--- title: "Applied Epic Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Applied Epic Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/70671/Applied-Epic/" page_type: "product" language: "en" --- # Applied Epic Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Applied Epic ## What is Applied Epic? Applied Epic® is an agency management platform that allows agents to manage their business across all roles and locations for both their P&C and Benefits books of business. Applied Epic delivers a single view of the customer across lines of business, roles and locations and provides essential capabilities for each stakeholder within the business to more effectively manage customer relationships, sales opportunities, market appetite search, quoting, financial accounting, reporting, and policy and benefits administration. Using open and scalable architecture, it supports acquisitions and integrations of both Applied and third-party applications to ensure productivity and profitability as the needs of the business change. Use Applied Epic to reduce operating costs and gain greater business insights, increase employee productivity and satisfaction, Build an agile technology strategy on an open and secure platform, and Foster better insurer relationships and save time servicing customers. ## What is Applied Epic used for? [Insurance](https://www.capterra.com/insurance-agency-software/)[Insurance Rating](https://www.capterra.com/insurance-rating-software/)[Online CRM](https://www.capterra.com/online-crm-software/) Overall rating Based on 142 user reviews Reviews sentiment Positive 80% Neutral 11% Negative 8% Starting price $1000 One Time Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Applied Epic alternatives Highest Rated [4.9 (258)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [3.7 (75)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 63% of reviewers rated it above 4 stars [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 55% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/70671/Applied-Epic/alternatives/) ## FAQs about Applied Epic Overview ### Which roles and teams benefit most from Applied Epic? Applied Epic is most used by account managers, CSRs, and commercial lines teams that manage policy details, client service, renewals, and documentation. Agents, brokers, and insurance advisors rely on it for quoting and account visibility, while owners, COOs, and administrative staff use it to oversee operations, reporting, and workflow coordination. Answer based on 142 reviews Overview ### What company size and industries is Applied Epic built for? Applied Epic is built for mid-market to enterprise agencies, but 81% of reviewers come from small businesses and 98% work in insurance. It primarily serves insurance agencies managing the customer lifecycle across lines of business, with limited reviewer presence in construction and higher education at 1% each. Answer based on 142 reviews Features and Usability ### What are the key features of Applied Epic? Applied Epic includes core agency management features like client management, policy management, document management, task management, and accounting. Reviewers also frequently mention reporting and email management as key differentiators, along with integrations for carrier downloads, comparative rating, and customizable workflows that support account servicing, sales, and follow-ups. Answer based on 37 reviews Integrations ### Which third-party tools and platforms does Applied Epic integrate with? Applied Epic integrates with 2 third-party tools: Microsoft Outlook and Clarity Wave. Microsoft Outlook supports email and calendar workflows, while Clarity Wave adds employee engagement and feedback capabilities. These catalog integrations cover communication and workplace management needs for Applied Epic users. Answer based on 5 reviews Getting Started and Support ### How easy is it to onboard and train a team on Applied Epic? Applied Epic offers in-person training, live online sessions, webinars, videos, and documentation, which helps new staff get productive quickly for everyday tasks. Reviewers say basic navigation is fairly easy for agents and CSRs, while admins, teams switching systems, and less technical users often need longer, more thorough training to master setup and advanced functions. Answer based on 32 reviews Getting Started and Support ### What customer support options does Applied Epic offer, and how do users rate the experience? Applied Epic offers email/help desk, a knowledge base, phone support, and chat. Users often describe support as responsive, live, and helpful during setup and transition, but experiences vary: some report inconsistent answers, weak onboarding and training materials, and slower progress when issues become more complex. Answer based on 27 reviews Features and Usability ### Is Applied Epic easy to use? Applied Epic makes daily agency work easier once teams learn the system, but it is not instantly intuitive. Many insurance staff like the organized client records, searchable notes, and customization options, while new users and smaller brokerages often mention a learning curve, extra clicks, and slower simple tasks. Answer based on 37 reviews Features and Usability ### How well does Applied Epic handle reporting? Applied Epic offers flexible reporting and custom report options, but building the right output often takes practice. Office managers and agency leaders value visibility into sales, activities, and operations, while many front-line users find report layouts complex, filtering limited, and some common insurance reporting needs harder than expected. Answer based on 32 reviews Features and Usability ### Is Applied Epic easy to navigate? Applied Epic gives agencies broad access to client data and tasks, but navigation can feel busy at first. Many insurance teams like the home screen, tabs, quick links, and centralized files, while others mention crowded menus, too many screens, repeated clicks, and confusion when moving between workflows or modules. Answer based on 30 reviews ## Features AI summary Based on 467 Insurance reviews Capterra reviewers point to these as the top features buyers look for in insurance software: - **Insurance Policy Management** (**57%** of reviewers rated this feature as critical) - **Policy Management** (**52%**) - **Document Management** (**54%**) Applied Epic supports all three of the features reviewers rank highest: **Insurance