Applied Epic Software

4.24 / 5 (120)

Our advisors have recommended this product 9 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

120 Reviews of Applied Epic

Average User Ratings

Overall

4.24 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(60)

60

4 stars

(39)

39

3 stars

(14)

14

2 stars

(4)

4

1 stars

(3)

3

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 120 results

April 2019

Tyler from Young Insurance Professionals - NY

Verified Reviewer

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 you’re using the service side, admin/reporting side or using the accounting features. Since working at my current company, I’ve used it for all three. It’s structured and easy to train on.

Cons

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

November 2020

Colle from Coastal Ins.

Company Size: 11-50 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Customer support

3.0

Functionality

5.0

November 2020

Tough to learn, lots of great tools

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.

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.

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.

November 2020

Wesley from Hub International

Verified Reviewer

Company Size: 10,000+ employees

Industry: Insurance

Time Used: More than 2 years

Review Source: GetApp


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

4.0

November 2020

Great Product for Mid-Size Brokers in the Insurance Industry

Overall for any agency that is over 50+ employees I would recommend Applied Epic as a great tool and resource to run your agency. Applied offers this product as backbone to the ongoing success of your agency.

Pros

Applied Epic is an extremely complex and semi-customizable client management AMFRS system for the insurance industry. Epic offers a product that works across every aspect of your agency from client management to Accounting to Prospecting.

Cons

This product requires a heavy investment to really gain the needed benefits of this AMFRS system. Thorough training and proper admin management are a must to ensure the long term feasibility of this product. As much as I like this product I strongly feel this product provides the most benefits for a mid to large size agency to fully appreciate everything it has to offer.

August 2019

Michael from Empire Company

Company Size: 51-200 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

August 2019

I used this program at a different job.

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.