Applied Systems releases Epic 7 brokerage management system

Fastest-growing insurance agency and brokerage management system now available in Canada

University Park, Ill. (Apr. 27, 2013) – Insurance software company Applied Systems announced today the general release of Applied Epic 7, the latest version of the fastest-growing insurance agency and brokerage management system.

Applied Epic 7 offers advanced capabilities to insurance agencies and brokerages for greater business productivity, increased profitability and enhanced customer service. The general release of Applied Epic 7 also marks the first time the Applied Epic system is commercially available to insurance brokerages in Canada.

Innovations in Applied Epic 7 provide insurance agencies and brokerages with additional benefits, including:

  • New automated workflows to streamline operations and provide easier access to client information in the system;
  • Enhanced electronic data exchange between agencies/brokerages and carriers;
  • More advanced accounting capabilities, including cash receipt adjustments, and taxes and fees;
  • Additional ACORD forms and CSIO forms for Canadian brokerages for standardization and compliance with industry regulations;
  • Support for current Microsoft software, including the Windows 8 operating system and Internet Explorer 10.

Insurance agencies and brokerages leverage Applied Epic to optimize business growth and build stronger client relationships. Western Financial Group, the largest property and casualty distribution network in western Canada with more than 120 network locations and over 1,600 employees, selected the Applied Epic system to provide enterprise-wide access to data and automated workflow across Western Financial Group’s large operating footprint. With Applied Epic, the company is able to advance its growth strategy more effectively and continue to deliver high-level customer service.

“We are continually looking to grow our business from within and through mergers and acquisitions,” said Jeff Burke, president and CEO, Western Financial Group. “Applied Epic is the best choice for our business strategy as we look to streamline our operations and meet consumer demands.”

Applied Epic 7 runs on a modern, flexible and secure architecture that provides agents and brokers with one scalable platform to automate workflows, mitigate risk and drive sustainable growth and profitability.

“This release of Applied Epic 7 is another example of our commitment to innovation and developing the most advanced technology for the insurance industry,” said Reid French, CEO, Applied Systems. “We continue to expand our offerings with solutions that drive greater value for our customers and are pleased to now provide the most advanced agency management system in Applied Epic 7 throughout North America.”

About Applied Systems

Applied Systems is a leading provider of software that powers the business of insurance. The company is recognized as a pioneer in agency management systems and data exchange between agencies, brokers, carriers and their clients. By automating the insurance lifecycle, Applied Systems software enables millions of people around the world to safeguard and protect what matters most. To learn more, please visit

SOURCE: Applied Systems