# Page 2 | Applied Epic Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Applied Epic the right Insurance solution for you? Explore 141 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/70671/Applied-Epic/reviews --- Applied Epic 4.2 (141) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Applied Epic ## Showing most helpful reviews Showing 26-50 of 141 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use LB Laura B. Senior Account Manager Insurance Used the software for: 1-2 years ### "Applied EPIC" December 29, 2025 5.0 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 VR Verified Reviewer Office Administrator Insurance Used the software for: 1-2 years ### "Comprehensive agency system — powerful once you know it" October 31, 2025 4.0 Overall I’ve had a good experience with . 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 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 Tammy S. Transportation Dept Customer Service Manager Insurance Used the software for: 1-2 years ### "Epically Epic!" February 27, 2025 4.0 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 AM Amanda M. Account Manager Insurance Used the software for: 6-12 months ### "TAM to Epic System Change" January 10, 2025 5.0 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 CG Cody G. IT Insurance Used the software for: 2+ years ### "Overpriced Garbage" February 19, 2025 1.0 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 WP Wayne P. CTO Insurance Used the software for: 2+ years ### "Epic will transform the way your agency operates." April 14, 2020 5.0 Overall Epic is what I would consider the best in the industry. They continue to reinvest in the platform and build or acquire companies that will complement the platform. They have purchased IVANS to help with download which works well with Epic. Indio was recently purchased to help with application completion and eSignatures as well as vehicle, drivers, and equipment schedule reviews. Epic is fast and lightweight to install and use on Windows computers. We have had a really great experience using this software and we have no plans of switching from Applied Systems Epic anytime soon or probably ever. Pros We used Applied Systems TAM for many years and Epic was such a needed upgrade. With Epic all of the limitation and hurdles you had in TAM were gone and a ton of new features were instantly available. The product keeps getting better year after year. The 2019 release brought in lot of new tools one of which was being able to change producer commission with a reassign utility. Doing something like this in the past was days worth of work and payroll to get it done. Now it is done in moment. There is also lots of cloud features available in Epic with sales automation dashboard, Indio sync, CSR24 integration. Epic also works great over the internet. We recently had to send all of our employees home to work and Epic is working just as good as it did in the office. I can’t say enough good things about Applied Systems Epic. It is a great platform for your agency to use and grow with. Cons The biggest down side to Epic is the amount of time and money it takes to migrate from your old management system to Epic. Even if you were starting out brand new there is a lot of initial software configuration required to get the system up and running. Things like when these system events happen what else should happen, and activity defaults need to be configured, the list goes on and on. However, Applied System will assist with this initial setup for a fee. I do recommend you use them for setup or find an expect that has worked with Epic before. Getting Epic setup properly in the beginning will keep you from having a lot of other problems and save time in the future. Employee training is also a big hurdle to over come when switching or going live on Epic. Make sure your employees take the time to do all of the training ahead of time it will help a lot. It took us about a year to have all of the staff comfortable using Epic. With all of this being said changing management systems is always going to have similar issues. Reason for choosing Applied Epic We were already using Applied Systems TAM which Epic replaced. That made the choice to switch to Epic much easier. Although it didn’t make converting that much easier that was still a lot of work because of how different the two systems underlying technology works. Review Source JC Janet C. Account Manager Insurance Used the software for: 1-2 years ### "Account Manager" January 8, 2024 5.0 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 JS Jason S. Owner Insurance Used the software for: 1-2 years ### "RIDICULOUS! " March 22, 2024 1.0 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 AI Aleksandar I. CSR Insurance Used the software for: 2+ years ### "The best Insurance platform to use" November 2, 2023 5.0 We worked for one of the biggest Insurance companies in US, Assured partners. We have all the documents needed in the platform, it was very easy to find them, dowload, upload etc. We sis policy checking, endorsements, reconciliations. The app was pretty quick.0 Pros How easy was to log in and work. Easy to navigate. Cons Nothing major, sometimes the app log off but you can log in right after. Review Source Daniel A. Account Services Representative Insurance Used the software for: 2+ years ### "Could be a great AMS software, but it's mediocre at best." January 19, 2023 3.0 Overall, is the leader in insurance agency management systems and it does many things right. However, from a technical standpoint, the software is not as streamlined as it could be which causes many headaches for users who want a quicker workflow when servicing policies, managing documents, and processing transactions. Pros 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. Cons The UI is clunky and requires LOTS of mouse clicking to get to different parts of a policy. Sending emails through the Outlook integration is sometimes a chore as well. Review Source JC Jacob C. Agent/Owner Insurance Used the software for: 2+ years ### "Look around if you want to be happy with your management system" December 21, 2022 3.0 An Experience that I wish would not have happened. Pros That we no longer have to use it. ......................... Cons Very Expensive, Do not set up payments for EFT. If you cancel they will take extra payments and tell you that they do not give refunds. This system is very hard to learn. We went to a class that applied put on. We watched the instructor struggle to get the system to do what she wanted. Best part was she called he self an expert at the beginning of the class. Reason for choosing Applied Epic We had applied when I started in the agency. We no longer use this product. Review Source RS Robert S. Owner Insurance Used the software for: 2+ years ### "Highs and Lows" March 6, 2019 5.0 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. 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. Review Source DC Denise C. Processing Coordinator Insurance Used the software for: 6-12 months ### "Worth the switch but you need patience" March 5, 2019 4.0 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. 