2,015

Insurance Agencies Using Applied Epic

10,478

Total Contacts Available

Database last verified: May 2026

GDPR & CAN-SPAM Compliant
97%+ Email Deliverability
Updated Every 30 Days
Free Sample Available

Why Choose Our Applied Epic Users List

Span Global Services’ Applied Epic mailing list is built for sales and marketing teams targeting the insurance brokerage market with precision.

Each record is structured for campaign use, helping you identify and engage agencies based on real attributes like size, revenue, locations, and lines of business instead of broad assumptions.

Whether you sell InsurTech tools, comparative raters, e-signature platforms, cyber insurance, or training solutions, the data helps you reach the right decision-makers directly. Data Coverage Includes:

Premium as-400

Company Information

Agency name | industry segment | revenue range | employee count | locations | headquarters | website | founding year | legal structure

Segmentation
Filters

Applied Epic usage | lines of business | agency size | geography | job function | book size | carrier mix | technology stack | acquisition activity

Premium as-400

Technology Intelligence

Applied Epic modules in use | deployment scale | seat range | connected tools like CRMs | raters | e-signature | accounting | BI platforms

Premium as-400

Contact Information

Name | email | phone | job title | LinkedIn profile | business address

Premium as-400

97% email deliverability guarantee.

Validation Accuracy

Email verification and validation accuracy rate of over 96%

Triple verification process:
  • Automated email syntax and domain validation,
  • Manual research by data specialists,
  • AI-powered enrichment and cross-referencing.

Bounce replacement guarantee within 30 days.

Validation Accuracy

30 days

Refresh Frequency

Data is verified and refreshed every 30 days for accuracy and relevancy. Insurance agencies merge, get acquired, and rebrand at a pace few industries match, and our refresh cycle keeps up.

Support

Dedicated account manager | 30-day post-delivery support | Free sample available before purchase | Custom list building on request

Compliance Status

GDPR Compliant | CAN-SPAM Compliant | CCPA Compliant | CASL Compliant | All contacts opt-in verified | Suppression list compatible

Delivery Format

CSV | XLS | TXT | CRM-ready import packages for Salesforce, HubSpot, Marketo, Pardot, and Dynamics 365

Segment Your Applied Epic Users List by Lines of Business, Agency Size, and Technology Usage

The insurance brokerage market isn’t uniform. A small commercial P&C agency in Tulsa operates very differently from a large employee benefits firm in Manhattan, even if both use Applied Epic.

That’s why segmentation here is based on real operational signals, not broad assumptions. With Applied Epic install base intelligence, you can reach agencies that match your ideal customer profile using the actual system and growth indicators.

  • Line of Business: Identifies the specific sector an agency specializes in.
  • Agency Size: Categorizes agencies by size.
  • Applied Epic Usage: Segments based on specific Applied Epic modules in use.
  • Tech Stack Segmentation: Identifies agencies using complementary technologies.
  • Geographic Coverage: Covers insurance agencies operating across various global markets, including the United States, Canada, the UK, and 30+ additional regions.
  • Growth & Acquisition Signals: Flags agencies that are likely in growth mode or undergoing consolidation, based on recent acquisition activity and operational expansion.
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Complete Applied Epic Customer Database Fields and Coverage

Choosing the right data fields lets you tailor the Applied Epic contacts database for more effective outbound campaigns, account-based marketing, and targeted lead generation. You can select from more than 70 actionable fields across four core data layers:

Contact Data

Name, business email, direct phone, job title, LinkedIn profile, role tenure

Agency Data

Lines of business, revenue range, employee size, branch count, headquarters location, agency website, parent network/cluster affiliation

Technographic Data

Applied Epic modules in use, deployment scope, additional sales and service tools, integration patterns

Compliance Data

GDPR, CAN-SPAM, CCPA, and CASL compliant records with full audit trail

Applied Epic Technographic Data and Tech Stack Intelligence for Advanced Targeting

Most vendors selling Applied Epic company lists stop at one point: confirming the system is installed. That’s a starting signal, not a complete strategy, and it often leads to weak targeting and higher bounce rates.

Span Global Services goes deeper. We combine Applied Epic technographic data with broader tech-stack intelligence to show how agencies actually operate day to day. That includes tools like comparative raters, CRMs, e-signature platforms, accounting systems, BI dashboards, and carrier connectivity layers.

This gives you a clearer view of each agency’s real workflow, so outreach is based on operational context rather than outdated or incomplete data.

Below is a breakdown of the most common technology co-adoption patterns observed across our Applied Epic install base.

