Applied Epic software


20 reviews(4.0/5)
20 reviews(4.0/5)

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

20 Reviews of Applied Epic

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  • Susan from CA Ross

    Number of employees: 11-50 employees

    August 2018

    applied epic

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 501-1,000 employees

    August 2018

    Applied Epic Review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Cindy from CLC Services, Inc.

    Specialty: Property & Casualty (P&C)

    Number of employees: 11-50 employees

    August 2018

    Everyday User

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Crystal from Reith and Associates

    August 2018

    Bring your brokerage into the digital age!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Michelle from Northwoods

    July 2018

    EPIC is a very robust agency management system

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jennifer from Allen Insurance Group

    May 2018

    Good Management System

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Phil from Doyle & Ogden Insurance Advisors

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jeanie from Cecil A. Ross Investment & Insurance Group

    Number of employees: 11-50 employees

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Diane from A & B Insurance Agency Inc

    Number of employees: 2-10 employees

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • maggie from Founders ins.

    Number of employees: 2-10 employees

    January 2018

    stressfull

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Riley from Allen Insurance Group

    Number of employees: 2-10 employees

    December 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Teela from Allen Insurance Group

    December 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Sam from gcg

    Number of employees: 11-50 employees

    October 2017

    Misled and Lied too.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Patrick from The McGowan Companies

    Number of employees: 201-500 employees

    September 2017

    Modern layout, with lots of features.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Christi from Chapell Smith & Associates

    Number of employees: 11-50 employees

    July 2017

    Love the software

    Ease-of-use
    Functionality
    Quality
    Support
    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

    July 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    July 2017

    great

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    July 2017

    Very user friendly and a great time saver!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    June 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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
  • Christine from OTIP

    June 2017

    Good broker management system

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Epic is a good broker management system. It enables us to manage our home and auto policies. The customer support team is great.

    Cons

    The limitations on configuring Epic could be improved. Having the ability to add new fields would be nice so we could improve different workflows. Creating reports could be improved to make it a bit more user friendly and easy to use.

    Review Source: Capterra
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