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Applied Epic by Applied Systems is the most widely used agency management system in the insurance industry. It's a comprehensive platform covering policy management, accounting, client service, and more. Many large and mid-size agencies rely on it as their primary system of record.
Applied Systems recently launched Applied Recon, an AI-powered reconciliation tool built directly into Applied Epic. It's impressive — but it only works with carriers that send electronic data feeds via Ivans or similar networks. For the many carriers that still send commission statements as CSV files, Excel spreadsheets, or PDFs, agencies are back to manual reconciliation. Commission Wizard fills that gap.
Export your policy data from Applied Epic as CSV or Excel. Upload it to Commission Wizard along with the carrier's commission statement — in any format. The AI matches policies, detects discrepancies, and generates a detailed report. No Ivans feed required. No carrier-specific configuration. Works with any carrier, any format.
Unlike tools that require setting up mappings for each carrier, Commission Wizard learns from your corrections and applies that knowledge across all carriers. After processing about 10 different carriers, the system recognizes 90%+ of columns automatically.
Commission Wizard also tracks agent commissions by carrier and period, calculates splits with custom rates and agency fees, manages payments, and provides agent self-service access — complementing Applied Epic's accounting capabilities.
Try Commission Wizard with your Applied Epic data — 14-day free trial, no credit card required.
No. If Applied Recon works for your carriers with electronic feeds, use it. Commission Wizard handles the carriers that don't participate in electronic data exchange — the ones where you still get CSV, Excel, or PDF statements.
Commission Wizard works with CSV and Excel exports from Applied Epic. No API integration needed — just export and upload.
Applied Recon requires electronic carrier feeds and only works inside Applied Epic. Commission Wizard works with any file format from any carrier, learns column patterns automatically, and includes agent commission tracking and payment management.
Plans start at $199/month. There's a 14-day free trial with all features — no credit card required.
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