Name: Applied Epic
Rating: 4 (2 reviews)

Overview

Product Information on Applied Epic

Updated 13th October 2025

What is Applied Epic?

Applied Epic is a software developed for insurance agencies and brokerages to manage their business operations. The software offers features for policy administration, customer relationship management, sales automation, and document management. It supports workflows for handling client information, underwriting, claims, billing, and reporting. Applied Epic is designed to enable organizations to standardize processes, improve visibility into operations, and increase efficiency in managing policies and customer interactions. The software integrates with various third-party applications and services, allowing users to access data and perform tasks within a single platform. Applied Epic addresses challenges related to operational silos, manual workflows, and data management in the insurance sector.

Overall experience with Applied Epic

IT Manager

<50M USD, Insurance (except health)

FAVORABLE

“Exploring the Flexibility of Applied Systems' Insurance Management Product”

4.0

Sep 18, 2024

We have worked with Applied Systems for several years and they have provided an excellent product that we use to manage our Insurance Agency.

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CRITICAL

About Company

Company Description

Applied Systems operates in the global insurance industry, providing innovative technology solutions for over 40 years. The main focus of the company is to revolutionize the workings of insurance agencies and brokers using cloud software technology. The company aims to transform the complex insurance industry through digitization and automation. It also introduces innovative partnerships, signaling a fundamental shift in the industry's progress.

Company Details

Company type

Private

Year Founded

1983

Head office location

Chicago, United States

Number of employees

1001 - 5000

Website

http://www.appliedsystems.com

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Reviewer Insights for: Applied Epic

Performance of Applied Epic Across Market Features

Applied Epic Likes & Dislikes

We like the versatility of the product that allows us to add features and do needed customization for our ever changing needs.

Industry leader in terms of features and enhancements. A vendor that truly listens to the customer base, although those top 3-5 agencies with the most licenses certainly have Applied's ear and drive development.

We would like the product to improve on its Farm and Agricultural support and integration. There are some lacking features in this area that could really be improved on.

The push to a browser-based solution before it's able to match the thin client in terms of features and speed has been disappointing. Communication of the long-term vision of how a browser solution is superior to the thin client has been poorly executed. Such communication would go a long way in easing customer anxiety.

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<50M USD

Insurance (except health)

Review Source

Exploring the Flexibility of Applied Systems' Insurance Management Product

Chief Information Officer

Epic is an industry leader

Apr 19, 2024

Applied Systems Epic is truly an industry leader in the insurance agency management system space. These tools are expensive and migration away from your current vendor is costly at all levels. For those reasons it's beneficial to stick with the best of the best.

Applied Epic

Overview

Product Information on Applied Epic

What is Applied Epic?

Applied Epic Pricing

Overall experience with Applied Epic

“Exploring the Flexibility of Applied Systems' Insurance Management Product”