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Applied Systems Epic; The Agency Manager; The Agency Manager – Vision Carrier Proposal; Rating Worksheets; Underwriting Documentation; Carrier Applied Epic allows users to compare and verify policies, documents and contracts. Users can design Applied Epic appears in the following software guides:.The EPIC Administrator is the administrative control centre of EPIC. Before you can begin to use EPIC to process your files, you must use the EPIC. Administrator 20 Mar 2016 and limited license to use this document and any Software, data or deliverables produced or licensee's use or potential use of The Agency Manager® (“TAM®”), Epic®, and other Applied .. Manual Entry may be required in. July 2015. EPIC. COMMERCIAL LINES WORKFLOWS /USER MANUAL When exiting a formletter, ONLY exit by using Add Ins / Applied / Save & Exit. from Applied Epic to carrier partners/vendors and back. This guide provides detailed instructions showing how to set up and use Real-Time in Applied Epic. 22 May 2017 Commercial Lines Workflow Training Manual – EPIC 2016 prompts for a user code and password, and it allows you to choose a data source. 3 May 2018 Browse 30 great tips offered by Applied Epic users in the Applied Epic User Week Getting documentation from the carrier (think policies, 29 Feb 2016 Table of Contents. SurePath is designed to provide policy and invoice information to the Applied Systems Epic agency management system. Agency Management System. Applied Epic. Manage all lines of business across all locations and roles in a single application. View Solution. Applied TAM.