Applied Epic

Applied Epic, from Applied Systems, is one of the most widely used agency management systems for insurance brokerages. It gives agencies a single system to manage the full book of business — client and policy data, servicing, accounting, sales and marketing, and reporting — across both property & casualty and employee benefits lines.

Designed to scale from small agencies to large, multi-location brokerages, Epic centralizes workflows so producers, account managers, and accounting teams work from the same record. It connects to carrier and rating systems for personal and commercial lines quoting, offers business intelligence and analytics, and includes mobile access via an employee app. As a cloud-based platform, it reduces on-premise IT overhead while supporting the compliance and audit needs of regulated insurance operations. Pricing is quote-based, tailored to agency size and modules.