Applied Epic

Name: Applied Epic
Brand: Applied
Rating: 4.3 (1697 reviews)

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Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.

Workflow Automation CRM AI & Automation Finance

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4.3(1,697 across the web)

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Reviews onG2Capterra

1697 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Leverages insurance-specific AI for tailored automation and insights

Biggest con

Specific pricing details are not publicly available, requiring direct contact for quotes

TL;DR - Applied Epic

AI-powered agency management system for independent insurance agencies.
Provides a single platform for all lines of business and operational workflows.
Enhances customer service and operational efficiency through digital and mobile solutions.

Pricing: Paid only

Best for: Enterprises & pros

4.3/5 across review platforms

What is Applied Epic?

Editorial review

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.

Available on: Web, iOS, Android

LCLouis CorneloupUpdated May 26, 2026 · how we evaluateSourcewww1.appliedsystems.com ↗

Pros & Cons

Pros

Leverages insurance-specific AI for tailored automation and insights
Consolidates multiple agency functions into a single, integrated platform
Improves productivity by reducing manual data entry and system switching
Enhances customer experience with mobile and self-service options
Used by a significant number of top-performing insurance agencies

Cons

Specific pricing details are not publicly available, requiring direct contact for quotes
Requires integration with existing agency workflows, which may involve a learning curve
The full benefits are realized with comprehensive adoption across the agency

Ratings Across the Web

4.3(1,697 reviews)

Ratings aggregated from independent review platforms. Learn more

Preview

Key Features

AI-driven workflow automation for insurance-specific tasksCentralized management for all lines of business and agency rolesSingle view of clients and prospects across the agencyData centralization and analytics for informed decision-makingApplied Mobile app for agents to access information remotelyApplied CSR24 for customer self-service and 24/7 access to insurance informationOnline collaborative forms for applications and submissionsIntegration with Applied Benefits Designer and Applied Marketing Automation

Pricing Plans

Pricing checked Jul 5, 2026

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Reviews

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4.3/5

Across 1,697 verified user reviews on G2, Capterra

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Best Applied Epic Alternatives

Top alternatives based on features, pricing, and user needs.

Vertafore AMS360Paid

Comprehensive insurance software solutions for agencies, carriers, and MGAs, leveraging AI for enhanced efficiency.

4.0

EZLynxPaid

Run, manage, and scale your insurance agency with an all-in-one system powered by automation and AI.

4.1

HawkSoftPaid

Empower your insurance agency with an intuitive and efficient management system.

4.7

AgencyBlocPaid

All-in-one agency management system for health and life insurance professionals.

4.7

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Still deciding?

Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.

Applied Epic vs Vertafore AMS360Head-to-head: features, pricing, who wins Applied Epic vs EZLynxHead-to-head: features, pricing, who wins Applied Epic vs HawkSoftHead-to-head: features, pricing, who wins

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Applied Epic FAQ

How does Applied Epic leverage AI within an insurance agency's operations?

Applied Epic deeply embeds AI specifically trained on insurance expertise and data to automate redundant tasks and provide tailored insights. This AI enhances operational efficiency across various functions, from prospecting and sales to servicing, renewals, and back-office financial automation.

Which teams within an insurance agency would benefit most from Applied Epic?

Teams involved in prospecting, sales, customer service, renewals, and back-office financial operations would benefit significantly. The platform provides a single, integrated system to manage all lines of business across various locations and roles, supporting comprehensive agency functions.

How does Applied Epic compare to Vertafore AMS360?

Applied Epic distinguishes itself by deeply embedding insurance-specific AI to automate workflows and provide tailored insights across the digital insurance ecosystem. It aims to consolidate multiple agency functions into a single, integrated platform, similar to Vertafore AMS360, but with a focus on AI-driven efficiency.

What kind of workflow automation does Applied Epic provide for insurance agencies?

Applied Epic automates workflows across the entire insurance lifecycle, including prospecting, sales, servicing, and renewals. It also provides back-office financial automation, aiming to eliminate manual data re-entry and connect the digital insurance ecosystem.

What are the main trade-offs to consider when implementing Applied Epic?

Implementing Applied Epic requires integration with existing agency workflows, which may involve a learning curve for staff. Additionally, the full benefits of the system are realized only with comprehensive adoption across the entire agency.

Does Applied Epic include a free tier?

No, Applied Epic is a paid product and does not offer a permanently free tier. Specific pricing details are not publicly available and require direct contact for quotes.

Source: www1.appliedsystems.com

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