Applied Epic Overview
What is Applied Epic?
Applied Epic is a leading, enterprise-grade agency management system from Applied Systems, available both on-premise and in the cloud. It provides comprehensive automation capabilities for insurance businesses through a single, open application. The system integrates a wide range of critical functions, including customer relationship management (CRM), policy and benefits administration, sales automation, and full financial accounting. This all-in-one approach is designed to create a unified workflow, break down data silos, and provide a holistic view of the agency's operations, clients, and financial performance.
Who it's for:
Applied Epic is built for medium to large insurance agencies, brokerages, and financial services firms that require a powerful, scalable, and fully integrated management platform. It suits organizations with complex needs that span sales, service, and accounting.
Our verdict:
Applied Epic is a heavyweight contender in the agency management space, offering unparalleled depth and breadth of functionality. Its integrated nature and scalability make it a premier, albeit substantial, investment for larger agencies seeking a single system to run their entire business.
Applied Epic Details
Applied Epic Platforms supported
Cloud, SaaS, Web-Based
Desktop Windows
On-Premise Linux
On-Premise Windows
Desktop Chromebook
Desktop Linux
Desktop Mac
Mobile Android
Mobile iPad
Mobile iPhone
Applied Epic Support options
Chat
Email Help Desk
Knowledgebase
Phone Support
Applied Epic Training options
Documentation
In-Person
Live Online
Videos
Webinars
Applied Epic Related Categories
Applied Epic Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Applied Epic Features
Most valued Applied Epic features by users
Claims Management
Commission Management
Contact Management
Document Management
Insurance Policy Management
Insurance Rating
Life & Health
Property & Casualty
Quotes/Estimates
Top Applied Epic Alternatives & Competitors
NowCerts is a modern, cloud-based insurance agency management system described as meticulously crafted, secure, intelligent, and intuitive. It is a comprehensive platform that covers a wide array of agency needs, includi... Read More
Jenesis Software is a web-based management system tailored for independent agents handling both personal and commercial lines of insurance. It helps agents build strong relationships with policyholders through efficient ... Read More
HawkSoft Customer Management System (CMS) is a long-established leader in agency management software, serving thousands of independent agencies since 1995. Created by agents for agents, it takes pride in its independent ... Read More
Macaw AMS is a cloud-hosted, end-to-end Insurance Agency Management System built specifically for Managing General Agents (MGAs) and Brokers. It streamlines the entire insurance lifecycle across key functions including C... Read More
Agency Advantage, by Jenesis Software, is an online agency management solution designed to tackle the dual challenge faced by independent insurance agents: acquiring new customers while effectively retaining existing one... Read More
BindHQ is a modern, high-performance agency operating system engineered specifically for technology-driven Managing General Agents (MGAs), Managing General Underwriters (MGUs), and wholesale insurance intermediaries. Its... Read More
Agency Matrix, now part of ITC, positions itself as the most robust and affordable cloud-based technology provider in the insurance agency marketplace. As a leader in cutting-edge technology, it is committed to deliverin... Read More
Agentero is a platform designed to empower independent insurance agents by helping them optimize their book of business, work more efficiently, and enhance the policyholder experience. It likely provides tools for book a... Read More
NextAgency, from Take44, is an all-in-one agency management system specifically built for health, senior, and life insurance agencies. It consolidates critical functions into a single platform, including a full-featured ... Read More
AgencyBloc is the number one agency-recommended management system specifically crafted for the life and health insurance sector. It helps agencies grow by organizing and automating their operations through a powerful com... Read More