# Page 3 | Applied Epic Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Applied Epic ## Showing most helpful reviews Showing 51-75 of 141 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JF Jeanie F. Executive Assistant Insurance Used the software for: 1-2 years ### "Our company recently transferred to Applied Systems EPIC and it has streamlined our whole company." March 16, 2018 5.0 It benefits our whole company by helping us streamline our processes and implement strategies that benefit us and our clients in so many ways. 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. Review Source DM Danielle M. admin/manager Insurance Used the software for: 1-2 years ### "EPIC" April 8, 2021 4.0 experience with EPIC was ehhhh… sometimes better than others... Buttt we had an awesome sales gal and she always made sure to listen to us and fully understand what was going on. If there was an issue, she made sure to get it corrected. Pros We have 2 agencies and moving to EPIC we were able integrate both, yet still keeping the separate.. giving all employees access to everything in one place. Cons We had a lot of issues with downloads, because we have 2 agencies. There was so much set up to go through and it was a process that took more time than anything. Review Source JS Jean S. COO Insurance Used the software for: 2+ years ### "The best Agency Management System" March 5, 2019 4.0 The reporting in epic is top notch. The reports give us a great advantage in running our business. 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. Review Source SB Steven B. Vice President Insurance Used the software for: 2+ years ### "Epic Review" March 5, 2019 5.0 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. 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. Review Source VR Verified Reviewer CSR Insurance Used the software for: 6-12 months ### "Epic rev" May 8, 2019 4.0 Pros I like the following information in regards to the use of : Lookup features, modern look, sign on ease, online training, Sales dashboard. Also I like how the certificates can be renewed and to choose to carry over the holders. Cons There are several things that can be complicated. For receipts of payments, I do not like having to enter the same information (check #, payment amount, company) multiple times. The fax is harder to use due to having to choose from information in the system only. The premiums do not show properly on the screen. When attaching a document to an activity, it does not show it also that you attached it. It does not show the company on an activity on the home screen. This is important for me as for some activities you have to check on them in the company and I like to group it together. Review Source MB Michelle B. Assistant Account Manager Insurance Used the software for: 2+ years ### "Applied Epic: Easy to Use" August 22, 2019 5.0 I work in Epic all day long in my position. I have used Epic for almost 6 years now and I think its a great tool. Pros I like that it is easy to search through attachment as activities. there are multiple filter you can use. It is also very easy to attach emails and other documents. Cons We have several large clients that have 200+ locations so it is difficult listing that many locations on the Epic property app. We are able to do it but it isn't as easy to read and you cant search within the app. Review Source AK Angela K. Quality Assurance Insurance Used the software for: 2+ years ### "Applied Epic-an improved software" October 8, 2019 4.0 I feel Epic has saved a lot of time with processing and improved overall quality of work processed. Pros I enjoy the tasks that you can place inside each activity to remind you of your step in the process. The home screen is amazing to work off of everyday. Cons The transition. It took some time to get used to. Many of the things I struggled with in the beginning have been solved with upgrades to the system. Review Source LG Lisa G. Senior Account Manager Insurance Used the software for: 2+ years ### "Easy to use and great to work in " July 23, 2019 4.0 Overall outstanding Pros It makes tracking our accounts easy and it is very user friendly Cons Tedious to do accords- other software much easier on this particular feature Alternatives considered [Naylor AMS](https://www.capterra.com/p/102408/Timberlake-AMS-Solutions/) Reason for choosing Applied Epic Better features for our use Review Source RC Rhonda C. Agent Insurance Used the software for: 1-2 years ### "Epic" September 30, 2019 3.0 From an agent/csr view, it isn't much better than TAM. From accounting, there seems to be an advantage and more accuracy. I think the learning of the program takes a super long time. Pros The multiple ways you can look up a client - name, policy number, address. The rating system is a little better than what we were using before. Cons The number of clicks to complete a process. The fact that you have to set Epic up, then do an endorsement on the website. To much time to process an endorsement. The fact that there isn't a true "expiration list" in the reports. Review Source DD Donna D. Manager Insurance Used the software for: 2+ years ### "Have all your Customers in one spot. Great Product easy to use" July 9, 2019 5.0 I think a system like this is necessary. Will be the first thing to open & it stays open the whole day. All customers, policies, notes, follow-ups in one easy place. Can send emails or faxes from the system. Pros This is the first thing I open when I get to work & it stays open the whole day. All customers, policies, notes, follow-ups in one easy place. Can send emails or faxes from the system. Cons No cons, system works and any problems are handled promptly & professionally. Review Source NC Nichole C. Account Manager Insurance Used the software for: 6-12 months ### "Applied Epic vs Group Benefits" September 19, 2019 4.0 We are using it company wide, but I only use it for my division - group benefits. Epic does help with keeping organized and