Applied Epic 2026: Benefits, Features & Pricing

Name: Applied Epic
Rating: 4.2 (141 reviews)

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Applied Epic

4.2

(141)

Pricing

Starting at $1,000.00 one time

About Applied Epic

Applied Epic is an agency designed to help insurance agencies improve their processes, offering a multitude of benefits and capabilities catering to unique business needs. The platform provides a single view of your entire agency, encompassing all roles, locations, and lines of business. Businesses can adapt and evolve alongside their business with a flexible system that supports acquisitions and integration of both Applied and third-party applications, ensuring productivity and profitability. Users can centralize their agency operations by managing all aspects of your business within a single platform, empowering staff with the flexibility to engage with other applications seamlessly.

With Applied Epic, organizations can enable their teams to work from anywhere with an intuitive user interface that allows employees to access and manage account details, submit claims, and perform other tasks effortlessly. Seamlessly connect with insurer partners within workflows to streamline customer service, find the best products quickly, and share policy information efficiently. The platform supports integration with numerous online client portals and mobile apps to ensure access to policy inf...

Applied Epic Screenshots

Applied Epic Pricing and Plans

Starting price: $1,000.00 one time

Free Trial

Free Version

Basic

$1,000.00

one time

No plan information available

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Applied Epic Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of Applied Epic
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Alerts/Notifications
API
Billing & Invoicing
Broker/Agent Portal
Calendar Management
Calendar Sync
Campaign Management
Claims Management
Claims Settlement
Client Management
Client Portal
Collaboration Tools
Commercial Lines
Commission Calculations
Commission Management
Comparative Insurance Rating
Configurable Workflow
Contact Database
Customer Database
Customer Portal
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Deal Management
Digital Signature
Document Imaging
Document Storage
Document Templates
Drag & Drop
Electronic Payments
Email Management
Email Marketing
Email Templates
For Auto Insurance
For Disability Insurance
Forecasting
For Health/Medical Insurance
For Homeowners Insurance
Forms Management
Insurance Management
Insurance Policy Management
Invoice Management
Lead Capture
Lead Generation
Lead Management
Lead Nurturing
Lifecycle Management
Life & Health
Marketing Automation
Mobile Access
Monitoring
Multiple Line Rating
Multi-State
Opportunity Management
Performance Metrics
Pipeline Management
Prioritization
Property & Casualty
Real-Time Data
Real-Time Reporting
Referral Tracking
Reinsurance Administration
Reminders
Reporting/Analytics
Reporting & Statistics
Risk Assessment
Role-Based Permissions
Sales Reports
Sales Trend Analysis
Search/Filter
Secure Login
Segmentation
Single Sign On
SSL Security
Status Tracking
Task Management
Territory Management
Third-Party Integrations
User Management
Web-based Deployment

Applied Epic Integrations

Microsoft Outlook

Clarity Wave

Applied Epic User Reviews

Overall Rating

4.2

Ratings Breakdown

49%

31%

11%

Secondary Ratings

Ease of Use

3.9

Value for money

3.7

Customer support

4.2

Functionality

4.1

Tammy S.

Verified reviewer

Insurance

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed February 2025

Epically Epic!

A daily life saver. After 25 years in my industry, (Insurance), it is the most user friendly platform I've used.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The consolidation of information and documents for accounts. Having user friendly access to all information in one place.

Cons:

Even after using daily for over 2 years, There are still so many functions that would probably be useful but i haven had the chance to learn them.

Laura B.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Review source

Reviewed December 2025

Applied EPIC

So far it's been good. We are not yet using it to it's full potential but it is capable of so much. Definitely more efficient for big business that have in house staff working of configuration. When the broker/manager is also the tech person, the time it takes to create things there are lots left undone.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to have a next level of automation. Creating task, digital marketing to clients and client based applications, really brings a new level of customer service.

Cons:

Downside moving from TAM to EPIC, somethings do feel repetitive. Template setup is cumbersome, loading broker signatures is a process if you aren't super techy. Losing document writer when we went to the web base version was unfortunate. Receipts are unnecessarily long. losing transaction history (albeit it went to an activity) was also a pain point.

Reasons for switching to Applied Epic

TAM was becoming obsolete, we have no choice but to switch.

Katie M.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2019

Pro Epic

I have been very happy with Epic and its ease of use. Coming from a much older operating system this one is amazing!!! The help that is available by just giving them a call is also fantastic. Applied is great at getting back to you with any issues and offering solutions and fixing the issue.

