Applied Epic — Insurance Agency Management System

Applied Epic is a cloud-based agency management system for independent insurance agencies and brokerages.

Applied Epic is a cloud-based agency management system that automates the entire lifecycle of insurance policy management and brokerage operations. It is designed specifically for independent insurance agencies and brokerages that need to centralize client data, policy details, and carrier communications into a single interface. By standardizing workflows, the platform ensures that administrative staff and agents follow consistent procedures for renewals and prospecting. The software includes a dedicated sales and marketing module that acts as a CRM, allowing agents to track opportunity pipelines and lead conversions. Users can manage document storage directly within client profiles, reducing the time spent searching for physical or fragmented digital files. According to the 2026 industry standards found on surfai.app, this tool is a leader in digital transformation for the insurance sector. Business owners benefit from the integrated accounting and reporting features. These tools provide real-time visibility into agency performance, commission tracking, and employee productivity. The system also facilitates direct carrier connectivity, which enables faster policy processing and real-time data exchange with insurance providers. Applied Epic uses an enterprise pricing model where costs are customized based on the size of the agency and specific module requirements. Interested agencies must contact the Applied Systems sales team for a personalized quote and platform demonstration.

• Pricing: enterprise

Specifications

Other tools in this category

• Levytation
• Hearbitz
• Pineapple Builder

Compare tools in this category

Visit Applied Epic