What Is Applied Epic? Modules, Pricing, Login and Alternatives

On this page (10)

1. TL;DR
2. Applied Epic at a glance
3. What Applied Epic does: the core modules
4. Applied Epic AI features in 2026
5. Who Applied Epic suits, and who it doesn’t
6. Applied Epic pricing
7. Applied Epic login and support
8. Implementation and migration
9. Applied Epic alternatives
10. FAQs

TL;DR

• Applied Epic is an agency management system (AMS) from Applied Systems. It runs a P&C and benefits agency's clients, policies, activities, accounting, certificates and carrier download in one browser-based, cloud-hosted system.
• Built for mid-size and enterprise agencies. Applied pitches it at growth-minded, mid-size and enterprise independent agencies and says 7 of the 10 largest agencies on the Business Insurance Top 100 use it.
• Pricing is not published. Applied quotes Epic through sales, licensed per user, with implementation and data conversion priced as separate packages.
• AI is now built in: Applied Recon for commission reconciliation, Epic AutoFill for benefits plans, and Epic Conductor, an AI platform that runs inside Epic.
• Login is agency-specific. Your Epic administrator issues your login; Applied's customer support runs through the Applied Community.

Applied Epic is the agency management system (AMS) sold by Applied Systems. Independent insurance agencies and brokerages use it as their system of record: client accounts, policies, activities, accounting, certificates, carrier download and reporting, for property and casualty (P&C) and employee benefits business, in one browser-based, cloud-hosted platform. Applied aims it at mid-size and enterprise agencies, does not publish a price, and has been adding AI features inside Epic through 2026. Everything below comes from Applied’s own pages and help documentation, checked in October 2026, unless a third party is named.

Applied Epic at a glance

Vendor	Applied Systems, University Park, Illinois
Product type	Agency management system for P&C and benefits
Deployment	Cloud-hosted; browser access, plus a locally installed desktop client
Target buyer	Growth-minded, mid-size and enterprise independent agencies (Applied’s wording)
Pricing	Not published; quoted by sales
Security	Applied says it runs SOC 2 Type 2 audits twice a year, with Epic in scope
Related Applied products	CSR24 (client portal), Ivans (carrier connectivity), EZLynx, Indio, Tarmika, Cytora

Applied calls Epic “the world’s most widely used insurance agency management system” and says 7 of the 10 largest agencies on the Business Insurance Top 100 are standardized on it. Those are Applied’s claims; it does not publish a customer count for Epic.

What Applied Epic does: the core modules

Epic is organized around areas that staff move between from the navigation panel. Applied’s help documentation and product page describe these:

Accounts

The client record. Each account holds contacts, policies, activities, attachments, billing and proofs of insurance. Account managers and CSRs spend most of the day here.

Policies

Policy records across the lifecycle: new business, endorsements, renewals and cancellations, with lines of business for personal lines, commercial lines and benefits. Applied’s product page lists embedded personal and commercial lines rating (Epic Quotes) and a benefits workflow covering plan information, rates, coverages, eligibility, stop loss and TPA data.

Activities

Tasks, follow-ups and notes tied to an account or policy. Activities are how agencies track service work, assign it to staff and report on what is open. Epic lets administrators set access levels by activity type.

Accounting

Insurance-specific accounting built into the same database: agency bill invoicing, receivables, direct bill commissions, trust accounting and general ledger. Applied’s help site documents procedures such as generating invoices and the billing register.

Certificates and proofs of insurance

Staff issue certificates of insurance, evidences of property and motor vehicle liability ID cards from the account’s Proofs of Insurance area, using ACORD forms that Epic keeps on the latest edition. One documented limit: in the browser version you cannot print directly from within Epic; direct printing is described for the locally installed client.

Carrier download (Ivans)

Ivans, an Applied company, connects Epic to carriers and MGAs. According to Ivans, Ivans Download keeps policy data current in the agency system and covers:

• Policy download for commercial lines (auto, BOP, general liability, property, workers’ comp and others) and personal lines (auto, homeowners, dwelling fire, flood, umbrella and others)
• eDocs and messages such as declarations pages, notices and alerts
• Claims activity and settlement information
• Direct bill commission statements for commission reconciliation

Carrier participation varies. Ask your top carriers which download types they send to Epic before you sign.

CSR24 client portal

Applied CSR24 is the policyholder self-service portal and mobile app (Applied MobileInsured) that sits on top of the management system. Applied lists 24/7 access to documents and claims, bill pay for direct-billed policies in one place, policy change requests, and certificates that carry a secure link and QR code so holders can check live coverage. CSR24 is a separate Applied product, so ask whether it is in your Epic quote.

Reporting and sales

Role-based dashboards, pre-built reports, and sales tracking and forecasting for new business and renewals.

Applied Epic AI features in 2026

Applied has added several AI features inside Epic over 2026. Names and dates from Applied’s announcements:

Feature	What Applied says it does	Announced
Epic AutoFill	Prefills benefits plan information from Summaries of Benefits and Coverage (SBCs)	Feb. 18, 2026
Applied Recon	AI commission reconciliation inside Epic: upload carrier statements, and it extracts, matches and reconciles transactions. Applied says more than 140 agencies use it	Expanded May 20, 2026
Embedded premium finance in Applied Pay	Pulls policy details from quotes into the premium finance request and updates Epic after the down payment	May 20, 2026
Epic Conductor	AI automation inside Epic across placement, servicing and accounting: reading carrier documents into Epic, comparing quotes, checking policies against what was quoted and issued, reconciling commission statements, and starting renewal remarketing	2026
Book of Business Growth	Uses AI to flag commercial coverage gaps across the book	Listed on the Epic product page

Applied’s Conductor page gives no pricing, and it says Conductor today handles one task at a time with staff overseeing each, so ask your Applied rep which of these features are in your contract and which cost extra.

