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Applied Epic

Paid

Industry-leading agency management system for insurance agents.

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4.6 Editor Rating
Vetted Score
4.6 / 5.0

Earns a high score due to its deep industry functionality, extensive integrations, and strong support for agencies of all sizes.

Key Features
Comprehensive Policy Management

Handles the full lifecycle of insurance policies, from quoting and binding to renewals and claims.

Integrated CRM and Workflow Automation

Streamlines client communications, task assignments, and document management within a single platform.

Robust Reporting & Analytics

Provides real-time dashboards and customizable reports to monitor agency performance and profitability.

Frequently Asked Questions

Yes, Applied offers a limited-time free trial so agencies can evaluate the platform before committing.

Pricing is subscription‑based with custom quotes; costs vary by number of users and required modules.

The platform includes responsive web access and dedicated iOS/Android apps for agents on the go.
Specifications
Pricing Model Custom pricing based on agency size; plans start around $100/month per user with enterprise tiers for larger organizations.
Supported Platforms
Web (browser)WindowsmacOSiOSAndroid