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[ Agency management · Quote only ]

Applied Epic

The most common mid-market agency management system in the US

Applied Epic is the system of record for tens of thousands of agencies: clients, policies, activities, commissions, and documents in one place. Its API is licensed through the Applied partner program, which is where most automation projects start.

Best for

Agencies that want one durable system of record and can live with licensed, rate-limited API access for anything layered on top.

Not for

Agencies expecting fast, open API-driven workflows — the partner program and rate limits decide your pace.

Strengths

  • +Breadth across personal and commercial lines
  • +Mature commission and accounting workflows
  • +Large installer and support ecosystem

Watch out for

  • —API access requires an Applied partner agreement
  • —Bulk reporting is better served by an extract than live API calls

Pricing model

Quote only

Fits agency size

Mid-size — 16 to 50 · Regional — 50+

Built for

Agencies

[ Becoming Bionic · Stage 1: Paper-First → Digitally Assisted ]

Get the basics digital — management system, documents, e-signature. Best fit for agencies moving from Paper-First to Digitally Assisted.

[ service tasks it handles ]

Policy changes and endorsements (drivers, vehicles, VINs, addresses, coverage)Updating policy discountsMortgage and loss payee changesUpdating billing and payment plansMonitoring cancellations and distributing carrier memosHandling policy downloads and IVANS reconciliationAuditing accounts for signatures and trailing documents

[ what it connects to ]

IVANSACORD formscarrier portalsemail

[ how this sits beside the lab ]

We recommend buying first where the market already solves a problem well. Where a lab module covers the same ground, we say so — and where a module exists to make a product like this work inside a wider stack, that is listed too.

Works with these lab modules

  • 03Carrier API Bridge— A shared connection layer that moves policy data cleanly across agencies, brokers, carriers, and legacy systems.
  • 11Book Intelligence Warehouse— A unified data layer that turns fragmented distribution data into a queryable view of the whole portfolio.
  • 12Compliance Sentinel— Monitors licensing, E&O exposure, and disclosure requirements across every state you write in.

[ independence ]

No paid placement. Vendors are listed and described by BionicAgent, and listings are free — nobody can buy a better position here.

Visit Applied Epic ↗Ask the Matchmaker