Applied Systems

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.

Applied Systems publishes 5 APIs on the APIs.io network. Tagged areas include Insurance, Insurtech, Agency Management, Applied Epic, and CRM.

Applied Systems’ developer surface includes documentation and 7 more developer resources.

🌐 Visit website 📡 Source on GitHub

20.5/100 emerging ▬ flat Agent 3/100 human only saas Full breakdown ↓
scored 2026-09-14 · rubric v0.22.0

AccessFreemium

5 APIs

Insurance Insurtech Agency ManagementApplied EpicCRM Policy Management Partner Gated

Kin Score

Kin Score How this is scored →
scored 2026-09-14 · rubric v0.22.0

Composite quality — 20.5/100 · emerging

Contract Quality 0.0 / 21

Developer Ergonomics 3.2 / 17

Access Clarity 6.7 / 17

Operational Transparency 3.5 / 11

Contract Governance 0.0 / 10

Discoverability 6.3 / 9

Regulatory Posture 1.4 / 15

Agent readiness — 3/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

MCP Server 0 / 12

Machine-Readable Auth 0 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 7 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Delegated User Identity 0 / 6

Protected Resource Metadata 0 / 5

Registration Without a Human 0 / 6

Agentic Commerce Well-Known Document 0 / 5

Regulatory Posture applies to this provider. Its tags matched the Insurance regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

Create-or-Update Ergonomics could not be measured. We hold no machine-readable contract for this provider to read, so there is nothing to measure a write surface against. Excluded rather than scored zero: never-measured and measured-empty are different facts. Publishing an OpenAPI is what makes this facet — and several others — scorable at all.

The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. This rating is computed from github.com/api-evangelist/applied-systems: open an issue to ask a question, or submit a pull request to add artifacts. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

APIs 5

Individual APIs this provider publishes, each with its own machine-readable definition.

Applied Epic Clients (CRM) API

Read Applied Epic client (account) records - client lookup, benefits data such as employee counts and HIPAA compliance, and identifiers used for VoIP caller identification. Conf...

Applied Epic Policies API

Retrieve the policies attached to an Epic client. Confirmed endpoint GET /policy/v1/clients/{clientId}/policies is documented in third-party integration guides, returning covera...

Applied Epic Contacts API

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 AP...

Applied Epic Attachments API

Manage documents across Epic workflows - retrieve active attachments on a client account, upload call recordings and transcripts to accounts or activities, access proof-of-insur...

Applied Epic Activities API

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 sur...

Pricing Plans 1

Published pricing tiers and plan structures.

Applied Systems Plans Pricing

3 plans

PLANS

Rate Limits 1

Documented rate limits and quota policies.

Applied Systems Rate Limits

3 limits

RATE LIMITS

FinOps 1

Cost, billing, and metering signals for API financial operations.

Applied Systems Finops

FINOPS

Security Posture 1

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Applied Systems Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Resources

Get Started 1

Portal, sign-up, and the first successful call

DeveloperPortal

DeveloperPortal

Documentation 1

Reference material describing how the API behaves

Documentation

Documentation

Access & Security 1

Authentication, authorization, and security posture

DomainSecurity

DomainSecurity

Operate 1

Status, limits, changes, and where to get help

RateLimits

RateLimits

Commercial 2

Pricing, plans, and the legal terms of use

Plans

Plans

FinOps

FinOps

Company 2

The organization behind the API

Website

Website

LinkedIn

Source (apis.yml)

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.'
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: freemium
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Freemium
  confidence: medium
  source:
  - plans
  generated: '2026-07-22'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/applied-systems.png
tags:
- Insurance
- Insurtech
- Agency Management
- Applied Epic
- CRM
- Policy Management
- Partner Gated
tags_raw:
- Insurance
- InsurTech
- Agency Management
- Applied Epic
- CRM
- Policy Management
- Partner Gated
created: '2026-07-10'
modified: '2026-07-10'
specificationVersion: '0.23'
apis:
- aid: applied-systems:applied-systems-clients-api
  name: Applied Epic Clients (CRM) API
  tags:
  - Clients
  - Account
  - CRM
  tags_raw:
  - 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
  - File
  tags_raw:
  - 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
  - Task
  - Workflows
  tags_raw:
  - 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

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