Applied Epic API
Applied Epic is a cloud-based agency management platform used by independent property & casualty (P&C) and benefits brokers to run their book of business. An unofficial API lets you programmatically pull customers and insureds, policies and renewals, claims, accounting and commission records, and IVANS-driven carrier downloads (policy data, eDocs, direct bill commission statements)—and push updates like new accounts, policy changes, and activities back into Applied Epic.
What is Applied Epic?
Applied Epic is a cloud-based agency management platform from Applied Systems that independent insurance brokers use to run their P&C and benefits business in one system. Agencies use Applied Epic to manage customers and insureds, quote and service policies, track claims, run accounting and commission workflows, and connect to insurers through Ivans for carrier downloads and submissions—all governed by branch hierarchies, role-based permissions, and configurable workflow automation.
Core product areas include:
- Agency Management (Customers/Insureds, Policies, Renewals, Activities, Attachments)
- Sales Automation (Opportunities, Pipelines, Renewals, Forecasts)
- Quoting & Submissions (Personal lines rating, commercial lines quoting, Indio applications)
- Accounting & Financials (Receivables, Direct Bill, Commissions, Applied Pay, Applied Recon)
- Claims (FNOL records, claim activities, status tracking, carrier correspondence)
- Carrier Connectivity via Ivans (Policy Download, eDocs, Direct Bill Commission Download, Appetite & Eligibility)
- Reporting & Analytics (Role-based dashboards, operational reports, business intelligence)
Common data entities:
- Users, Producers, Branches, Departments, Security Groups/Permissions
- Customers/Insureds (commercial accounts, personal accounts, contacts, locations)
- Policies (lines of business, terms, premiums, endorsements, renewals)
- Activities, Suspenses, Notes, Attachments (eDocs, ACORD forms, certificates)
- Claims (claim numbers, statuses, adjusters, payments, carrier correspondence)
- Accounting (Invoices, Receivables, Direct Bill, Commission Statements, Payables)
- Markets/Carriers (insurer codes, Ivans connections, appetite data)
The Applied Epic Integration Challenge
Brokerages run their entire book of business in Applied Epic, but turning portal- and IVANS-driven workflows into API-driven automation is non-trivial:
- Sparse public API: Applied Epic exposes APIs and security controls, but detailed public API documentation and self-serve developer access are limited compared to modern SaaS platforms
- Carrier connectivity flows through Ivans: Policy Download, eDocs, and Direct Bill Commission Download arrive on carrier-controlled cadences and formats, not as agency-side webhooks
- Carrier portal sprawl: Many quoting, servicing, and claims tasks still happen in individual carrier portals (each with its own auth, MFA, and form flows) before data lands back in Epic
- Certificates and ACORD documents: Certificates of insurance, ACORD forms, and attachments live as documents on accounts and policies and require careful generation, upload, and audit handling
- Branch and security model: Branch hierarchies, producer assignments, and role-based permissions gate which accounts, policies, and activities a given user can read or write
- Authentication complexity: SSO (SAML/OAuth via Okta/Azure AD) and MFA on Applied Epic and on each carrier portal complicate headless automation
- Tenant variability: Custom configurations, lines of business, accounting structures, and Ivans carrier mappings differ across agencies and break generic integrations
How Supergood Creates Applied Epic APIs
Supergood reverse-engineers authenticated browser flows, network interactions, and Ivans-driven download streams to deliver a resilient API endpoint layer for your Applied Epic environment and the carrier portals you operate alongside it.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely across Applied Epic and connected carrier portals
- Maintains session continuity with automated refresh and change detection so policy, claim, and accounting reads stay current
- Normalizes responses across customers, policies, claims, activities, and commission records so you integrate once and rely on consistent objects
- Aligns with branch, producer, and security-group entitlements so automated access mirrors what each user is allowed to see and do
Use Applied Epic with AI agents: Applied Epic MCP Server →
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your Applied Epic configuration, lines of business, Ivans setup, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened Applied Epic adapter tailored to your agency's workflows, branches, and carrier connections.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Applied Epic, Ivans feeds, and carrier portals evolve.
API Endpoints
Authentication
/authenticateAuthenticate against Applied Epic with username/password or SSO and complete MFA challenges (SMS, email, TOTP) to establish a session.
Policies
/policiesList policies across customers, lines of business, terms, premiums, endorsements, and renewals, filtered by branch, producer, or carrier.
