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Cloud-based insurance management software from Applied Systems.

About Applied Epic

Applied Epic helps insurance agents manage their entire book of business. Manage P&C, policy and benefits administration, financial accounting, customer relationships, and more from a single system. Reporting capabilities are also available that allow you to track new leads, as well as renewals for existing clients. With Applied Epic, you'll be able to manage both your existing client base and expand your business to new clientele.

Video Overview


  • Automated Workflows
  • CRM and Sales Automation
  • Document Management
  • Omnichannel Customer Service
  • Text Messaging
  • P&C and Benefits Management
  • Insurer Connectivity
  • Reporting

Product Overview

User Reviews of Applied Epic

Submitted on May 31st, 2016 by Timothy Heim from HHM Insurors

Having a sales tool that lets us manage and monitor everything that is going on at the agency at once is essential. We can track sales and hold people accountable, which is extremely valuable to us and impacts our bottom line.

Being mobile and having access to data when you want it is extremely efficient. Our cloud-based technology from Applied lets us work remote and respond to clients in an instant.

When we were deciding between in-house servers or the cloud, it was critical to consider disaster recovery, security and protection. When you look at the sophistication of Applied and the safety we get from Applied Cloud, it just made sense.

When I saw Applied Epic working with Applied Mobile and Applied CSR24, I knew it was built for me. The entire digital platform has allowed us to become a digital agency.