Who Applied Epic suits, and who it doesn’t

A good fit:

• Mid-size and large agencies and brokerages with several offices, departments or lines of business that need one database with branch and group hierarchies and permissions
• Agencies that write both P&C and benefits and want them in the same system
• Agencies doing heavy agency bill accounting, trust accounting and commission reconciliation
• Current Applied TAM, Vision or DORIS users, where Applied offers set migration packages

A weaker fit:

• Small personal lines agencies with a few staff, where the implementation effort and quoted cost are hard to justify. Lighter systems with published prices exist (see the alternatives below).
• Agencies that want a comparative rater as the center of the workflow. EZLynx, also owned by Applied, is built around rating.
• Health, Medicare and life agencies that mainly need compliance and commission tracking for that book. A specialist such as AgencyBloc is a closer match.

Applied Epic pricing

Applied Systems does not publish Applied Epic pricing. The Epic product page offers a demo request, and the price is quoted by sales based on your agency. What moves your quote:

• Number of users and how Applied counts them
• Modules and add-ons: CSR24, Applied Pay, Applied Recon, analytics, benefits tools, Conductor features, and Ivans services
• Implementation package: conversion, data review, training days and project support
• Contract length and renewal terms

Ask for a written quote that separates subscription, one-time implementation, conversion, training and each add-on, and ask what the renewal increase cap is. For comparison, see HawkSoft pricing, which publishes $99 per user per month, and EZLynx pricing, which, like Epic, is quoted.

Applied Epic login and support

There is no single public Applied Epic login page. Each agency has its own Epic environment, and Applied’s help documentation describes logins created by the agency’s own Epic administrator, either tied to the agency’s identity provider (single sign-on) or with a password set in Epic. Practical steps:

1. Use the address your agency gave you. Your Epic administrator or IT team can confirm it.
2. Locked out or forgot your password? Ask your Epic administrator. Logins without single sign-on use a Reset Password workflow that sends a code to your email.
3. Agency-level problems go to Applied customer support through the Applied Community, or by phone at 800.999.6512 (US) or 800.617.4666 (Canada), as listed on Applied’s contact page.
4. Training is in Applied University, also reached through the Applied Community.

Be careful with search results for “Epic login”: Epic Systems, the healthcare records company, is unrelated to Applied Epic.

Implementation and migration

Moving to Epic is a project measured in weeks to months. Applied’s published reference points:

• In a March 2025 post, Applied said agencies can be up and running on Epic or EZLynx “in as little as two months,” against a traditional six-month timeline.
• Applied’s 2023 migration packages for Applied TAM, DORIS and Vision customers list a standard track of 4 to 6 weeks (group plus one-on-one sessions, 2 private training days, no data customization) and an extended track of 4 to 8 months (private implementation, one data sample, 10 private training days, data customization at extra cost).

Agencies coming from a non-Applied AMS should expect a full data conversion. Questions to settle before signing:

• Which data converts: clients, policies, activities, attachments, and how many years of accounting history?
• Will you get a test conversion to review before go-live?
• Which of your carriers support Ivans download into Epic, and who sets up each connection?
• How many training days are included, and what do extra days cost?
• Can you export your full data on demand if you leave?

Plan for staff time as well as vendor time. Applied recommends that the core team start training at the beginning of the project, since they make the configuration decisions.

Applied Epic alternatives

AMS	Fits	Published price
Vertafore AMS360	Mid-market and larger agencies; the closest enterprise alternative	No; quoted
EZLynx	Personal lines agencies that want comparative rating and management together (Applied-owned)	No; see EZLynx pricing
HawkSoft	Small and mid-size P&C agencies	$99 per user per month
NowCerts	Small agencies that want a published price list	From $119 per month for one user, $54 per extra seat (sold as Momentum AMS)
QQCatalyst	Small agencies wanting a lighter Vertafore system	No; quoted
AgencyBloc	Health, Medicare, life and benefits agencies	No; quoted

Head-to-head pages: Applied Epic vs Vertafore, Applied Epic vs EZLynx and Applied Epic vs HawkSoft. For the full field, see the best agency management systems, our Applied Epic profile and the Applied Epic alternatives page.

FAQs

What is Applied Epic used for?

Applied Epic is the system of record for an insurance agency or brokerage. Staff use it to manage client accounts, policies, activities and follow-ups, agency and direct bill accounting, certificates of insurance, carrier policy download and reporting, for both P&C and employee benefits business.

How much does Applied Epic cost?

Applied Systems does not publish Applied Epic pricing; you get a quote from sales. The quote depends on the number of users, the modules and add-ons you take, and the implementation package. Ask for user, add-on and implementation costs as separate lines so you can compare them.

How do I log in to Applied Epic?

Each agency has its own Epic environment, so there is no single public login page. Your agency's Epic administrator creates your login and gives you the address to use, often through your company's single sign-on. For account problems, ask your administrator first; agencies contact Applied support through the Applied Community or by phone (800.999.6512 in the US).

Is Applied Epic cloud-based?

Yes. Applied describes Epic as a browser-based, cloud-hosted platform. Applied's help documentation also covers a locally installed desktop client, and notes that some functions, such as printing directly from the system, work only in the local client.

What are the best Applied Epic alternatives?

Vertafore AMS360 is the closest enterprise alternative. EZLynx (also owned by Applied) fits personal lines agencies that want rating and management together. HawkSoft and NowCerts are lighter systems with published prices from $99 per user or per month, and AgencyBloc fits health, life and benefits agencies.

Who owns Applied Epic?

Applied Systems, headquartered in University Park, Illinois. Applied's family of brands also includes Ivans, Indio, EZLynx, Tarmika and Cytora.