Applied Epic
Best-in-class insurance software for P&C and Benefits agencies
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.
| Best for | independent insurance brokerages |
| Website | appliedsystems.com |
Company facts
| Founded | 1983 |
| Social profiles | LinkedIn, X, Facebook, Instagram, YouTube |
Facilities and features
- 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
Strengths and trade-offs
- The product supports policy management, market access and quoting.
- The product uses AI capabilities to make daily operations easier.
Appears in
How Applied Epic ranks
#9 in Best insurance agency management software
How the score is made up: Evidence on its own site 20; How complete its published information is 14; Fit to this ranking's criteria 40; 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
Alternatives to Applied Epic
 InsuraaSmarter insurance management for high-growth advisors | #1 in Best insurance agency management software | 90.0 |
 ConvergeHubThe leading CRM software for small businesses | #2 in Best insurance agency management software | 88.0 |
 DeskteYour bilingual insurance desk all in one place | #3 in Best insurance agency management software | 88.0 |
 EZLynxDouble your agency's productivity with EZLynx | #4 in Best insurance agency management software | 88.0 |
 FireberryOne platform. Every customer insight. | #5 in Best insurance agency management software | 88.0 |
 HawkSoftGive your agency superpowers | #6 in Best insurance agency management software | 88.0 |
Questions about Applied Epic
Who is Applied Epic best for?
Applied Epic is best for independent insurance brokerages.
Where does Applied Epic rank?
Applied Epic is ranked #9 in Best insurance agency management software (Lister Score 78.0).
What are the best alternatives to Applied Epic?
The closest alternatives on Lister are Insuraa (#1 in Best insurance agency management software), ConvergeHub (#2 in Best insurance agency management software) and Deskte (#3 in Best insurance agency management software).
When was Applied Epic founded?
Applied Epic was founded in 1983.
Is this your company?
Claim Applied Epic to suggest corrections to its listing (pricing, features, details) or ask about an enhanced profile. We review every claim before anything changes.