Applied Epic - 2026 Pricing, Features, Reviews & Alternatives

Applied Epic® is an agency management platform that allows agents to manage their business across all roles and locations for both their P&C and Benefits books of business via a single view of the customer with automated capabilities for each stakeholder in the business, while also supporting integrations and acquisitions using open and scalable architecture.

Applied Epic Helps Your Business:

Embrace technology with an open and flexible platform. Applied Epic® supports acquisitions and integrations of both Applied and third-party applications to guarantee productivity and profitability as your business needs change.

Give your P&C and Benefits brokers a single place to operate. All roles, locations and lines of business – both P&C and Benefits – can be managed in this platform while giving flexibility for staff to operate with other applications that exchange data directly with Applied Epic.

Empower your team to work from anywhere in a system they'll love. In just a few clicks, agency staff can view account and policy details, complete a quote, file a claim, and remarket a renewal all while on-the-go.

Work better with your insurer partners. Connect with insurer partners right from your daily workflow to save time servicing customers. Without ever leaving your core system, you can find the best products quickly and easily and exchange policy details.

Meet your customers wherever they are. With the ability to seamlessly integrate with your online client portal and mobile app, you can help customers help themselves through 24/7 access to the policy information in your management system.

Applied Epic provides end-to-end customer lifecycle management with a single view of the business, a simple, intuitive user experience, flexibility to integrate Applied and third-party applications as the business and trends change, integrated insurer connectivity and market access.

Applied Epic helps you meet your needs:

More automation and visibility across more agency roles and lines of business that creates productivity and keeps operational cost low.

Software made for the insurance industry, but looks and behaves like the easy, intuitive and simple apps and online services that I use daily.

Flexibility to grow and have peace of mind that technology can integrate with other technology as needs and trends change.

Market access and a process within my daily workflow to connect with insurer partners.

With Applied Epic you can reduce operating costs and gain greater business insights, increase employee productivity and satisfaction, build an agile technology strategy on an open and secure platform, and foster better insurer relationships and save time servicing customers.

The platform provides core capabilities to automate sales and servicing workflows, deliver online customer experiences, and connect more closely with insurer partners. It provides flexibility and ease for integrations so agencies can easily plug third-party applications into the platform to meet the needs of their staff, customers and partners. Applied Epic delivers open architecture, rapid innovation, access to data and simple user experiences to create productivity, simplicity, intelligence and value for agencies at each stage of the customer lifecycle.