Policy Management**, **Policy Management**, and **Document Management**. Together, these capabilities help businesses manage policies more efficiently, keep client and policy records organized, and maintain easy access to important documents, allowing teams to handle day-to-day insurance operations with greater accuracy and consistency. Insurance Policy Management 4.3 (15) 93.33% of 15 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Document Management 4.0 (12) 91.67% of 12 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Quotes/Estimates 2.6 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Workflow Management 3.6 (11) 72.73% of 11 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Policy Management 3.8 (10) 90.00% of 10 reviewers that rated this feature as important or highly important Create, manage, and track policies and procedures within an organization Commission Management 4.0 (9) 77.78% of 9 reviewers that rated this feature as important or highly important Tracking, calculating, and paying commissions and earnings to employees Applied Epic 90 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Broker/Agent Portal: Online portal for brokers/agents to add, edit, update or access required information - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Claims Management: Process of submitting and following up on claims with insurance companies - Claims Settlement: Process of paying the insurance sum to the policyholder - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commission Calculations: Calculate employees' commissions based on certain rules - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Comparative Insurance Rating: Rate insurance claims based on comparative instances - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Portal: A website or login for customers to access information - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Deal Management: Defines specific deal parameters to negotiate and secure deals - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Imaging: Convert paper files into digital images - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Payments: Electronically collect payments for goods or services - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - For Health/Medical Insurance: Specialized to handle cases of health or medical insurance based on various factors related to the insurer - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Life & Health: Businesses operating within the life and health insurance sectors - Lifecycle Management: Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-State: Pay employees in multiple states with correct tax deduction amounts in each - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Policy Management: Create, manage, and track policies and procedures within an organization - Prioritization: Arrange tasks based on the level of priority or urgency - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Referral Tracking: Log and store the source of contacts/leads - Reinsurance Administration: Consolidation of data from multiple sources, products, and systems to manage the reinsurance process. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Assessment: Initiate collection and analysis of known risks - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Login: At least a username and password is required to access the system - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Single Sign On: Allow users to access multiple services after entering their login credentials once - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Web-based Deployment: SaaS, web-based, online deployment - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.1 (142) 4.1 Based on 142 reviews ## Pricing Value for money 3.7 (90) Basic $1,000 One Time Value for money 3.7 (90) 3.7 Based on 90 reviews ## Integrations [ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Clarity Wave](https://www.capterra.com/p/140551/Clarity-Wave/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.2 (116) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.2 (116) 4.2 Based on 116 reviews ## User reviews Overall rating 4.2 Based on 142 reviews Filter by rating 5(71) 4(43) 3(16) 2(6) 1(6) Mentioned topic Sorted by most recent MK michael K. Account Manager Insurance ### "Reliable Platform for Managing Insurance Operations" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 20, 2026 Overall, our experience with Applied Epic has been positive. The platform offers a broad range of functionality and supports many of the workflows required to operate an insurance brokerage efficiently. The biggest learning curve is getting users comfortable with the system and making sure workflows are configured properly. Once users are familiar with it, Applied Epic provides a solid foundation for managing commercial insurance business and keeping information organized. Pros Applied Epic provides a comprehensive platform for managing the day-to-day operations of an insurance brokerage. It does a good job of keeping client, policy, document, activity, and renewal information organized in one place. The workflow and automation capabilities can help reduce manual administrative work, particularly around renewals, follow-ups, and routine servicing tasks. Having a centralized system also makes it easier for different team members to access the information they need and maintain continuity when accounts are transferred between staff. Cons The system can feel complex and sometimes requires a significant amount of training for new users. Some workflows are not as intuitive as they could be, and completing certain tasks can involve more steps than expected, especially after the new update that came out. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LB Laura B. Senior Account Manager Insurance ### "Applied EPIC" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 29, 2025 So far it's been good. We are not yet using it to it's full potential but it is capable of so much. Definitely more efficient for big business that have in house staff working of configuration. When the broker/manager is also the tech person, the time it takes to create things there are lots left undone. Pros The ability to have a next level of automation. Creating task, digital marketing to clients and client based applications, really brings a new level of customer service. Cons Downside moving from TAM to EPIC, somethings do feel repetitive. Template setup is cumbersome, loading broker signatures is a process if you aren't super techy. Losing document writer when we went to the web base version was unfortunate. Receipts are unnecessarily long. losing transaction history (albeit it went to an activity) was also a pain point. Switched from [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) TAM was becoming obsolete, we have no choice but to switch. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Office Administrator Insurance ### "Comprehensive agency system — powerful once you know it" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 October 31, 2025 Overall I’ve had a good experience with Applied Epic. For a business ready to invest in training and setup, it gives a lot of value and helps centralize workflows. If you’re in a smaller agency or expecting very minimal setup/training, you might find it takes more time upfront to get real benefit. Pros Applied Epic has been a strong tool for our agency — it brings client info, policy files, documents, tasks and reporting into one system so things don’t feel scattered. I especially like how activities and reminders are built in (they help keep follow-ups from slipping through). Several users say it improved their efficiency compared to older systems. Cons There’s definitely a learning curve: the number of features means it takes some time to really feel comfortable and efficient in it.  Occasionally processes feel slower or “click-heavy” for simpler tasks.  Also, the cost and implementation (especially for smaller brokerages) has been raised as a concern. Switched from [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) Wanted to switch to a more comprehensive platform Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Tammy S. Transportation Dept Customer Service Manager Insurance ### "Epically Epic!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 February 27, 2025 A daily life saver. After 25 years in my industry, (Insurance), it is the most user friendly platform I've used. Pros The consolidation of information and documents for accounts. Having user friendly access to all information in one place. Cons Even after using daily for over 2 years, There are still so many functions that would probably be useful but i haven had the chance to learn them. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CG Cody G. IT Insurance ### "Overpriced Garbage" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 19, 2025 WORST of the worst. Hung up on multiple times with no follow up calls Pros uninstalling it - literally nothing about the software is user or admin friendly. Cons everything, starting with the support team - I've been calling in on the same basic request for months and getting a rope/dope. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AM Amanda M. Account Manager Insurance ### "TAM to Epic System Change" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 10, 2025 Switching from TAM to Epic was a breeze. At first we were very worried with switching systems, but it has been nothing short of the best. It has saved me hours of time daily to produce new business, whilst also auditing myself at the same time. Pros Epic is extremely easy to use, making it the most user friendly system to use. The activities are a huge perk for reminders and tasks. Cons There are certain points where Epic will continually load, but it is generally resolved within a moment. Switched from [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) We made the switch as TAM was getting phased out, but it was the best move we could have made that has truly impacted the agency positively. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JS Jason S. Owner Insurance ### "RIDICULOUS! " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 March 22, 2024 It has been a horrible purchase by our brokerage. It has been a daily problem, time consuming and wasting, and an utter failure. Pros Nothing Cons It is not user friendly, and very time consuming. Switched from [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) The brokerage chose to force it upon the agencies. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MG Mark G. Agent Insurance ### "Pick literally any other system" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 29, 2024 Pros Everything you could want from an AMS is in here somewhere Cons Epic is one of the most outdated, clunky, and un-user friendly software systems out there. You will spend the majority of the day clicking from screen to screen, not actually accomplishing anything. The software requires extensive training just to be able to be used at the most basic level. It will waste your agency time, not save it. Switched from [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) Forced to by applied after they dropped support for TAM Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. FD France D. Insurance Advisor Insurance ### "Great broker management system" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 15, 2024 Pros Easy to use and variety of services makes it the best software to use Cons I don't have anything bad to say about Epic Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JC Janet C. Account Manager Insurance ### "Account Manager" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 8, 2024 Pros If you were using a different software as far as transitioning over was very easy. There are a lot of features that EPIC has. I like that policies can be downloaded into EPIC. Also, your mail it attached directly into EPIC to attach to a client file, and you don't have to have the paper mail on our desk. Cons That we did not get proper training on all features that is offered Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/70671/Applied-Epic/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [ePayPolicy vs Applied Epic](https://www.capterra.com/compare/70671-198072/Applied-Epic-vs-ePayPolicy)[Jenesis Software vs Applied Epic](https://www.capterra.com/compare/70671-119068/Applied-Epic-vs-Jenesis-Software)[EZLynx vs Applied Epic](https://www.capterra.com/compare/70671-102928/Applied-Epic-vs-EZLynx) [NowCerts vs Applied Epic](https://www.capterra.com/compare/70671-132779/Applied-Epic-vs-NowCerts)[HawkSoft CMS vs Applied Epic](https://www.capterra.com/compare/70671-79412/Applied-Epic-vs-HawkSoft-CMS)[Agency Matrix vs Applied Epic](https://www.capterra.com/compare/50949-70671/Agency-Matrix-vs-Applied-Epic)