Applied Systems
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Run your whole agency on Applied Epic® – the agency management system for client servicing, financial operations, and new business across P&C and benefits.
Applied TAM is the most widely used agency management software in the insurance industry, allowing your agency to manage day-to-day business operations with maximum productivity.
Give clients an insurance client portal to pull documents, pay invoices, submit claims and request certificates – branded to your agency, on web and mobile.
Epic Mobile brings client, policy and sales information from Applied Epic® to your team’s phone or tablet, so they can service clients away from the desk.
Insurance payment processing inside Applied Epic®. Collect card, ACH and wallet payments, offer premium finance, and post every payment to the client's account.
Design and quote medical, dental and ancillary plans in Applied Epic®, then turn the chosen design into an agency-branded proposal for any group size.
Through an easy-to-understand visual interface, Applied Analytics allows you to obtain powerful graphical business insights from your existing management system data to drive greater employee productivity and increase profitable relationships with clients and insurers.
Run renewal, cross-sell and compliance email campaigns off your Applied Epic® data, with the content already written. Targeted outreach is built into the system.
Applied Systems Reviews
Verified User in Insurance
Enterprise (> 1000 emp.)Great Insurance Client Management with Automatic Policy-to-Profile Updates
Jon R.
Resource SpecialistInsuranceSmall-Business (50 or fewer emp.)Streamlined Digital Client Data
Jodi W.
Training & Development SupervisorSmall-Business (50 or fewer emp.)No System Is Perfect.....But Applied Epic Is Close!
About
What is Applied Systems?
Applied Systems® is the current that connects insurance. As the world’s largest provider of insurance software, Applied connects agencies, brokers and carriers across the global flow of risk, orchestrating data, intelligence and action at every connection. As those connections multiply, value compounds – powering a smarter, faster and more connected insurance industry that serves as a foundation for vibrant economies where more businesses, communities and dreams can move forward.