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Applied Systems Introduces Epic 2016

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Applied Systems Introduces Epic 2016

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December 28, 2015
By Rory Lidstone
Contributing Writer

Applied Systems, a global provider of cloud-based insurance software, recently released the latest version of the Applied Epic agency and brokerage management system to the US and Canadian markets. Dubbed Applied Epic 2016, this latest release offers expanded and additional market-first capabilities suitable for the entire staff of any agency or brokerage, including automated sales operations, customized workflows, and the ability to assess carrier market appetite for commercial risks—all in a single application.


Applied Epic is part of the wider Agency Management System suite from Applied, alongside TAM, DORIS and Vision.

Epic 2016 delivers the most technologically advanced software application to independent insurance agencies and brokerages, with a focus on enabling faster growth and profitability. It is a single, integrated and open application that provides essential capabilities for each stakeholder within an agency or brokerage, for better management of customer relationships, carrier market appetite, sales opportunities, financial accounting, and policy and benefits administration.

Thanks to its unique software architecture, Epic 2016 provides scalability for agencies and brokerages with multiple locations across the globe, helping them to manage expansion and business growth.

 “By integrating native sales automation and market appetite search capabilities into Applied Epic 2016 and expanding benefits capabilities, agencies and brokerages can now manage their entire operations—across all roles and multiple lines of business—within a single application,” said Michael Howe, senior vice president of Product Management for Applied Systems. “Applied Epic 2016 furthers Applied’s commitment to provide agencies and brokerages a single view of their business from one software application to improve client service, more closely manage organic growth opportunities, and increase connectivity with both their customers and carrier partners.”

Key enhancements introduced in the latest version of Applied Epic include sales automation, market appetite monitoring, expanded integrated benefits capabilities, and enhanced business process management.




Edited by Peter Bernstein

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