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

74 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 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
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Quote Management

Applied Epic Reviews Recently Reviewed!


Applied EPIC 2018

Mar 14, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: It's user friendly. New staff can get up and running within a short time. They have great on-boarding training on-line. The product can be set up the way the agency wants to use it. After the online training is completed, we just need to fill in the agency specifics for our agency. Everything is contained in the one product. Client and Policy details, document management, rating for PL, follow up system, etc. We don't need several different systems and try to get them to work with each other, it's all in one. No system is perfect. But EPIC met all of our needs, and handles our needs the best out of all the ones we looked into. The User Group is great! Very helpful when questions come up and you need help from other agents on how to handle problems/issues. A great resource. They are also responsive when there are problems or issues, they get fixes done pretty quickly.

Cons: No system is perfect. There are some documents that we would like to use in EPIC that have check boxes, but when we put them in EPIC, the check box functionality is disabled. The reporting can be a bit overwhelming as a new user. It takes time and working with it to get comfortable. There are other hiccups as well, but overall, we're still very happy with our decision.

Overall: I've used Applied products before, and EPIC with a prior agency. When we moved to EPIC with my current agency, we were coming from an antiquated system, that was very cumbersome and not at all user friendly. We also had to have separate rating system, separate document management system, and were unable to download with most carriers. Now with EPIC, we download with most of our carriers, documents and rating are all handled within EPIC. It has really made servicing our clients much more efficient. Finding information is also greatly improved. Everyone is very happy we made the switch. I do recommend Applied EPIC to everyone!

Why Applied Epic over all others

Mar 08, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: My most favorite parts of the software center around the built in workflows and the ability to keep the "story" of an item, the account, a renewal etc. all together in one place. It takes a lot of time to set the system up correctly when you migrate to Applied Epic, but 18 months later, we have received wonderful feedback from an outside consultant about how we are using the system properly, the way it was intended. If you are not using it the way it was meant to be used, you are not going to reap the benefits of what the software really are.

Cons: My least favorite piece of the software are the reports/report layouts. It takes a lot of practice, use and analytical thinking to piece together the reports you need into a format that is most useful for you. It is rare that one report will provide the information needed but rather a combination/review of two or more reports to get to the data you really want...such as retention. That being said, I do believe Applied has helped eliminate the reporting frustration through their Applied Analytics tool.

Overall: Transitioning from Applied Agency Manager (TAM) to Epic was not a quick process, it was often times painful but I can honestly say 18 months later, it is worth it from all angles (service, production and management). The support network (which you must choose on your own to use) in place to assist you in any avenue is superior to all other products I am aware of, you just have to make sure you are taking advantage of them.

Highs and Lows

Mar 05, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
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Pros: The software is very comprehensive and will do virtually anything you need to do for your agency except payroll. The work flow is logical and records all information you need to provide service to your clients as well as protect the agency from E&O. Downloads work very well and save a lot of time.

Cons: It has a lot of controls some of what I think is redundancy. I may feel this way because we are a small agency and it is built to serve all. I would like to see a payroll section, Quick books seems to be able to handle it with no problem at a low cost.

Overall: Applied has the best support and if you don't think that is important try living without it after you become accustom to having it, I did and spent several thousand dollars to come back to Applied. The speed and quality of the answers from their staff is second to none. The cost of Applied is not cheap but neither is the quality of the product and service. Except for a short while ( which I regret) we have been using them since 1990 and I can't ever see us leaving.

Worth the switch but you need patience

Mar 05, 2019
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: I like that with the sales part of EPIC, you can customize to exactly how your agency handles it's sales pipeline... it's NOT one size fits all... you can adjust how many stages in the sales pipeline, what the stages are called, reasons for not getting a sale, etc.

I also like the quick reports. I have so many people who ask me for reports all the time. I don't want them to access to run reports but I can set up the report they want and send that report to them so they can run it whenever they want.

Cons: On the accounting side, it's very unforgiving... you have to do things exactly EPIC's way and that can be VERY confusing in the beginning since its so different from TAM especially how commissions are entered. So you must be patient, go slowly and don't try to rush because then you create more problems. Also, make sure your accounting dept is fully involved in the configuration... ours wasn't and it created a lot of problems in the beginning that we're still sorting out.

Overall: 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. If you want to grow your sales and see exactly what's going on with each sales opportunity then EPIC is the way to go.