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. Review Source VR Verified Reviewer President Insurance Used the software for: 1-2 years ### "Some Good Features But Expensive" June 17, 2020 3.0 Customer service has been exceptional but the quality of the product is poor and it is likely that we will change to another system within the 18 months. Pros There a great many reports available and the ability to search for clients is almost limitless. Cons The software is slow and cumbersome. Many features that were promised are either not available in Canada or simply do not exist. You should also have a staff of IT professionals on call to sort out the various problems that arise. Reason for choosing Applied Epic Our insurers liked the system and it was a bit cheaper that the alternatives. Review Source CH Colle H. Marketing manager Insurance Used the software for: 2+ years ### "Tough to learn, lots of great tools" November 8, 2020 4.0 After getting used to the new work flow created with this platform I thought it was great for lead management and reminders for daily tasks. It was not the most friendly for the sales process when it came to wanting to quickly go through your work flow. Pros I think the managerial positions like this platform a bit more than the day-to-day salesman. It can run a lot of useful reports and does a great job with lead management. Cons It took a while to learn and get into a good work flow. There are a lot of extra steps added in the sales process to appropriately document that I think could be better streamlined. Switched from [QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/) Company management made that decision as the prior platform was outdated and not useful for reporting. Review Source RB Rebecca B. Insurance Advisor Insurance Used the software for: 2+ years ### "Amazing Software" June 10, 2021 5.0 My overall experience with is amazing. It is a dependable software that allows brokers to operate at maximum efficiency and accuracy. Pros I love that this software will allow you to set up your entire days to do list on the front screen. It keeps track of all the documents and emails in one place for each client. It also allows me to help my coworkers out on files by giving me a broad scope of what is going on with the file. Cons There really isn't anything that I don't like about EPIC. I find it to be a great help when going about my day and very effective in the industry. Review Source VR Verified Reviewer Account Manager, IT Lead Insurance Used the software for: 6-12 months ### "Worth the switch from TAM" March 22, 2019 4.0 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. 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. Review Source SC Sheila C. Broker Insurance Used the software for: 2+ years ### "Epic-Review" March 18, 2019 5.0 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 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. Review Source LF Laurie F. Commercial Account Manager Insurance Used the software for: 2+ years ### "Applied EPIC Review" July 16, 2019 4.0 I definitely prefer Applied TAM over EPIC. TAM is so much easier to use and way less steps Pros There isn't a whole lot I like about this software. Way too many steps involved in each process Cons You can't just "endorse" a policy without having to go through numerous steps. Having to "submit, leave in process or issue" and endorsement or policy is an extra step that you shouldn't have to go through. We shouldn't have to "endorse" a policy to amend a date of birth or change the spelling of a driver's name. Way too many steps to cancel a policy. We should be able to make simple changes without having to endorse, then update to submitted, then issue. Way too many steps for simple tasks that actually don't involve an actual endorsement Review Source FD France D. Insurance Advisor Insurance Used the software for: 2+ years ### "Great broker management system" January 15, 2024 5.0 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 CB Caroline B. Coordonnatrice en Marketing Insurance Used the software for: 6-12 months ### "Si vous êtes canadien et avez une clientèle francophone et anglophone, pensez-y deux fois" January 6, 2023 4.0 Je suis encore à l'étape où je m'enrage à refacturer un client dans la bonne langue et à tenter de produire un rapport avec les informations précises comme on faisait avec TAM. A part de ça, trouver un client est très facile. Pros La facilité de trouver des clients, les SMS, pouvoir programmer des rapports simples à envoyer aux courtiers automatiquement. Cons Ce programme est de base américain et anglais. Les formulaires CSIO sont ajoutés comme étant des formulaires personnalisés, limitant ainsi les critères pour produire des rapports élaborés. La langue de production de police et les informations de base sont basés sur la langue de l'utilisateur et non-pas la langue du client. Si vous oubliez de changer la langue, vous risquez d'envoyer une facture au client dans la mauvaise langue. Reason for choosing Applied Epic Parce qu'Applied a acheté TechCanary et l'a mis sur la tablette. Review Source VR Verified Reviewer Insurance Processor Insurance Used the software for: 1-2 years ### "Functional in some ways " July 19, 2019 5.0 Pros It is user friendly. Clear and easy to understand. The reports are nice to have. Cons The certificate process is redundant. The box checking is ridiculous. Everything takes 3x as long. The accounting is not fun either. Review Source AM Anne M. Presidente Insurance Used the software for: 2+ years ### "Logiciel conçu pour gros Cabinets" April 5, 2022 3.0 Difficile mais les personnes au support sont très dévouées pour nous aider Pros Rapports dans Epic c’est bien lettres marketing Cons Trop compliqué à intégrer pour petit cabinet qui n’a pas de ressources et trop dispendieux + comptables trouve trop compliqué et pas de log qui fait quoi et qu’elle heure j’ai subit un vol de données et Epic n’a pas été en mesure de vérifier qui a télécharge les listes clients et quand Alternatives considered [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) Reason for choosing Applied Epic On disait qu’Il était très automatisé Review Source ML Michael L. Customer Service Representative Insurance Used the software for: 1-2 years ### "I used this program at a different job." August 23, 2019 5.0 Pros This is, by far, the best Insurance Agency Management Software! Everything is easily accessed. Great integration with email services. Extremely organized layout. I miss using this product and will certainly advocate it at every step I am able. Cons I dislike the fact that my current employer is not using this fantastic program. As mentioned above, I will advocate for the use of this product at every step! Great job Applied. Switched from [Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/) My old employer switched from AMS360 to due to the better overall experience, integration and, I believe, value over price. Review Source MG Mark G. Agent Insurance Used the software for: 6-12 months ### "Pick literally any other system" February 29, 2024 2.0 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 ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.