Applied Epic
The world's most widely used insurance agency management system.
Overview
Applied Epic is a comprehensive, cloud-based agency management platform designed for insurance agencies to manage property and casualty (P&C), policy and benefits administration, and financial accounting. It provides a single view of the customer with automated capabilities for each stakeholder in your agency while also supporting integrations and making acquisitions easy using its open and scalable architecture.
✨ Key Features
- Policy Management
- Benefits Administration
- Claims Management
- Accounting
- CRM
- Sales Automation
- Document Management
- Reporting and Analytics
- Omnichannel Customer Service
- Insurer Connectivity
🎯 Key Differentiators
- Comprehensive functionality for both P&C and Benefits.
- Open and scalable architecture.
- Widely used by top brokerage firms.
Unique Value: Provides a single, comprehensive platform to manage all aspects of an insurance agency, fostering growth and efficiency.
🎯 Use Cases (4)
✅ Best For
- Used by 7 of the top 10 largest brokers ranked by Business Insurance.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Agencies with limited resources for training and system migration.
🏆 Alternatives
Offers a more integrated and scalable solution for larger, growth-minded agencies compared to some competitors.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
💰 Pricing
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