About Us

Partner Program

Increase connectivity to automate operations

The Applied Partner Program is open to leading software providers that have earned success in the P&C insurance industry and provide advanced capabilities that extend the power of your technology strategy.

Applied Integration Partners integrate best-in-class capabilities with Applied’s solutions so that you can further automate business operations and focus more time on selling and managing the business of insurance.

Applied Solutions Partnerships embed leading functionality into Applied’s solutions, delivering best of breed solutions to streamline workflows and increase connectivity across the insurance lifecycle.

Integration & Solution Partners

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Platinum Integration Partner

blueC’s blueButler application launches at the start of every call to provide real-time workflow tags, guides, checklists, audio signature scripts, upsell/cross-sell reminders, and client call histories to ensure your staff deliver a superior customer experience when servicing clients live on the phone. Integrated with Applied Epic, blueButler automatically records and embeds your client phone calls as an activity in Applied Epic, providing your staff instant access to critical information to complete business tasks, train staff, and manage E&O.

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Bluefin Payment Systems

Solution Partner

Bluefin Payment Systems is the leading provider of secure payment technology for independent software vendors (ISVs), enterprises, retailers, financial institutions and small-medium sized businesses worldwide. Bluefin’s proprietary PayConex platform features PCI-validated Point-to-Point Encryption (P2PE), the QuickSwipe mobile POS system, tokenization, transparent redirect and more.

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Citrix RightSignature

Solution Partner

RightSignature makes it fast and easy to get documents signed in minutes. RightSignature with Applied Epic enables agencies and brokerage to get contracts, applications, internal documents and more filled out and signed with easily, legally binding e-signatures.

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Citrix ShareFile

Solution Partner

North American Applied TAM customers can leverage the ShareFile Plugin for Microsoft® Outlook. With ShareFile, agencies can further automate document management through easy, secure email without the use of usernames and passwords, in addition to the sharing and storing of documents in the cloud without having to leave Outlook.


Solution Partner

Coupa is the world’s most complete Enterprise Contract Lifecycle Management platform, used every day by market-leading companies to reduce their contract risk, accelerate their sales cycles, and improve their business processes. With our current solutions, we can support virtually any enterprise contract management need, anywhere, anytime, truly providing 100% Contract CertaintyTM.

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Solution Partner

DocuSign helps organizations connect and automate how they prepare, sign, act on and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature, the world's #1 way to sign electronically on practically any device, from almost anywhere, at any time. Today, over 750,000 customers and hundreds of millions of users in over 180 countries use the DocuSign Agreement Cloud to accelerate the process of doing business and simplify people's lives.

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Solution Partner

ePayPolicy is the only payment provider built specifically for the insurance industry. Credit card and ACH payments seamlessly integrate with Applied CSR24, meaning payments are automatically synced into Applied Epic or Applied TAM for a smooth, end-to-end user experience.

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Insurance Automation Group

Integration Partner

The iAutomate Surety suite of surety solutions enable agencies to streamline their surety bond processing and workflow by allowing surety companies to create a closed-loop surety process through direct connection to agency partners. These solutions are designed to automate the entire surety workflow process, eliminating manual re-keying of billing, bond policy insert, and transactional data to reduce cost and E&O exposure.

Formstack Sign

Solution Partner

Formstack Sign allows you and your customers to eSign from anywhere. Business moves faster with simple and secure eSignatures from Formstack Sign. From contract to deal, agreement to closed-won, you can easily connect the dots with Formstack Sign. This eSignature solution increases internal productivity and lets you deliver a better customer experience. All of this without sacrificing compliance to the rigorous security standards you expect out of today's eSignature solutions. Upload a document, drag and drop fields, send to your customers, and once it's signed, receive a full audit log.

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LexisNexis Risk Solutions

Solution Partner

LexisNexis Risk Solutions is a leader in providing essential information that helps insurance providers assess and manage risk. Their insurance solutions assist with automating and improving the performance of critical workflow processes to reduce expenses and improve customer experience. By tapping into the industry's largest collection of contributory databases, data prefill solutions, advanced linking technology and analytics from LexisNexis, insurance providers gain deeper insight into their business and customers to position for ongoing growth and respond to changing market dynamics.

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Integration Partner

Passport, powered by Assurex Global and integrated into Applied Epic software, allows Applied Epic users to transfer documents in a few simple, secure steps without leaving the application. Documents can easily be shared at the client or policy level of another Assurex Global broker’s Applied Epic application. Simultaneously, the Assurex Global Passport system logs the document exchange and also maintains a copy of the document, improving staff productivity.

Red Planet Software

Integration Partner 

Red Planet Software is the global leading provider of complete payment solutions for Insurance Premium Financing. Red Planet Software's solutions manage over US$5 billion of insurance payments annually.

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Rhoads Online Institute

Integration Partner

Rhoads PCRM is a producer credential management solution that enables organizations to effectively address state licensing and appointment regulations. The solution stores all producer demographic, state license and appointment information, and enables state licensing transactions via a single portal. Through integration with Applied Epic, agencies and brokerages are able to seamlessly connect sales and compliance functions, ensuring more accurate and effective policy management.

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Solution Partner

Twilio makes communications relevant and contextual by embedding messaging, voice and video capabilities directly into software applications. Integrated into Applied Epic, Twilio technology enables agents to send and receive text messages over the insurer network directly from the system to insureds.

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.