Applied Epic

Applied Epic is an agency management platform that allows agents to manage their business across all roles and locations for both their P&C and Benefits books of business. Applied Epic delivers a single view of the customer across lines of business, roles and locations and provides essential capabilities for each stakeholder within the business to more effectively manage customer relationships, sales opportunities, market appetite search, quoting, financial accounting, reporting, and policy and benefits administration. Using open and scalable architecture, it supports acquisitions and integrations of both Applied and third-party applications to ensure productivity and profitability as the needs of the business change. Use Applied Epic to reduce operating costs and gain greater business insights, increase employee productivity and satisfaction, Build an agile technology strategy on an open and secure platform, and Foster better insurer relationships and save time servicing customers.