For Agents

Applied Epic

Manage all lines of business across all locations and roles in a single application.

Gain greater visibility across your entire book of business. Power your agency with the only system in the industry that has integrated capabilities to manage P&C, Benefits and Sales in a single application. As the world’s most widely used agency management system, Applied Epic®’s integrated and open architecture provides essential capabilities for each stakeholder within your agency to better manage customer relationships, sales opportunities, market access, financial accounting, reporting, business processes, and policy and benefits administration.

Key Benefits

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Gain a single view of your customers

Manage all roles, locations and lines of business within a single application to reduce time and cost spent operating multiple disparate systems.

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Connect with your insurer partners

Access new markets and automate policy information exchange with your insurers without having to leave the system.

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Manage sales processes and opportunities

View performance against sales goals and opportunities with role-based, intuitive dashboards to easily track new business opportunities and renewals.

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Connect with partners through an open, integrated system

Maximize your business value through seamless integration with third-party applications, proprietary systems and other data sources.

Capabilities

  • P&C and Benefits management

    Managing both businesses in a single application eliminates the time and cost spent managing and training staff on two disparate systems while maintaining a single view of your business.

  • Process management and automation

    Automate, adapt and reassign the most frequently used workflows to ensure consistency across all users and locations through business process management capabilities and pre-built workflows with myEpic.

  • Sales automation

    View, monitor, track and forecast new business opportunities and renewals directly within the application, eliminating the need to invest time and expense in separate solutions.

  • Document management

    Create multiple folder levels, search, report, and track history and versions at the client and vendor level. You can manage, organize and secure documents according to your business process guidelines.

  • Omnichannel customer service capabilities

    Integrate with your online customer portal or mobile apps to empower customers and staff with the same policy information in Applied Epic.

  • Insurer connectivity via single sign-on

    Eliminate time spent managing multiple logins and passwords. Connect through single sign-on to IVANS Exchange to view, track, report and manage download connections, and to IVANS Markets to search appetite – all within your daily Applied Epic workflows.

  • Text messaging

    Send individual text messages to your insureds or trigger mass messaging through system events

What's New

  • Microsoft Outlook integration

    Leverage the Applied Epic integration with Microsoft Outlook to gain access to your Applied Epic contacts and attachments, as well as full Microsoft Outlook functionality.

  • Renewal management

    Keep client account management more focused through added visibility controls within Renewals Manager. 

  • Insurer connectivity

    Access real-time transactions used the most in a single click with the new eServicing ribbon available on the policy list.

  • eSignature Multi-Document Submission

    Provide a more convenient signature workflow for your clients by sending multiple documents to eSignature at once.

  • Data Prefill

    Quote with more speed and accuracy than ever before through Data Prefill powered by LexisNexis.

Microsoft Outlook integration

Leverage the Applied Epic integration with Microsoft Outlook to gain access to your Applied Epic contacts and attachments, as well as full Microsoft Outlook functionality.

Renewal management

Keep client account management more focused through added visibility controls within Renewals Manager. 

Insurer connectivity

Access real-time transactions used the most in a single click with the new eServicing ribbon available on the policy list.

eSignature Multi-Document Submission

Provide a more convenient signature workflow for your clients by sending multiple documents to eSignature at once.

Data Prefill

Quote with more speed and accuracy than ever before through Data Prefill powered by LexisNexis.

Customer Success

Condon Meek

Applied Epic

Needing to simplify business operations and increase connectivity with insureds, Condon Meek chose Applied Epic to become a digital agency.

Watch Customer Story

Ready to Learn More?

Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.