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 them to create multiple folders and client reports in order to maintain and track client history. The solution also facilitates communication between agents and customers via text messages. The solution provides support via phone.

Supported Operating System(s):

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



21 Reviews of Applied Epic

Overall rating

4.0 / 5 stars

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Showing 1 - 20 of 21 reviews

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Dylan from Joe Bonene Insurance Services, Inc.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Modern agency managment system

Overall, we tested the product and went with another system that made more sense for our smaller agency. (less than 5 employees)

Pros

This system is fast and efficient to keep all your clients information organize and within the click of the mouse.

Cons

Applied Epic is rather expensive for smaller agencies.

Review Source: Capterra

Susan from CA Ross

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

applied epic

very positive and not hard to train with

Pros

the ability to multi task and keep tasks scheduled for efficient workflow.

Cons

running reports is still a little antiquated

Review Source: Capterra
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Verified Reviewer

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Applied Epic Review

Pros

This software does it all! It's an awesome cloud based app that allows us to better manage our customer relationships, sales opps, accounting, financial reporting, etc...

Cons

Love this software - there isn't anything I dislike about it at the moment.

Review Source: Capterra

Cindy from CLC Services, Inc.

Agency type:  Property & Casualty (P&C)

Number of employees:  11-50 employees

Ease-of-use

Value for money

Functionality

August 2018

Everyday User

Pros

It includes all of the features to fully manage your book of customers. You can quote, email, and update policies all from inside Epic.

Cons

It's not very versatile. If you're not computer savvy, it may be a hard program to learn and adapt to. There are a lot of other software choices for insurance that are a lot simpler and easier to learn and manage than Epic.

Review Source

Crystal from Reith and Associates

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Bring your brokerage into the digital age!

Pros

Ability to customize to how your office operates. Great sales functionality! Love the dashboards - nice quick way to view stats!

Cons

Initial setup is time consuming. Need to tweak and re-tweak security settings in order to be able to function properly.

Review Source: Capterra

Michelle from Northwoods

Ease-of-use

Value for money

Customer support

Functionality

July 2018

EPIC is a very robust agency management system

Pros

Once you have the workflows set up for your organization and your staff trained processes are much faster.

Cons

Navigation can be difficult at first as the menu's change depending on where you are in the program.

Review Source: Capterra

Jennifer from Allen Insurance Group

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Good Management System

Pros

It is a great way to keep all your clients together when you have multiple systems and carriers. If you write direct with popular companies the policies will download from the carrier directly which is nice.

Cons

They are tons of different features with is good but you end up not using everything to it's fullest capabilities. In the accounting portion of the system it is very hard to undo something if you make a mistake.

Review Source: Capterra

Phil from Doyle & Ogden Insurance Advisors

Ease-of-use

Value for money

Customer support

Functionality

April 2018

This is new to our agency as we have been on the TAM platform prior.

Pros

EPIC has now fully integrated employee benefits into this software that did not exist before within TAM

Cons

We don't go live until June 1st so it's a little early to provide any meaningful feedback on what I like least.

Review Source: Capterra

Jeanie from Cecil A. Ross Investment & Insurance Group

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Our company recently transferred to Applied Systems EPIC and it has streamlined our whole company.

It benefits our whole company by helping us streamline our processes and implement strategies that benefit us and our clients in so many ways.

Pros

We recently changed over to EPIC. It did have a few bumps along the way but the customer support was A+ and they sent us support to train us in person which was a HUGE help so that we could all train and learn properly and have a real person explain things to us. The program does help us streamline our processes and keep up with our clients so much easier. We can send out emails for business as well as to send holiday and birthday greetings/coupons and out clients do appreciate it. We can keep track of notes on each client as we service them and attaching documents couldn't be easier! We needed something like this and the name EPIC is perfect for this program.

Cons

There are the usual bumps along the way when you are learning a new program, but the customer service is what really made the transition smooth.

Review Source: Capterra

Diane from A & B Insurance Agency Inc

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Good system to get a quick price indication from a number of companies.

Fast price indication and a point in the right direction for which carrier to go to.