Worth the switch from TAM

Mar 22, 2019
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Epic is much more comprehensive than its predecessor TAM, and a much more interactive user experience. I am able to customize the system much more than before, both on an individual and administrative level. On the admin side, we were able to set various security groups, and select user/department access as visibility which had previously been more difficult in TAM

Cons: Customer support is tough, and getting the right answer depends on who answers the call. There was also a large learning curve in the beginning, and the on boarding provided by Applied was not as comprehensive as I believe was necessary. Also, it was sold to us with capabilities for a Benefits system, which is not quite the case and had to be built out on our own. The biggest complaints from our account managers were the number of generated activities and tasks, in addition to system locks.

Overall: We are nearing 8 months post activation and finally starting to see the light at the end of the tunnel and overall benefits. Lots of customization appeal that we hadn't had before, and the system allows ease of attachments and data sharing that we didn't have before. Customer support and on boarding/pre configuration could used some improvement.

Epic-Review

Mar 18, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support
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Pros: I like how once you a familiar with epic there are many useful tools with it and how it flows, the ability to move files within in just a few clicks Epic is great. The integration of client detail on to the documents your preparing is a great time saver as well. Also loving the ability to copy and paste off of attachments, once I have a bill of sale there is no need to type out the vin# several times as i'm processing my changes.

Cons: Really I don't find anything I would call negative about Epic, although it really took a while to get use to the program and all its features, I certainly felt like I was little overwhelmed at first, but now I would not want to go back to our old system.

Overall: Epic has really streamlined a lot of our work load, and automated much of it. the downloads have everything on our system easily and accurately

Applied Epic is a Must Have for our Office

Apr 01, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: We transitioned to Applied Epic from another Applied product, and our office loves it. Epic is truly a windows based program and can integrate with different products and software from other vendors. Plus it can be customized to your agency's specific needs. It's a must have for any agency looking to remain relevant in our digit world.

Cons: Applied Epic has some built in "hard" limitations. I understand that those limitations are built into the program to keep everything consistent, I just wish that as the system admin I could override certain things and make it do what I want it to do.

Overall: Applied holds a conference every year. This conference allows agencies to learn new things, new tips & tricks. The number of learning sessions offered during the 4 day event is unbelievable. In addition, Applied has it's own client support group called Applied Client Network. This network allows anyone to reach out for help from other end users. Of course Applied has its own IT Dept, but sometimes it's nice to talk something thru with other agencies.

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
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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.

Epic Review

Mar 05, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
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Pros: I like the customizable features you have the ability to do. I like how it does not look you in to a set way of doing things. As well as Custom Forms, they are truly so beneficial to specialty programs.

Cons: One of the cons is the cost of the software. It is a big pill to swallow, but if you use the features, it is well worth it in the end.

Overall: Epic has been great for our agency because we can customize things for our program. We write a specialty insurance program, so other softwares don't work for us. Epic does work for us because we have the customizable features that we can gear for what we need.

The best Agency Management System

Mar 05, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
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Pros: The reporting capability. I chose this product over others because accurate reporting is most important to us. Also the customer service is live and immediate. They are great.

Cons: I don't like that I can't get a report (like I had in TAM) where it annualizes 6 month policies for me. I have to pull the entire book of business into a spreadsheet and annualize the 6 month policies myself. I don't understand why TAM could do it but Epic can't, it's ridiculous.

Overall: The reporting in epic is top notch. The reports give us a great advantage in running our business.

Applied Epic Review

Mar 15, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
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Pros: I like the ease of navigating in Applied Epic. I do accounting as well as account manager on the insurance side. The general ledger is thorough on disbursements and generating deposits. I also like that we can generate accurate accounting reports.

Cons: A small problem I have is not being able to delete an attachment or activity.

Overall: Overall, I have not had any major problems with Applied Epic. It is not hard to learn how to utilize all the Applied Epic offers in our everyday business.

Best of the Available Agency Management Systems

Mar 08, 2019
3/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

4 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like how EPIC has built upon its predecessors TAM, Applied and Vision so that some of your past experience on their older systems can be applied to the new system. Attachments and emails are very easy to add to the system to be stored.

Cons: Many features in EPIC are worse than they were in previous versions.

1 - Attachment Folders were much better in Vision then Epic. Easier to find files than it is now

2 - canceling a policy in Epic does not change the expiration date on the policy in Epic as it historically did in Vision.

3- The attachment sorting and search function is worse now then in Vision.

4 - Many functions within policy acords such as import and export are not accessible from some screens that they should be accessible.

5 - System still lacks any real visual way for tracking in process items in ways that are popular with software and program developers.

