Applied Systems
The leading global provider of cloud-based software for the P&C and benefits insurance industries
Overview
Applied Systems is the leading global provider of cloud-based software to the property & casualty (P&C) and benefits insurance industries. Recognized as a pioneer in insurance automation and the innovation leader, Applied is one of the world's largest providers of agency and broker management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom.
The company operates around the concept of the "Digital Roundtrip of Insurance" - a seamlessly connected ecosystem enabling agencies to manage prospecting, sales, servicing, renewals, and back-office operations. The platform integrates artificial intelligence throughout the workflow to enhance automation and efficiency.
Applied Systems serves more than 11,000 agencies and brokerages worldwide, representing more than 135,000 producers, CSRs, and other insurance professionals. 7 of the top 10 agencies (Business Insurance Top 100) use Applied Epic, and 68% of Insurance Journal Top 100 agencies rely on Applied.
Products & Services
Applied Epic
Cloud-based agency management platform for P&C and benefits agencies and brokerages.
Key Features
- Full agency management functionality
- Native benefits capabilities
- Integrated rating and quoting
- Sales automation and pipeline management
- Document management
Target Users: Large and mid-size agencies, brokerages
EZLynx Management System
Cloud-based agency management system designed for independent agencies of all sizes.
Key Features
- Agency management
- Personal lines rating
- Commercial lines submissions
- Email marketing and text messaging
- Client self-service portal
Target Users: Independent agencies, small to mid-size agencies
Applied TAM
Legacy agency management software for day-to-day business operations.
Key Features
- Policy administration
- Customer management
- Accounting and reporting
Target Users: Existing TAM customers
Epic Quotes Personal Lines
Fully integrated quoting module for personal lines within Applied Epic.
Key Features
- Auto and home quoting
- 525+ insurer integrations via EZLynx
- Pre-filled client data from Epic
- Real-time comparative rating
Target Users: Applied Epic users writing personal lines
Epic Quotes Commercial Lines (Tarmika)
Commercial lines comparative rating integrated into Applied Epic.
Key Features
- Multi-carrier commercial quoting
- Streamlined submission process
- Integrated within Epic workflow
Target Users: Applied Epic users writing commercial lines
Tarmika
Industry-leading commercial lines quoting tool (standalone).
Key Features
- Single-entry commercial quoting
- Multi-carrier submissions
- Appetite search
Target Users: Independent agents, commercial lines producers
Ivans Distribution Platform
Industry platform to streamline commercial submission process through standardized digital connections.
Key Features
- Carrier-agency connectivity
- Download services
- Real-time policy data exchange
- Market appetite via Ask Kodiak
Target Users: Carriers, MGAs, agencies
Indio
Application and submission management platform for insurance agencies.
Key Features
- Digital insurance applications
- Client collaboration
- Applied Epic integration
- Document automation
Target Users: Agencies, insureds
Applied Pay
AMS-native digital payments solution for insurance.
Key Features
- Credit card, ACH, premium financing
- Integrated with Epic, EZLynx, CSR24
- Agency-branded checkout
- Automated reconciliation
Target Users: Agencies, policyholders
Applied CSR24
Customer self-service portal for policyholders.
Key Features
- Policy information access
- Payment processing
- Certificate requests
- ID card downloads
Target Users: Policyholders, agency clients
Applied Marketing Automation
Marketing and engagement platform for insurance agencies.
Key Features
- Email campaigns
- Cross-sell opportunities
- Client communications
- Retention marketing
Target Users: Agency marketing teams
Applied Mobile
Mobile app for agency employees.
Key Features
- Access Epic on mobile devices
- Client information lookup
- Policy details on the go
Target Users: Producers, CSRs
Applied Analytics
Business intelligence and reporting platform.
Key Features
- Dashboards and KPIs
- Performance tracking
- Custom reporting
Target Users: Agency principals, managers
Planck
AI-powered data enrichment and underwriting platform (acquired 2024).
Key Features
- Commercial risk data
- Real-time business intelligence
- Underwriting automation
Target Users: Carriers, MGAs, agencies
At a Glance
- Founded
- 1983
- Headquarters
- University Park, Illinois
- Employees
- 2,000+
- Funding
- Private Equity
Category & Focus
- Category
- Agency Management Systems
- Subcategories
- Rating & Quoting Distribution Payments Connectivity
- Insurance Verticals
- P&C Benefits
- Target Customers
- Independent Agencies, Brokerages, MGAs, Carriers
Customers
- 11,000+ agencies and brokerages worldwide
- 135,000+ insurance professionals
- 7 of top 10 Business Insurance Top 100 agencies
- 68% of Insurance Journal Top 100 agencies
Similar Companies
-
NowCertsAI-powered agency management platform for independent insurance agencies -
IIRYSBreak free from outdated systems - THE insurance operating system built to outpace dated AMS systems.
-
AgencyZoomSales and lifecycle automation platform built specifically for insurance agents and agencies. -
ActurisConnected Thinking - The leading SaaS platform for general insurance brokers, insurers, and MGAs -
AGENCY REVOLUTIONThe insurance industry's leading marketing platform for independent agencies -
AgencyBlocThe #1 Recommended Insurance Industry Growth Platform for health, benefits, and senior insurance agencies
Last updated: 2026-03-25