1. [Home](https://www.g2.com/) 2. ... 3. [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) 4. [Applied Epic Discussions](https://www.g2.com/products/applied-epic/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Product Avatar Image") ![Reward for good Applied Epic reviews](https://images.g2crowd.com/uploads/medal/image/1000600/05c472faefc9db2b16abeffb7659bb73.svg "Reward for good Applied Epic reviews") ](/products/applied-epic/reviews) [ Applied Epic ](/products/applied-epic/reviews) (2,192)4.4/5 Applied Epic® is an AI-powered agency management system built for P&C and Benefits insurance agencies and brokerages. It moves beyond a traditional system of record by embedding automation and intelligence into everyday workflows, helping teams reduce manual work, streamline servicing and submissions, and manage the full customer lifecycle in one connected platform. By unifying sales, service, accounting, and Benefits operations with deep insurer connectivity and an open, scalable architecture, Applied Epic provides a single view of the customer and intelligent workflows that improve productivity across roles and locations. Who is Applied Epic best for? Independent agencies and brokerages managing both P&C and Benefits Multi-location firms standardizing processes after mergers or acquisitions Operations leaders seeking consistent workflows, automation, and reporting across roles Producers, CSRs, account managers, Benefits teams, and back-office staff who need to work in one system How Applied Epic is different: Capabilities AI-augmented workflows reduce manual data entry and repetitive tasks True P&C + Benefits in one AMS with centralized data and automation Built for growth; supports acquisitions, multi-entity structures, and scalable workflows Open architecture with deep insurer connectivity and a broad integration ecosystem Mobile access to accounts, policies, tasks and activities so staff can work from anywhere Security and administration Role-based permissions, audit trails, and granular data controls SSO and MFA options with encryption in transit and at rest Cloud delivery with backup and recovery designed for enterprise reliability Implementation Guided onboarding, data conversion, workflow configuration, and training Phased rollouts that minimize disruption across roles and locations Top problems Applied Epic solves: Fragmented systems and data silos across P&C and Benefits Manual, duplicate data entry for quoting, endorsements, renewals and servicing Slow remarketing and limited carrier connectivity for Personal Lines and Commercial Lines Disconnected accounting workflows and reconciliation processes Limited visibility into pipelines, service workload and financial performance Inconsistent client experience across portal, mobile and communication channels Operational impact you can expect: Reduced double entry through connected workflows and insurer integrations Shortened renewals and remarketing cycles with embedded carrier connectivity Streamlined accounting and commission management with insurance-specific financial tools Improved productivity with AI-assisted and role-based automation Enhanced client satisfaction through self-service access and faster service Increased visibility into production, service performance, and profitability Show More * * * ### 332 Discussions ### 334 Participants ### 59.0 Nps Score Already have Applied Epic? ### All Applied Epic Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 3 years ago More Options - [ # What is Applied Epic used for? ](/discussions/what-is-applied-epic-used-for) What is Applied Epic used for? [ Insurance Compliance Software ](https://www.g2.com/tags/insurance-compliance-software)[ Property & Casualty Policy Administration Systems ](https://www.g2.com/tags/property-amp-casualty-policy-administration-systems)[ Insurance Agency Management Systems ](https://www.g2.com/tags/insurance-agency-management-systems)[ Insurance Billing Software ](https://www.g2.com/tags/insurance-billing-software) [ Underwriting & Rating Software ](https://www.g2.com/tags/underwriting-amp-rating-software)[ Insurance Claims Management Software ](https://www.g2.com/tags/insurance-claims-management-software)[ Insurance Suites Software ](https://www.g2.com/tags/insurance-suites-software)[ Property & Casualty Insurance Agency Management Software ](https://www.g2.com/tags/property-amp-casualty-insurance-agency-management-software) Show More * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Applied+Epic+questions+and+get+answers+from+expert+users+in+our+Applied+Epic+Discussions+section.