Applied Epic

Applied Epic is the world’s most widely adopted cloud-based agency management system (AMS), tailored for growth-focused independent insurance agencies. It offers an integrated suite of tools—including prospecting and CRM, policy and benefits administration, quoting, accounting, document management, reporting, and market access—all accessible through a browser-native platform. Designed for multi-location and multi-line operations, it supports process automation, insurer connectivity, and omnichannel customer service. Applied Epic also includes embedded accounting capabilities crafted specifically for insurance agencies, streamlining transactions, commission tracking, reconciliation, and financial reporting within a single ecosystem to boost efficiency, accuracy, and scalability. While powerful and feature-rich, its breadth and complexity may require significant initial onboarding efforts, making it particularly suited to mid-size to enterprise-level agencies

• Applied Epic is a flagship agency management system developed by Applied Systems to serve insurance agencies of all sizes. It has grown to become one of the most widely used AMS platforms in the industry.

• Backed by its parent company’s resources, Applied Epic benefits from strategic investments aimed at expanding features and market reach. Valuation is tied to Applied Systems’ position as a leading global insurance technology provider.