List of Applied Epic Customers
Applied Systems
200 Applied Parkway,
University Park, 60484, IL,
United States
University Park, 60484, IL,
United States
1 708-534-5575
Professional Services
2800
$722M
Since 2010, our global team of researchers has been studying Applied Epic customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Applied Epic for Agency Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Applied Epic for Agency Management include: Alliant Insurance Services, a United States based Insurance organisation with 14000 employees and revenues of $5.00 billion, HUB International, a United States based Insurance organisation with 18000 employees and revenues of $4.50 billion, Holman Automotive, a United States based Automotive organisation with 9000 employees and revenues of $3.53 billion, Holman, a United States based Distribution organisation with 9000 employees and revenues of $3.50 billion, The Baldwin Group, a United States based Insurance organisation with 4000 employees and revenues of $1.40 billion and many others.
Contact us if you need a completed and verified list of companies using Applied Epic, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Services and Operations software purchases.
The Applied Epic customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Services and Operations software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Accell Group | Insurance | 3000 | $1.0B | United States | Applied Systems | Applied Epic | Agency Management | 2024 | n/a |
In 2024, The Accel Group implemented Applied Epic as a core component of its Insurance Cloud Management environment. The deployment is anchored at the agency headquarters in Cedar Rapids, IA and extends across eight offices, focusing on producer workflows and benefits administration to create more consistent client deliverables. The Accel Group is an established Applied Systems customer with a long history of using Applied products. Applied Epic is presented as the primary policy and book of business system in the integrated stack.
Applied Benefits Designer was configured to generate branded client presentations and spreadsheets, replacing disparate producer methods that relied on Microsoft Excel and Microsoft Word. Applied Benefits Designer integration was configured to populate rates and benefit attributes automatically, reducing manual entry and standardizing templates for client facing communications. The implementation emphasized configuration of outputs and templates to preserve brand consistency across the agency.
Integration architecture links Applied Epic with Applied Benefits Designer and Employee Navigator to manage each stage of the benefits lifecycle with minimal data re entry. These integrations provide a more visible and accurate view of the book of business by synchronizing benefit attributes and employee data between systems. Operational scope centers on benefits teams and producers who prepare client deliverables, with workflows orchestrated between the three systems to reduce redundant tasks.
Governance changes included standardized deliverable templates and a prescribed process for benefit rate and attribute updates to ensure consistency across producers. The Accel Group reported streamlined brand presentation, consistent client deliverables, easier to use benefit design tooling, and reduced manual work for producers, improving visibility across its book of business as explicit outcomes of the Applied Epic and Applied Benefits Designer integration.
|
 |
Acentria Insurance | Insurance | 600 | $90M | United States | Applied Systems | Applied Epic | Agency Management | 2014 | n/a |
In 2014 Acentria Insurance implemented Applied Epic by Applied Systems as its core Insurance Cloud Management platform. The deployment established Applied Epic as the primary system for daily operations, with staff operating against the platform alongside Microsoft Outlook and Accord Forms for email and forms processing.
Applied Epic was configured to support agency management and policy administration workflows, including policy lifecycle management, billing and invoicing schedules, and document management. The implementation included standard Insurance Cloud Management capabilities such as workflow automation and CRM-oriented account management to align underwriting, account servicing, and billing processes.
Integrations were explicitly established with Outlook for email and calendar synchronization across agents, and with Accord Forms for standardized policy forms capture and automated form population. These integrations are referenced as part of daily operations using Applied Epic, Outlook and Accord Forms, providing a consistent data flow between policy records, correspondence, and form sets.
Governance was centralized around role based access within Applied Epic and form governance through Accord Forms, supporting departmental workflows across sales, account management, underwriting, customer service and billing. The configuration reflects a company wide operational rollout, embedding Applied Epic into core business functions and making it the primary Insurance Cloud Management system in use.
|
 |
Alliant Insurance Services | Insurance | 14000 | $5.0B | United States | Applied Systems | Applied Epic | Agency Management | 2017 | n/a |
In 2017 Alliant Insurance Services implemented Applied Epic as a central platform within its Insurance Cloud Management environment to provide company-wide analytics and reporting. Applied Epic was positioned to support month-end, quarterly, and annual reporting cycles, financial modeling, forecasting, and fulfillment of enterprise data requests for corporate stakeholders.
The deployment emphasized management reporting and financial modeling capabilities within Applied Epic, configured to support management reporting and analysis, forecasting workflows, and ad-hoc analytics requests. Implementation included standardized data reconciliation processes, structured data extracts for RFPs and marketing surveys, and templated reporting outputs to support recurring close activities and special projects.
Applied Epic operated in an ecosystem alongside Microsoft Office, Power BI, Hyperion, Microsoft Access, and Benefitpoint, with integrations used to provision data to BI dashboards, financial models, and consolidated reporting workflows. Operational coverage focused on Finance, Corporate analytics, Business Intelligence, and Marketing teams, enabling those functions to collaborate on ad-hoc projects, data requests, and management reporting.
Governance and process changes centered on centralized data request fulfillment, formal reconciliation and review checkpoints, and a mentoring program for Financial Analysts to sustain Applied Epic driven workflows. The configuration made Applied Epic the authoritative application for enterprise reporting, analytics, and financial model development across Alliant Insurance Services.
|
 |
|
Professional Services | 2800 | $722M | United States | Applied Systems | Applied Epic | Agency Management | 2020 | n/a |
|
|
|
|
Insurance | 45 | $5M | Canada | Applied Systems | Applied Epic | Agency Management | 2021 | n/a |
|
|
|
|
Insurance | 30 | $3M | United States | Applied Systems | Applied Epic | Agency Management | 2016 | n/a |
|
|
|
|
Insurance | 20 | $2M | United States | Applied Systems | Applied Epic | Agency Management | 2014 | n/a |
|
|
|
|
Healthcare | 5 | $1M | Canada | Applied Systems | Applied Epic | Agency Management | 2020 | n/a |
|
|
|
|
Insurance | 200 | $20M | United States | Applied Systems | Applied Epic | Agency Management | 2013 | n/a |
|
|
|
|
Insurance | 30 | $3M | United States | Applied Systems | Applied Epic | Agency Management | 2021 | n/a |
|
Showing 1 to 10 of 34 entries
Buyer Intent: Companies Evaluating Applied Epic
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Applied Epic. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Applied Epic for Agency Management include:
- Specialty Risk Insurance Agency, a United States based Insurance organization with 81 Employees
- LeasingAI Israel, a Israel based Construction and Real Estate company with 10 Employees
- Gothic Landscape, a United States based Construction and Real Estate organization with 1700 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||
FAQ - APPS RUN THE WORLD Applied Epic Coverage
Applied Epic is a Agency Management solution from Applied Systems.
Companies worldwide use Applied Epic, from small firms to large enterprises across 21+ industries.
Organizations such as Alliant Insurance Services, HUB International, Holman Automotive, Holman and The Baldwin Group are recorded users of
Applied Epic for Agency Management.
Companies using Applied Epic are most concentrated in Insurance, Automotive and Distribution, with adoption spanning over 21 industries.
Companies using Applied Epic are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Applied Epic across Americas, EMEA, and APAC.
Companies using Applied Epic range from small businesses with 0-100 employees - 52.94%, to mid-sized firms with 101-1,000 employees - 17.65%, large organizations with 1,001-10,000 employees - 23.53%, and global enterprises with 10,000+ employees - 5.88%.
Customers of Applied Epic include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Applied Epic customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Agency Management.