More than 300 insurance carriers interface with brokerages using Applied Systems products – more than all other systems combined.

Two-thirds of all download relationships between brokerages and carriers are originated by Applied Systems.

Which Carriers are Supported?

Epic & TAM
PDF Document: Requires Adobe Reader Interface Reference Guide
PDF Document: Requires Adobe Reader Batch Interface Reference

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Industry Pioneers – and Still Leading the Way

For more than 20 years, Applied Systems has been the leading implementer of brokerage/carrier interface and CSIO standards. From pioneering nightly batch download, to originating real-time data exchange via XML and the Internet.

Our carrier interface enables a direct connection between your data in Epic or TAM and the related data in a carrier's system.

Real Time

The real-time interface allows your producers and CSRs to communicate directly and immediately with your insurance carriers. It provides a single, efficient workflow for servicing or quoting. One click from the client file in our brokerage management system takes you immediately to carrier information on that client. For tracking and E&O risk control, the systems generate activity messages and attach them at the customer, policy or claim level and optionally assigns them to CSRs or producers.

Real Time Capabilities


Quote, Issue and Bridging
  • Personal Auto
  • Habitational
Service Transactions
  • Inquiry Status (View)
  • Billing Inquiry
  • Claims History
  • Personal Policy Inquiry
  • Commercial Policy Inquiry
  • Company web site sign on
  • Personal Quote Login
  • Commercial Quote Login
  • Incomplete Work Login
  • Company Mail Login
  • Endorsement Bridge

Batch Download

Batch download is the process of updating your brokerage database with renewals, endorsements, new business, cancellations and reinstatements from carriers.

Batch Download Capabilities


Personal Lines
  • Automobile
  • Habitational