Applied Epic Software

4.27 / 5 (115)

Our advisors have recommended this product 16 times in the last 30 days

About Applied Epic

Applied Epic is a cloud-based insurance solution that assists agents, brokers, insurance providers and consumers with the exchange of insurance data and information. Key features include policies and benefits administration, license tracking and document management.

Applied Epic allows users to compare and verify policies, documents and contracts. Users can design plan summaries using pre-built forms and templates.  It also allows users to educate employees on government-mandated benefits and coverage. An agent dashboard helps to manage the sales process and track performance against individual sales goals. The sales automation feature helps sales teams to manage their pipeline and other sales activities.

Agents have access to document management...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

115 Reviews of Applied Epic

Average User Ratings

Overall

4.27 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(60)

60

4 stars

(35)

35

3 stars

(14)

14

2 stars

(3)

3

1 stars

(3)

3

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 115 results

April 2019

Tyler from Young Insurance Professionals - NY

Verified Reviewer

Company Size: 201-500 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

April 2019

Best P&C Insurance Tool on the Market

Pros

Epic is an easy tool to use whether you’re using the service side, admin/reporting side or using the accounting features. Since working at my current company, I’ve used it for all three. It’s structured and easy to train on.

Cons

I wish that Epic had a better Benefits setup. I’m hopeful that with the recent purchase of TechCanary Applied will be able to provide a better Benefits tool.

August 2019

Michael from Empire Company

Company Size: 51-200 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

August 2019

I used this program at a different job.

Pros

This is, by far, the best Insurance Agency Management Software! Everything is easily accessed. Great integration with email services. Extremely organized layout. I miss using this product and will certainly advocate it at every step I am able.

Cons

I dislike the fact that my current employer is not using this fantastic program. As mentioned above, I will advocate for the use of this product at every step! Great job Applied.

March 2019

Douglas from Kore Insurance Holdings, LLC

Company Size: 51-200 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

2.0

Customer support

4.0

Functionality

2.0

March 2019

Best of the Available Agency Management Systems

Over all I think EPIC s ok, but it clearly does not live up to its name as being "EPIC" Personally I think that Vision did many things better then EPIC, specifically when it comes to search ability of attachments.

Pros

I like how EPIC has built upon its predecessors TAM, Applied and Vision so that some of your past experience on their older systems can be applied to the new system. Attachments and emails are very easy to add to the system to be stored.

Cons

Many features in EPIC are worse than they were in previous versions. 1 - Attachment Folders were much better in Vision then Epic. Easier to find files than it is now 2 - canceling a policy in Epic does not change the expiration date on the policy in Epic as it historically did in Vision. 3- The attachment sorting and search function is worse now then in Vision. 4 - Many functions within policy acords such as import and export are not accessible from some screens that they should be accessible. 5 - System still lacks any real visual way for tracking in process items in ways that are popular with software and program developers. 6- System lacks the ability to easily store underwriter contacts information on a global level 7- Sending emails from within Epic lack most of the functionality within Outlook including signatures.

April 2020

Wayne from Sihle Insurance Group

Company Size: 51-200 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

5.0

Functionality

5.0

April 2020

Epic will transform the way your agency operates.

Overall Epic is what I would consider the best in the industry. They continue to reinvest in the platform and build or acquire companies that will complement the platform. They have purchased IVANS to help with download which works well with Epic. Indio was recently purchased to help with application completion and eSignatures as well as vehicle, drivers, and equipment schedule reviews. Epic is fast and lightweight to install and use on Windows computers. We have had a really great experience using this software and we have no plans of switching from Applied Systems Epic anytime soon or probably ever.

Pros

We used Applied Systems TAM for many years and Epic was such a needed upgrade. With Epic all of the limitation and hurdles you had in TAM were gone and a ton of new features were instantly available. The product keeps getting better year after year. The 2019 release brought in lot of new tools one of which was being able to change producer commission with a reassign utility. Doing something like this in the past was days worth of work and payroll to get it done. Now it is done in moment. There is also lots of cloud features available in Epic with sales automation dashboard, Indio sync, CSR24 integration. Epic also works great over the internet. We recently had to send all of our employees home to work and Epic is working just as good as it did in the office. I can’t say enough good things about Applied Systems Epic. It is a great platform for your agency to use and grow with.

Cons

The biggest down side to Epic is the amount of time and money it takes to migrate from your old management system to Epic. Even if you were starting out brand new there is a lot of initial software configuration required to get the system up and running. Things like when these system events happen what else should happen, and activity defaults need to be configured, the list goes on and on. However, Applied System will assist with this initial setup for a fee. I do recommend you use them for setup or find an expect that has worked with Epic before. Getting Epic setup properly in the beginning will keep you from having a lot of other problems and save time in the future. Employee training is also a big hurdle to over come when switching or going live on Epic. Make sure your employees take the time to do all of the training ahead of time it will help a lot. It took us about a year to have all of the staff comfortable using Epic. With all of this being said changing management systems is always going to have similar issues.

Reasons for Choosing Applied Epic

We were already using Applied Systems TAM which Epic replaced. That made the choice to switch to Epic much easier. Although it didn’t make converting that much easier that was still a lot of work because of how different the two systems underlying technology works.

March 2019

Brianne from Independent Insurance Group, Inc.

Verified Reviewer

Company Size: 11-50 employees

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2019

Why Applied Epic over all others

Transitioning from Applied Agency Manager (TAM) to Epic was not a quick process, it was often times painful but I can honestly say 18 months later, it is worth it from all angles (service, production and management). The support network (which you must choose on your own to use) in place to assist you in any avenue is superior to all other products I am aware of, you just have to make sure you are taking advantage of them.

Pros

My most favorite parts of the software center around the built in workflows and the ability to keep the "story" of an item, the account, a renewal etc. all together in one place. It takes a lot of time to set the system up correctly when you migrate to Applied Epic, but 18 months later, we have received wonderful feedback from an outside consultant about how we are using the system properly, the way it was intended. If you are not using it the way it was meant to be used, you are not going to reap the benefits of what the software really are.

Cons

My least favorite piece of the software are the reports/report layouts. It takes a lot of practice, use and analytical thinking to piece together the reports you need into a format that is most useful for you. It is rare that one report will provide the information needed but rather a combination/review of two or more reports to get to the data you really want...such as retention. That being said, I do believe Applied has helped eliminate the reporting frustration through their Applied Analytics tool.