Applied Epic

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

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

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.