Applied Epic: Pricing, Free Demo & Features

Last Updated Jul 27, 2026

Overview

Applied Epic helps independent Property & Casualty (P&C) and Benefits agencies manage prospecting, quoting, policy administration, accounting, and reporting through a browser-based platform. While policy downloads may occasionally require manual corrections, it centralizes core agency workflows to improve operational efficiency.

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Starting Price

Custom

Product Snapshot

Applied Epic Specifications

Policy Management
Quote Management
Premium Billing Management
Agent Management
Broker Management
Customer Management (CRM)
Policy Renewal Management
Document Management
Workflow Automation
Reporting And Analytics

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What Is Applied Epic?

Applied Epic is a cloud-based insurance agency management system (AMS) for independent insurance agencies. It is used to maintain customer and policy records, coordinate agency operations, and support insurance workflows across P&C and Benefits lines of business. The platform includes configurable workflows, role-based permissions, browser-based access, and integration with insurer connectivity and related agency applications.

What Is Applied Epic Best For?

Applied Epic's standout capability is its Single Customer View across P&C and Benefits. Instead of maintaining separate customer records for different lines of business, agencies can access policy, client, and related information from one record. This can improve visibility across departments and support more coordinated client management.

How Much Does Applied Epic Cost?

Applied Epic pricing is estimated to range between $125 and $250/user/month, with separate implementation and onboarding fees. These estimates are derived from comparable agency management systems and publicly available market data.

It is important to note that actual pricing varies based on agency size, number of users, selected modules, deployment model, integrations, data migration, customization requirements, training, and contract terms.

Estimated Annual Subscription / Licensing Cost

Small agencies (5–20 users): $7,500–$60,000/year
Mid-size agencies (20–100 users): $60,000–$300,000/year
Large agencies (100+ users): $300,000–$1,000,000+/year

Additional Cost Considerations (Total Cost of Ownership)

Implementation And Data Migration: $10,000–$100,000+ (one-time) – Depends on migration complexity, configuration, and onboarding requirements
Customization And Integrations: $5,000–$50,000+ – Varies based on third-party integrations, workflow customization, and automation needs
Training And Onboarding: Typically quoted separately – Depends on the number of users, training format, and implementation scope
Support And Maintenance: May be included or priced separately – Depends on the subscription plan and support level selected

Request a personalized Applied Epic price quote for your business today!

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

Applied Epic Integrations

Applied Epic integrates with Applied Benefits Designer for plan modeling, Applied Book Builder for AI-assisted renewal insights, Applied Marketing Automation for email campaigns, Applied Pay for digital payments, and Indio for commercial lines submissions and insurer information exchange.

How Does Applied Epic Work?

Here is how agencies typically get started after implementation:

Migrate existing client, policy, and document data into Applied Epic with the help of the Applied Systems implementation team while configuring the platform to match your agency's workflows
Configure your agency by setting up branches, user roles, permissions, groups, and workflows based on your operational structure
Access your dashboard to manage tasks, activities, renewals, and customer accounts from a centralized workspace
Create quotes, manage policies, process renewals, endorsements, cancellations, and maintain client records across Property & Casualty (P&C) and Benefits
Exchange policy information with insurers through the Ivans network while managing accounting, reporting, and daily agency operations from the same platform

Request a free Applied Epic demo to learn more about its capabilities.

Who Is Applied Epic For?

Applied Epic serves insurance professionals across a range of agency types and roles, including:

Independent agencies
Mid-size agencies
Enterprise agencies
Account managers and CSRs
Commercial lines teams
Benefits brokers
Agency owners and COOs
Finance and accounting teams

Applied Epic Use Cases

Based on our analysis of Applied Epic's capabilities and its positioning as the world's most widely used insurance agency management system, we have identified key scenarios where this software is a strong fit:

Agencies Managing Both Commercial Insurance And Employee Benefits

This scenario is common among independent agencies that write both Property & Casualty and Benefits business. Maintaining separate customer records for each line can make it difficult to understand a client's complete insurance relationship. Users often mention the shared customer record as a practical way for different departments to work from the same client information.

Independent Agencies Operating Across Multiple Branch Offices

As agencies expand across multiple branches, maintaining consistent workflows and reporting becomes increasingly important. Applied Epic is commonly adopted as the shared management system for agencies operating from more than one location, allowing teams to follow the same operational framework while working from shared agency data. Feedback indicates that this approach helps organizations maintain consistency across offices.

Commercial Lines Teams Coordinating Multiple Carrier Relationships

For agencies placing business with several insurance carriers, daily work often involves exchanging policy information, documents, and servicing updates with different partners. Applied Epic fits this environment through its connectivity with the Ivans network, allowing agencies to work with participating insurers from within their existing workflows. Users often mention carrier connectivity as an important part of their day-to-day operations.