Category Adoption Rate Key Tools
Carrier Connectivity & Quoting 88% IVANS, EZLynx, TurboRater, Bold Penguin
Document & E-Signature 71% DocuSign, Adobe Acrobat Sign, ImageRight, Applied DocSTAR
CRM & Sales 46% Salesforce, HubSpot, Microsoft Dynamics, AgencyZoom
Marketing Automation 38% Applied Marketing Automation, HubSpot, Mailchimp
Accounting & Finance 64% QuickBooks, Sage Intacct, NetSuite, Xero
Business Intelligence 41% Power BI, Tableau, Applied Analytics, Domo
Communication & Collaboration 82% Microsoft Teams, Outlook 365, Slack, Zoom
Cybersecurity & Compliance 57% Proofpoint, Mimecast, CrowdStrike, Cisco Umbrella
Producer Enablement & Training 33% Catalyit, Agency Performance Partners, Better Agency
Client Self-Service & Mobile 49% Applied CSR24, Applied Mobile, client portals
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Applied Epic Install Base by Company Size, Industry & Geography

We Have Data on 2,015 Insurance Agencies That Use Applied Epic

Applied Epic Market Share by Category

Category Market Share Total Companies Market Position Top Competitors
Insurance Agency Management Systems 38% 2,015 #1 Market Leader Vertafore AMS360, EZLynx, NowCerts
Mid-Market & Enterprise Brokerages 56% 730+ Dominant Leader Vertafore Sagitta, HawkSoft, Nexsure
Top 100 US Insurance Brokers 70% 70 of the top 100 Industry Standard AMS360, proprietary in-house systems
Multi-Branch Agency Networks 49% 350+ Leading Position Vertafore AMS360, Applied TAM (legacy)
Benefits-Focused Agencies 32% 255+ Strong Position BenefitPoint, Zywave, Vertafore Benefits

*Disclaimer: All information displayed is subject to frequent changes given the dynamic nature of the data

Notable Companies Using Applied Epic

Agency Name Website Headquarters Specialty Revenue Employees
HUB International hubinternational.com Illinois, US Multi-line Brokerage $4.5B+ 18,000+
Alliant Insurance Services alliant.com California, US Specialty & Commercial $5.0B+ 14,000+
The Baldwin Group baldwin.com Florida, US Multi-line Brokerage $1.4B+ 4,000+
Holman holman.com New Jersey, US Fleet & Automotive Insurance $3.5B+ 9,000+
Risk Strategies risk-strategies.com Massachusetts, US Specialty & Commercial $1.0B+ 3,200+
World Insurance Associates worldinsurance.com New Jersey, US Multi-line Brokerage $700M+ 2,400+

*Disclaimer: All information displayed is subject to frequent changes given the dynamic nature of the data

Top Countries That Use Applied Epic

Country Number of Companies Percentage Market Notes
United States 1,719 85.32% Largest market, dominant adoption
Canada 206 10.24% Strong adoption across major provinces
United Kingdom 34 1.71% Growing presence in commercial brokerages
Australia 22 1.09% Mid-market brokerage adoption in key cities
Ireland 12 0.59% Concentrated in Dublin-based brokerages
Other Markets 22 1.05% Includes New Zealand, South Africa, India, and parts of Europe
Total 2,015 100% Coverage across 30+ global markets

*Disclaimer: All information displayed is subject to frequent changes given the dynamic nature of the data

Top Industries That Use Applied Epic

Industry Number of Companies Percentage Profile
Insurance Agencies & Brokerages 1,531 76.0% Core Applied Epic user base, multi-line P&C, and commercial agencies
Employee Benefits Consultancies 242 12.0% Group benefits and health-focused agencies
Specialty MGAs & Wholesalers 121 6.0% MGAs, surplus lines, and program administrators
Captive Risk Management 60 3.0% In-house corporate risk teams
Automotive & Fleet Insurance 30 1.5% Dealer groups and fleet insurance operations
Financial Services (Insurance Arms) 18 0.9% Banks, credit unions, and wealth managers with insurance offerings
Other Embedded Insurance 13 0.6% Franchise, distribution, and niche insurance programs
Total 2,015 100% Full dataset coverage

*Disclaimer: All information displayed is subject to frequent changes given the dynamic nature of the data

Companies Using Applied Epic by Annual Revenue

Revenue Range Number of Companies Percentage Market Segment
Less than $1M 242 12% Independent micro-agencies, single-producer shops
$1M – $10M 705 35% Small independent agencies, regional brokerages
$10M – $50M 524 26% Mid-market agencies, growing benefits firms
$50M – $100M 242 12% Established mid-market brokerages
$100M – $500M 181 9% Large regional brokerages, specialty platforms
$500M – $1B 81 4% Major regional & national brokerages
More than $1B 40 2% Top 100 US insurance brokers, global platforms
TOTAL 2,015 100% All Revenue Segments

*Disclaimer: All information displayed is subject to frequent changes given the dynamic nature of the data

This Applied Epic install base by company size view is one of the most requested cuts of our data, particularly by vendors selling tools that price by seat count, agency revenue, or book size.

