Applied Epic
Applied Epic is a leading cloud-based agency management system (AMS) for independent insurance agencies. In 2026, it gained major traction with the launch of Applied AI, an intelligent assistant that automates data entry, generates policy summaries, and recommends cross-sell opportunities. Applied Epic integrates with over 300 carriers for real-time rating and policy downloads. It also added native document management with e-signature workflows and a customer portal. Suitable for agencies of all sizes, it supports property and casualty, life, and health lines.
Score: 87/1000
Key Features
- ✓AI-powered workflow automation and recommendations
- ✓Real-time carrier rating and policy download integrations
- ✓Built-in document management and e-signature
- ✓Customer portal with self-service and billing
- ✓Comprehensive reporting and agency performance dashboard
Pros
- +Easy to use
- +Good support
- +Regular updates
Cons
- -Learning curve
- -Pricing could be clearer