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Many MGAs and wholesalers rely on Applied Epic to manage policies, endorsements, and daily operations. Epic is a powerful management system. What it is not designed to do is run complex insurance premium accounting. Premium Accounting integrates with Applied Epic to allow organizations to keep Epic as their management system while running insurance-specific premium accounting without spreadsheets, custom exports, or manual reconciliation.
Applied Epic is built for agency and MGA operations.
It excels at:
Premium accounting introduces challenges that Epic is not designed to handle:
As a result, accounting teams often export data from Epic and rebuild logic in spreadsheets.
Premium Accounting integrates with Applied Epic as an external premium accounting engine.
The integration model works as follows:
Applied Epic continues to manage operations. Premium Accounting manages premium accounting. To understand this approach in more detail, see how organizations replace insurance accounting without changing their management system.
Premium Accounting tracks the financial detail that accounting teams need but operational systems do not provide.
This includes:
This allows Epic data to remain operational while accounting data becomes trustworthy and explainable.
Accounting teams using Applied Epic often face:
Premium Accounting addresses these issues by:
This gives accounting teams confidence without disrupting operational users of Epic.
Premium Accounting integrates with the accounting ledger you already use.
Supported ledgers include:
Premium Accounting synchronizes insurance-ready results to the ledger, allowing Epic users to maintain clean financial reporting without forcing Epic to act as an accounting system. For a broader view, see how Premium Accounting integrates with insurance management systems and accounting ledgers.
The Applied Epic integration is ideal for organizations that:
It is most commonly adopted by MGAs and wholesalers evaluating insurance premium accounting software to support growth and operational complexity.
Accurate allocations, full traceability, and audit-ready reporting - without agency accounting workarounds.