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The management system is the backbone of your agency so you need a system with the capabilities to manage your entire business and the flexibility to grow as you do. Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire agency across all roles, locations and lines of business, including both P&C and benefits. 

What's New in Applied Epic

  • January 2023
    Tarmika Integration
  • November 2022
    Integrated Launch of Applied Benefits Designer
  • A black key icon with two arrows circulating it
    November 2022
    Automatic Refresh of Renewals Manager by Download
  • September 2022
    Journal Entry Approval Process
  • A laptop icon with an electric blue screen displaying a larger downward pointing arrow
    Winter 2022
    Department Configurations
  • An electric blue hand icon holding a circular icon with a lowercase "i" in the middle
    Winter 2022
    Document Flag
  • A black-outlined icon of a woman inside a circular diagram with electric blue circles
    Winter 2022
    Epic Quotes for Commercial Lines Integration
  • A black key icon with two arrows circulating it
    Winter 2022
    Rolling Income Statement
  • An icon of a dark blue document overlapping a black outlined, transparent document
    Summer 2021
    Branded Email Templates
  • A laptop icon with an electric blue screen and a smart phone icon displaying a large wifi signal overlapping the top right corner
    Summer 2021
    Expanded Integration with Applied CSR24

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