on track, for the most part, for my division. Pros I have to say, I do like . It is very user friendly - after you do the three days of training on it to make sure you get it. Our other departments have so much use of the Epic software. It seems to be tailored more for their use. But, after finding some work around ways, it can be used for our division. It helps to keep everyone organized and on task. Cons What I don't like is this - my division does Group Benefits, and it's not really built for that. We have tailored it to our needs as best we could, and for some things, I feel like it could be improved to do more for benefits. Review Source VR Verified Reviewer Account Executive Insurance Used the software for: 2+ years ### "Applied Epic" January 12, 2021 5.0 We are happy with Epic, it does its job well. Pros We use this software for business everyday. It is easy to use, and have a lot of function to manage all the accounts we have on file, attach emails and keep record of every transactions. Cons It is not that easy to use and master. We spent 6 months to learn and master the system. It could be more user friendly, than more complicate functions. Review Source RC Robbyn C. Account Manager Insurance Used the software for: 2+ years ### "Applied User Review" March 5, 2019 4.0 Overall good product. But expensive! 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. Review Source DB Dillon B. Account Manager Insurance Used the software for: 2+ years ### "Applie EPIC" May 30, 2022 4.0 Pros I use this software everyday. Different offices can customize processes to better fit. Cons Customization requires high level access. Review Source DT Diane T. agency owner Insurance Used the software for: 2+ years ### "Good system to get a quick price indication from a number of companies." March 7, 2018 4.0 Fast price indication and a point in the right direction for which carrier to go to. 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. Review Source TV Tara V. Manager Insurance Used the software for: 2+ years ### "Epic Review " March 5, 2019 4.0 Epic is a great system and they are continually updating it for better functionality 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 Review Source LS Laurie S. Account Manager Insurance Used the software for: 2+ years ### "EPIC is great for working anywhere" February 6, 2020 4.0 I have been working on EPIC for 4 years, switched from TAM, very easy to use and E&O friendly. Pros I like that you can't make any changes without it being documented in the system and that you can do searches in the attachments & activities Cons I do not like to email option within EPIC or the proof of Insurance options, it can be quite confusing Review Source HM Haley M. Account Manager Insurance Used the software for: 2+ years ### "EPIC Review" October 16, 2019 5.0 My overall experience with has been great. Pros I like that it is very easy to use. All of our insured's information is help in one place and it is extremely convenient for updates to insured's information. Cons There really isn't anything that I like least about this software. I am thankful that this is what our company uses. Review Source EC Ed C. Owner Insurance Used the software for: 2+ years ### "Buyer Beware" February 17, 2020 1.0 Pros feture Rich and the account side is awesome...when it works Cons Unless you have a dedicated STAFF to handle this beast, RUN AWAY! My personal favorite is when they perform "updates" that typically create more bugs than they fix. This product is without a doubt one of the biggest mistakes we made when starting the agency. Review Source VR Verified Reviewer Human Resources Generalist Higher Education Used the software for: Less than 6 months ### "Great system" March 15, 2019 5.0 Pros This is a powerful Agency Management Software. It can do almost anything you need it to do, and the training tools that come with it are very helpful. It can take a while to really understand how to use the system to the fullest, but once you do, it is very powerful. I like how easy it is to route tasks through the system and keep the information organized. Cons Just that it isn't necessarily intuitive. You can usually figure it out after making a few wrong clicks, and it makes it difficult to mess anything up, but it can sometimes cause some head scratching at first. Review Source VR Verified Reviewer Insurance Agent Insurance Used the software for: 2+ years ### "Good System, slow at times." September 24, 2020 4.0 Overall I think it's a good system to use for insurance purposes. Pros I like that this system is pretty easy to learn. It also has good features for the company that I work for to use. Cons It's not easy to get somethings working properly. Such as, sometimes downloads don't go through for certain companies making it hard. Review Source CD Cameryn D. Account Manager Insurance Used the software for: 2+ years ### "Epic is EPIC" March 15, 2019 5.0 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. Review Source AS Andrew S. Account Executive Insurance Used the software for: 2+ years ### "EPIC" February 6, 2020 5.0 Best insurance agency management system I have ever used. Pros Great management system that's clear and easy to use. I am able to run accurate sales reports and log any tasks and notes. Cons Some of the functions are irreversible and at times that can be infuriating. Especially when upstaging to submitted status. Review Source AS Alison S. Commercial Account Manager Insurance Used the software for: 2+ years ### "Excellent Program" March 5, 2019 5.0 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. Review Source MT Maddie T. Insurance Broker Insurance Used the software for: 2+ years ### "Great product for integrating all of our work " May 26, 2022 4.0 Pros Integrates all of our work (invoicing, documents, letters, attachments, etc) in one place Cons Can be slow/ freeze at times and have delayed uploading for documents 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.