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Agency owners
Carry more of the book per person
See profit by line, hold costs as you grow, and build an agency worth more at sale.
For Agencies & Brokers
Grow the agency without growing what it takes to run it
Insurance agency solutions that cover the whole operation, from placing a risk to servicing the book, and closing the month. Every team works from the same client record and source of truth.
Pick the result you want, or the part of the agency that needs it
Some agencies need solutions based on the results they want and others based on which part of the business is straining, and either one is a good place to start.
Solutions for each part of the agency
Some of the strain is departmental and some belongs to a line of business, so these start where the work actually lands.
Producers
Spend more of the week selling
Build prospect profiles in minutes, automatically complete applications, and submit once across your markets.
Servicing and account management
Deliver the service that keeps clients renewing
Every account keeps its history, carrier updates write to the policy, and clients can handle routine requests themselves.
Finance and accounting
Keep the books audit-ready all month
Invoices, payments and commissions post to the policy, and AI matches carrier statements for your team to review.
Commercial lines
Build a bigger commercial book
Start every renewal on time, quote the coverage gaps, and put your team’s hours into placement and clients.
Personal lines
Write the whole household, and keep it
Reach every renewal before it expires, including the accounts at the bottom of the list.
Benefits
Advise more groups with the team you have
Grow without another license or spreadsheet, and bring new hires up to speed in one workspace.
MGAs and wholesalers
Make each new program cheaper to run
Take on another program or another appointed agent without adding administrators or another system.
Why Applied
Designed around how insurance gets sold, serviced and paid
AI built for insurance work
Applied Epic fills applications, checks issued policies and reconciles statements inside your permissions, and your team approves.
Every line in one system
Commercial, personal and benefits business share one client record, with the accounting and forms each line needs.
Carriers connected across the lifecycle
From submission to renewal, quotes, policies and endorsements come back into the account from your carriers.
What customers are saying
Frequently asked about agency solutions
Most agencies need four things working together: somewhere to quote and place risk, somewhere to service the client, somewhere to handle the money, and a way to see what the book is doing.
Insurance agency solutions earn their keep when those four share one client. Four tools each holding their own version of the account create reconciliation nobody planned for.
An agency management system is where the client and the policy live, so servicing, renewals, accounting and reporting read from the same place. Other agency software usually does one job and hands the result on.
That distinction decides how much rekeying your team does. A rater or a signature tool is useful, but it is not where the account lives.
Applied Epic fits established agencies running multi-line books across P&C and benefits, typically 10 to 500 or more staff. EZLynx fits smaller or single-line personal lines agencies optimizing for quoting speed.
Both are Applied products, so the question is fit rather than which company to buy from.
Start from whichever is more concrete for you. If you can name the result you are accountable for this year, the outcome pages get you there faster.
If what you can name is the part of the agency that is straining, start from the need instead. Both routes end at the same capabilities.
Usually not. Most of what an agency needs sits inside one agency management system, and these are different entry points into it rather than separate purchases.
Where something genuinely sits outside it, such as a benefits quoting platform you already run, it connects rather than being replaced.
Independent agencies and brokers, from a single location to a national firm running several brands. The common thread is a multi-line book that more than one department touches.
Agency management solutions of this kind matter more as the agency gets more complex. A single-line agency of five people has a different problem than a 40-location firm.
Go deeper on agency solutions
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Best Practices
What to look for when you compare agency management software
Discover how to optimize your insurance agency's success with our essential checklist for selecting the best management system.
Read the blog -
Blog
Where AI is actually changing the independent agency's day
Learn how AI for insurance agencies is reshaping the way agents work – from automating renewals and reconciliation to strengthening client relationships.
Read the blog
Take it one part at a time
Tell us how the agency is set up now, and we'll show you what changes and what doesn't.