# EPIC Broker Suite

> All-in-one mobile workspace for insurance professionals. (iPhone/iPad app by EPIC Broker Solutions LLC.)

- Source: https://appshunter.io/ios/app/epic-broker-suite/id6757765156 (this page in markdown: same URL + `.md`)
- Developer: [EPIC Broker Solutions LLC](https://appshunter.io/developer/1868805212)
- Category: Productivity
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.6 · 318 MB
- Languages: English
- Released: 2026-01-17
- Data updated: 2026-06-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/epic-broker-suite/id6757765156/reviews.md

## What is EPIC Broker Suite?

EPIC Agent Suite is your complete all-in-one mobile workspace designed specifically for insurance professionals. Streamline every part of your business in one secure, fully compliant platform — no more juggling multiple apps, logins, or scattered client information.

Powerful Features Include:

HIPAA-Compliant CRM
Store, manage, and organize client data safely and securely. Access profiles, documentation, call logs, and policy notes from anywhere.

Lead & Sales Tracking
Track prospects from first contact to enrolled client with simple status updates, reminders, and pipeline views.

Call Recording & Storage
Record and store sales calls directly inside the app with AP2-level compliance and encrypted cloud storage.

Mass Email & SMS
Send compliant bulk texts or emails to clients and leads. Schedule messages, create templates, and manage contact groups with ease.

Social Media Integration
Connect your social accounts to access content, post updates, and streamline marketing from the dashboard.

Training & Resources Hub
Instant access to carrier documents, business tools, onboarding materials, SOPs, and training videos.

Team Messaging & Group Chat
Stay connected with your organization through built-in secure chat rooms, DMs, and team channels.

Everything You Need, One App
CRM, communication tools, call recording, file storage, marketing, training, and business management — all combined into a single streamlined platform.

EPIC Agent Suite makes it easier than ever for insurance professionals to organize their workflow, stay compliant, and scale their business with confidence.

## Key features

- HIPAA-Compliant CRM
- Lead & Sales Tracking
- Call Recording & Storage
- Mass Email & SMS
- Social Media Integration
- Training & Resources Hub
- Team Messaging


## Frequently asked questions about EPIC Broker Suite

### What makes EPIC Broker Suite HIPAA-compliant?

EPIC Broker Suite is designed with HIPAA compliance in mind, ensuring secure storage and management of client data, including profiles, documentation, and call logs, all within an encrypted cloud environment.

### Can I record calls with EPIC Broker Suite?

Yes, EPIC Broker Suite allows you to record and store sales calls directly within the app. It features AP2-level compliance and encrypted cloud storage for these recordings.

### How does EPIC Broker Suite help with marketing?

The app offers mass email and SMS capabilities, allowing you to send compliant bulk messages to clients and leads. It also includes social media integration for streamlined marketing efforts.

### Is EPIC Broker Suite available on Android devices?

Based on the provided information, EPIC Broker Suite is available for iPhone and iPad. Platform availability for Android is not specified.

### How often is EPIC Broker Suite updated?

The latest version of EPIC Broker Suite is 4.14.1, and it was last updated on May 13, 2026. This indicates a recent update, suggesting active development and maintenance.

### What kind of training resources are available in EPIC Broker Suite?

EPIC Broker Suite provides instant access to a Training & Resources Hub. This includes carrier documents, business tools, onboarding materials, SOPs, and training videos for insurance professionals.

### Does EPIC Broker Suite have ads?

No, EPIC Broker Suite does not contain advertisements. The app is free to use without any ad interruptions.

### What is the user sentiment for EPIC Broker Suite?

EPIC Broker Suite has a perfect rating of 5.0 stars from 1 rating, indicating highly positive user sentiment based on available data.

## Version history (last 5 releases)

### 4.16.0 — 2026-06-12

Bug Fixes & performance Improvements

### 4.14.1 — 2026-05-13

Bug Fixes & performance Improvements

### 4.10.0 — 2026-03-18

Bug Fixes & performance Improvements

### 4.8.4 — 2026-01-29

Bug Fixes & performance Improvements

### 4.8.2 — 2026-01-24

Bug Fixes & performance Improvements

## More apps by EPIC Broker Solutions LLC

- [EPIC VAULT](https://appshunter.io/ios/app/epic-vault/id6764342259)

All apps by EPIC Broker Solutions LLC: https://appshunter.io/developer/1868805212

## Related topics

[broker suit](https://appshunter.io/ios/topics/broker-suit)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-21.*