Applied Epic Software

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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 that allows t...
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Applied Epic User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4

Customer support

4.5

Functionality

4

Showing 1 - 5 of 126 reviews

Rebecca

Company size: 1,001 - 5,000 employees

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

January 2022

Amazing Software

User Profile

Tyler

Verified reviewer

Company size: 201-500 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Functionality

out of 5

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.

Colle

Company size: 11-50 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
3

Customer support

out of 5
5

Functionality

out of 5

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.

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.

Anne

Company size: 1 employee

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
1

Ease-of-use

out of 5
1

Value for money

out of 5
5

Customer support

out of 5
3

Functionality

out of 5

April 2022

Logiciel conçu pour gros Cabinets

Difficile mais les personnes au support sont très dévouées pour nous aider

Pros

Rapports dans Epic c’est bien lettres marketing

Cons

Trop compliqué à intégrer pour petit cabinet qui n’a pas de ressources et trop dispendieux + comptables trouve trop compliqué et pas de log qui fait quoi et qu’elle heure j’ai subit un vol de données et Epic n’a pas été en mesure de vérifier qui a télécharge les listes clients et quand

Reasons for choosing Applied Epic

On disait qu’Il était très automatisé

Michael

Company size: 51-200 employees

Industry: Insurance

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
4

Customer support

out of 5
5

Functionality

out of 5

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.

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.

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