Applied Launches New Benefits Innovation, Making Applied Epic the Hub for Benefits Management

Purpose-built benefits workflows and embedded automation streamline plan setup, renewals, and employee enrollment management.

Published on Feb. 24, 2026

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Applied Systems announced a major milestone in the evolution of Applied Epic, unveiling a new Benefits experience that brings Benefits workflows, automation, and connectivity into a single hub for benefits management. The new Benefits experience centralizes plan and client management, streamlines renewals and servicing, and reduces the manual work historically required to manage Benefits business across disconnected tools or P&C-first systems.

Why it matters

The new Benefits experience in Applied Epic aims to help agencies increase visibility and execution across their benefits operations, eliminate manual plan entry with AI-powered pre-fill automation, scale their benefits growth with less administrative overhead, and operate from a single, benefits-familiar system of record.

The details

The new Benefits experience in Applied Epic includes purpose-built benefits workflows and embedded automation to streamline plan setup, renewals, and employee enrollment management. It also features Epic AutoFill, which automatically extracts and pre-fills key plan information from Benefits SBCs to accelerate quoting, renewals, and servicing while reducing manual data entry.

  • Applied Systems announced the new Benefits experience on February 19, 2026.

The players

Applied Systems

A leading provider of agency management software and services for the insurance industry.

Tammi Shapiro

SVP & general manager of benefits solutions at Applied Systems.

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What they’re saying

“Benefits is one of the fastest-growing revenue streams for agencies, and yet Benefits teams have long had to fragment workflows across two systems or work around tools that weren't holistically built to meet their industry's needs. By delivering a connected experience with purpose-built workflows and AI-assisted automation, we're empowering Benefits brokers to shift their focus from manual tasks to strategic client engagement and growth.”

— Tammi Shapiro, SVP & general manager of benefits solutions (aithority.com)

What’s next

Applied Systems plans to continue enhancing the Benefits experience in Applied Epic to further streamline benefits management for agencies.

The takeaway

The new Benefits experience in Applied Epic aims to help insurance agencies better manage their benefits business by centralizing plan and client management, automating manual tasks, and providing a unified system of record for benefits-related data and workflows.