6- System lacks the ability to easily store underwriter contacts information on a global level

7- Sending emails from within Epic lack most of the functionality within Outlook including signatures.

Overall: Over all I think EPIC s ok, but it clearly does not live up to its name as being "EPIC"

Personally I think that Vision did many things better then EPIC, specifically when it comes to search ability of attachments.

Capterra loader

Best P&C Insurance Tool on the Market

Apr 20, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Epic is an easy tool to use whether you're using the service side, admin/reporting side or using the accounting features. Since working at my current company, I've used it for all three. It's structured and easy to train on.

Cons: I wish that Epic had a better Benefits setup. I'm hopeful that with the recent purchase of TechCanary Applied will be able to provide a better Benefits tool.

Applied User Review

Mar 05, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Great for managing accounts, lots of updates needed!

Cons: Not enough keyboard shortcuts, no way to pass along ideas to software engineers to improve, No way to organize reports, home policies don't have enough details, declaration pages should download too, some auto violations don't show enough details, not enough default options when it comes to viewing.

Overall: Overall good product. But expensive!

Applied Epic Review

Mar 12, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Applied epic is easy to use, helps me stay organized, and makes it easy to discuss accounts with other people in the office where we can all see the accounts from our own desks.

Cons: I don't believe there's really anything I could say I like the "least." It used to freeze often, but it seems that problem was resolved.

Overall: Great experience so far (for the past 3 years I've been using it).

Love This Program!!

Mar 18, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
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Pros: I love the certificate issuing process and the ability to email them right from the system!

Cons: I don't like when the property application is changed a new master must be created to issue a new evidence of property insurance.

Overall: My overall experience with Applied Epic has been wonderful! The streamlining of certificate issuing has been a great help to my agency! :)

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.

Epic Review

Mar 05, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
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Pros: The entire system works integrated very well. Drag and Drop Emails, Quotes, and Marketing module are super useful

Cons: There are some areas - like renewal (new section) that doesn't have enough filters, the home screen cannot sort by carriers as it is not a column

Overall: Epic is a great system and they are continually updating it for better functionality

CRS review

Mar 05, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support
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Pros: everything I need at my finger tips. several search options are helpful.

barcoding is a breeze. love 'links'

Cons: downloads and invoicing post on different days, but I think that's a insurer download delay.

hard to reset passwords in applied community.

slow speed when sending email attachment in EPIC.

Overall: very helpful and easy to use.

Epic is EPIC

Mar 15, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
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Pros: The ease of access, such as being able to email directly from within the system, keeping all files in one place and how it is all organized. At first glance in the quicklinks, able to access company portals directly through Epic.

Cons: It is geared to the United States. Other than that, not much else.

Epic Thoughts from an Account Manager

Mar 08, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
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Pros: Plenty of tools to keep you organized. Issuing proof of coverage is easy, and I really like the renew certificate/evidence feature that pulls expiring proofs forward.

Cons: Some workflows have a few extra steps or activities that are not always applicable, but you have to work through them anyway.

Excellent Program

Mar 05, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
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Pros: Allows you to be very detailed. Very easy to service accounts, manage policies, certificates, and accounting.

Cons: One suggestion would be to allow us to create signatures when faxing/emailing certificates vs having to type out a whole email each time. That would be a big time saver.

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.

Is this the Epic choice for you?

Mar 12, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Latest broker management software on the market, with many options and a lot of personalizable options from reporting to dashboard. Automating certain tasks become a reality and for those not yet paper fre.. here's your opportunity!

Commercial and personal lines one-stop shop.

From receiving the eDocs and downloads to connecting with AppliedRatingServices (previously CompuQuote), it's a definite win.

Cons: Long term set-up with all the meetings to program seemed excessive, then the training and transition to the new system.. It was a much longer start-to-finish than originally planned and still adjusting to make it fit best. Very complicated reporting set up, also.

Once all is set up, though, it's really a great BMS and has everything we need including a great support team.

My life is forever easier

Mar 05, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: VERY user-friendly and if used correctly it really helps our workflows feel smoother and less stressful.

Cons: Sometimes when it is stalling or not working correctly we literally can't do anything until it is fixed. We depend very much on this system.

Overall: When our agency changed DMS's I was THRILLED. I love hearing about all the tricks and helpful hints that Applied can do for us. It is truly a life saver and makes our lives so much easier.

