Applied Epic Software

4.34 / 5 (65)

Our advisors have recommended this product 23 times in the last 30 days

About Applied Epic


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.



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Supported Operating System(s):

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

65 Reviews of Applied Epic

Average User Ratings

Overall

4.34 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(36)

4 stars

(20)

3 stars

(6)

2 stars

(1)

1 stars

(2)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 65 reviews

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March 2019

Katherine from General Southwest Insurance Agency, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2019

Applied EPIC 2018

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!

Pros

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.

Cons

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.

March 2019

Brianne from Independent Insurance Group, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2019

Why Applied Epic over all others

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.

Pros

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.

Cons

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.

March 2019

Robert from Community Insurance

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2019

Highs and Lows

Applied has the best support and if you don't think that is important try living without it after you become accustom to having it, I did and spent several thousand dollars to come back to Applied. The speed and quality of the answers from their staff is second to none. The cost of Applied is not cheap but neither is the quality of the product and service. Except for a short while ( which I regret) we have been using them since 1990 and I can't ever see us leaving.

Pros

The software is very comprehensive and will do virtually anything you need to do for your agency except payroll. The work flow is logical and records all information you need to provide service to your clients as well as protect the agency from E&O. Downloads work very well and save a lot of time.

Cons

It has a lot of controls some of what I think is redundancy. I may feel this way because we are a small agency and it is built to serve all. I would like to see a payroll section, Quick books seems to be able to handle it with no problem at a low cost.

March 2019

Denise from RTI Insurance Services

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2019

Worth the switch but you need patience

Our president loves the sales pipeline. It gives him the opportunity to visually SEE what the sales people are doing on a weekly basis which he loves. If you want to grow your sales and see exactly what's going on with each sales opportunity then EPIC is the way to go.

Pros

I like that with the sales part of EPIC, you can customize to exactly how your agency handles it's sales pipeline... it's NOT one size fits all... you can adjust how many stages in the sales pipeline, what the stages are called, reasons for not getting a sale, etc.

I also like the quick reports. I have so many people who ask me for reports all the time. I don't want them to access to run reports but I can set up the report they want and send that report to them so they can run it whenever they want.

Cons

On the accounting side, it's very unforgiving... you have to do things exactly EPIC's way and that can be VERY confusing in the beginning since its so different from TAM especially how commissions are entered. So you must be patient, go slowly and don't try to rush because then you create more problems. Also, make sure your accounting dept is fully involved in the configuration... ours wasn't and it created a lot of problems in the beginning that we're still sorting out.

March 2018

Jeanie from Cecil A. Ross Investment & Insurance Group

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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.

March 2019

Steven from Antiques & Collectibles Insurance Group

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

March 2019

Epic Review

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.

Pros

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.

Cons

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.

March 2019

Jean from Waites & Foshee Ins.

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2019

The best Agency Management System

The reporting in epic is top notch. The reports give us a great advantage in running our business.

Pros

The reporting capability. I chose this product over others because accurate reporting is most important to us. Also the customer service is live and immediate. They are great.

Cons

I don't like that I can't get a report (like I had in TAM) where it annualizes 6 month policies for me. I have to pull the entire book of business into a spreadsheet and annualize the 6 month policies myself. I don't understand why TAM could do it but Epic can't, it's ridiculous.

March 2019

Kim from BancFirst Insurance Services

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2019

Applied Epic Review

Overall, I have not had any major problems with Applied Epic. It is not hard to learn how to utilize all the Applied Epic offers in our everyday business.

Pros

I like the ease of navigating in Applied Epic. I do accounting as well as account manager on the insurance side. The general ledger is thorough on disbursements and generating deposits. I also like that we can generate accurate accounting reports.

Cons

A small problem I have is not being able to delete an attachment or activity.

