Grid Interface℠ Announces Applied Certified Vendor Status

Grid Interface℠, an Agency Intelligence Platform℠ built for insurance agencies, has achieved Applied Certified Vendor status for its integration with Applied Epic®. The company is now listed in Applied Systems’ certified-vendor directory.

Grid Interface℠ unifies all of your tools and data into one AI-driven platform with tools built to empower producers, inform decision makers, and automate your workflows.

The designation confirms that Grid Interface℠ has completed Applied’s formal vendor onboarding and certification process, which evaluates integrations against Applied’s standards for quality and reliability. For insurance agencies using Applied Epic®, the certification provides an additional reference point when evaluating technology to connect with their agency management system.

For agencies working in Applied Epic®, time is often lost in the work surrounding the management system: calls and texts that never reach the client file, forms retyped from existing data, and questions about the book that require research. Grid Interface℠ extends Epic with modules that read from and write back to the AMS in real time, building on its connected data foundation.

Connected Tools for Agency Teams

Three modules are live today, with additional modules in development on the same AMS-connected foundation:

GridCom℠ brings email, phone calls, texts, and online and in-person meetings into agency records through real-time transcription, summaries, and categorization. Communications are documented in Applied Epic® automatically, while Call Pop displays client details when the phone rings and Call Coaching provides AI-supported insight into conversations and team performance.

GridOrigin℠ provides a unified CRM pipeline for new business and renewals, built on an AI foundation that integrates with the AMS to reduce manual entry. GridFlow℠ fills carrier websites with client data for faster quoting, automated MVR workflows streamline requests and filing, and GridSign℠ supports sending and signing documents within the platform.

Arti℠ connects communications, pipeline, financial, and policy data so agency teams can ask questions about their business and act on the answers. Ask Arti℠ provides AI chat across connected modules and AMS data, while proposal generation turns agency information into client-ready proposals and policy comparison presents coverage, limits, and differences side by side.

Applied’s Vendor Certification Program establishes a formal path for third-party vendors to certify their integrations. The program helps agencies extend the capabilities of Applied Epic® through connected technology that meets Applied’s integration standards.

GridCom℠, GridOrigin℠, and Arti℠ are the first three modules within the Agency Intelligence Platform℠. Additional modules are being developed to connect with the same data foundation, extending the platform’s capabilities as agency needs evolve.

Agencies interested in the Applied Epic® integration offered by Grid Interface℠ can learn more or request a demonstration at gridinterface.io.