The certification requires vendors to complete a rigorous vetting process, ensuring that software integrations meet Applied’s specific standards for reliability and system performance. By securing this partnership, Outmarket AI gains ongoing access to the latest Applied Epic releases, allowing the platform to maintain compatibility as the software evolves. This integration functions without requiring mutual customers to make additional purchases from Applied, providing a streamlined path for agencies to deploy AI tools.

According to CEO Vishal Sankhla, the collaboration serves as a critical milestone in expanding AI utility across commercial, personal, and employee benefits lines. CTO Anshu Jain emphasized that the secure, single-tenant architecture—which holds SOC 2 Type II certification—ensures sensitive agency information remains protected and is never utilized for AI model training. With over 250 brokerages already using the platform, this move aims to replace manual administrative tasks with automated workflows while reducing errors and omissions exposure.