Smart Insurance Operations for MGAs, Wholesalers & Carriers Schedule Demo

Applied Epic Modernization for Quote-to-Bind Automation

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.

Applied Epic Is Often The Agency System Of Record. Not The Quote-to-Bind Platform.

Many agencies, brokerages, MGAs, wholesalers, and insurance organizations rely on Applied Epic as their operational system of record.

Applied Epic is commonly used for:

  • Client Management
  • Policy Management
  • Account Management
  • Agency Operations
  • Customer Records
  • Operational Data

The challenge is that many organizations still need a modern quote-to-bind experience before information reaches the AMS.

Organizations often struggle with:

  • Submission intake
  • Producer workflows
  • Carrier portal rekeying
  • Comparative rating
  • Underwriting automation
  • Eligibility validation
  • Appetite management
  • Carrier connectivity
  • Workflow automation
  • Quote generation
  • Digital distribution
  • Quote-to-bind operations

SelectsysTech modernizes these workflows without requiring organizations to replace Applied Epic.

How SelectsysTech Works With 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.

Producer
Agent Portal
Submission Intake
Eligibility Validation
Appetite Review
Comparative Rating
Underwriting Review
Quote Generation
Proposal Delivery
Bind
Applied Epic
Client & Policy Management

What Organizations Modernize Around Applied Epic

Many Applied Epic customers continue using the platform successfully while modernizing surrounding workflows.

Applied Epic vs SelectsysTech

CapabilityApplied EpicSelectsysTech
Agency ManagementYesNo
Client ManagementYesNo
Policy ManagementYesNo
Submission IntakeLimitedYes
Producer PortalsLimitedYes
Comparative RatingLimitedYes
Multi-Carrier RatingLimitedYes
Underwriting AutomationLimitedYes
Appetite ManagementLimitedYes
Underwriting WorkbenchNoYes
Carrier APIsLimitedYes
Insurance APIsLimitedYes
Workflow AutomationLimitedYes
Quote-to-Bind AutomationLimitedYes

Built for Agencies, Brokers & Insurance Programs

Many organizations continue using Applied Epic while adding SelectsysTech as the quote-to-bind automation layer.

Independent Agencies
Brokerages
Commercial Lines Teams
Personal Lines Teams
MGAs
Wholesalers
Program Administrators
General Liability
Workers Compensation
Commercial Property
Builders Risk
Commercial Auto
Cyber
Professional Liability
E&S / Surplus Lines
Program Business

Why Applied Epic Customers Add SelectsysTech

SelectsysTech provides these capabilities while Applied Epic remains the AMS.

Built for Quote-to-Bind Operations

Modernize submission intake, rating, underwriting, quoting, and binding workflows while continuing to use Applied Epic for policy management and customer records.

Submission Intake
Eligibility Validation
Appetite Management
Comparative Rating
Carrier APIs
Underwriting Review
Quote Generation
Proposal Delivery
Bind
Applied Epic
Policy Management

Why Insurance Organizations Choose SelectsysTech

Submission Intake

Capture submissions through digital producer and agency workflows.

Comparative Rating

Generate and compare quotes across multiple carriers and markets.

Multi-Carrier Rating

Support commercial, personal, specialty, E&S, and program business.

Underwriting Automation

Automate validation, referrals, approvals, and workflow routing.

Underwriting Workbench

Provide centralized quote review and underwriting decision support.

Producer & Agency Portals

Support self-service quoting and digital distribution.

Carrier Connectivity

Connect carrier APIs, rating engines, AMS platforms, and insurance systems.

Quote-to-Bind Automation

Move submissions from intake through bind.

Who Uses SelectsysTech With Applied Epic

Independent Agencies

Brokerages

Commercial Lines Teams

Personal Lines Teams

MGAs

Wholesalers

Program Administrators

Carrier Operations

Insurtech Platforms

Underwriting Teams

Related Modernization Solutions

Modernize Applied Epic Without Replacing It

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.

Request Demo Talk to Platform Team

Frequently Asked Questions

Applied Epic modernization adds modern quote-to-bind capabilities around Applied Epic without replacing the core agency management platform.

No. Most organizations keep Applied Epic as the agency management system of record and use SelectsysTech to modernize workflows before policy management.

SelectsysTech integrates through APIs, workflow integrations, data synchronization, comparative rating workflows, underwriting automation, and quote-to-bind operations.

Yes. SelectsysTech supports comparative rating, multi-carrier quoting, underwriting workflows, and quote-to-bind automation while integrating with Applied Epic.

Yes. SelectsysTech supports producer self-service, agency self-service, digital distribution, and portal-based quote workflows.

Organizations choose SelectsysTech to modernize submission intake, rating workflows, underwriting automation, carrier connectivity, and quote-to-bind operations while keeping Applied Epic as the agency management platform.