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Applied Epic is an out-of-the-box broker management platform that provides core capabilities to manage all policy and servicing workflows, online customer interactions, and eTrading connectivity across personal and commercial lines of business.

You benefit from open architecture which supports easy integration of 3rd party solutions to augment automation at each stage of your customer lifecycle.

It provides you choice to leverage integrated capabilities for a consistent user experience while also providing the flexibility to build your tech stack your way to meet the needs of your staff, customers and partners.

 
 

Quick Look

  • 220k

    Users Globally

  • 32k

    Broker Customers

Build your technology stack your way to support your business and your growth goals

Applied Epic delivers:

  • Simplicity

    Consistent and automated workflows across more broker processes provide end-to-end customer lifecycle management that reduces complexity while reducing operating costs.

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    Flexibility

    Open API-based architecture that uses integrated solutions to eliminate disparate systems to reduce the overall cost of ownership while also maintaining the flexibility to integrate third-party applications as needed. 

  • Connectivity

    Simpler, Amazon-like user experiences – from access to products and services at the best price to meeting customers when and where it's convenient for them – will delight your customers and ensure seamless service. Watch the video below to learn more.

  • Productivity

    Streamlined workflows ensure you can be productive and can focus your efforts on revenue generating activities. With Applied Epic you can remain compliant with changing regulations and with 24/7 support you can focus on running your business your way.

 
 

Don’t take our word for it. Here’s what Applied Epic users worldwide have to say:

 
 

Applied is Here for You 24/7

Our Support team is available when and where you need them. Around the clock and around the world we are here for you to support your business via phone, chat, community, SMS text, including Applied Cloud notifications and email.

 
 

  • 4 Seconds

    Average phone hold time

  • 14 Seconds

    Average chat hold time

  • 96 NPS

    Level of customer satisfaction with our Support team in 2023 – an all-time high!

Ready to discover the Epic difference for your business?

Learn more about Applied Epic by watching our on-demand webinars:

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Discover the Epic Difference - Discover how Applied Epic can make the difference to your insurance brokerage.

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Make a Change that Matters - Other brokers are changing their broker management system, should I?