Applied Epic Software


 

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.

 

Applied Epic
 
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

17 Reviews of Applied Epic

Showing 1-17 of 17

 

Start your review of Applied Epic

Click to start
https://www.softwareadvice.com/insurance/applied-epic-review/

Michelle from Northwoods

July 2018

July 2018

EPIC is a very robust agency management system

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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

May 2018

May 2018

Good Management System

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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

April 2018

April 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 11-50 employees

March 2018

March 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 2-10 employees

March 2018

March 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 2-10 employees

January 2018

January 2018

stressfull

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 2-10 employees

December 2017

December 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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

December 2017

December 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 11-50 employees

October 2017

October 2017

Misled and Lied too.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 201-500 employees

September 2017

September 2017

Modern layout, with lots of features.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 11-50 employees

July 2017

July 2017

Love the software

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
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

July 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 11-50 employees

July 2017

July 2017

great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 11-50 employees

July 2017

July 2017

Very user friendly and a great time saver!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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

June 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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

June 2017

Good broker management system

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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
 

John from Hidden Name, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

DORIS: Dumb Over-Exaggerated Relic Internet Scum

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

DORIS is possibly the worst CMS I've ever had the displeasure of working with. It provides all your standard expected features to manage clients, which seems nice, until you use it.
The poor functionality, frustrating User Interface, and incredibly slow response times (not including connecting to the web, just basic tab switching & menu navigation) turns DORIS from a seemingly simple solution to your management needs into a source of stress and frustration for any and everyone in the company... and I'm the IT guy.
Don't let the pretty web page of "Applied Systems" fool you. Their DORIS CMS is an ancient early 90s Windows-era ugly cancer (They don't even show screenshots of it on their website).
All that being said they do have fantastic customer support. However, the nature of good, intuitive design of a management system implies there be no need to call the support line.
If any one is considering the Applied System's DORIS package, I urge you to deeply test it out before you waste your money; an Excel spreadsheet is a better management system.
I also would urge anyone who currently uses DORIS to implore them to update the DORIS system into the 2017 era.

Pros

DORIS' support team is efficient and quick.

Cons

Everything. DORIS is a slow and ugly nightmare to work with.
It's confusing interface, poor security, sluggish management, and perplexing financial features doom anyone who uses it to a life of stress and frustration.

Advice to Others

Don't buy this software, look to anything else. I urge you to spend your money elsewhere. Just the appearance of DORIS (Windows 90s era) should be enough to turn you away before you experience the chaotic frustration of the User Experience it unfortunately provides.

Review Source: Capterra