We are happy with Epic, it does its job well.

We use this software for business everyday. It is easy to use, and have a lot of function to manage all the accounts we have on file, attach emails and keep record of every transactions.

It is not that easy to use and master. We spent 6 months to learn and master the system. It could be more user friendly, than more complicate functions.

Overall Epic is what I would consider the best in the industry. They continue to reinvest in the platform and build or acquire companies that will complement the platform. They have purchased IVANS to help with download which works well with Epic. Indio was recently purchased to help with application completion and eSignatures as well as vehicle, drivers, and equipment schedule reviews. Epic is fast and lightweight to install and use on Windows computers. We have had a really great experience using this software and we have no plans of switching from Applied Systems Epic anytime soon or probably ever.

We used Applied Systems TAM for many years and Epic was such a needed upgrade. With Epic all of the limitation and hurdles you had in TAM were gone and a ton of new features were instantly available. The product keeps getting better year after year. The 2019 release brought in lot of new tools one of which was being able to change producer commission with a reassign utility. Doing something like this in the past was days worth of work and payroll to get it done. Now it is done in moment. There is also lots of cloud features available in Epic with sales automation dashboard, Indio sync, CSR24 integration. Epic also works great over the internet. We recently had to send all of our employees home to work and Epic is working just as good as it did in the office. I can’t say enough good things about Applied Systems Epic. It is a great platform for your agency to use and grow with.

The biggest down side to Epic is the amount of time and money it takes to migrate from your old management system to Epic. Even if you were starting out brand new there is a lot of initial software configuration required to get the system up and running. Things like when these system events happen what else should happen, and activity defaults need to be configured, the list goes on and on. However, Applied System will assist with this initial setup for a fee. I do recommend you use them for setup or find an expect that has worked with Epic before. Getting Epic setup properly in the beginning will keep you from having a lot of other problems and save time in the future. Employee training is also a big hurdle to over come when switching or going live on Epic. Make sure your employees take the time to do all of the training ahead of time it will help a lot. It took us about a year to have all of the staff comfortable using Epic. With all of this being said changing management systems is always going to have similar issues.

Everything you could want from an AMS is in here somewhere

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.

I've used Applied products before, and EPIC with a prior agency. When we moved to EPIC with my current agency, we were coming from an antiquated system, that was very cumbersome and not at all user friendly. We also had to have separate rating system, separate document management system, and were unable to download with most carriers. Now with EPIC, we download with most of our carriers, documents and rating are all handled within EPIC. It has really made servicing our clients much more efficient. Finding information is also greatly improved. Everyone is very happy we made the switch. I do recommend Applied EPIC to everyone!

It's user friendly. New staff can get up and running within a short time. They have great on-boarding training on-line. The product can be set up the way the agency wants to use it. After the online training is completed, we just need to fill in the agency specifics for our agency. Everything is contained in the one product. Client and Policy details, document management, rating for PL, follow up system, etc. We don't need several different systems and try to get them to work with each other, it's all in one. No system is perfect. But EPIC met all of our needs, and handles our needs the best out of all the ones we looked into. The User Group is great! Very helpful when questions come up and you need help from other agents on how to handle problems/issues. A great resource. They are also responsive when there are problems or issues, they get fixes done pretty quickly.

No system is perfect. There are some documents that we would like to use in EPIC that have check boxes, but when we put them in EPIC, the check box functionality is disabled. The reporting can be a bit overwhelming as a new user. It takes time and working with it to get comfortable. There are other hiccups as well, but overall, we're still very happy with our decision.

Transitioning from Applied Agency Manager (TAM) to Epic was not a quick process, it was often times painful but I can honestly say 18 months later, it is worth it from all angles (service, production and management). The support network (which you must choose on your own to use) in place to assist you in any avenue is superior to all other products I am aware of, you just have to make sure you are taking advantage of them.

My most favorite parts of the software center around the built in workflows and the ability to keep the "story" of an item, the account, a renewal etc. all together in one place. It takes a lot of time to set the system up correctly when you migrate to Applied Epic, but 18 months later, we have received wonderful feedback from an outside consultant about how we are using the system properly, the way it was intended. If you are not using it the way it was meant to be used, you are not going to reap the benefits of what the software really are.

My least favorite piece of the software are the reports/report layouts. It takes a lot of practice, use and analytical thinking to piece together the reports you need into a format that is most useful for you. It is rare that one report will provide the information needed but rather a combination/review of two or more reports to get to the data you really want...such as retention. That being said, I do believe Applied has helped eliminate the reporting frustration through their Applied Analytics tool.

We are nearing 8 months post activation and finally starting to see the light at the end of the tunnel and overall benefits. Lots of customization appeal that we hadn’t had before, and the system allows ease of attachments and data sharing that we didn’t have before. Customer support and on boarding/pre configuration could used some improvement.

Epic is much more comprehensive than its predecessor TAM, and a much more interactive user experience. I am able to customize the system much more than before, both on an individual and administrative level. On the admin side, we were able to set various security groups, and select user/department access as visibility which had previously been more difficult in TAM

Customer support is tough, and getting the right answer depends on who answers the call. There was also a large learning curve in the beginning, and the on boarding provided by Applied was not as comprehensive as I believe was necessary. Also, it was sold to us with capabilities for a Benefits system, which is not quite the case and had to be built out on our own. The biggest complaints from our account managers were the number of generated activities and tasks, in addition to system locks.

It is user friendly. Clear and easy to understand. The reports are nice to have.

