Tech Insights

Applied Epic

Last updated May 16, 2025, generated by Sumble

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What is Applied Epic?

Applied Epic is a cloud-based insurance brokerage management system that automates agency workflows, manages customer relationships, and provides data-driven insights. It's commonly used by insurance agencies to streamline operations, improve customer service, and increase profitability by managing policy details, claims processing, and accounting all in one platform.

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What other technologies are related to Applied Epic?

Applied Epic Competitor Technologies

EZLynx is a competing agency management system that offers similar functionality to Applied Epic, including policy management, accounting, and CRM.

mentioned alongside Applied Epic in 28% (85) of relevant job posts

AMS360 is a competing agency management system offering similar core functionality as Applied Epic.

mentioned alongside Applied Epic in 5% (147) of relevant job posts

Sagitta is a competing agency management system providing similar functionality to Applied Epic.

mentioned alongside Applied Epic in 4% (79) of relevant job posts

Applied Epic Complementary Technologies

Client self-service portal that integrates with Applied Epic to provide clients access to policy information and request changes.

mentioned alongside Applied Epic in 41% (146) of relevant job posts

Indio is a submission management platform that can integrate with Applied Epic to streamline the data gathering process.

mentioned alongside Applied Epic in 36% (102) of relevant job posts

Salesforce can be integrated with Applied Epic for CRM purposes, enhancing sales and customer relationship management.

mentioned alongside Applied Epic in 0% (237) of relevant job posts

Which job functions mention Applied Epic?

Job function

Jobs mentioning Applied Epic

Orgs mentioning Applied Epic

Sales

0% (2.7k) job posts

34 organizations

Account Executive

0% (2.5k) job posts

265 organizations

Finance

0% (336) job posts

12 organizations

Customer Success

0% (324) job posts

85 organizations

Compensation & Benefits

0% (74) job posts

23 organizations

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Which organizations are mentioning Applied Epic?

Organization

Industry

Matching Teams

Matching People

Finance and Insurance

HUB International

Professional Services

IMA Financial Group

Professional Services

Marsh McLennan Agency

Professional Services

AssuredPartners

Professional Services

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