Pros

Transfer data input into agency management system. Quick buttons take you to the google map, Zillow and the property appraiser website.

Cons

Tends to lock up and stop working. RCE is much higher than most of my carriers. The Home Estimates shows only a few of my carriers.

Review Source: Capterra

maggie from Founders ins.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

January 2018

stressfull

none just stress

Cons

report driven. not AM friendly. too laboris. too much time worrying about the report and correct workflows and not enough time to CS and Sale. requires a large staff to be to work. does not make Good Am Happy.

Review Source: Capterra

Riley from Allen Insurance Group

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2017

Use Applied on a daily basis - very convenient and mostly easy to use.

Pros

Customer service is extremely helpful. There are so many different things you can do with Applied that it makes me wonder how we managed before we had it.

Cons

Some actions in the transactions section are difficult to reverse if a mistake is made. It would be helpful if everything was able to be edited.

Review Source: Capterra

Teela from Allen Insurance Group

Ease-of-use

Value for money

Customer support

Functionality

December 2017

This system is capable to do a lot but is not user friendly.

Pros

I do like that this program allows my agents to organize all of our clients information in one area. They are able to set up follow-up and work them accordingly. As an office manager I can see what they are doing by just running a report. The companies Applied partners with that allow downloads is great. My staff doesn't have to enter information in manually.

Cons

The program is able to do a lot but the training and resources are complicated and hard to use. The customer support staff are not as knowledgeable about all the capabilities of the program. This system also does not allow for errors. Once data is entered it is really hard, inconvenient or not able to be fixed.

Review Source: Capterra

Sam from gcg

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2017

Misled and Lied too.

Cons

Salesperson misleads people to earn a commission. The platform does not work as demonstrated. They will give you the run around when you try to get issues fixed or questions answered. Complete waste of time.

Review Source: Capterra

Patrick from The McGowan Companies

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2017

Modern layout, with lots of features.

Epic has a very simple tab and left side navigation, that expands when sub-categories are opened. The additional module available made the reach of the software extend into multiple departments.

Pros

Constantly getting updates from Applied. Software has a clean logical layouts. Ease of navigation is big to help with the training of new users.

Cons

The cost is a little high, and the use of the on-premise version vs the cloud-based is a little tricky when calling into support. Both version are still in production, but I get the feeling that on-perm will go away and we will be forced into needing a new solution.

Review Source: Capterra

Christi from Chapell Smith & Associates

Number of employees:  11-50 employees

Ease-of-use

Customer support

Functionality

July 2017

Love the software

Pros

Ease of use, easy to search for items, I like that you can search the attachments and move the columns around easier.

Cons

little harder to develop form letters, the date is harder to find in the commercial apps to input in the formletters

Review Source: Capterra

Carrie from Chappell, Smith & Associates, Inc

Ease-of-use

Value for money

Customer support

Functionality

July 2017

We are just in the early stages of going to this software

Pros

The options for our direct bill commissions are so much better for this software than what we currently have. Also the report options are really great.

Cons

Right now it is the learning curve and getting used to doing things differently than what we have been using the past 15 years.

Review Source: Capterra

Christi from Chappell Smith

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2017

great

Pros

the searching features are great and the ability to have signatures on all documents. ease of use and the reporting function

Cons

little harder to find things, the custom dec screen info is harder to get out to word documents/formetters.

Review Source: Capterra

Haley from CS&A Insurance

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2017

Very user friendly and a great time saver!

Pros

This product is my own personal assistant! The automation aspect of the product is well worth the investment.

Cons

This product has so much that it can do that it's difficult to learn everything about it in a very short time period. However, that's what makes this product so impressive.

Review Source: Capterra

Nickie from Lighthouse Management

Ease-of-use

Value for money

Customer support

Functionality

June 2017

I used this when I was working as a medical biller at a hospital.

Pros

I really liked that there was more than one way to get something done on the program. And the customer service was excellent.

Cons

Sometimes it would freeze up and hold up the office or would take a while to reboot in the morning.

Review Source: Capterra

Displaying 1 - 20 of 21 reviews