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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.
Worldwide, MGA, Agents, Brokers, Insurers and any insurance distribution business.
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.
The support team and our dedicated account manager are all available for anything, and their post go-live support gives us great confidence we are in great hands.
The search by clients name doesn't always work which can be a little frustrating at times.
Great experience, working through a changeable product spec and design in conjunction with ourselves and the wider team.
The complex rating and choices of cover available did not present any insurmountable problems for Cooper Rose Digital.
Very user friendly therefore easy to train others how to use it.
Excellent management and tech support provided by Dan & the team at CRD.
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 FeaturesCooper Rose Digital Full Suite
Applied Epic
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Cooper Rose Digital Full Suite
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