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Free Tools for Insurance Agencies

Calculators, dashboards, checklists, and reference guides built specifically for independent P&C agencies using Applied Epic.

Retention Rate Calculator

Calculate policy-level and premium-weighted retention rates using the same formulas Applied Epic uses.

Enter your numbers and get an instant scorecard benchmarked against IIABA and Reagan Consulting averages.

Track carrier commission payments, flag discrepancies, and calculate producer splits.

Setup instructions, filters, and common mistakes for the 10 most important Applied Epic reports.

Every step from background check to first policy — organized, trackable, and E&O compliant.

Find the right ACORD form instantly. Search by number, name, or use the decision tree.

Select a line of business and get the exact forms, documents, and requirements for a complete submission.

Search which carriers are actively writing your class of business by LOB and industry.

Track every renewal with 90/60/30-day milestones. Calendar, list, and milestone views.

Visual dashboard with key producer metrics, rankings, and target achievement tracking.

Want these insights automated from your Applied Epic data?