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Run every line of business in one platform
Write P&C and benefits, commercial and personal lines in the same system, so you see each client’s coverage and the next policy to offer.
Agency management system
The insurance agency management system built for agencies that plan to grow
Your producers, servicing and finance run P&C and benefits from one place. As the book grows, AI in Applied Epic takes on the routine work.
Your client data lives in spreadsheets, inboxes and three different systems, and none of them agree.
Every handoff between a rater, a carrier portal and a spreadsheet means rekeying the account. Errors creep in, and finance closes on numbers servicing never saw. When every team works from one record, the account is right wherever it’s used.
Best Practices agencies and the largest brokers run their business on Applied
Why agencies choose Applied Epic
Applied Epic is the world’s most widely used insurance agency management system, built for agencies that are growing and changing how they work.
Work with your carriers from inside Applied Epic
Quote personal and commercial lines, send submissions and receive policy downloads in the same workflow your team services the account in.
Grow into new locations and acquisitions on the same system
Set permissions by role, branch and client, connect other tools through open APIs, and your team works in the browser from any office.
Change how your agency works, with Applied beside you
Applied specialists help each role adopt Applied Epic at go-live and as new functionality ships, so new ways of working stick.
AI automation built into Applied Epic
Epic Conductor puts AI to work across the assembly line of insurance, wiring together workflows in placement, servicing, accounting, and renewals to take manual, redundant work out of your day. It runs directly inside Applied Epic, using the data, records, and permissions you already have set up. Your team hands off the rekeying and searching, and spends more time growing the top line and doing the advisory work you know best.
Write, service, and bill every policy in Applied Epic
Your team enters client details once and uses them from the first application to the commission statement.
Issue, endorse, renew and cancel policies from one account. AI reads commercial policy documents and keeps the record accurate from issuance to renewal.
Plans, renewals and Employee Navigator enrollment run from one benefits workspace. AI reads carrier summaries and fills in the plan details.
Fill out applications with your clients in one collaborative online form instead of trading PDFs and emails. AI pre-fills answers from last year’s application.
Send a commercial risk to market by comparative rating, application packet or email, and track every submission on the account. AI captures emailed submissions and summarizes carrier replies.
AI reads statements in any format and matches each line to its transaction. Finance works only the exceptions.
Applied Epic books the transaction from the carrier document and sends the invoice with a payment link and financing options.
More in Applied Epic for growth, servicing, and finance
Choose Growth or Servicing and Finance to see the capabilities for each.
Personal lines quoting
Quote personal lines across your markets
Rate auto, home, and umbrella across your markets from one entry of client details. A bound quote becomes the policy in force.
Benefits quoting and plan design
Design and quote a benefits program
Model medical, dental and ancillary plans side by side while the client is in the meeting. The chosen design becomes an agency-branded proposal.
Prospecting and upsell insights
Research any account before you call
AI builds a risk profile for any account or prospect from public business data. You see coverage gaps and cross-sell openings before the conversation.
Marketing campaigns and content
Reach clients with ready-made campaigns
Build an audience from your book and pick a campaign that’s already written. Insurance-trained AI drafts the email for your approval.
Client servicing and portal
Answer routine requests at any hour
Clients pull documents and pay online. AI drafts certificates from current policy data for your team to approve.
Policy checking
Check every policy against what you bound
AI compares the issued policy with the quote, binder and prior term, linking each difference to its source page.
Insurance accounting
Keep trust balances compliant
Every invoice, receipt and commission posts against its policy, with trust funds held apart from operating funds.
Dashboards and reporting
See which numbers need action this week
Role-based dashboards read current Applied Epic data, and alerts go to whoever owns each metric.
Agencies running on Applied Epic
Customer reviews
Rated by agencies on G2
See what agencies say about Applied Epic in their own reviews on G2.
Frequently asked about Applied Epic
Applied Epic is an insurance agency management system, the platform an agency runs its business on. It brings client servicing, new business and financial operations into one record across P&C and benefits.
Producers, account managers and finance teams work in the same system, and AI built into it takes on routine work such as reading documents and reconciling statements.
Applied Epic fits established, growth-minded agencies running multi-line books across P&C and benefits, typically 10 to 500+ staff. Smaller or single-line personal lines agencies focused on quoting speed are usually a better fit for EZLynx®.
If you’re unsure which fits, an Applied specialist can review your book and lines of business with you.
Applied Epic offers APIs that let the other tools your agency relies on read and write client and policy data. Those tools stay connected to the same record your team works in, so nothing is rekeyed between systems.
The tools you want to keep stay in place, while Applied Epic remains the system of record.
Applied Epic connects to carriers through Applied’s own carrier platforms. Ivans handles download and data exchange with more than 700 carrier markets, and Cytora helps carriers read incoming submissions and return quotes faster.
Applied works on both sides of that exchange, so policy, submission and quote data moves between your agency and its markets from inside Applied Epic.
The clearest difference is where the AI runs. In Applied Epic, Epic Conductor works inside the management system, on the same client and policy records and under the same roles and permissions your team uses.
New AI capabilities build on the data and controls you already have.
Timing depends on book size, lines of business and how much historical data comes across. Applied’s implementation team plans the conversion with you and maps your existing data before go-live.
Training runs alongside, so your team is ready at go-live.
Go deeper on Applied Epic
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Blog
Essential Evaluation Criteria for Selecting Your Insurance Agency Management Software
Six questions to ask when you compare insurance agency management systems.
Read the blog -
Demo
Applied Epic Overview
A guided tour of servicing, financials and new business in Applied Epic.
Watch Now -
Video
Peer Insights on Why You Should Switch to Applied Epic
Agencies explain what changed after they switched to Applied Epic.
Watch Now
Run your whole agency on one system
Talk to an Applied specialist about your lines, your carriers and what moving your book to Applied Epic involves.