Applied Epic

Agency management system from Applied Systems used by independent agencies.

Category: CRM & Follow-up
Lines of business: P&C, Benefits
Pricing: unavailable (not published / demo-based)
Website: https://www1.appliedsystems.com/en-us/solutions/for-agents/agency-management-system/applied-epic/
Last checked 2026-10-16. Info is from the vendor's public site; verify before buying.

What agents use it for

Manage clients, policies and workflows in Applied Epic.

Review AI output for accuracy and compliance; never paste client PII.

Agency management, commissions processing and quoting platform for life & health agencies.

CRM & Follow-upLife, Health

All-in-one sales and marketing automation platform (CRM, SMS/email follow-up, funnels).

CRM & Follow-upAll

CRM and marketing platform with AI features.

CRM & Follow-upAll

CRM for financial advisors and their teams.

CRM & Follow-upLife, Annuities

Salesforce CRM for financial services and insurance with built-in AI.

CRM & Follow-upAll

CRM hub for financial professionals to collaborate on clients and automate busywork.

CRM & Follow-upLife, Annuities