About Applied Epic
Applied Epic from Applied Systems is a comprehensive insurance agency management system designed for mid‑size to enterprise independent agencies.
Applied Epic from Applied Systems is a comprehensive insurance agency management system designed for mid‑size to enterprise independent agencies. It centralizes key workflows—policy lifecycle, sales, quoting, accounting, reporting, customer service, and insurer connectivity—into a unified, cloud‑native platform that supports P&C and employee benefits business lines from one interface. The platform’s browser‑native design provides modern access for remote teams and reduces on‑premise software management burdens, while embedded automation tools streamline repetitive tasks and improve operational efficiency. Real‑time dashboards deliver role‑based insights, helping agencies track performance and client activity more effectively. Recent updates include smarter reconciliation and expanded benefits management workflows powered by AI, making it a strong solution in today’s increasingly digital insurance environment. Applied Epic is recognized industry‑wide—with placement on G2’s 2026 Best Software list—and remains actively developed with ongoing product enhancements and integrations. Its scale and breadth of features make it suitable for agencies seeking to replace disparate systems with a single, extensible platform that connects operational, sales, and insurer partnerships smoothly.
Pros & Cons
- Centralizes client and policy data to improve insights and enhance customer service quality.
- Provides real-time reporting and dashboards to monitor agency performance effectively.
- Automates repetitive tasks and workflows to save staff time and reduce errors significantly.
- Browser-native access enables secure remote use across multiple devices without local installs.
- Supports comprehensive management of policies, clients, and sales workflows efficiently.
- Interface can feel overwhelming with many modules and options for new users.
- Steep learning curve for advanced features may slow adoption among staff initially.
- Smaller agencies may find cost and feature set excessive for their operational needs.
- Premium modules may be needed for advanced analytics and automation capabilities.
- High setup complexity requires significant training and IT resources for initial deployment.
Features
Key features
Customer self‑service portals and mobile access.
Forecasting and opportunity tracking within the AMS.
Extended modules like marketing automation.
Integrated access to carriers via Ivans and other networks.
Data prefill, attachment previews, and automated emails.
Built‑in personal and commercial lines rating and quoting tools.
Insurance‑specific financial management and reconciliation.
Role‑based dashboards with visual insights.
Manage policy lifecycle, changes, renewals, and servicing workflows.
Additional features
Integrated campaign and contact management.
Specialized workflows for employee benefits.
Embedded market access and rating engines.
Customer portals and mobile access.
Track and predict new business opportunities.
Direct carrier submissions and policy exchanges.
Smart task automation and email summaries.
Built‑in financial workflows for FP&A.
Centralized control of policy details, lifecycles and servicing.
Role‑specific visual metrics and analytics.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to Applied Epic
Cova
Cova is a compliance software platform from Cova Africa that supports regulatory and operational compliance…
Root Insurance Platform
Root Insurance Platform is a technology solution from Root that provides auto insurance services. It…
Naked Insurance
Naked Insurance is a digital insurance platform from Naked Insurance [providing comprehensive coverage for cars,…
MyCover.ai
MyCover.ai is an open insurance API platform from MyCover.ai that simplifies access to insurance and…
Spot something wrong or outdated?
Suggest a correction — a reviewer verifies every change.
About Applied Epic
Applied Epic from Applied Systems is a comprehensive insurance agency management system designed for mid‑size to enterprise independent agencies.
Applied Epic Details
Applied Epic's In-App Market Place
Does Applied Epic have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (CHF), NZD (NZ$)
Pros & Cons
- Centralizes client and policy data to improve insights and enhance customer service quality.
- Provides real-time reporting and dashboards to monitor agency performance effectively.
- Automates repetitive tasks and workflows to save staff time and reduce errors significantly.
- Browser-native access enables secure remote use across multiple devices without local installs.
- Supports comprehensive management of policies, clients, and sales workflows efficiently.
- Interface can feel overwhelming with many modules and options for new users.
- Steep learning curve for advanced features may slow adoption among staff initially.
- Smaller agencies may find cost and feature set excessive for their operational needs.
- Premium modules may be needed for advanced analytics and automation capabilities.
- High setup complexity requires significant training and IT resources for initial deployment.
Applied Epic's Support Options
Contact
(708) 534-5575Applied Epic's Alternatives
Cova
Cova is a compliance software platform from Cova Africa that supports regulatory and operational compliance…
Root Insurance Platform
Root Insurance Platform is a technology solution from Root that provides auto insurance services. It…
Naked Insurance
Naked Insurance is a digital insurance platform from Naked Insurance [providing comprehensive coverage for cars,…
MyCover.ai
MyCover.ai is an open insurance API platform from MyCover.ai that simplifies access to insurance and…