The certificate process is redundant. The box checking is ridiculous. Everything takes 3x as long. The accounting is not fun either.

I like the following information in regards to the use of Applied Epic: Lookup features, modern look, sign on ease, online training, Sales dashboard. Also I like how the certificates can be renewed and to choose to carry over the holders.

There are several things that can be complicated. For receipts of payments, I do not like having to enter the same information (check #, payment amount, company) multiple times. The fax is harder to use due to having to choose from information in the system only. The premiums do not show properly on the screen. When attaching a document to an activity, it does not show it also that you attached it. It does not show the company on an activity on the home screen. This is important for me as for some activities you have to check on them in the company and I like to group it together.

We upgraded from Applied Vision and it is a much more modern program. Takes a solid year to learn the program effectively and is hard to teach new users because there are so many functions. Overall it is definitely an upgrade.

Hard to learn and there are so many “activities” that I feel are unnecessary. Too many steps to go through to do a simple task.

Overall I think it's a good system to use for insurance purposes.

I like that this system is pretty easy to learn. It also has good features for the company that I work for to use.

It's not easy to get somethings working properly. Such as, sometimes downloads don't go through for certain companies making it hard.

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

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.

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.

I've been using the system since 12/19/18 and feel I could be more productive than what I am. I don't feel I'm using the system as well as I could. I was disappointed with the training. I am more a hands-on learner vs. watching someone show us how to do things on the screen.

I primarily use the marketing tools. I like where you can send out submissions all at once and can personalize each cover memo. I feel that I do not use the system as well as I could. At times I feel there are more steps than are necessary. However, this could because I'm not using as well as I should.

I feel the system could have better search capabilities. In our previous system with Applied you could do a multi search such as looking for submission; endorsements; experience mods, etc. all at the same time.

Epic has been great for our agency because we can customize things for our program. We write a specialty insurance program, so other softwares don't work for us. Epic does work for us because we have the customizable features that we can gear for what we need.

I like the customizable features you have the ability to do. I like how it does not look you in to a set way of doing things. As well as Custom Forms, they are truly so beneficial to specialty programs.

One of the cons is the cost of the software. It is a big pill to swallow, but if you use the features, it is well worth it in the end.

I work in Epic all day long in my position. I have used Epic for almost 6 years now and I think its a great tool.

I like that it is easy to search through attachment as activities. there are multiple filter you can use. It is also very easy to attach emails and other documents.

We have several large clients that have 200+ locations so it is difficult listing that many locations on the Epic property app. We are able to do it but it isn't as easy to read and you cant search within the app.

From an agent/csr view, it isn't much better than TAM. From accounting, there seems to be an advantage and more accuracy. I think the learning of the program takes a super long time.

The multiple ways you can look up a client - name, policy number, address. The rating system is a little better than what we were using before.

The number of clicks to complete a process. The fact that you have to set Epic up, then do an endorsement on the website. To much time to process an endorsement. The fact that there isn't a true "expiration list" in the reports.

We are using it company wide, but I only use it for my division - group benefits. Epic does help with keeping organized and on track, for the most part, for my division.

I have to say, I do like Applied Epic. It is very user friendly - after you do the three days of training on it to make sure you get it. Our other departments have so much use of the Epic software. It seems to be tailored more for their use. But, after finding some work around ways, it can be used for our division. It helps to keep everyone organized and on task.

What I don't like is this - my division does Group Benefits, and it's not really built for that. We have tailored it to our needs as best we could, and for some things, I feel like it could be improved to do more for benefits.

Overall good product. But expensive!

Great for managing accounts, lots of updates needed!

Not enough keyboard shortcuts, no way to pass along ideas to software engineers to improve, No way to organize reports, home policies don't have enough details, declaration pages should download too, some auto violations don't show enough details, not enough default options when it comes to viewing.

Epic is a great system and they are continually updating it for better functionality

The entire system works integrated very well. Drag and Drop Emails, Quotes, and Marketing module are super useful

There are some areas - like renewal (new section) that doesn't have enough filters, the home screen cannot sort by carriers as it is not a column

very helpful and easy to use.

everything I need at my finger tips. several search options are helpful. barcoding is a breeze. love 'links'

downloads and invoicing post on different days, but I think that's a insurer download delay. hard to reset passwords in applied community. slow speed when sending email attachment in EPIC.

Plenty of tools to keep you organized. Issuing proof of coverage is easy, and I really like the renew certificate/evidence feature that pulls expiring proofs forward.

Some workflows have a few extra steps or activities that are not always applicable, but you have to work through them anyway.

Overall experience is great. Couldn’t do my Job without applied

Easy to track clients correspondence regarding their account and policies. Easy to create Invoices and attach

A lot of activities codes. Should have a designated code list specifically Designed for each industry pre filled

I like EPIC and learn more every time I use it.

I like the ease of attaching and finding attachments. I love using activities and follow up task. Report can be customized to get the most out of them.

Report layouts can be a little difficult to line up properly. I don't like the an activity under a broker can not have Further Action to take send a letter, however a client can. Brokers licenses and E&O dec pages must be updated yearly and using an activity to send the email or letter would be very useful.

Makes life as an agent so much simpler. It allows for ease of use, tracking the client and their needs, as compared to paper and pencil.

There honestly is nothing that I don't like.

As a user since 2012, I highly recommend Epic to anyone who wants to convert from TAM or any AMS product.

So much better than TAM - very flexible and easy to navigate.

Better integration with Outlook, some accounting functionalities could be improved.