Agencies Replacing Separate Systems For Policy, Accounting, And Client Management

This situation typically arises when customer information, policy administration, and accounting are managed in different applications. As agencies grow, maintaining the same information across multiple systems can become increasingly difficult. Users frequently mention moving to Applied Epic to manage these activities within a single agency management system.

Independent Agencies Supporting Producers, Account Managers, And Finance Teams

This scenario is typical of agencies with dedicated sales, service, accounting, and administrative teams working across different departments. As the number of users grows, managing access and operational responsibilities becomes more structured. Feedback indicates that Applied Epic is commonly used in organizations where multiple teams require access to the same agency and customer information while working within defined roles.

Is Applied Epic Right For You?

Applied Epic is designed for independent insurance agencies managing multiple lines of business. It supports agencies that need to manage workflows, client information, policy data, and operations across multiple teams or locations within one system.

As a browser-based platform, Applied Epic reduces the need for local installations and agency-managed infrastructure. Cloud delivery allows updates and system maintenance to be handled through the platform rather than requiring manual software updates.

Applied Epic connects with insurance technology systems through API capabilities and Ivans connectivity, allowing agencies to integrate carrier connections and third-party tools within their existing workflows.

Still not sure about Applied Epic? Contact our support team at (661) 384-7070 for further guidance.

Applied Epic Features

Single Customer View Across P&C And Benefits

Applied Epic features a single customer record across Property & Casualty (P&C) and Benefits lines of business, allowing agencies to access policies, documents, activities, and customer information from one place. This gives different departments a shared view of client relationships without maintaining separate records.

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Policy Lifecycle Management

Manage the complete policy lifecycle from new business and renewals to endorsements, cancellations, and policy servicing. Applied Epic stores policy information, related documents, and activity history within the same customer record, helping agencies manage ongoing servicing throughout the policy term.

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Insurer Connectivity

Applied Epic connects agencies with participating insurance carriers through the Ivans network, enabling policy downloads, submissions, servicing transactions, and document exchange. This allows agencies to communicate with insurers directly from their existing workflows instead of relying on multiple carrier portals.

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Insurance Agency Accounting

The platform includes an accounting module built specifically for insurance agencies, supporting invoicing, premium transactions, commission management, trust accounting, financial reporting, and other agency accounting processes within the same system.

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Sales And Pipeline Management

Applied Epic provides tools for managing prospects, sales opportunities, renewals, and producer pipelines throughout the sales process. Agencies can track business opportunities alongside existing customer accounts, giving producers and managers visibility into ongoing sales activity.

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Workflow Automation

Applied Epic allows agencies to configure workflows that automate routine operational tasks and standardize business processes across teams. Features such as activity automation, data prefill, AI-powered email summaries, and attachment previews help reduce repetitive administrative work.

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Reporting And Business Analytics

Generate operational, financial, and production reports using built-in reporting tools and role-based dashboards. Agencies can monitor business performance, track key operational metrics, and access data needed to support day-to-day management and decision-making.

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Agency Configuration And Role-Based Access

Applied Epic software supports configurable branch structures, user roles, permissions, and workflows that reflect an agency's organizational structure. This allows different teams to access information relevant to their responsibilities while maintaining consistent agency-wide records.

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Pros And Cons of Applied Epic

A quick look at Applied Epic's strengths and weaknesses to
help you decide if it's the right fit

Pros

Flexible workflows adapt to agency operations
Multi-branch agencies work from shared records
Customer history stays linked across policy changes
Role-based dashboards keep daily work organized

Cons

Report organization is difficult to customize
Activity notes cannot be searched by content
Large workflows may experience screen lag

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Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

Who are the typical users of Applied Epic?

Applied Epic is used by include account managers, CSRs, commercial lines teams, benefits brokers, agency owners, COOs, and finance and accounting staff.

Does Applied Epic have a mobile app?

Yes, Applied Epic offers a mobile app.

What level of support does Applied Epic offer?

Applied Epic offers email/help desk, a knowledge base, phone support, and chat.

Does Applied Epic offer an API?

Yes, Applied Epic offers API.

What language does Applied Epic support?

Applied Epic supports English.

What types of pricing plans does Applied Epic offer?

Applied Epic pricing is estimated to range between $125 and $250/user/month, with separate implementation and onboarding fees. You can request a personalized Applied Epic cost quote for your business today.

What other apps does Applied Epic integrate with?

Applied Epic integrates with Applied Benefits Designer, Book Builder, Applied Marketing Automation, Applied Pay, and Indio to extend benefits, renewal, payment, and submission workflows.