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Applied Epic® is best for mid-market to enterprise agencies that need to manage the customer lifecycle across all lines of business and staff.
Insurance Brokers, Agencies, MGAs and Lloyds Coverholders
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.
Some of the functions are irreversible and at times that can be infuriating. Especially when upstaging to submitted status.
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.
The Inability to unattach certain attachments incase they were done by mistake or are incorrect. As well as the inability to edit details of certain processed work lines.
Licenses, regulations, even outstanding fees appear. Amazing for my everyday work.
We were forced to use this software by insurance company. There is no value to agents, only expense.
My favorite thing about EPIC is the marketing platform. I love that you can tailor each submission for each carrier.
Hard to learn, clunky user interface, limited viewing options.
We like that the system allows a great degree of control and allows us to configure our own settings as and when they change.
The only con about mpacs would be the lack of back up system if your internet goes down there is a risk of losing work that hasn't been previously saved.
We use mpacs every day at work and record all our quotes with this system, it been a great help and easy process.
If the internet fails, Mpacs crashes and there's no autosave feature, meaning any work is lost. Slow at saving files or changing category of saved files.
MPACS, personally is a brilliant tool which allows for easy day to day updating of data. MPACS is easy for newcomers and also for experienced staff to get familiar and use it efficiently.
Any hard working days have never been impeded upon by the lack of a reliable office software.
Furthermore processing difficult cases is made easy and time effective due to the simple layout of the software, which not only looks good but is so extremely simple to use.
Frustrating though sometimes for the reasons pointed out in the cons section.
Speaker 1: I'm Rebecca. I am an insurance broker. I would give Applied Epic a five. And for more reviews, please see below. I use Applied Epic to set up my day. All of my tasks for the day are listed on the homepage. It also allows me to find all of the different clients' information and policies quickly and easily. It also gives me access to my quota as well as all of the company websites. The thing I like most is that I can set up my day and I don't have to remember anything. Everything I have to remember is on my home screen, so I can just click on it and do what I need to do. If Epic could update their software a little more frequently. I do find that it crashes every once in a while, but it is restored fairly quickly and their techs do work on it and get it resolved.
Applied Epic
Top FeaturesmPACS
Applied Epic
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mPACS
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