Companies Using Applied Epic by Employee Count

Employee Range Number of Companies Percentage Key Segments
1 – 10 Employees 423 21.0% Solo & micro independent agencies
11 – 50 Employees 806 40.0% Small to mid-size independent agencies
51 – 250 Employees 443 22.0% Mid-market multi-branch brokerages
251 – 1,000 Employees 202 10.0% Large regional brokerages, growing specialty firms
1,001 – 5,000 Employees 101 5.0% National brokerages, specialty platforms
5,000+ Employees 40 2.0% Top 10 global insurance brokers
TOTAL 2,015 100% All AEmergency Sizes

*Disclaimer: All information displayed is subject to frequent changes given the dynamic nature of the data

Reach Your Target Market

The real value of our Applied Epic users database isn’t the file you download; it’s how you use it. By combining Applied Epic adoption signals with firmographic and technographic intelligence, you can build a multichannel outreach strategy targeting the highest concentration of buyers in the independent agency space.

Account-Based Marketing (ABM)

Target Applied Epic users that match your ideal customer profile (ICP) and focus outreach on selected named accounts, from small independent agencies to top US brokerages.

Span Global Services: Expertise in Applied Epic Customer Data

With over 15+ years of experience, Span Global Services provides verified contact data used by sales and marketing teams in InsurTech, AgencyTech, and insurance services. Trusted by 6,000+ businesses, we combine automated validation, manual research, and AI-powered enrichment to deliver real-time, accurate Applied Epic install base data.

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What Clients Say About Our Applied Epic Users List

We targeted multi-branch brokerages using Applied Epic and Span Global Services’ databases, and saw strong engagement rates across our outreach campaigns. The lines-of-business filters were a game-changer.

VP Sales, Insurance Payments Vendor

This dataset helped us identify mid-market Applied Epic users with specific carrier connectivity needs. It became one of our most effective segments in Q1.

Head of Growth, InsurTech Platform

The ability to filter by Applied Epic modules made our campaigns more relevant and improved response rates compared to the generic insurance broker database we’d been using.

Demand Generation Manager, AgencyTech SaaS

Frequently asked questions

An Applied Epic users list is a contact intelligence database of organizations that use Applied Epic as their agency management system. It includes verified contact details of key decision-makers involved in AMS and technology decisions, such as emails, phone numbers, addresses, and professional profiles for targeted outreach.

Our Applied Epic users email list has a 97%+ email deliverability rate. Most standard B2B insurance datasets typically range between 70% and 82%, so the accuracy is significantly higher due to continuous verification and enrichment.

We track about 2,015 companies using Applied Epic globally. These are identified using real-world signals like website data, job postings, carrier connections, and verified industry sources, so the list reflects current usage, not outdated records.

Campaigns targeting Applied Epic users typically see 25–45% higher engagement than generic insurance lists. This is because these agencies actively use Applied Epic and are more likely to respond to relevant InsurTech and workflow-focused solutions.

Yes. Our applied epic technographic data allows segmentation by specific modules and integrations (Applied CSR24, Applied Mobile, Applied Pay, Applied Recon, IVANS connectivity, Applied Marketing Automation) so you can pinpoint agencies already invested in the parts of the platform most relevant to your offer.

It is updated every 30 days. Outdated records are removed, and new companies are added based on verified usage changes, including M&A activity and new system deployments.

Yes. You can filter Applied Epic users by country, including the USA, Canada, and the UK, as well as by specific states, provinces, or metro areas. The list covers 30+ global markets for both regional and international campaigns.

Our data goes beyond basic details like company size and location. It shows how agencies actually use Applied Epic, including active modules, integrations, and related tools. This makes targeting based on real usage rather than static company profiles.

Yes. You can combine Applied Epic data with other tools like CRMs, e-signature platforms, BI tools, and comparative raters to build more focused segments. This helps you target agencies based on their actual tech environment and improve message relevance.

Our Applied Epic users list supports ABM by helping you filter decision-makers by agency size, business lines, tools used, and location. This lets you focus on high-fit target accounts and run more relevant, personalized campaigns for acquisition and expansion.

Most Applied Epic users are multi-line P&C agencies (about 62%). The rest are employee benefits firms (16%), specialty or MGA operations (12%), personal lines agencies (7%), and captive or embedded insurance setups (3%). It is especially common among mid-market and enterprise brokerages.

You can request a free sample of our applied epic prospects list directly from this page. Once your team reviews the sample, we provide a custom-built, applied epic client list scoped to your ICP (geography, agency size, lines of business, modules in use, and any other filter relevant to your campaign), delivered in CSV, XLS, or CRM-ready format.

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