Every tool on this page has been personally vetted and implemented in live agency environments. These aren't endorsements — they're recommendations backed by real results.
Every tool here has been tested in real agency environments — not just demoed. I've seen what they actually deliver.
Each partner integrates with — or complements — the Applied Epic ecosystem so your tech stack stays cohesive.
I only recommend tools that move a real metric — time saved, revenue captured, errors reduced. No fluff.
The AI platform built specifically for insurance brokers and agencies. Outmarket thinks like a broker — helping teams grow revenue, cut costs, and reduce risk through intelligent automation across the full quoting and proposal workflow.
Visit Outmarket ↗Gaya eliminates the biggest time drain in insurance quoting — manual data entry across carrier portals. Their Super Copy & Super Paste technology lets agents move data across any system in a single click, dramatically accelerating the quoting process.
Visit Gaya ↗Additional vetted technology partners will be added as relationships are established. All partners go through the same evaluation process — real-world testing in live agency environments before any recommendation is made.
Partners are selected because they deliver results — not because they pay a referral fee. My credibility with agencies depends on every recommendation being sound.
Every tool has been implemented and used in real agency workflows — not just demoed. I've seen how they perform under actual operating conditions.
These tools are built for the insurance agency operating environment — not generic business software adapted to fit. That distinction matters enormously at scale.
Time saved, errors reduced, revenue captured — there's a real metric attached to every recommendation. If a tool can't demonstrate ROI, it doesn't make this list.
Epic Optimizer works directly with insurance agency leadership — the people who evaluate and approve technology investments. If your product delivers real value in the Applied Epic environment, let's talk.
Agency principals, operations leaders, and technology buyers — not junior staff. The right audience from day one.
Recommended within active consulting engagements when there's a real fit — not cold outreach or random ad exposure.
A recommendation from Epic Optimizer carries weight because agencies know it's based on real-world evaluation, not a sales arrangement.