Applied Epic
Applied Epic
By Applied Epic
About Applied Epic
Applied Epic is a comprehensive agency management system developed by Applied Systems, a global leader in insurance software solutions. The platform is designed to streamline agency operations, facilitate better communication with clients, carriers, and prospects, and provide insurance professionals with the tools they need to thrive in a dynamic and competitive market.


Applied Epic caters to insurance agencies of all sizes, from small independent agencies to large enterprise-level firms. Its flexible and scalable nature allows agencies to tailor the platform to their specific needs and growth objectives.

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Applied Epic features
  • Policy Management: Applied Epic's policy management module allows agencies to efficiently manage policies, from quote generation and underwriting to policy issuance and endorsements.
  • Client Communication: The platform provides agencies with tools to communicate with clients, carriers, and prospects through multiple channels, such as email, SMS, and client portals.
  • Claims Handling: Applied Epic's claims handling solution streamlines the claims process, allowing agencies to process claims efficiently and deliver prompt settlements to clients.
  • Reporting and Analytics: The platform offers robust reporting and analytics capabilities, providing agencies with valuable insights into their performance, profitability, and client demographics.
  • Document Management: Applied Epic's document management module facilitates secure storage, retrieval, and sharing of client-related documents, policies, and endorsements.
  • Marketing Automation: The platform enables agencies to automate marketing campaigns, lead generation, and client engagement to drive business growth.
  • Real-time Data Exchange: Applied Epic's real-time data exchange capabilities enable agencies to seamlessly communicate with carriers, reducing manual data entry and ensuring accuracy.
Applied Epic Demo: Exploring the Platform's Capabilities
To provide agencies with a firsthand experience of their software solution, Applied Systems offers a demo version of Applied Epic. The demo allows agencies to explore the functionalities of the platform, interact with the user interface, and understand how it can address their specific business needs.


During the demo, agencies can typically navigate through different modules, such as policy management, client communication, claims handling, and reporting. The demo serves as a valuable tool for agencies to assess the platform’s capabilities and determine its suitability for their operations.

Applied Epic System Requirements: Optimising Performance
For agencies to experience optimal performance with Applied Epic, certain system requirements must be met. These requirements may include the use of specific operating systems, internet browsers, hardware configurations, and internet connection speeds.


Agencies are encouraged to review the system requirements provided by Applied Systems and ensure that their hardware and software are compatible with the platform to avoid any performance issues.

As with any enterprise-level software solution, the pricing of Applied Epic is tailored to meet the specific needs and requirements of insurance agencies. The pricing structure takes into account factors such as the size  of the agency, the scope of functionalities required, the number of users, and the level of support needed.


Applied Systems offers flexible pricing options, ensuring that agencies can choose the package that best aligns with their budget and operational needs. To obtain accurate pricing information, agencies are encouraged to reach out to Applied Systems directly or visit their official website to request a personalised quote.

Why Choose Applied Epic?
Applied Epic Integration: Seamlessly Connecting with Other Systems

Applied Epic offers robust integration capabilities, allowing agencies to seamlessly connect with other systems, such as accounting software, customer relationship management (CRM) tools, and rating engines. These integrations enable agencies to access real-time data and make informed decisions without the need for manual data entry.


Applied Systems maintains partnerships with various technology providers, ensuring that the platform integrates seamlessly with a wide range of industry-leading solutions.


Applied Epic Documentation: Resources at Your Fingertips

Applied Systems provides comprehensive documentation, including user guides, manuals, and FAQs, to support agencies in their journey with Applied Epic. These resources serve as valuable references for users, helping them troubleshoot issues, learn new functionalities, and optimise their usage of the platform.


The Value of Documentation

Documentation is a crucial aspect of any software solution, as it serves as a valuable resource for users to navigate the platform effectively. Well-crafted documentation provides step-by-step guides, user manuals, and reference materials that empower users to understand the platform’s functionalities, troubleshoot issues, and utilise advanced features. Applied Epic’s documentation plays a pivotal role in enhancing user adoption, reducing support requests, and maximising user satisfaction.

Applied Epic
Applied Epic

In today's digital landscape, insurance agencies require advanced technology solutions to optimise their operations, enhance customer experiences, and stay ahead of the competition. Applied Epic, a leading agency management system, has emerged as a transformative force in the insurance industry. In this article, we will explore various aspects of Applied Epic, including its pricing, features, demo, training options, support services, login process, system requirements, integration capabilities, and documentation.

Key Components of Applied Epic Documentation
User Guides: Applied Systems offers comprehensive user guides that provide detailed information on the platform’s features, functionalities, and workflows. These guides are tailored to different user roles within the agency, ensuring that users have access to relevant and role-specific information.


Manuals: Applied Epic manuals delve deeper into specific modules and functionalities of the platform. These manuals provide in-depth explanations, best practices, and tips to help users optimise their usage of Applied Epic.


FAQs: Frequently Asked Questions (FAQs) compile common queries and their solutions, offering quick answers to users’ most common issues. The FAQs section is a handy reference for users seeking instant guidance.


Training Materials: Applied Systems’ documentation also includes training materials used during onboarding and ongoing training sessions. These materials serve as a valuable resource for new users and for continuous learning.


Release Notes: Applied Epic’s release notes highlight the latest updates, enhancements, and bug fixes introduced in each new version of the platform. Users can stay informed about the newest features and improvements through these notes.


Troubleshooting Guides: Applied Epic’s troubleshooting guides offer step-by-step instructions to resolve common issues that users may encounter during their experience with the platform. These guides help users troubleshoot and resolve problems independently, reducing dependency on external support.


Integration Documentation: Applied Epic’s documentation also covers integration with other software systems, providing information on how to set up and manage integrations with third-party applications.


Security and Compliance Information: Documentation may include security and compliance details, outlining the platform’s security measures and its adherence to industry regulations.

MobileMonkey Reviews
MobileMonkey Chat software has received positive reviews from businesses and users. Customers appreciate its user-friendly interface, chatbot-building capabilities, and prompt customer support. The software’s AI capabilities and automation features have helped businesses handle a large volume of inquiries, improve response times, and provide personalized experiences. Users also highlight the affordability of MobileMonkey, especially for startups and small businesses with limited budgets.


  • “Best messenger chatbot tool” Hovhannes P. CEO – Marketing and Advertising, 1-10 employees Used the software for: 6-12 months


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Director of Sales – Marketing and Advertising, 1-10 employees Used the software for: 2+ years

Add a Review to This Software
Applied Epic has proven to be a game-changer for insurance agencies, empowering them with a comprehensive agency management solution that streamlines operations, enhances client communication, and improves overall efficiency. With flexible pricing options, robust features, dedicated training and support services, and seamless integration capabilities, Applied Epic is well-positioned to continue its leadership in the insurance industry.


As agencies navigate the challenges and opportunities of the digital age, Applied Epic serves as a reliable and innovative partner, supporting agencies in their quest to thrive and deliver exceptional service to their clients. By embracing Applied Epic, insurance agencies can unlock their full potential, drive growth, and achieve lasting success in a competitive and dynamic market.

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