Policies
/create_policyCreate a new policy on a customer/insured account in Applied Epic, including line of business, term, premium, and producer assignments.
Clients
/clientsList customers and insureds (commercial accounts, personal accounts, contacts, and locations) with branch, producer, and security-group entitlements applied.
Accounting
/commissionsPull commission statements and Direct Bill Commission Download records, reconciled against expected payouts by producer, branch, and carrier.
Activities
/create_activityCreate activities, suspenses, notes, or attachments (eDocs, ACORD forms, certificates) on customers, policies, or claims in Applied Epic.
Use Cases
Sync Customer and Policy Data with Carriers
- Pull customers, insureds, and policy terms from Applied Epic in real time - Push new accounts, policy changes, and endorsements back into Epic - Keep producer, branch, and security-group entitlements aligned across systems
Automate Ivans Policy Download, eDocs, and Direct Bill Commission Download
- Ingest carrier-driven Ivans Policy Download and eDocs streams as structured records - Capture Direct Bill Commission Download statements and reconcile against expectations - Trigger downstream workflows when new carrier data lands in Epic
Manage Commissions and Accounting Workflows
- Read invoices, receivables, direct bill, and commission statements - Reconcile commissions across producers, branches, and carriers - Surface aging, discrepancies, and producer payouts in your downstream reporting
Trigger Claims and Activity Notifications
- Watch claims, activities, suspenses, and notes for status changes - Create and update activities, attachments, and ACORD documents - Notify downstream systems on FNOL, claim status updates, and renewal milestones
Technical Specifications
Authentication
Username/password, SSO (SAML/OAuth via Okta or Azure AD), and MFA (SMS, email, TOTP) handled across Applied Epic and connected carrier portals
Connectivity
REST API gated by Applied Net Vu / Orange Partner program, plus Ivans/AL3 EDI feeds for carrier downloads
Response format
JSON with normalized objects for customers, policies, claims, activities, and commission records
Rate limits
Tuned per agency to respect Applied Epic, Ivans, and carrier portal thresholds; backoff and retry handled automatically
Session management
Persistent authenticated sessions with automatic refresh, MFA replay, and re-authentication on expiry
Data freshness
Real-time reads on demand; Ivans Policy Download, eDocs, and commission statements ingested on carrier-driven cadences
Security
Encrypted credential storage, MFA support, audit logging, and alignment with branch, producer, and security-group entitlements
Webhooks
Outbound webhooks emitted on policy, claim, activity, and commission changes detected via polling and Ivans feeds
Latency
Sub-second responses for cached reads; live reads complete within seconds depending on Applied Epic and carrier portal response times
Throughput
Horizontally scaled workers for parallel reads across customers, policies, claims, and Ivans-driven downloads
Reliability
Continuous monitoring with automatic adaptation as Applied Epic, Ivans, and carrier portals evolve
Adaptation
Configurable mappings handle agency-specific lines of business, accounting structures, branch hierarchies, and Ivans carrier mappings
Frequently asked questions
Supergood integrates with the Ivans Policy Download, eDocs, and Direct Bill Commission Download streams that already flow into your Applied Epic environment. We surface those carrier-driven records as structured API responses and webhooks, so downstream systems react to new policies, documents, and commission statements without scraping carrier portals directly.
Where Applied Systems' official REST API is the right path, Orange Partner approval and Applied Net Vu sponsorship may be required. Supergood supports both modes: working through the official partner-gated API when available and reverse-engineering authenticated browser flows for agencies that need coverage outside that program.
Applied Epic is the cloud-based agency management platform Applied Systems leads with today, while Applied TAM is the on-premise predecessor still in use at some agencies. The data model, branch/security model, and Ivans connectivity are similar in spirit but differ in deployment, schema, and access patterns. Supergood builds adapters specific to Applied Epic and can scope TAM coverage separately.
Yes. Supergood watches Applied Epic activities, suspenses, notes, and claims for changes and emits webhooks on FNOL events, claim status updates, activity creation, and renewal milestones, so downstream systems can react in near real time.
Every agency configures Applied Epic differently: lines of business, accounting structures, branch hierarchies, security groups, custom fields, and Ivans carrier mappings all vary. Supergood ships configurable mappings and per-agency adapters so the API matches how your agency actually runs Epic, not a generic schema.