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Insurance Agency Software That Integrates with Applied Epic

Applied Epic is Applied Systems' flagship agency management system; raters, CRMs and marketing tools integrate with it to read and write agency data.

15
Vendors reviewed
8
Categories covered
8
Comparisons
2026
Last verified
Applied Epic insurance agency software integration
Integration depth across 5 vendors
2
Native
2
Certified
1
Marketplace
Applied Epic official site ↗

Native integrations (2)

Built-in, first-class. The platform ships with automated data sync and reconciliation, no marketplace install required.

Applied Rater

Applied Rater

Native
Applied Systems personal-lines comparative rater (formerly IVANS Rate)
Applied Rater integrates with Applied Epic as part of the Applied Systems ecosystem.
Indio

Indio

Native
Digital commercial-lines applications and renewals — "TurboTax-like", by Applied
Indio runs a bi-directional integration with Applied Epic for document and application data exchange.

Certified integrations (2)

Vendor is in the Applied Epic partner certification program. Tested connector, formal support contract.

InsuredMine

InsuredMine

Certified
Insurance CRM with a co-branded client app, from $118/user/mo
InsuredMine lists Applied Epic among the management systems it pulls from.
Tarmika

Tarmika

Certified
Applied Systems commercial-lines comparative rater (Bridge & Tunnel)
Tarmika connects to Applied Epic via API; deeper integration followed the Applied acquisition.

Marketplace integrations (1)

Available as an app listing or webhooks-level connector. Functional, but depth varies — confirm which data syncs (policies, commissions, clients), sync direction and supported record types before signing.

AgencyZoom

AgencyZoom

Marketplace
Insurance sales & service CRM from Vertafore, from $149/mo
AgencyZoom supports import-based connectivity with Applied EPIC to bring the book into its CRM.

How Applied Epic integration works

Applied Epic connects to insurance agency platforms through one of three technical patterns: (1) native data feed built into the platform; (2) certified partner-marketplace connector installed by admins; or (3) webhook/API integration built via the vendor's REST API and file/data exchange.

The choice of pattern determines the depth of data sync, reconciliation and record mapping available. Native feeds ship in weeks; marketplace connectors deploy in days; API builds require engineering.

Common setup steps
  1. Verify vendor integration depth (native / certified / marketplace)
  2. Install connector from the vendor's integration directory or marketplace
  3. Complete OAuth 2.0 handshake or API key exchange
  4. Map clients, policies and commission records to the platform schema
  5. Configure reconciliation and sync frequency for each data feed
  6. Test the sync with 5-10 real policies
  7. Roll out to production in a phased pilot

Top 3 use cases for Applied Epic + insurance agency software

  • ✓ Array
  • ✓ Array
  • ✓ Array

Limitations to verify before signing

Integration depth with Applied Epic varies sharply: some connections are bi-directional (Indio) and write back to Epic, while others are import-based (AgencyZoom) and move data out of Epic one way into another tool. API-based connections such as Tarmika\'s depend on the partner\'s current integration status. Confirm the direction of the data flow — into Epic, out of Epic, or both — before assuming a tool keeps Epic current.

Frequently asked questions

Epic is one of the two dominant agency management systems, so raters, CRMs and marketing tools integrate with it to reach agencies that keep their book of business there.

Indio runs a bi-directional integration with Applied Epic; both are Applied products. Others, like AgencyZoom, are import-based one-way connections.

Tarmika connects to Applied Epic via API so bound quotes can move into the management system; depth increased after Applied acquired Tarmika.

How we score depth. Native means the integration is built into the platform out of the box, with automated data sync. Certified means the vendor is in the Applied Epic partner certification program. Marketplace means an app/marketplace listing or webhooks-level connector. Sources: vendor integration directories, partner-marketplace catalogs and vendor product documentation as of June 2026. If a depth score looks wrong, tell us and we will verify.
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