More revenue per producer, not more producers
Margin improves when the book grows and the cost of running it does not. Your producers carry more without more support behind them.
Applied Epic Platform
The system that runs your whole agency
Applied Epic® is the insurance agency management system that connects client servicing, financial operations, and new business across P&C and Benefits. Built for growing, multi-line agencies, with native AI embedded in the workflows your team already runs.
See the difference in [outcome 1], [outcome 2], [outcome 3], and [outcome 4]
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4,000
Agencies growing their book on Applied Epic.
Independent agencies of every size run their business on the platform.
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700+
Carrier markets connected
Trade with the carriers that matter to your book, from inside the system.
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175,000+
Insurance professionals at work in Applied Epic
Producers, CSRs, and finance teams run their day from one platform.
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14
of the top 20 largest agencies in the U.S.
Run their complex, multi-line books on Applied Epic today.
Built for how agencies grow
Applied Epic is built so the work stops scaling with the book. Add clients, lines, and locations without rebuilding how your agency runs each time.
Win more of what you take to market
More of what you market gets placed, because you know where the appetite is before you send and where every risk stands after.
Service that holds as volume climbs
Your team answers a client in one pass, across P&C and benefits, without waiting on someone else to find the answer.
Close on time, every month
Finance stops chasing what the system can match, so month-end arrives without a scramble to catch up first.
Agentic automation
One agent checks a policy. Assembled, they run new business end to end.
It works inside the security and structure your agency already set up in Applied Epic, so there is no migration and no new system to stand up. Every agent runs against your existing roles and permissions, with a person verifying the steps you decide matter.
Every capability runs on the record your agency already has.
Placement, growth, benefits, financial close – add one and it works with the others without bolt-ons and integrations.
One commercial risk goes to the markets you work with at once, with carrier appetite visible before you send it.
Public business data becomes a full risk profile for any account, surfacing coverage gaps and cross-sell your producers would hunt for by hand.
Plan and account detail lives in a benefits-built workspace, with AI reading carrier summaries into the plan fields instead of your team retyping them.
Carrier statements match against Epic transactions on six signals at once, so finance reviews exceptions instead of rekeying whole statements.
What customers are saying
Applied Epic or EZLynx — how to choose.
Lorem ipsum dolor sit amet consectetur adipiscing elit. Both platforms are built by Applied — one for scale, one for speed. Here's how to find your fit.
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Frequently asked about Applied Epic
Applied Epic is an insurance agency management system - the platform an agency runs its business on. It brings client servicing, new business, and financial operations into a single record across P&C and benefits lines, with AI built into the workflows.
Applied Epic fits established, growth-minded agencies running multi-line books across P&C and benefits (typically 10 to 500+ staff). Smaller or single-line personal lines agencies optimizing for quoting speed are usually a better fit for EZLynx®.
Applied Epic replaces the stack agencies stitch together: separate raters, carrier portals, spreadsheets, standalone accounting, with one system of record. APIs keep the tools you want to hold onto connected.
Epic connects to carriers on ACORD-standard and direct data-exchange rails Applied has built and maintained for decades, not a stitched-together, third-party integration. Submissions and policy data move between the agency and its markets from inside the system, on connections that survive carrier updates.
The clearest difference is where the AI lives. AI in Epic operates on the same data model as the policy record, so every new capability builds on the ones already in place.
Go deeper on benefits
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Case Study
Resource Title
An independent look at where Applied Epic stands among agency management systems, for agencies comparing platforms before they buy.
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Demo
Resource Title
A guided look at how servicing, financials, and new business run together in Applied Epic, for agencies evaluating a switch.
Watch Demo -
Customer Video
Resource Title
An agency's own account of consolidating onto Applied Epic, for owners weighing the cost and disruption of a platform change.
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