Applied Systems

aid: applied-systems
url: https://raw.githubusercontent.com/api-evangelist/applied-systems/refs/heads/main/apis.yml
name: Applied Systems
kind: company
description: 'Applied Systems is a leading global provider of cloud-based software for the business of insurance, best known
  for the Applied Epic agency management system (plus TAM, Applied CSR24, and related products). Applied exposes a RESTful
  developer platform for Applied Epic through the Applied Dev Center at devcenter.myappliedproducts.com, superseding the older
  Applied Epic SDK. The APIs let certified partners and agencies read and write core Epic data - clients/accounts, policies,
  contacts, attachments, and activities - over OAuth 2.0. Access is gated: developers register, build and test an app against
  a sandbox, then submit a production request (name, email, organization, enterprise ID, and Epic database name) that Applied
  must approve before production credentials are issued. Base URL for the platform is https://api.myappliedproducts.com.'
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
tags:
- Insurance
- InsurTech
- Agency Management
- Applied Epic
- CRM
- Policy Management
- Partner Gated
created: '2026-07-10'
modified: '2026-07-10'
specificationVersion: '0.19'
apis:
- aid: applied-systems:applied-systems-clients-api
  name: Applied Epic Clients (CRM) API
  tags:
  - Clients
  - Accounts
  - CRM
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://devcenter.myappliedproducts.com/docs/overview
  baseURL: https://api.myappliedproducts.com/crm/v1
  endpointsModeled: false
  properties:
  - url: https://devcenter.myappliedproducts.com/docs/overview
    type: Documentation
  - url: https://www1.appliedsystems.com/en-us/blog/posts/applied-epic-api-insurance-software-integration/
    type: BlogPost
  description: Read Applied Epic client (account) records - client lookup, benefits data such as employee counts and HIPAA
    compliance, and identifiers used for VoIP caller identification. Confirmed endpoint GET /crm/v1/clients is documented
    in third-party integration guides. OAuth scopes include epic/clients:read and epic/clients:all.
- aid: applied-systems:applied-systems-policies-api
  name: Applied Epic Policies API
  tags:
  - Policies
  - Coverage
  - Insurance
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://devcenter.myappliedproducts.com/docs/overview
  baseURL: https://api.myappliedproducts.com/policy/v1
  endpointsModeled: false
  properties:
  - url: https://devcenter.myappliedproducts.com/docs/overview
    type: Documentation
  - url: https://endgrate.com/blog/how-to-get-policies-with-the-applied-epic-api-in-javascript
    type: IntegrationGuide
  description: Retrieve the policies attached to an Epic client. Confirmed endpoint GET /policy/v1/clients/{clientId}/policies
    is documented in third-party integration guides, returning coverage records for a given client over OAuth 2.0 Bearer authentication.
- aid: applied-systems:applied-systems-contacts-api
  name: Applied Epic Contacts API
  tags:
  - Contacts
  - CRM
  - Directory
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://devcenter.myappliedproducts.com/docs/overview
  baseURL: https://api.myappliedproducts.com
  endpointsModeled: true
  properties:
  - url: https://devcenter.myappliedproducts.com/docs/overview
    type: Documentation
  - url: https://www1.appliedsystems.com/en-us/blog/posts/applied-epic-api-insurance-software-integration/
    type: BlogPost
  description: Centralize contact data for clients, prospects, carriers, and vendors, with filtering by classification, email,
    or account for sales and service teams. Named in Applied's own API blog; specific REST paths are behind the gated Dev
    Center, so endpoints here are modeled, not fabricated.
- aid: applied-systems:applied-systems-attachments-api
  name: Applied Epic Attachments API
  tags:
  - Attachments
  - Documents
  - Files
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://devcenter.myappliedproducts.com/docs/overview
  baseURL: https://api.myappliedproducts.com
  endpointsModeled: true
  properties:
  - url: https://devcenter.myappliedproducts.com/docs/overview
    type: Documentation
  - url: https://www1.appliedsystems.com/en-us/blog/posts/applied-epic-api-insurance-software-integration/
    type: BlogPost
  description: Manage documents across Epic workflows - retrieve active attachments on a client account, upload call recordings
    and transcripts to accounts or activities, access proof-of-insurance attachments, and attach photos of damaged vehicles
    to claims. Named in Applied's own API blog; specific REST paths are behind the gated Dev Center, so endpoints here are
    modeled.
- aid: applied-systems:applied-systems-activities-api
  name: Applied Epic Activities API
  tags:
  - Activities
  - Tasks
  - Workflow
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://devcenter.myappliedproducts.com/docs/overview
  baseURL: https://api.myappliedproducts.com
  endpointsModeled: true
  properties:
  - url: https://devcenter.myappliedproducts.com/docs/overview
    type: Documentation
  description: Work with Epic activities - the actions and follow-up reminders tracked against each account. The legacy Applied
    Epic SDK exposed activity insert operations; the modern REST surface is behind the gated Dev Center, so endpoints here
    are modeled rather than fabricated.
common:
- type: DomainSecurity
  url: security/applied-systems-domain-security.yml
- type: Website
  url: https://www.appliedsystems.com
- type: LinkedIn
  url: https://www.linkedin.com/company/applied-systems
- type: Documentation
  url: https://devcenter.myappliedproducts.com/docs/overview
- type: DeveloperPortal
  url: https://devcenter.myappliedproducts.com/home
- type: Plans
  url: plans/applied-systems-plans-pricing.yml
- type: RateLimits
  url: rate-limits/applied-systems-rate-limits.yml
- type: FinOps
  url: finops/applied-systems-finops.yml
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com