Easy to use and great to work in

Mar 05, 2019
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
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Pros: I love the certificate feature to copy from year to year and the built in proposal

Cons: the accord apps are tedious and not anywhere as easy to use as the old Applied TAM - wish they would use applied TAM for accords

Overall: Managing books of business

Epic Review

Mar 12, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: So much better than TAM - very flexible and easy to navigate.

Cons: Better integration with Outlook, some accounting functionalities could be improved.

Overall: As a user since 2012, I highly recommend Epic to anyone who wants to convert from TAM or any AMS product.

Epic Review - 2019

Mar 08, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I like the ease of working within the software program, online/email connectivity, centralized tasking, etc

Cons: lock-outs, time-outs, extended time to log into Epic after updates, etc

Overall: It's been a great experience so far

EPIC is the best client management system

Mar 05, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Ease of use and ability to track everything daily

Cons: Too many options, may ways to do the same thing

Overall: Being able to customize activities to our specific needs and have the follow up activities on a daily basis keeps me on track every day.

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
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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.

Epic Review

Mar 06, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: Everything under one activity...can move things around easily and find needed information by easy search fields

Cons: Wish it had more color...easier to navigate. The added green button is a plus

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
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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.

Functional interface

Mar 05, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
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Pros: I love the ease of use. Everything makes sense and is easy to process

Cons: The only thing i don't like is that there tends to be repetitiveness in the activity and opportunity section. If there was a way to clear that up it would be perfect

Overall: The ease of tracking activities is so much easier with this product. It makes it easier to stay informed for everyone in the office

Applied Epic better than most

Mar 05, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
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Pros: Storage, speed, ease of access, user friendly.

Cons: Cost per seats, too many steps to perform simple tasks, crashes often.

Overall: Overall pleased with Epic, but there is some room for improvement.

Applied Epic Review

Mar 05, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: It's very easy to navigate - overall self explanatory

Cons: I can't think of anything negative to report at this time

Overall: My overall experience with Applied Epic has been very positive.

Applied Epic

Mar 05, 2019
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
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Pros: I find it fairly user friendly. The integration features are fantastic

Cons: Nothing I can think of. I have used many other programs and this is my favorite.

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

Mar 18, 2019
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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Extremely
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Pros: Ease of use and great support.

The reports can really drill down when needed

Cons: Update sometime create other issues that a new update must fix

Reliable Software

Mar 13, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Epic has a much more modern appearance than TAM or AMS 360.

Cons: The learning curve took longer than expected when switching from Applied TAM.

Very good

Mar 13, 2019
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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Extremely
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Pros: Nothing in particularly everything is good.

Cons: Would like to transfer email and being automatically deleted form outlook inbox

Overall: good

epic

Mar 08, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: Applied epic is extremely easy to use for the insurance business.

Cons: Applied epic can suddenly freeze on occasion.

Overall: good

From TAM to EPIC

Apr 03, 2019
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
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Pros: Functionality and inclusion of employee benefits capabilities.

Cons: TAM was a predominantly P & C agency management system. With EPIC Applied integrated employee benefits functionality but they didn't exactly get,it right.

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.

EPIC REVIEW

Mar 08, 2019
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: Very easy to use. Drag and drop feature is the best.

Cons: The renewal marketing process is a little tedious. Have to market apps even though a policy is not being marketed.

Epic

Nov 26, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: Is very user friendly and easy to search

Cons: Can be really slow / laggy which gets old quickly.

Overall: Overall I really like using EPIC. it is pretty user friendly, easy to use and searchable.

EPIC Review from Marketing Perspective

Mar 08, 2019
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Extremely
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Pros: I primarily use the marketing tools. I like where you can send out submissions all at once and can personalize each cover memo. I feel that I do not use the system as well as I could. At times I feel there are more steps than are necessary. However, this could because I'm not using as well as I should.

Cons: I feel the system could have better search capabilities. In our previous system with Applied you could do a multi search such as looking for submission; endorsements; experience mods, etc. all at the same time.

Overall: I've been using the system since 12/19/18 and feel I could be more productive than what I am. I don't feel I'm using the system as well as I could. I was disappointed with the training. I am more a hands-on learner vs. watching someone show us how to do things on the screen.

Applied Epic

Nov 21, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: The navigation menus and drop down options. Easy to read and associated forms are simple and easy to use.

Cons: There a lot of steps involved...seems some more populating information would be helpful.

Overall: For my purposes, it seems to have lightening speed. I've never had an issue the software loading or moving from one page/ form to another.

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.

Over 1 Year on Epic

Mar 06, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: My most favorite feature is the ability to use the software remotely

Cons: Numerous activities for the same action

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.