Works alongside
Automating around Applied Epic.
Relay is not an Applied Epic integration and Applied Systems is not a partner, and it does not read from or write to your Epic database.
What Applied Epic is
Applied Epic is an agency management system from Applied Systems, Inc. It is browser-native and built for growth-minded mid-size and enterprise independent agencies, often running across multiple locations. In one system it handles the policy lifecycle, personal and commercial lines quoting and submissions, accounting and digital payments, prospecting and pipeline, operational reporting, and both P&C and benefits business. For an Epic shop, the AMS is the system of record: clients, policies, activities, attachments, and accounting all live there.
How Relay fits
Relay is not an Applied Epic integration and Applied Systems is not a partner, and it does not read from or write to your Epic database. It works alongside the AMS on the work that happens before and around it: the shared inbox, the incoming documents, the ACORD forms, and the carrier portals. Your team stays in Applied Epic as the system of record and uses Relay to prepare the work that ends up logged as activities and attachments there.
That separation is deliberate. Epic already owns the book, the accounting, and the pipeline. Relay's job is the typing that comes before any of that gets recorded: reading the morning inbox, parsing loss runs and dec pages, drafting the ACORD, and, in the AI Quoting Research Preview, running configured carrier portal workflows with human review. Nothing is submitted or filed without a person.
The workflows, side by side
Inbox triage
Without
A service team member reads every carrier and client email, decides which account it belongs to, and re-keys the details into Epic as an activity.
With Relay
Ask Relay reads, tags, and assigns incoming mail and drafts replies for review. The person who owns the thread logs the outcome as an Epic activity.
Document intake
Without
Dec pages, loss runs, and endorsements arrive as PDFs and someone types them into the account or files them as attachments no one reads again.
With Relay
Document Parsing extracts structured fields from those PDFs so your team updates the Epic account from data, not from a scanned image.
ACORD preparation
Without
Producers and account managers assemble ACORD 125, 126, and 140 packets by hand from whatever is in the account and the inbox.
With Relay
ACORD Generation drafts the forms from the client record and source documents. A person reviews, sends, then files the packet as an Epic attachment.
Commercial submissions
Without
Portal-hopping: the same commercial risk keyed into each appointed carrier or MGA portal, one market at a time.
With Relay
In the AI Quoting Research Preview, the agency selects supported carriers and Relay runs the configured portal workflows in parallel, returning results with source evidence for a person to review.
Common questions
Does Relay integrate with Applied Epic?
No. Relay is not an Applied Systems partner and does not read from or write to Applied Epic. It automates the surrounding work: email, documents, ACORD forms, and carrier portals. Epic stays your system of record.
Do we have to leave Applied Epic to use Relay?
No. Your team keeps working in Epic. Relay removes the typing that happens before work gets recorded as an activity or attachment there.
We run Epic across several locations. Does that change anything?
No. Relay works from the inbox, documents, and carrier portals regardless of how many Epic locations or teams you run. It never touches the Epic data itself.
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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