Applied Epic operates as a cloud-based solution for the insurance sector, facilitating the efficient exchange of data and information. This platform is equipped with various functionalities that support insurance agents, brokers, and providers alike. Users can manage policies effortlessly, oversee license tracking, and enhance document organization. It includes tools for comparing and verifying important documents, policies, and contracts while also allowing the creation of plan summaries through customizable templates.

In addition, the platform offers educational resources to help employees understand government-required benefits and coverage options. The intuitive agent dashboard enables effective sales management, performance tracking relative to sales objectives, and automation of sales processes. Pricing details for Applied Epic can be obtained upon request, with a structure influenced by customization needs, additional features, the number of users, and deployment options.