Applied Epic review

Applied Epic is the system larger independent agencies run their whole business on, and the CRM functions sit inside it rather than in a separate tool. For growth, it builds risk profiles for accounts and prospects from public business data to show coverage gaps and cross-sell openings, and it offers ready-made marketing campaigns where AI drafts each email for approval. For service and finance it covers policy management for P&C and benefits, commercial submissions, personal lines quoting, a client portal, commission reconciliation and trust accounting. Ivans connects it to more than 700 carrier markets for downloads and data exchange. Applied itself says Epic fits established multi-line agencies with roughly 10 to 500 or more staff, and points smaller personal lines agencies to EZLynx. That honesty is useful: Epic has the deepest feature set on this list, but it is a large implementation with no public price.

Who it is for

established multi-line agencies with 10 or more staff

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Policy management for P&C and benefits on one client record
• Prospecting and upsell insights built from public business data
• Ready-made marketing campaigns with AI-drafted emails
• Ivans download and data exchange with more than 700 carrier markets
• Commission reconciliation, trust accounting and role-based dashboards

Strengths and weaknesses

• Strength: Covers P&C and benefits in one system
• Strength: Open APIs for other agency tools
• Strength: AI reads policy documents and commission statements
• Weakness: No published price
• Weakness: Applied says it typically fits agencies with 10 to 500+ staff
• Weakness: More system than a small personal lines agency needs

Key facts

• Typical agency size: 10 to 500+ staff, per Applied
• Carrier connectivity: 700+ carrier markets via Ivans
• Lines: P&C and benefits

Where it ranks

Applied Epic is No. 5 in our Best CRM for Insurance Agents verdict.