The management system is the backbone of your agency, so it needs to have the functionality to manage your entire business and the flexibility to grow as you do. Applied Epic® is the world’s most widely used insurance agency management system (AMS) for growth-minded, mid-size, and enterprise independent agencies. All roles, locations, and lines of business, including P&C and Benefits, can be managed in this one platform to gain a crystal-clear picture of your entire agency. The browser-native platform gives you secure access to data on the go, minimizes software management, and puts new features in your hands faster.
Applied Epic’s native capabilities handle prospecting, pipeline management, market access, personal lines and commercial lines quoting and submissions, accounting and digital payments, operational reporting, policy management, and more. All the tools needed to manage the end-to-end policy lifecycle are embedded or integrated within the platform, so you can effectively and efficiently work in one system that keeps information and workflows connected instead of switching between multiple disconnected software solutions. Let our easy-to-use, all-in-one cloud-based management system be the foundation on which you build your growing insurance agency.
Top Agencies Trust Applied Epic
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7 of the 10
largest insurance agencies are standardized on Applied Epic
Source: Business Insurance Top 100
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91%
of Applied Epic reviewers on G2 rate it 4 stars or higher
Source: 2024 G2 Reviews
Key Benefits
Manage both your books of business within the same platform to gain a complete view of the customer. This helps you provide better service and makes it easy to capitalize on cross-sell and upsell opportunities.
Let automation handle the manual, repetitive business processes that can slow staff down. In doing so, you give them more time to focus on what truly matters: building client relationships and driving business growth.
Create a customized tech stack that works for your agency, not the other way around. APIs, granular security controls, and flexible configuration support the acquisitions and integrations of both Applied and third-party applications.
Allow your team to work from anywhere with a browser-based agency management system. Its modern, user-friendly design makes it easy to productively manage insurance policies throughout their lifecycle in just a few clicks.
Connect with insurers right from the AMS to save time servicing customers. Embedded connectivity solutions let you quickly access markets, submit quotes, and exchange policy details for personal lines and commercial lines without leaving your core workflow.
Core Capabilities
Integrated Benefits Management
Epic Benefits provides completely unique Benefits-specific workflows to capture general plan information, rates, coverages, eligibility criteria, stop loss, and TPA information.
Market Access and Quoting
Embedded personal lines and commercial lines rating applications allow you to remarket or quote new business directly within the agency management system.
Reporting and Data Analytics
Pre-built, role-based dashboards present relevant information for a specific job role in an easy-to-understand visual format that each person can double-click into to see what’s happening with their business, teams, and workflows.
Accounting
Integrated accounting built specifically for the insurance industry makes your FP&A teams efficient and reporting easy.
Policy and Document Management
Real-time access to policy information at each stage of the lifecycle allows you to provide quick and accurate service.
Workflow Automation
Data prefill, attachment previews, and automatic email summaries streamline daily tasks, making your day easier and increasing operational efficiency.
Sales Automation
Integrated sales automation lets you view, monitor, track, and forecast new business opportunities and renewals directly within the AMS, eliminating the need to invest time and money in separate software solutions.
Flexible Configuration
Easily tailor the platform to meet your agency's unique needs, including client and user-based permissions, branch and group hierarchies, and more.
Insurer Connectivity
Seamless connection with Ivans technologies grants you access to the most insurers and markets for submissions, servicing, and policy intelligence from within your AMS, making it easier for your insurers and clients to do business with you.
Omnichannel Customer Service
Integration with a customer self-service portal and mobile app allows policyholders to access their policy information when and how they like. All customer interactions are synced to the agency management system so that you always have the latest client details.
Integrated Digital Agency Solutions
Take a look at some of our extended software solutions, which natively integrate with Applied Epic to keep you in your core workflow.
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Benefits Plan Design
Integration with a Benefits plan modeling application lets you pull plan data from the AMS into its web-based tool to model, compare, and update plans in real time.
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Book of Business Growth
An embedded commercial insurance renewals application leverages AI to highlight commercial account coverage gaps based on business attributes, NAICS code, and existing coverage in the customer policy.
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Marketing Automation
Integration with a marketing automation application lets you manage email marketing campaigns, contacts, and marketing subscriptions from your AMS workflow.
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Digital Payments
A natively integrated digital payments solution optimizes collection efforts by seamlessly connecting you to the same systems and workflows used to run the entire agency.
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Commercial Lines Submissions
Bi-directional integration with an application and submissions management platform allows you to reduce duplicate data entry and E&O exposure by seamlessly collecting information from insureds and exchanging information with insurers.
Recognition
In G2's Winter 2025 Reports, Applied Epic received seven awards based on authentic customer reviews. Here are a few of the kudos we’re proud to have earned.
What Other Insurance Agents Are Saying
Ready to Learn More?
When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.