Applied Epic
Applied Systems' flagship agency management system, built for mid-market to enterprise brokerages managing every line of business in one platform.
Overview
Applied Epic is Applied Systems’ flagship agency management system, aimed at mid-market and enterprise brokerages rather than small, single-location agencies. It centralizes policy, claims, commission, and document management for every line of business a larger agency might write (personal lines, commercial lines, and benefits) in one platform.
Applied Systems has grown Epic’s reach through acquisition as well as internal development: its 2021 purchase of EZLynx, a smaller agency management and rating platform aimed at growing independent agencies, extended Applied’s portfolio downmarket while the company works toward a “better together” experience between the two products.
Pricing
Applied Epic’s cost structure is quote-based rather than published in full: third-party directories cite a starting price near $1,000/month, with per-user fees, implementation costs, and ongoing support typically added on top. Agencies evaluating Epic should expect a sales conversation rather than a self-serve price list.
Key Features
- Policy, claims, and commission management across personal, commercial, and benefits lines
- Workflow automation and document management in a unified interface
- Multiple deployment options, including cloud/SaaS and on-premise
- Deep integration with Applied Systems' own portfolio, including EZLynx following its 2021 acquisition
Pricing
Third-party software directories list a starting price around $1,000/month, with Applied Systems quoting exact rates (including implementation and per-user costs) directly to agencies rather than publishing a full price list.
Who It's Best For
Mid-market to enterprise brokerages that need to manage the full customer lifecycle, across every line of business and office, in one system.
Larger independent agencies and brokerages, including multi-office and multi-line operations.
Pros & Cons
Pros
- Built to run every line of business and office for larger agencies in a single platform, rather than stitching together point solutions
- Backed by one of the largest dedicated insurance-technology vendors in the market
Cons
- Starting price and implementation costs run well above most small-agency AMS alternatives
- User-reported ease-of-use scores trail some lighter-weight competitors, consistent with its enterprise feature depth
Frequently Asked Questions
Who owns Applied Epic?
Applied Epic is built by Applied Systems, whose majority shareholder is Hellman & Friedman, alongside minority shareholders Stone Point Capital, JMI Equity, and CapitalG.
Is Applied Epic suited to small agencies?
It's built primarily for mid-market to enterprise agencies managing multiple lines of business and locations; its pricing and implementation overhead are generally heavier than small-agency-focused AMS alternatives.