# Applied Epic Software Reviews, Demo & Pricing - 2026 > Review of Applied Epic Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/insurance/applied-epic-profile --- [Home](https://www.softwareadvice.com/) / [Insurance Software](https://www.softwareadvice.com/insurance/) / Applied Epic Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/)[Alternatives](https://www.softwareadvice.com/insurance/applied-epic-profile/alternatives/) # Applied Epic 2026: Benefits, Features & Pricing Wondering if Applied Epic is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Applied Epic 4.2 [(141)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/) 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... ormation and meet customers on various platforms. Applied Epic offers unique screens to capture benefits-specific data, including plan information, rates, coverages, and eligibility criteria and automate workflows to enhance consistency and efficiency across users and locations. Teams can streamline finance and accounting operations with insurance-specific solutions designed for efficiency and reporting. The solution also provides real-time access to policy information at every stage of the policy lifecycle to deliver prompt and accurate service and centralizes new business opportunities and renewals in one system, integrating with CRM technologies for a comprehensive customer view. Additionally, businesses can streamline document organization and access based on agency's guidelines, allowing for easy retrieval and management. Applied Epic includes market access and quoting functionality to help users identify markets for risks directly from the system, reducing redundant data entry and enhancing efficiency in quoting. Its insurer connectivity feature facilitates information exchange seamlessly with insurer partners to receive policy-related documents and updates directly in the management system. Built-in reporting and data analytics allow managers to leverage management system data to gain valuable business insights and optimize employee productivity and relationships. Wondering if Applied Epic is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. ## Applied Epic User Interface ## Popular Applied Epic Alternatives Main Product Applied Epic 4.2 [(141)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/) Ratings Breakdown - 3.84Ease of use - 3.73Value for money - 4.20Customer support - 4.06Functionality Pricing Starting at $1000.00 one time Get Price Alternative Product [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) 4.7 [(284)](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/reviews/) Ratings Breakdown - 4.74Ease of use - 4.74Value for money - 4.88Customer support - 4.62Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [ePayPolicy](https://www.softwareadvice.com/insurance/epaypolicy-profile/) 4.9 [(258)](https://www.softwareadvice.com/insurance/epaypolicy-profile/reviews/) Ratings Breakdown - 4.90Ease of use - 4.77Value for money - 4.83Customer support - 4.77Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) 3.7 [(74)](https://www.softwareadvice.com/insurance/ezlynx-profile/reviews/) Ratings Breakdown - 3.66Ease of use - 3.37Value for money - 3.31Customer support - 3.35Functionality Pricing Available upon request Get Price Alternative Product [Macaw](https://www.softwareadvice.com/product/266247-Macaw/) 3.6 [(22)](https://www.softwareadvice.com/product/266247-Macaw/#reviews) Ratings Breakdown - 3.23Ease of use - 3.60Value for money - 3.57Customer support - 3.18Functionality Pricing Available upon request Get Price Alternative Product [NowCerts](https://www.softwareadvice.com/insurance/nowcerts-profile/) 4.8 [(150)](https://www.softwareadvice.com/insurance/nowcerts-profile/reviews/) Ratings Breakdown - 4.68Ease of use - 4.91Value for money - 4.90Customer support - 4.70Functionality Pricing Starting at $99.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Clarity Wave Integration rated undefined from -1 review ## Applied Epic User Reviews Overall Rating 4.2 Ratings Breakdown 5 50% 4 30% 3 11% 2 4% 1 4% Secondary Ratings Ease of Use 3.8 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! 4 A daily life saver. After 25 years in my industry, (Insurance), it is the most user friendly platform I've used. Ratings Breakdown 5 Ease of use 4 Value for money 4 Customer support 4 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. Read More LB Laura B. Verified reviewer Insurance 2-10 employees Used daily for less than 2 years Review source Reviewed December 2025 Applied EPIC 5 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 5 Ease of use 4 Value for money 5 Customer support 5 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. Read More KM Katie M. Verified reviewer Insurance 11-50 employees Used daily for more than 2 years Review source Reviewed November 2019 Pro Epic 5 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 3 Ease of use Previously 5 5 Customer support 5 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. Read More VR 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 4 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 4 Ease of use 5 Value for money 4 Customer support 5 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 Read More AM 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More JS Jason S. Verified reviewer Insurance 51-200 employees Used daily for less than 2 years Review source Reviewed March 2024 RIDICULOUS! 1 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 1 Ease of use 1 Value for money 5 Customer support 1 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. Read More CH 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 4 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 3 Ease of use 3 Customer support 5 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. Read More ML 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. 5 Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 5 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. Read More MG 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 2 Ratings Breakdown 1 Ease of use 1 Value for money 1 Customer support 2 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 Read More 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. 3 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 4 Ease of use 3 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. Read More Showing 1 - 10 of 141 Reviews [See All Reviews](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/) ## Applied Epic Popular Comparisons [Jenesis Software vs Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/vs/jenesis-agency-management/)[ePayPolicy vs Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/vs/epaypolicy/)[EZLynx vs Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/vs/ezlynx/)[NowCerts vs Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/vs/nowcerts/)[HawkSoft CMS vs Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/vs/hawksoft/)[Agency Matrix vs Applied Epic](https://www.softwareadvice.com/insurance/agency-matrix-profile/vs/applied-epic/)[NextAgency vs Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/vs/nextagency/)[Eclipse vs Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/vs/eclipse/) [Compare All Alternatives](https://www.softwareadvice.com/insurance/applied-epic-profile/alternatives/) ## Other Top Recommended Insurance Software [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) **3.7** (74) Recently recommended **4** times [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) **4.7** (284) Recently recommended **3** times [Macaw](https://www.softwareadvice.com/product/266247-Macaw/) **3.6** (22) Recently recommended **3** times [Financial Services Cloud](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/) **4.8** (5) Recently recommended **3** times Stuck Between Options? 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