&title=Applied+Epic+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Applied+Epic+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Applied+Epic+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss%0aAsk+Applied+Epic+questions+and+get+answers+from+expert+users+in+our+Applied+Epic+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Applied+Epic+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss%0aAsk+Applied+Epic+questions+and+get+answers+from+expert+users+in+our+Applied+Epic+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Sarajane R. G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sarajane R. G.") SG Loading... [Sarajane R. G.](https://www.g2.com/users/e72ddb23-1a3a-4d27-a8dc-8cd03ac76d85 "Sarajane R. G.") • over 6 years ago Vice President of Client Services at Alliance Insurance Group of Colorado Vice President of Client Services at Alliance Insurance Group of Colorado More Options - [ # What is the best way to implement Best Practices? ](/discussions/25557-what-is-the-best-way-to-implement-best-practices) We really need to track our new busienss and renewal retention and would like any help you may have on this issue! [ Property & Casualty Insurance Agency Management Software ](https://www.g2.com/tags/property-amp-casualty-insurance-agency-management-software)[ Insurance Suites Software ](https://www.g2.com/tags/insurance-suites-software)[ Insurance Policy Administration Systems ](https://www.g2.com/tags/insurance-policy-administration-systems)[ Insurance Claims Management Software ](https://www.g2.com/tags/insurance-claims-management-software) [ Underwriting & Rating Software ](https://www.g2.com/tags/underwriting-amp-rating-software)[ Insurance Billing Software ](https://www.g2.com/tags/insurance-billing-software)[ Insurance Agency Management Software ](https://www.g2.com/tags/insurance-agency-management-software)[ Property & Casualty Policy Administration Systems ](https://www.g2.com/tags/property-amp-casualty-policy-administration-systems)[ Insurance Compliance Software ](https://www.g2.com/tags/insurance-compliance-software) Show More * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Applied+Epic+questions+and+get+answers+from+expert+users+in+our+Applied+Epic+Discussions+section.&title=Applied+Epic+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Applied+Epic+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Applied+Epic+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss%0aAsk+Applied+Epic+questions+and+get+answers+from+expert+users+in+our+Applied+Epic+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Applied+Epic+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss%0aAsk+Applied+Epic+questions+and+get+answers+from+expert+users+in+our+Applied+Epic+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") NM Loading... [Nancy M.](https://www.g2.com/users/0b36217a-0917-41e1-885c-a25b099a3ed8 "Nancy M.") • over 6 years ago More Options - [ # Accounting - Does your agency reconcile direct bill commission statements? ](/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements) ? [ Property & Casualty Insurance Agency Management Software ](https://www.g2.com/tags/property-amp-casualty-insurance-agency-management-software)[ Insurance Suites Software ](https://www.g2.com/tags/insurance-suites-software)[ Insurance Policy Administration Systems ](https://www.g2.com/tags/insurance-policy-administration-systems)[ Insurance Claims Management Software ](https://www.g2.com/tags/insurance-claims-management-software) [ Underwriting & Rating Software ](https://www.g2.com/tags/underwriting-amp-rating-software)[ Insurance Billing Software ](https://www.g2.com/tags/insurance-billing-software)[ Insurance Agency Management Software ](https://www.g2.com/tags/insurance-agency-management-software)[ Property & Casualty Policy Administration Systems ](https://www.g2.com/tags/property-amp-casualty-policy-administration-systems)[ Insurance Compliance Software ](https://www.g2.com/tags/insurance-compliance-software) Show More * * * (true)\<0\>0\>Upvotes (false) * * * 4 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Applied+Epic+questions+and+get+answers+from+expert+users+in+our+Applied+Epic+Discussions+section.&title=Applied+Epic+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Applied+Epic+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Applied+Epic+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss%0aAsk+Applied+Epic+questions+and+get+answers+from+expert+users+in+our+Applied+Epic+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Applied+Epic+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss%0aAsk+Applied+Epic+questions+and+get+answers+from+expert+users+in+our+Applied+Epic+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") RO Loading... [Richard O.](https://www.g2.com/users/82c0637e-2041-41b0-a155-d25c83fd7693 "Richard O.") • about 7 years ago Account Executive Account Executive More Options - [ # Is there a way to add taxes and fees so that it carries over into the invoicing section? ](/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section) ? [ Property & Casualty Insurance Agency Management Software ](https://www.g2.com/tags/property-amp-casualty-insurance-agency-management-software)[ Insurance Suites Software ](https://www.g2.com/tags/insurance-suites-software)[ Insurance Policy Administration Systems ](https://www.g2.com/tags/insurance-policy-administration-systems)[ Insurance Claims Management Software ](https://www.g2.com/tags/insurance-claims-management-software) [ Underwriting & Rating Software ](https://www.g2.com/tags/underwriting-amp-rating-software)[ Insurance Billing Software ](https://www.g2.com/tags/insurance-billing-software)[ Insurance Agency Management Software ](https://www.g2.com/tags/insurance-agency-management-software)[ Property & Casualty Policy Administration Systems ](https://www.g2.com/tags/property-amp-casualty-policy-administration-systems)[ Insurance Compliance Software ](https://www.g2.com/tags/insurance-compliance-software) Show More * * * (true)\<0\>0\>Upvotes (false) * * * 3 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Applied+Epic+questions+and+get+answers+from+expert+users+in+our+Applied+Epic+Discussions+section.&title=Applied+Epic+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Applied+Epic+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Applied+Epic+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss%0aAsk+Applied+Epic+questions+and+get+answers+from+expert+users+in+our+Applied+Epic+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Applied+Epic+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss%0aAsk+Applied+Epic+questions+and+get+answers+from+expert+users+in+our+Applied+Epic+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Sarajane R. G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sarajane R. G.") SG Loading... [Sarajane R. G.](https://www.g2.com/users/e72ddb23-1a3a-4d27-a8dc-8cd03ac76d85 "Sarajane R. G.") • over 6 years ago Vice President of Client Services at Alliance Insurance Group of Colorado Vice President of Client Services at Alliance Insurance Group of Colorado More Options - [ # What is the best way to implement Best Practices for reports on renewal and new business retention? ](/discussions/24564-what-is-the-best-way-to-implement-best-practices-for-reports-on-renewal-and-new-business-retention) We really need to track our new business and renewal retention and would like any help you may have on this issue! [ Property & Casualty Insurance Agency Management Software ](https://www.g2.com/tags/property-amp-casualty-insurance-agency-management-software)[ Insurance Suites Software ](https://www.g2.com/tags/insurance-suites-software)[ Insurance Policy Administration Systems ](https://www.g2.com/tags/insurance-policy-administration-systems)[ Insurance Claims Management Software ](https://www.g2.com/tags/insurance-claims-management-software) [ Underwriting & Rating Software ](https://www.g2.com/tags/underwriting-amp-rating-software)[ Insurance Billing Software ](https://www.g2.com/tags/insurance-billing-software)[ Insurance Agency Management Software ](https://www.g2.com/tags/insurance-agency-management-software)[ Property & Casualty Policy Administration Systems ](https://www.g2.com/tags/property-amp-casualty-policy-administration-systems)[ Insurance Compliance Software ](https://www.g2.com/tags/insurance-compliance-software) Show More * * * (true)\<0\>0\>Upvotes (false) * * * 2 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Applied+Epic+questions+and+get+answers+from+expert+users+in+our+Applied+Epic+Discussions+section.&title=Applied+Epic+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Applied+Epic+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Applied+Epic+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss%0aAsk+Applied+Epic+questions+and+get+answers+from+expert+users+in+our+Applied+Epic+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Applied+Epic+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss%0aAsk+Applied+Epic+questions+and+get+answers+from+expert+users+in+our+Applied+Epic+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/applied-epic/discussions/new?entry_point=discussions%23product) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Product Avatar Image") ### Have you used Applied Epic before? Answer a few questions to help the Applied Epic community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fapplied-epic%2Fdiscuss%3Fsmall_ask%3Dapplied-epic) No ## Top Contributors in Applied Epic 1 LM Loading... ### [Lori M.](https://www.g2.com/users/236e687f-a148-4796-809d-b44d79e0cf35 "Lori M.") VP Operations 3 pts 2 ![Julie J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie J.") JJ Loading... ### [Julie J.](https://www.g2.com/users/32ea65ad-99c2-4b51-b1d8-cb0b3da1543e "Julie J.") Corporate Trainer 1 pt 3 ![Samantha S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Samantha S.") SS Loading... ### [Samantha S.](https://www.g2.com/users/72782b49-9563-4026-9701-872b3996f85f "Samantha S.") Manager of Associate Relations 1 pt 4 RO Loading... ### [Richard O.](https://www.g2.com/users/82c0637e-2041-41b0-a155-d25c83fd7693 "Richard O.") Account Executive 1 pt 5 AP Loading... ### [Ashley P.](https://www.g2.com/users/09be448d-f5c4-4d0c-bc1d-56f8203ac845 "Ashley P.") Marketing & Technology Developer 1 pt