Keep Applied Epic as your agency management system while modernizing submission intake, comparative rating, underwriting workflows, carrier connectivity, producer portals, and quote-to-bind operations.
Many agencies, brokerages, MGAs, wholesalers, and insurance organizations rely on Applied Epic as their operational system of record.
Applied Epic is commonly used for:
The challenge is that many organizations still need a modern quote-to-bind experience before information reaches the AMS.
Organizations often struggle with:
SelectsysTech modernizes these workflows without requiring organizations to replace Applied Epic.
Most organizations do not need to replace Applied Epic. They need to modernize everything that happens before policy management. SelectsysTech manages the quote-to-bind workflow. Applied Epic remains the agency management system of record.
Many Applied Epic customers continue using the platform successfully while modernizing surrounding workflows.
| Capability | Applied Epic | SelectsysTech |
|---|---|---|
| Agency Management | Yes | No |
| Client Management | Yes | No |
| Policy Management | Yes | No |
| Submission Intake | Limited | Yes |
| Producer Portals | Limited | Yes |
| Comparative Rating | Limited | Yes |
| Multi-Carrier Rating | Limited | Yes |
| Underwriting Automation | Limited | Yes |
| Appetite Management | Limited | Yes |
| Underwriting Workbench | No | Yes |
| Carrier APIs | Limited | Yes |
| Insurance APIs | Limited | Yes |
| Workflow Automation | Limited | Yes |
| Quote-to-Bind Automation | Limited | Yes |
Many organizations continue using Applied Epic while adding SelectsysTech as the quote-to-bind automation layer.
SelectsysTech provides these capabilities while Applied Epic remains the AMS.
Modernize submission intake, rating, underwriting, quoting, and binding workflows while continuing to use Applied Epic for policy management and customer records.
Capture submissions through digital producer and agency workflows.
Generate and compare quotes across multiple carriers and markets.
Support commercial, personal, specialty, E&S, and program business.
Automate validation, referrals, approvals, and workflow routing.
Provide centralized quote review and underwriting decision support.
Support self-service quoting and digital distribution.
Connect carrier APIs, rating engines, AMS platforms, and insurance systems.
Move submissions from intake through bind.
SelectsysTech helps Applied Epic customers modernize submission intake, comparative rating, underwriting automation, producer portals, carrier connectivity, workflow orchestration, and quote-to-bind operations while keeping Applied Epic as the agency management system of record.
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