Ratings Breakdown

Ease of use

Previously 5

Customer support

Functionality

Previously 4

Pros:

It is ever evolving. I love that Epic understands what we as users need and what the experience our customer need and want to have. I love that the system has many AUTO features that can work in the background. The fact that I don't have to drag and drop emails in all day is awesome. You send the direct from Epic and the email is automatically attached. I like the text feature. That is not utilized in our office however I do think it is something that can and should be used.

Cons:

My least favorite thing is also a Pro but some times can be a huge flaw. Cloud based!!! Great for most of the time But.... the moment the internet goes out we are dead in the water and can not answer any calls.

Verified

Reviewer

Insurance

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed October 2025

Comprehensive agency system — powerful once you know it

Overall I’ve had a good experience with Applied Epic. For a business ready to invest in training and setup, it gives a lot of value and helps centralize workflows. If you’re in a smaller agency or expecting very minimal setup/training, you might find it takes more time upfront to get real benefit.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Applied Epic has been a strong tool for our agency — it brings client info, policy files, documents, tasks and reporting into one system so things don’t feel scattered. I especially like how activities and reminders are built in (they help keep follow-ups from slipping through). Several users say it improved their efficiency compared to older systems.

Cons:

There’s definitely a learning curve: the number of features means it takes some time to really feel comfortable and efficient in it. Occasionally processes feel slower or “click-heavy” for simpler tasks. Also, the cost and implementation (especially for smaller brokerages) has been raised as a concern.

Reasons for switching to Applied Epic

Wanted to switch to a more comprehensive platform

Amanda M.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 12 months

Review source

Reviewed January 2025

TAM to Epic System Change

Switching from TAM to Epic was a breeze. At first we were very worried with switching systems, but it has been nothing short of the best. It has saved me hours of time daily to produce new business, whilst also auditing myself at the same time.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Epic is extremely easy to use, making it the most user friendly system to use. The activities are a huge perk for reminders and tasks.

Cons:

There are certain points where Epic will continually load, but it is generally resolved within a moment.

Reasons for switching to Applied Epic

We made the switch as TAM was getting phased out, but it was the best move we could have made that has truly impacted the agency positively.

Jason S.

Verified reviewer

Insurance

51-200 employees

Used daily for less than 2 years

Review source

Reviewed March 2024

RIDICULOUS!

It has been a horrible purchase by our brokerage. It has been a daily problem, time consuming and wasting, and an utter failure.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Nothing

Cons:

It is not user friendly, and very time consuming.

Reasons for switching to Applied Epic

The brokerage chose to force it upon the agencies.

Mark G.

Verified reviewer

Insurance

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed February 2024

Pick literally any other system

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Everything you could want from an AMS is in here somewhere

Cons:

Epic is one of the most outdated, clunky, and un-user friendly software systems out there. You will spend the majority of the day clicking from screen to screen, not actually accomplishing anything. The software requires extensive training just to be able to be used at the most basic level. It will waste your agency time, not save it.

Reasons for switching to Applied Epic

Forced to by applied after they dropped support for TAM

Colle H.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2020

Tough to learn, lots of great tools

After getting used to the new work flow created with this platform I thought it was great for lead management and reminders for daily tasks. It was not the most friendly for the sales process when it came to wanting to quickly go through your work flow.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I think the managerial positions like this platform a bit more than the day-to-day salesman. It can run a lot of useful reports and does a great job with lead management.

Cons:

It took a while to learn and get into a good work flow. There are a lot of extra steps added in the sales process to appropriately document that I think could be better streamlined.

Reasons for switching to Applied Epic

Company management made that decision as the prior platform was outdated and not useful for reporting.

Michael L.

Verified reviewer

Insurance

51-200 employees

Used daily for less than 2 years

Review source

Reviewed August 2019

I used this program at a different job.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Applied Epic

My old employer switched from AMS360 to Applied EPIC due to the better overall experience, integration and, I believe, value over price.

Daniel A.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed January 2023

Could be a great AMS software, but it's mediocre at best.

Overall, Applied Epic is the leader in insurance agency management systems and it does many things right. However, from a technical standpoint, the software is not as streamlined as it could be which causes many headaches for users who want a quicker workflow when servicing policies, managing documents, and processing transactions.

Ratings Breakdown

Ease of use

Functionality

Pros:

I like how robust the software is in organizing client policy information, documents, and the numerous integrations it has with IVANS and insurance carriers which are useful for marketing business.

Cons:

The UI is clunky and requires LOTS of mouse clicking to get to different parts of a policy. Sending emails through the Outlook integration is sometimes a chore as well.

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