Applied Systems, Inc. v. PBC Consulting Inc., and Ardent Labs, Inc., d/b/a Comulate

District Court, N.D. Illinois·Decided August 31, 2026·No. 1:25-cv-14251·Unknown

Opinion

UNITED STATES DISTRICT COURT FOR THE NORTHERN DISTRICT OF ILLINOIS EASTERN DIVISION

APPLIED SYSTEMS, INC.,

Plaintiff, No. 25 CV 14251 v. Judge Manish S. Shah PBC CONSULTING INC., and ARDENT LABS, INC., d/b/a COMULATE,

Defendants.

MEMORANDUM OPINION AND ORDER Plaintiff Applied Systems, Inc. sells insurance agency management software called Epic. Defendant Ardent Labs, Inc., d/b/a Comulate, developed software that integrates with the Epic software. To gain access to Epic and its software development kit to develop its product, Comulate created a fake company, PBC Consulting, that it held out as an insurance agency. PBC and Applied entered into agreements for PBC’s use of the Epic software and its software development kit. Applied discovered anomalous use of its software, and tracked the use to PBC and eventually, Comulate. Applied sued PBC and Comulate for misappropriation of trade secrets, breach of contract, breach of the covenant of good faith and fair dealing, fraudulent misrepresentation, fraudulent inducement, conspiracy, violations of the Computer Fraud and Abuse Act, and unjust enrichment. Defendants move to dismiss the complaint. For the reasons discussed below, the motion is granted in part and denied in part. I. Legal Standards A complaint requires only “a short and plain statement” showing that the plaintiff is entitled to relief. Fed. R. Civ. P. 8(a)(2); Ashcroft v. Iqbal, 556 U.S. 662,

677–78 (2009). To survive a motion to dismiss under Fed. R. Civ. P. 12(b)(6), the plaintiff must allege facts that “allow[] the court to draw the reasonable inference that the defendant is liable for the misconduct alleged.” Iqbal, 556 U.S. at 678. “Threadbare recitals of the elements of a cause of action, supported by mere conclusory statements” are insufficient. Id. At this stage, I accept all factual allegations in the complaint as true and draw all reasonable inferences in the plaintiff’s favor. Id.

II. Facts Plaintiff Applied Systems is a cloud-based software developer specializing in insurance automation software for agency and brokerage management systems. [54] ¶ 23.1 Its core product is Epic, an insurance agency management system. [54] ¶¶ 24, 31. Epic is a platform for insurance agencies or brokerages to manage sales, policies, and customer service. [54] ¶ 24. It is also an accounting software program that enables management and reconciliation of accounts receivable and payable. [54] ¶ 24.

Epic’s general ledger module allows users to enter receipts, process disbursements, create journal entries, and perform reconciliations for bank accounts and direct bill commissions. [54] ¶ 24 n.3. Integrated into Epic’s general ledger is Applied Pay, an

1 Bracketed numbers refer to entries on the district court docket. Referenced page numbers are taken from the CM/ECF header placed on the top of filings. The facts are taken from plaintiff’s amended complaint, [54]. agency-bill accounts-receivable application that automates the process of sending invoices to insureds and processing and returning their online payment transaction data to the agency management system for reconciliation. [54] ¶ 32.

Epic offers a software development kit that allows customers to integrate third- party software with Epic. [54] ¶ 33. Applied has different software licenses depending on whether the customer needs access only to Epic via the user interface or needs to facilitate integrations using the software development kit. [54] ¶¶ 34–35. Access to the software development kit is governed by license agreement tailored to the customer’s needs. [54] ¶ 35. All license agreements prohibit customers from allowing

third-party access to Applied’s software development kit unless the third-party provides technical services to the customer and Applied and the third-party execute an agreement. [54] ¶ 36. The third-party must assume all of the confidentiality obligations assumed by the customer and only use the software development kit for the customer’s benefit in the course of the customer exercising the rights it is granted under its own agreement with Applied. [54] ¶ 36. Epic can either be accessed via the web or its software development kit. [54]

¶ 37. Its web-based interface permits a user to interact with Epic in a conventional manner by clicking on buttons, selecting items from menus, entering data into forms, and other similar actions. [54] ¶ 37. The software development kit-based interface permits customer software to issue programmatic requests to Epic through the software development kit. [54] ¶ 37. Users of the software development kit can access some, but not all, of Epic’s functions. [54] ¶ 37. Applied says the “unique and confidential methods, processes, logic and algorithms underlying Epic’s software development kit methods” and other actions that can be initiated in Epic’s web-based user interface constitute trade secrets. [54]

¶ 38. Applied alleges ten separate algorithms that is says are trade secrets. [54] ¶¶ 45–54. It says that there is no way to legitimately reverse engineer its trade secrets, and the only conceivable way to do so is by engaging in excessive, repetitive system testing beyond any “normal” use of Epic or its software development kit. [54] ¶¶ 41, 57. Defendant Comulate was founded in 2022 to offer an artificial intelligence tool

that automated the process of revenue reconciliation within an already established agency management system (like Epic). [54] ¶¶ 58–59. Comulate and Applied entered into a pilot agreement to explore integrating their software products. [54] ¶ 61. Under this agreement, Applied gave Comulate a six-month license to access and use certain Applied products, including a software development kit key for unlimited calls to integrate Epic with Comulate’s software, a data lake, and Applied Epic, with use limited to testing the interface and electronic exchange of information between

Applied Epic and Comulate’s product. [54] ¶ 62. Since 2022, several Applied customers also became Comulate customers and sought to integrate Comulate with Epic. [54] ¶ 64. Applied authorized about sixty customers’ integrations with Comulate software using Applied’s software development kit. [54] ¶ 64.2 In January 2023, a person purporting to be Jordan Bates reached out to

Applied about licensing Epic for PBC Consulting, Inc., a startup insurance agency. [54] ¶ 69. In March 2024, PBC entered into two agreements (the master agreement and the software development kit schedule) with Applied for access to Epic and its software development kit. [54] ¶ 70. The master agreement restricted PBC’s use of Epic, the software development kit, and any other Applied software to use in connection with PBC’s internal insurance operations or solely in connection with

managing PBC’s insurance agency or brokerage. [54] ¶ 74. Users were “provisioned on a Named Basis only.” [54] ¶ 73. The master agreement prohibited PBC from disassembling, decompiling, reverse-engineering, modifying, transforming, translating, or attempting to gain unauthorized access to Epic’s software, including its source code. [54] ¶ 78. It also prohibited the use of Epic’s software to develop a competing software product or service. [54] ¶ 78. The schedule includes similar restrictions. [54] ¶ 78. The master

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Applied Systems, Inc. v. PBC Consulting Inc., and Ardent Labs, Inc., d/b/a Comulate, (N.D. Ill. 2026).

Applied Systems, Inc. v. PBC Consulting Inc., and Ardent Labs, Inc., d/b/a Comulate (Applied Systems, Inc. v. PBC Consulting Inc., and Ardent Labs, Inc., d/b/a Comulate) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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