We protect what matters most to your business every day
Applied protects the policy records, client data, and financial transactions that move through our platform, backed by independent audits, not just our word.
Every agency and carrier that runs on Applied trusts us with something valuable: client information, policy and claims data, and financial transactions, plus the systems that manage this information and run their business day to day. We treat that trust as something to earn continuously, not claim once. Below is how we approach data security, how our platform helps reduce your E&O exposure, the certifications we hold, and how we handle privacy.
Data security at Applied runs as an ongoing program, audited by independent third parties across multiple standards to keep pace with how the industry works.
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CSA STAR
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ISO/IEC 27001:2013
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ISO/IEC 42001:2023
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SOC 1 Type 2
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SOC 2 Type 2
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SOC 3
We collect and process the data you and your clients share with us according to our Privacy Policy, which covers what we collect, how we use it, and the choices you have.
Trust & Security FAQ
Yes. Applied Systems conducts SOC 2 Type 2 audits semi-annually across security, availability, and confidentiality for Applied Cloud products, including Applied Epic, Applied Analytics, Applied CSR24, Applied Mobile, and Ivans. EZLynx and Indio each have their own SOC 2 Type 2 reports.
Ask your account manager, or find it yourself: log in to the Applied community site, go to Product Information, then Due Diligence Documentation.
Submit it through our responsible disclosure program on HackerOne. We review every submission.
Yes — features like policy checking and built-in audit trails are designed to catch data and process errors before they become claims.