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Applied Systems is a leading provider of agency management systems and insurance broker technology, offering management systems like Applied Epic, connectivity between agencies and carriers, and digital tools for customer engagement and analytics. Its platforms help independent insurance agencies and brokerages run their operations, manage clients and policies, connect to carriers, and grow, serving as the operational backbone for much of the independent agency channel.
Applied Systems is used by insurance agencies and brokerages of all sizes that need to manage the business of selling and servicing insurance, from client and policy data to accounting and carrier connectivity. Its cloud management systems centralize operations, its connectivity streamlines carrier interactions, and its digital tools improve client experience. For independent agencies seeking a comprehensive management platform, Applied Systems is an industry mainstay.
Pricing Model
PAID
Starting Price
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Free Options
None
| Feature | Applied Epic Popular | Enterprise |
|---|---|---|
| Agency management system | — | |
| Client and policy management | — | |
| Accounting | — | |
| Carrier connectivity | — | |
| Reporting | — | |
| Everything in Applied Epic | — | |
| Digital client tools | — | |
| Analytics | — | |
| Advanced integrations | — | |
| Dedicated support | — |
Other
CRM
Finance
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API Types
SDK Availability
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
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