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About Applied Epic
Applied Epic is a comprehensive agency management system designed for independent insurance agencies. It provides a single, integrated platform to manage all lines of business across various locations and roles, eliminating the need for disparate applications and manual data re-entry. The system deeply embeds AI, specifically trained on insurance expertise and data, to automate redundant tasks, provide tailored insights, and enhance operational efficiency from prospecting and sales to servicing, renewals, and back-office financial automation. This platform is built to support the 'Digital Roundtrip of Insurance,' aiming to create a seamlessly connected insurance ecosystem. It helps agencies achieve a single view of clients and prospects, enabling better customer protection, pipeline growth, and informed decision-making through centralized data analysis. Applied Epic also extends its capabilities to customer service, offering mobile solutions like an agent mobile app and customer self-service technology to meet the demands of today's digital-first consumers and flexible workforces.
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