The management system is the backbone of your brokerage so you need a system with the capabilities to manage your entire business and the flexibility to grow as you do. Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire brokerage across all roles, locations and lines of business, including both P&C and Benefits.
What's New in Applied Epic
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July 2025
Benefits Account Overview
Applied Epic
July 2025
Benefits Account Overview
Purpose-designed for Benefits users, the Benefits Account Overview in Applied Epic provides a consolidated look into key customer information, such as contacts, activities, plans, employee class, and Benefits details. Customizable and searchable views make finding and acting on plan-level information easy, unlike navigating through multiple layers of screens and clicks. The added efficiency helps Epic Benefits users find information faster and more effectively service their book of business.
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June 2025
Epic Dashboards User Access Improvements and Expanded Data
Applied Epic
June 2025
Epic Dashboards User Access Improvements and Expanded Data
Applied Epic Dashboards keep getting better, with new features designed to help you better manage access to data based on specific roles, make it easier to clean up claims activities and keep a pulse on contract services for your valued customers.
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March 2025
Epic Dashboards New Claims Dashboards and Improved Insights
Applied Epic
March 2025
Epic Dashboards New Claims Dashboards and Improved Insights
Epic Dashboards unveils new and exciting features designed to simplify navigation, offer improved insights, and boost how you track and act on business data.
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December 2024
Epic Dashboards New Insights and Improved Data Quality Experiences
Applied Epic
December 2024
Epic Dashboards New Insights and Improved Data Quality Experiences
Epic Dashboards make it easy to stay informed about your business, teams, and workflows with these powerful enhancements. Discover the new Risk Map, quickly confirm accurate commission and billing information and explore Data Confidence scores.
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November 2024
Introducing the All-New Epic Quotes Commercial Lines
Applied Epic
November 2024
Introducing the All-New Epic Quotes Commercial Lines
For many brokers, managing higher volume, lower premium simple commercial policies while staying profitable can be challenging – but it doesn’t have to be. Epic Quotes Commercial Lines natively brings single-entry, multi-insurer rating into Applied Epic and ensures a single data source for the quoting and application process.
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October 2024
AI-Powered Email Summarization
Applied Epic
October 2024
AI-Powered Email Summarization
Leverage the power of AI to quickly summarize an email into an Activity note when attached in Applied Epic. This new AI-assisted workflow lets you offload the time-consuming task of manually entering notes for emails and focus on higher-value work while ensuring important information is captured and easily accessible.
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August 2024
Multi-Location Quoting and Additional Coverages
Applied Epic
August 2024
Multi-Location Quoting and Additional Coverages
When quoting commercial lines business you can now include up to five locations in your commercial lines submissions giving you the ability to quote more multifaceted risks that were previously unquotable.
Commercial Lines Quotes now supports four business segments for quoting, including the new addition of Real Estate Property, adding an additional 24 real-time quoting business categories. Watch this video to learn more.
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June 2024
Epic Dashboards General Release
Applied Epic
June 2024
Epic Dashboards General Release
Gain insights into the performance of your active book of business over time with the Book of Business Trends dashboard.
Explore data relevant to your job role with dashboards for four new personas: Accounting, Producer, Account Manager and IT/Operations Manager.
Quickly link from your dashboard back to the customer’s specific policy, opportunity, or activity with embedded hyperlinks.
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November 2023
Refreshed Contact Detail Screens
Applied Epic
November 2023
Refreshed Contact Detail Screens
Improve efficiency when viewing and editing Individual and Business Contact details. Easily view the address, phone, email, and other pertinent information in a consolidated section with full details below. Plus, get more accurate NAIC and SIC code results with new suggest-as-you-type searching.
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November 2023
Streamlined Add Activity Workflow
Applied Epic
November 2023
Streamlined Add Activity Workflow
Improve efficiency and productivity with an easier scan of automated association details on the Add Activity screen. Policy or account details automatically prefill from the active screen to reduce manual data entry and errors. The ability to add more details as needed later allows you to focus on completing the most important fields while adding an activity.
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November 2023
Payment Link for Outgoing Invoices
Applied Epic
November 2023
Payment Link for Outgoing Invoices
Limit risk and save time in the collection process by automatically embedding client-specific Applied Pay® payment links in the email body of outgoing Applied Epic invoices. Only payments due are displayed to ensure correct payments are made. Once payment is received, auto-apply credits to debit on the client’s Account in Applied Epic. This feature helps you avoid forgetting to add links and reduce errors with copying and pasting.
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November 2023
Integrated Text Messaging
Applied Epic
November 2023
Integrated Text Messaging
Quickly take action inside Applied Epic based on incoming customer messages and ensure critical information sent via text by your insured is captured, stored, and easily accessible. Integrated text messaging allows you to:-
Automatically route incoming messages from unique contacts to the proper account.
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Validate and route texts from contacts associated with multiple accounts with a simple one-click workflow.
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Easily move a text message accidentally routed to the incorrect account with just a few clicks.
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Receive and attach multimedia messages (pictures, videos, etc.) to the insured’s account.
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