What is Applied Epic?

Applied Epic is a leading, comprehensive agency management system (AMS) that serves as the central operational hub for insurance agencies. Available in both on-premise and cloud deployment models, it integrates all critical business functions into a single, open application. This includes full-scale customer relationship management (CRM), policy and benefits administration across all lines, sales automation and pipeline tracking, and integrated financial accounting. By unifying these processes, Applied Epic breaks down information silos, automates workflows, and provides a 360-degree view of the client and the business, enabling greater efficiency, improved service, and data-driven decision-making.

Who it's for:

This system is designed for insurance agencies and brokerages of all sizes, from small firms to large enterprises, that need an integrated platform to manage their entire operation. It is suitable for agencies seeking to modernize their technology stack with a single-vendor solution that covers CRM, operations, and finance.

Our verdict:

Applied Epic is a market-leading, full-featured agency management system. Its depth of integration across CRM, policy management, and accounting provides a robust foundation for agency growth and operational excellence, making it a premier choice for serious insurance businesses.