Automating around Applied Epic.
An Epic account can hold the documents while a producer or account manager still has to turn them into a useful submission.
What Applied Epic is
Applied Epic is Applied Systems' browser-native agency management system. It brings client and policy information, accounting, submissions, activities, and reporting into the agency's operating workflow. For an Epic team, a useful new tool should fit the way those records and documents are maintained.
How Relay fits
An Epic account can hold the documents while a producer or account manager still has to turn them into a useful submission. Relay supports that preparation from the source packet you provide: organize the account facts, prepare a draft, and make the review easier.
Keep Epic for the policy record, activities, accounting, and your agency's established process. Choose a defined document or configured carrier task, review its output, and save the finished work through the same process your team uses today.
The workflows, side by side
Prepare a commercial account summary
The job today
Applications, schedules, and market questions need to be brought into one understandable brief.
What to try with Relay
Give Relay the current documents and verified market requirements. Review the account summary and missing-information list.
Prepare an application draft
The job today
A required form still needs the facts moved into the correct fields.
What to try with Relay
Confirm the form workflow, prepare an editable draft, and check the full document before downloading it.
Prepare the recommendation
The job today
Quote terms and the producer's advice have to become a client proposal.
What to try with Relay
Use reviewed quotes and your recommendation to prepare an editable document. Keep the final version with the account.
Common questions
Does this page describe an Applied Epic connector?
It describes preparation from supplied documents and configured browser tasks. Do not assume a native Epic integration, automatic record access, or write-back from this page.
Can Relay produce every form in a commercial package?
Confirm the exact form, edition, and workflow. An available template or account summary does not establish that every supplemental form and required question is covered.
What if different branches use different procedures?
Include the applicable branch or team instructions in the task and identify the review owner. Confirm any centrally managed rules or permissions separately.
Does Relay replace our Epic workflows?
No. Keep the parts of your existing process that work. Evaluate a specific preparation task and the effort to return the reviewed result to the account.
Source notes
Sources checked 2026-09-05. Product details can change.
Applied Epic is a product of Applied Systems, Inc.. Relay is not affiliated with or endorsed by Applied Systems, Inc..
Part of the works alongside directory. Updated 2026-07-11. See how we source content.
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