Applied Epic
The world's most widely used agency management system.
Overview
Applied Epic is a cloud-based insurance agency management system designed to manage all roles, locations, and lines of business, including Property & Casualty and Benefits, within a single platform. It provides agencies with a complete view of their customers and automates workflows for sales, policy and benefits administration, and accounting.
✨ Key Features
- P&C and Benefits Administration in one system
- Sales and Pipeline Management (CRM)
- Policy Management and Servicing
- Accounting and Financial Reporting
- Document Management
- Insurer Connectivity and Quoting
🎯 Key Differentiators
- Unified platform for both P&C and Benefits
- Open architecture with robust integration capabilities
- Strong market penetration with large, top-tier brokerages
Unique Value: Provides a single, scalable management platform that allows large, multi-faceted insurance brokerages to manage their entire book of business (P&C and Benefits) and automate the full policy lifecycle.
🎯 Use Cases (3)
✅ Best For
- Managing both P&C and Benefits books of business in a single platform.
- Automating manual, repetitive business processes to improve efficiency.
- Generating insurance certificates efficiently.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small, single-person insurance agencies
- Agencies with limited budgets for software and training
🏆 Alternatives
Compared to its main competitor, Vertafore AMS360, Applied Epic is often seen as having a more modern, open architecture and stronger capabilities for managing both P&C and benefits in a single system.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
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