The move also comes as agencies continue to broaden their technology stacks. One recent overview of independent agencies found that 93% now use an AMS, 70% use a CRM and about 65% have moved policy administration to the cloud, with increasing investment in AI‑based tools for quoting and service. Applied has been adding AI features across Epic, including email summarization, content generation and early work on AI‑assisted accounting automation that can extract data from carrier statements and map it to plan or policy records.
Applied upgrades Epic to manage P&C and benefits in one platform
