Premium Financing. Red Planet Software's solutions manage over US$5 billion of insurance payments annually.

  • Rhoads Online Institute Logo

    Rhoads Online Institute

    Integration Partner

    Rhoads PCRM is a producer credential management solution that enables organizations to effectively address state licensing and appointment regulations. The solution stores all producer demographic, state license and appointment information, and enables state licensing transactions via a single portal. Through integration with Applied Epic, agencies and brokerages are able to seamlessly connect sales and compliance functions, ensuring more accurate and effective policy management.

  • SALT

    Solution Partner

    Applied Systems is excited to announce the launch of a partnership with SALT ( that facilitates capturing customer information through a web interface for Applied Epic. Keep your agency in the spotlight with the custom-branded form ready to share with prospects on the golf course or any other event setting. Share the link via email, text, social media, or even embed the form on your site. Allow prospects to begin their application process online through a user-friendly form that follows easy-to-use templates. Educate customers and provide helpful insight during the application process. Your customizable coverage recommendations let you advise your prospects each step of the way, helping to ensure they receive the type of coverages they need. All customer data gets dropped into the Epic Leads Inbox, quickly allowing agents to move from application to quoting and closure without re-entering the initial data, making it easier and seamless for the prospect and agent.

  • Twilio logo


    Solution Partner

    Twilio makes communications relevant and contextual by embedding messaging, voice and video capabilities directly into software applications. Integrated into Applied Epic, Twilio technology enables agents to send and receive text messages over the insurer network directly from the system to insureds.

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.