Applied Epic REST API
appliedsystems.com · Company
REST API for Applied Epic — the most widely used insurance agency management system (AMS). Access policies, clients, certificates of insurance, activities, and accounting. Used by thousands of P&C insurance agencies and brokers.
Authentication
OAuth2
OAuth2 with Applied ID. Requires Applied Developer Program enrollment at developer.appliedsystems.com.
Sample Requests
GET
Search clients
Returns clients matching the search criteria — name, address, or policy number.
https://epic-api.appliedsystems.com/v1/clients?search=Acme Corp&pageSize=20
Hover any highlighted part to learn what it does
Headers — extra info sent with the request
| Authorization | Bearer YOUR_ACCESS_TOKEN |
curl -X GET "https://epic-api.appliedsystems.com/v1/clients?search=Acme%20Corp&pageSize=20" \ -H "Authorization: Bearer YOUR_ACCESS_TOKEN"
import requests
params = {
"search": "Acme Corp",
"pageSize": "20"
}
headers = {
"Authorization": "Bearer YOUR_ACCESS_TOKEN"
}
response = requests.get(
"https://epic-api.appliedsystems.com/v1/clients",
params=params,
headers=headers,
)
print(response.json())const url = new URL('https://epic-api.appliedsystems.com/v1/clients');
url.searchParams.set('search', 'Acme Corp');
url.searchParams.set('pageSize', '20');
const response = await fetch(url, {
headers: {
'Authorization': 'Bearer YOUR_ACCESS_TOKEN'
},
});
const data = await response.json();
console.log(data);package main
import (
"fmt"
"io"
"net/http"
"net/url"
)
func main() {
baseURL, _ := url.Parse("https://epic-api.appliedsystems.com/v1/clients")
q := baseURL.Query()
q.Set("search", "Acme Corp")
q.Set("pageSize", "20")
baseURL.RawQuery = q.Encode()
targetURL := baseURL.String()
req, _ := http.NewRequest("GET", targetURL, nil)
req.Header.Set("Authorization", "Bearer YOUR_ACCESS_TOKEN")
client := &http.Client{}
resp, _ := client.Do(req)
defer resp.Body.Close()
body, _ := io.ReadAll(resp.Body)
fmt.Println(string(body))
}require "net/http"
require "json"
uri = URI("https://epic-api.appliedsystems.com/v1/clients")
uri.query = URI.encode_www_form({
"search" => "Acme Corp",
"pageSize" => "20"
})
http = Net::HTTP.new(uri.host, uri.port)
http.use_ssl = uri.scheme == "https"
req = Net::HTTP::Get.new(uri)
req["Authorization"] = "Bearer YOUR_ACCESS_TOKEN"
res = http.request(req)
puts JSON.parse(res.body)<?php
$url = "https://epic-api.appliedsystems.com/v1/clients?" . http_build_query([
"search" => "Acme Corp",
"pageSize" => "20"
]);
$opts = ["http" => [
"method" => "GET",
"header" => implode("\r\n", [
"Authorization: Bearer YOUR_ACCESS_TOKEN"
]),
]];
$ctx = stream_context_create($opts);
$res = file_get_contents($url, false, $ctx);
print_r(json_decode($res, true));
GET
Get certificates of insurance
Returns all certificates of insurance for a client — commonly needed for COI automation workflows.
https://epic-api.appliedsystems.com/v1/clients/{clientId}/certificates
Hover any highlighted part to learn what it does
Headers — extra info sent with the request
| Authorization | Bearer YOUR_ACCESS_TOKEN |
curl -X GET "https://epic-api.appliedsystems.com/v1/clients/{clientId}/certificates" \
-H "Authorization: Bearer YOUR_ACCESS_TOKEN"import requests
headers = {
"Authorization": "Bearer YOUR_ACCESS_TOKEN"
}
response = requests.get(
"https://epic-api.appliedsystems.com/v1/clients/{clientId}/certificates",
headers=headers,
)
print(response.json())const url = 'https://epic-api.appliedsystems.com/v1/clients/{clientId}/certificates';
const response = await fetch(url, {
headers: {
'Authorization': 'Bearer YOUR_ACCESS_TOKEN'
},
});
const data = await response.json();
console.log(data);package main
import (
"fmt"
"io"
"net/http"
)
func main() {
targetURL := "https://epic-api.appliedsystems.com/v1/clients/{clientId}/certificates"
req, _ := http.NewRequest("GET", targetURL, nil)
req.Header.Set("Authorization", "Bearer YOUR_ACCESS_TOKEN")
client := &http.Client{}
resp, _ := client.Do(req)
defer resp.Body.Close()
body, _ := io.ReadAll(resp.Body)
fmt.Println(string(body))
}require "net/http"
require "json"
uri = URI("https://epic-api.appliedsystems.com/v1/clients/{clientId}/certificates")
http = Net::HTTP.new(uri.host, uri.port)
http.use_ssl = uri.scheme == "https"
req = Net::HTTP::Get.new(uri)
req["Authorization"] = "Bearer YOUR_ACCESS_TOKEN"
res = http.request(req)
puts JSON.parse(res.body)<?php
$url = "https://epic-api.appliedsystems.com/v1/clients/{clientId}/certificates";
$opts = ["http" => [
"method" => "GET",
"header" => implode("\r\n", [
"Authorization: Bearer YOUR_ACCESS_TOKEN"
]),
]];
$ctx = stream_context_create($opts);
$res = file_get_contents($url, false, $ctx);
print_r(json_decode($res, true));Postman Setup Guide
- Enroll in the Applied Developer Program at https://developer.appliedsystems.com
- Create an OAuth2 application to get client_id and client_secret
- Authenticate using OAuth2 authorization code flow via Applied ID
- Base URL: https://epic-api.appliedsystems.com/v1
- Scopes needed vary by resource — check documentation for required scopes
- Applied Epic must have the API module enabled by the agency admin
What can you build with Applied Epic REST API?
Applied Epic REST API is a Company API. Developers commonly use company APIs for:
- enriching CRM records with company firmographics
- building lead-generation and prospecting tools
- verifying business identity and registration details
- monitoring competitors and market intelligence
- powering B2B data enrichment pipelines
OAuth 2.0. OAuth lets your app act on behalf of a user. You redirect them to authorise access, receive a token, then use that token in requests. Best for accessing user-owned data. Applied Epic REST API is a paid API — check the provider's pricing page before building a production integration.
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