March 2019

Douglas from Kore Insurance Holdings, LLC

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

2 of 5

Customer support

4 of 5

Functionality

2 of 5

March 2019

Best of the Available Agency Management Systems

Over all I think EPIC s ok, but it clearly does not live up to its name as being "EPIC" Personally I think that Vision did many things better then EPIC, specifically when it comes to search ability of attachments.

Pros

I like how EPIC has built upon its predecessors TAM, Applied and Vision so that some of your past experience on their older systems can be applied to the new system. Attachments and emails are very easy to add to the system to be stored.

Cons

Many features in EPIC are worse than they were in previous versions.
1 - Attachment Folders were much better in Vision then Epic. Easier to find files than it is now
2 - canceling a policy in Epic does not change the expiration date on the policy in Epic as it historically did in Vision.
3- The attachment sorting and search function is worse now then in Vision.
4 - Many functions within policy acords such as import and export are not accessible from some screens that they should be accessible.
5 - System still lacks any real visual way for tracking in process items in ways that are popular with software and program developers.
6- System lacks the ability to easily store underwriter contacts information on a global level
7- Sending emails from within Epic lack most of the functionality within Outlook including signatures.

March 2019

Robbyn from Community Insurance

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

3 of 5

March 2019

Applied User Review

Overall good product. But expensive!

Pros

Great for managing accounts, lots of updates needed!

Cons

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.

March 2019

Amanda from MAG

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2019

Applied Epic Review

Great experience so far (for the past 3 years I've been using it).

Pros

Applied epic is easy to use, helps me stay organized, and makes it easy to discuss accounts with other people in the office where we can all see the accounts from our own desks.

Cons

I don't believe there's really anything I could say I like the "least." It used to freeze often, but it seems that problem was resolved.

March 2019

Laquita from Orion Risk Management

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

March 2019

Love This Program!!

My overall experience with Applied Epic has been wonderful! The streamlining of certificate issuing has been a great help to my agency! :)

Pros

I love the certificate issuing process and the ability to email them right from the system!

Cons

I don't like when the property application is changed a new master must be created to issue a new evidence of property insurance.

March 2018

Diane from A & B Insurance Agency Inc

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

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.

March 2019

Tara from Roberts Insurance Group

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2019

Epic Review

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

Pros

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

Cons

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

March 2019

Melanie from Schill

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

4 of 5

Functionality

5 of 5

March 2019

CRS review

very helpful and easy to use.

Pros

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

Cons

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.

March 2019

Cameryn from Reliance Insurance Agencies Ltd.

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

March 2019

Epic is EPIC

Pros

The ease of access, such as being able to email directly from within the system, keeping all files in one place and how it is all organized. At first glance in the quicklinks, able to access company portals directly through Epic.

Cons

It is geared to the United States. Other than that, not much else.

March 2019

Jacqueline from Kaercher Insurance

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

5 of 5

March 2019

Epic Thoughts from an Account Manager

Pros

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.

Cons

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

March 2019

Alison from Beehive Insurance Agency

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

March 2019

Excellent Program

Pros

Allows you to be very detailed. Very easy to service accounts, manage policies, certificates, and accounting.

Cons

One suggestion would be to allow us to create signatures when faxing/emailing certificates vs having to type out a whole email each time. That would be a big time saver.

May 2018

Jennifer from Allen Insurance Group

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

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.

March 2019

Bonnie from Intergroupe

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

March 2019

Is this the Epic choice for you?

Pros

Latest broker management software on the market, with many options and a lot of personalizable options from reporting to dashboard. Automating certain tasks become a reality and for those not yet paper fre.. here's your opportunity!
Commercial and personal lines one-stop shop.
From receiving the eDocs and downloads to connecting with AppliedRatingServices (previously CompuQuote), it's a definite win.

Cons

Long term set-up with all the meetings to program seemed excessive, then the training and transition to the new system.. It was a much longer start-to-finish than originally planned and still adjusting to make it fit best. Very complicated reporting set up, also.
Once all is set up, though, it's really a great BMS and has everything we need including a great support team.