Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. Learn more.
Capterra carefully verified over 2 million reviews to bring you authentic software and services experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. Learn more.
Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software and service providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. Learn more.
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 professionals working for Property & Casualty, Life, and Health Insurers; MGA’s; Insurance Brokers; and Insurance Agencies looking to organize multiple critical documents in one place.
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 application is user friendly and very useful. If any issues are experienced with Sage, the customer support team is very responsive and helpful.
Sage may be a bit difficult to navigate if users are not familiar with the software. Therefore, training may be needed, which can be time-consuming.
The program has evolved a great deal over the year that we have been working with it. Pro Navigator staff are friendly and constantly in contact looking for more ways to improve.
Its hard to figure out proper way to format questions.
Sage has been a very useful application that has increased efficiency and productivity. The application is very efficient and the customer support team is very responsive and helpful.
One stop login to a site that will literally be the "go to" for information throughout the work day.
The collaboration works excellent, and we meet with them regularly to ensure that we use this tool to the best ability. They are making us more efficient.
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 FeaturesProNavigator
Applied Epic
--
ProNavigator
--
Talk with a software expert for free. Get a list of software that’s great for you in less than 15 minutes.
Products similar to those you're currently comparing: