A widely used cloud-based agency management system from Applied Systems, aimed at agencies handling both P&C and benefits.
Applied Epic
A widely used cloud-based agency management system from Applied Systems, aimed at agencies handling both P&C and benefits.
Applied Epic is an agency management system developed by Applied Systems, one of the largest software vendors in the independent agency channel. It is used by agencies of all sizes and supports both property & casualty and benefits business in a single system.
Epic centralizes client and policy data, activities, documents and accounting, and connects to carriers through Applied\'s ownership of the IVANS network for download and real-time.
- Broad ecosystem: integrates with Applied\'s rater, CSR24 client portal, and Applied Marketing Automation.
- Positioning: commonly chosen by mid-size to larger agencies, though it scales down as well.
Along with Vertafore\'s AMS360, Applied Epic is one of the two dominant management systems in the U.S. independent agency market.