Applied Epic Software

4.29 / 5 (112)

Our advisors have recommended this product 26 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...


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Supported Operating System(s):

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

110 Reviews of Applied Epic

Average User Ratings

Overall

4.29 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(59)

59

4 stars

(35)

35

3 stars

(13)

13

2 stars

(2)

2

1 stars

(3)

3

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 110 results

April 2019

Tyler from Young Insurance Professionals - NY

Company Size: 201-500 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

April 2019

Best P&C Insurance Tool on the Market

Pros

Epic is an easy tool to use whether youre using the service side, admin/reporting side or using the accounting features. Since working at my current company, Ive used it for all three. Its structured and easy to train on.

Cons

I wish that Epic had a better Benefits setup. Im hopeful that with the recent purchase of TechCanary Applied will be able to provide a better Benefits tool.

March 2019

Brianne from Independent Insurance Group, Inc.

Company Size: 11-50 employees

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

February 2020

Laurie from Ansay & Associates, LLC

Company Size: 201-500 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Customer support

4.0

Functionality

4.0

February 2020

EPIC is great for working anywhere

I have been working on EPIC for 4 years, switched from TAM, very easy to use and E&O friendly.

Pros

I like that you can't make any changes without it being documented in the system and that you can do searches in the attachments & activities

Cons

I do not like to email option within EPIC or the proof of Insurance options, it can be quite confusing

November 2019

Katie from Bush Agencies

Company Size: 11-50 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Customer support

5.0

Functionality

5.0

November 2019

Pro Epic

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.

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.

March 2019

Douglas from Kore Insurance Holdings, LLC

Company Size: 51-200 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

2.0

Customer support

4.0

Functionality

2.0

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.