Applied Epic

Applied Epic® is an insurance agency management system. Producers, servicing staff, and finance teams run property and casualty (P&C) and benefits business in one system.

Key features:

• Run P&C and benefits lines of business on one platform: Write P&C and benefits, commercial and personal lines in the same system, to show each client's coverage and the next policy to offer.
• Work with carriers from inside Applied Epic: Quote personal and commercial lines, send submissions, and receive policy downloads in the same workflow the team uses to service the account.
• Support new locations and acquisitions on the same system: Set permissions by role, branch, and client, and connect other tools through open application programming interfaces (APIs). The team works in the browser from any office.
• Adoption support from Applied: Applied specialists help each role adopt Applied Epic at go-live and as new functionality ships.