Free Tools for Insurance Agencies
Calculators, dashboards, checklists, and reference guides built specifically for independent P&C agencies using Applied Epic.
Industry Code & Reference Lookups
Search WC class codes, GL codes, NAICS, SIC, carriers, and insurance forms — the reference data every agency needs.
WC Class Code Lookup
Search 380+ NCCI workers compensation class codes by code number or description. Includes hazard groups and industry classification.
LookupGL Code Lookup
Search ISO General Liability classification codes. Find the right GL code for any business type.
LookupNAICS Code Lookup
Browse the full NAICS hierarchy — sectors, subsectors, and industry groups used for commercial lines classification.
LookupSIC Code Lookup
Search Standard Industrial Classification codes by number or description. Cross-reference with NAICS and class codes.
LookupInsurance Carrier Lookup
Search 250+ carrier groups by name or NAIC group code. See top lines written and company count.
ReferenceInsurance Forms Library
Browse 900+ ISO commercial insurance forms organized by line of business — CG, CP, CA, WC, and more.
Agency Productivity Tools
Calculators, dashboards, checklists, and guides built for Applied Epic agencies.
Retention Rate Calculator
Calculate policy-level and premium-weighted retention rates using the same formulas Applied Epic uses.
DashboardAgency KPI Dashboard
Enter your numbers and get an instant scorecard benchmarked against IIABA and Reagan Consulting averages.
TrackerCommission Reconciliation Tracker
Track carrier commission payments, flag discrepancies, and calculate producer splits.
GuideApplied Epic Report Cheat Sheet
Setup instructions, filters, and common mistakes for the 10 most important Applied Epic reports.
ChecklistProducer Onboarding Checklist
Every step from background check to first policy — organized, trackable, and E&O compliant.
GuideACORD Form Quick-Reference
Find the right ACORD form instantly. Search by number, name, or use the decision tree.
ChecklistCommercial Lines Submission Checklist
Select a line of business and get the exact forms, documents, and requirements for a complete submission.
SearchCarrier Appetite Finder
Search which carriers are actively writing your class of business by LOB and industry.
TrackerPolicy Renewal Timeline Tracker
Track every renewal with 90/60/30-day milestones. Calendar, list, and milestone views.
DashboardProducer Book-of-Business Dashboard
Visual dashboard with key producer metrics, rankings, and target achievement tracking.
ComplianceInsurance Compliance Toolkit
Trackable checklists for producer licensing & appointments, AML/BSA, and GLBA, NAIC, NY DFS 500, CCPA & HIPAA data privacy and security.
AnalyticsApplied Data Lake: First Report in 60 Minutes
Timed, guided wizard from zero to a Power BI Book-of-Business report on your Applied Epic data lake. Personalized SQL, Power Query script, and a no-credentials sample mode.
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