Applied Epic
Agency management system from Applied Systems for multi-line insurance agencies and brokers across P&C and benefits.
Epic Conductor applies AI to reading documents, matching commission statement lines to transactions, pre-filling applications, summarising submissions and drafting certificates and marketing emails for staff approval.
- API
- APIs that let other tools read and write client and policy data
- Users
- Used by 81% of Business Insurance's 100 largest US brokers, according to the vendor
- Hosting
- Used in the browser from any office
Overview
Applied Epic is the agency management system of Applied Systems, addressed to established independent insurance agencies and brokers running multi-line books across property and casualty and benefits, typically 10 to 500+ staff by the vendor's description. Clients, policies, quoting, billing and agency accounting sit in one system that staff use in the browser. Prices are not published.
Our take
Pick it if the agency writes commercial, personal and benefits business together and wants trust accounting, carrier downloads and client self-service in the same system rather than spread over separate tools. For a startup or a single-line personal lines shop, Applied itself points to its EZLynx product instead, which is the better match for that buyer. Since there is no public price, the cost is only known after a sales conversation, so plan for an implementation project rather than a quick signup.
Key Facts
| Category | |
|---|---|
| API | APIs that let other tools read and write client and policy data |
| Users | Used by 81% of Business Insurance's 100 largest US brokers, according to the vendor |
| Hosting | Used in the browser from any office |
Features
- Clients and policies
- Issue, endorse, renew and cancel policies from one account, with AI policy checking that links differences to their source page
- Lines of business and markets
- Property and casualty and benefits, commercial and personal lines in the same system, with separate pages for benefits plan management and benefits quoting
- Comparative rating and quoting
- Personal lines rating for auto, home and umbrella across the agency's markets, and commercial risks sent to market by comparative rating; a bound quote becomes the policy in force
- Carrier downloads and connectivity
- Download and data exchange with more than 700 carrier markets through Ivans
- Sales pipeline and renewals
- Risk profiles for accounts and prospects built from public sources, with coverage gaps and cross-sell opportunities shown before the renewal date, and marketing campaigns built from the book
- Commissions and agency accounting
- Agency bill and direct bill in one system, a general ledger mapped across operating and trust accounts, and earned, paid and outstanding commission by producer and by carrier
- Client portal and certificates
- Service Portal (formerly Applied CSR24) and a branded iOS and Android app in which clients pull documents, pay online and request certificates; certificates are populated from the account
- Compliance records and audit trail
- Premium receipts kept separate from operating funds, audit-ready bank reconciliation, GL detail and trust ledger reports, and postings blocked once a month or year is closed
- Reports and exports
- Role-based Pulse dashboards on current Epic data, charts emailed on a schedule and views exported to PDF, CSV or PNG, alongside Applied Epic Reports
- Integrations and API
- APIs to read and write client and policy data, with developer portals for Epic and Ivans; Employee Navigator is named for benefits enrollment
Integrations
- Ivans
- Employee Navigator
Deployment and Support
- Deployment
-
- Browser-based
- Onboarding
-
- Guided onboarding
- Company size
-
- Small and mid-sized
- Enterprise
Pros and Cons
Strengths
- Commercial, personal and benefits lines in one system
- Carrier download and data exchange with more than 700 markets through Ivans
- Trust balances kept apart from operating funds, with closed periods locked against new postings
- Client Service Portal and a branded iOS and Android app for self-service
Limitations
- Prices are not published
- The product pages do not state the hosting model
Pricing
-
Applied Epic
Not stated
Prices are not published.
Alternatives and Comparisons
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