Applied Epic
Best-in-class insurance software for P&C and Benefits agencies
Ranked #9 in Best insurance agency management software.
Applied Epic is the world's most widely used agency management system. It manages all roles, locations and lines of business within a single platform.
At a glance
| Best for | independent insurance brokerages |
From Applied Epic's own website.
Company facts
| Founded | 1983 |
| Social profiles | LinkedIn, X, Facebook, Instagram, YouTube |
Facilities and features
Its website also mentions:
- Mobile app
What stands out
The product supports policy management, market access and quoting.
“Equipped with powerful tools, it supports policy management, market access and quoting, reporting, account and digital payments, pipeline management, marketing automation, and more.”Applied Epic, own website
The product uses AI capabilities to make daily operations easier.
“Workflow automation and AI capabilities, such as Email Summarization and AutoFill, make agents day-to-day operations easier. Learn More About Applied Epic”Applied Epic, own website
How it ranks
Applied Epic is ranked 9th of 10 in Best insurance agency management software (Lister Score 78.0).
#9 in Best insurance agency management software · Lister Score 78.0
Supports policy management, market access and quoting.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 14; buying information on its own site 4.
“Applied Epic Applied Epic is the world s most widely used agency management system.”Applied Epic, own website
| Rank | Best insurance agency management software | Score |
|---|---|---|
| 1 | Insuraa | 90.0 |
| 2 | ConvergeHub | 88.0 |
| 3 | Deskte | 88.0 |
| 4 | EZLynx | 88.0 |
| 5 | Fireberry | 88.0 |
| 6 | HawkSoft | 88.0 |
| 7 | Jenesis | 82.0 |
| 8 | Radius | 82.0 |
| 9 | Applied Epic | 78.0 |
| 10 | Vertafore AMS360 | 74.0 |
Frequently asked questions
How does Applied Epic rank on Lister?
Applied Epic is ranked 9th of 10 in Best insurance agency management software (Lister Score 78.0).