Who Uses This Software?

Applied is the leading global provider of cloud-based software that powers the business of insurance. Our solutions help automate every size organization from a single user to enterprise accounts.


Average Ratings

20 Reviews
  • 4 / 5
    Overall
  • 3.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Applied Systems
  • www.appliedsystems.com/
  • Founded 1983
  • United States

About Applied Epic

Applied Epic is the industrys most technologically advanced, flexible and secure cloud-based agency management system, providing powerful automation capabilities and a greater level of visibility across an entire book of business. The system offers a single, open application with integrated capabilities to efficiently manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes.


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Applied Epic Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management

Applied Epic Reviews Recently Reviewed!


Our company recently transferred to Applied Systems EPIC and it has streamlined our whole company.

Mar 16, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We recently changed over to EPIC. It did have a few bumps along the way but the customer support was A+ and they sent us support to train us in person which was a HUGE help so that we could all train and learn properly and have a real person explain things to us. The program does help us streamline our processes and keep up with our clients so much easier. We can send out emails for business as well as to send holiday and birthday greetings/coupons and out clients do appreciate it. We can keep track of notes on each client as we service them and attaching documents couldn't be easier! We needed something like this and the name EPIC is perfect for this program.

Cons: There are the usual bumps along the way when you are learning a new program, but the customer service is what really made the transition smooth.

Overall: It benefits our whole company by helping us streamline our processes and implement strategies that benefit us and our clients in so many ways.

This system is capable to do a lot but is not user friendly.

Dec 12, 2017
3/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money

Pros: I do like that this program allows my agents to organize all of our clients information in one area. They are able to set up follow-up and work them accordingly. As an office manager I can see what they are doing by just running a report. The companies Applied partners with that allow downloads is great. My staff doesn't have to enter information in manually.

Cons: The program is able to do a lot but the training and resources are complicated and hard to use. The customer support staff are not as knowledgeable about all the capabilities of the program. This system also does not allow for errors. Once data is entered it is really hard, inconvenient or not able to be fixed.

Good system to get a quick price indication from a number of companies.

Mar 07, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Transfer data input into agency management system. Quick buttons take you to the google map, Zillow and the property appraiser website.

Cons: Tends to lock up and stop working. RCE is much higher than most of my carriers. The Home Estimates shows only a few of my carriers.

Overall: Fast price indication and a point in the right direction for which carrier to go to.

Good Management System

May 14, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: It is a great way to keep all your clients together when you have multiple systems and carriers. If you write direct with popular companies the policies will download from the carrier directly which is nice.

Cons: They are tons of different features with is good but you end up not using everything to it's fullest capabilities. In the accounting portion of the system it is very hard to undo something if you make a mistake.

Modern layout, with lots of features.

Sep 15, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Constantly getting updates from Applied. Software has a clean logical layouts. Ease of navigation is big to help with the training of new users.

Cons: The cost is a little high, and the use of the on-premise version vs the cloud-based is a little tricky when calling into support. Both version are still in production, but I get the feeling that on-perm will go away and we will be forced into needing a new solution.

Overall: Epic has a very simple tab and left side navigation, that expands when sub-categories are opened. The additional module available made the reach of the software extend into multiple departments.

Everyday User

Aug 02, 2018
3/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It includes all of the features to fully manage your book of customers. You can quote, email, and update policies all from inside Epic.

Cons: It's not very versatile. If you're not computer savvy, it may be a hard program to learn and adapt to. There are a lot of other software choices for insurance that are a lot simpler and easier to learn and manage than Epic.

Good broker management system

Jun 07, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Epic is a good broker management system. It enables us to manage our home and auto policies. The customer support team is great.

Cons: The limitations on configuring Epic could be improved. Having the ability to add new fields would be nice so we could improve different workflows. Creating reports could be improved to make it a bit more user friendly and easy to use.

applied epic

Aug 15, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: the ability to multi task and keep tasks scheduled for efficient workflow.

Cons: running reports is still a little antiquated

Overall: very positive and not hard to train with

EPIC is a very robust agency management system

Jul 12, 2018
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: Once you have the workflows set up for your organization and your staff trained processes are much faster.

Cons: Navigation can be difficult at first as the menu's change depending on where you are in the program.

Use Applied on a daily basis - very convenient and mostly easy to use.

Dec 19, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Customer service is extremely helpful. There are so many different things you can do with Applied that it makes me wonder how we managed before we had it.

Cons: Some actions in the transactions section are difficult to reverse if a mistake is made. It would be helpful if everything was able to be edited.

I used this when I was working as a medical biller at a hospital.

Jun 12, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I really liked that there was more than one way to get something done on the program. And the customer service was excellent.

Cons: Sometimes it would freeze up and hold up the office or would take a while to reboot in the morning.

Applied Epic Review

Aug 07, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: This software does it all! It's an awesome cloud based app that allows us to better manage our customer relationships, sales opps, accounting, financial reporting, etc...

Cons: Love this software - there isn't anything I dislike about it at the moment.

We are just in the early stages of going to this software

Jul 12, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: The options for our direct bill commissions are so much better for this software than what we currently have. Also the report options are really great.

Cons: Right now it is the learning curve and getting used to doing things differently than what we have been using the past 15 years.

Very user friendly and a great time saver!

Jul 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This product is my own personal assistant! The automation aspect of the product is well worth the investment.

Cons: This product has so much that it can do that it's difficult to learn everything about it in a very short time period. However, that's what makes this product so impressive.

Bring your brokerage into the digital age!

Aug 01, 2018
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ability to customize to how your office operates. Great sales functionality! Love the dashboards - nice quick way to view stats!

Cons: Initial setup is time consuming. Need to tweak and re-tweak security settings in order to be able to function properly.

Love the software

Jul 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, easy to search for items, I like that you can search the attachments and move the columns around easier.

Cons: little harder to develop form letters, the date is harder to find in the commercial apps to input in the formletters

great

Jul 12, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: the searching features are great and the ability to have signatures on all documents. ease of use and the reporting function

Cons: little harder to find things, the custom dec screen info is harder to get out to word documents/formetters.

This is new to our agency as we have been on the TAM platform prior.

Apr 12, 2018
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: EPIC has now fully integrated employee benefits into this software that did not exist before within TAM

Cons: We don't go live until June 1st so it's a little early to provide any meaningful feedback on what I like least.

stressfull

Jan 19, 2018
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Cons: report driven. not AM friendly. too laboris. too much time worrying about the report and correct workflows and not enough time to CS and Sale. requires a large staff to be to work. does not make Good Am Happy.

Overall: none just stress

Misled and Lied too.

Oct 25, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Cons: Salesperson misleads people to earn a commission. The platform does not work as demonstrated. They will give you the run around when you try to get issues fixed or questions answered. Complete waste of time.