Applied Epic



Prefill your forms from Applied Epic data and update your Applied Epic records with form data.

What you need


Applied Epic is a comprehensive management platform widely utilized by insurance agencies. It enables agencies to maintain a clear overview of their operations across various roles, locations, and lines of business, including Property & Casualty (P&C) and benefits. The platform is browser-native, which allows easy access to data and reduces the need for extensive software management. It's designed to automate back-office functions while ensuring that the front office and customer service teams are well-connected and integrated with insurer connectivity technologies. The system promotes flexibility and growth, supporting integrations and acquisitions through an open and scalable architecture​.

Applied Epic is cloud-based and tailored for insurance professionals, including agents, brokers, insurance providers, and consumers. It supports policy and benefits administration, license tracking, and document management, and it offers tools for comparing and verifying policies, documents, and contracts. The software includes an agent dashboard for managing sales processes and tracking performance, with features for sales automation. Despite its numerous benefits, potential users should note that it may have a steep learning curve and require a significant setup effort​.

This platform is particularly suited for established insurance agencies and brokerages looking for advanced account management, sales automation, and policy administration capabilities. However, it might pose challenges for smaller agencies or those with limited resources for training and system migration due to its complexity and the initial setup requirements​.

How to set up

Navigate to the Feathery form that you want to connect to Applied Epic. Click on the Integrations tab.

Open the Applied Epic integration and authenticate your Applied Epic account.

Choose what Feathery fields to map to Applied Epic record properties for prefilling and creating/updating.

Click Connect. Your integration is now live and ready to go!

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector


This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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