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Applied Epic
The largest agency management system in the world by number of users, helping the majority of the 100 largest brokerages operate and scale their business.
Why Applied
Insurance runs on connections. Applied makes yours compound.
Applied builds for agencies, brokers, carriers, and MGAs, and for the work that moves between them. That has been the company’s whole job since 1983.
The largest brokers, the newest agencies, and the markets they place business with
Applied serves the largest brokers in the country, the agencies that open their doors next week, and the carriers and MGAs they all place business with. Insurance work stalls between companies, not inside them. Applied conducts the insurance distribution and connected ecosystem that is transforming how risk flows between them.
EZLynx
The largest management system in the world by number of agencies, and the choice of more than half the agencies that start up in the US each year.
Applied for Carriers
The Ivans products and the Cytora AI platform together, connecting carrier markets to 38,000+ independent agents.
Your AI partner should already know how your business runs
A new AI tool can look impressive in a demo. Running AI on a live book of business is harder. It has to work with your real client and policy data, inside the systems your team uses all day, and hold up with carriers and auditors watching.
Applied already runs those systems on both sides of the work. Applied Epic and EZLynx hold your clients, policies, and accounting. The Applied suite for carriers connects you to the carriers you place with. Applied builds its AI into all of them, so it works from your own records and reaches the carrier without another vendor in between.
That AI is already in daily use. Inside Applied Epic, it reads carrier documents and fills in the matching fields, finds anything in a client file down to the text inside attachments, flags coverage gaps on commercial accounts before renewal, and reconciles carrier statements. On the carrier side, it sorts every request that lands in a shared inbox, pulls the risk details out of each submission, catches duplicates and links new submissions to existing customers, and moves out-of-appetite risks to a decline queue so underwriters spend their time on the ones worth quoting.
Applied has built for this industry since 1983, and a licensed person still approves anything that touches a policy, a client, or a carrier.
Proof from both sides
Questions buyers ask us
Applied Systems is an insurance software company. Agencies and brokers run their operation on our management and quoting platforms. Carriers and MGAs use our connectivity and underwriting products to reach that distribution. We have been doing it since 1983, in seven countries.
Applied serves all three sides of the independent channel: the largest brokerages, the newest agencies, and the carriers and MGAs they place with. That is why Applied can work on the parts of insurance that sit between companies, where most of the delay lives.
Applied connects to 700+ carriers and MGAs for policy download, documents, claims, and real-time quoting, and publishes APIs and certified integrations for the rest of your stack. If a vendor you use is not already certified, the integrations directory is the place to check.
Applied builds for both ends of the market. Applied Epic runs the largest brokerages in the country, and EZLynx is the choice of more than half the agencies that start up each year. Which one fits depends on the lines you write and the carriers you place with, not on your headcount.
Every customer gets Applied University for role-based training and the Applied Community for peer answers, plus a support team that stays on a problem until it closes. Applied Net brings customers together once a year, and plenty of them have been coming for a decade or more.
Your data stays yours. Applied runs on audited cloud infrastructure with ISO/IEC 27001 certification and SOC 1, SOC 2, and SOC 3 reporting. Full documentation sits on the trust and security page.
Start with the hard part
Show us where the work slows down for you, inside your own team or between you and the markets you place with. That is where Applied starts.