# Page 4 | Applied Epic Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of Applied Epic ## Showing most helpful reviews Showing 76-100 of 141 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DG Daniel G. Account Manager Insurance Used the software for: 2+ years ### "Applied" February 11, 2020 5.0 Overall experience is great. Couldn’t do my Job without applied Pros Easy to track clients correspondence regarding their account and policies. Easy to create Invoices and attach Cons A lot of activities codes. Should have a designated code list specifically Designed for each industry pre filled Review Source JG John G. CFO Insurance Used the software for: 6-12 months ### "EPIC " July 23, 2019 5.0 I like EPIC and learn more every time I use it. Pros I like the ease of attaching and finding attachments. I love using activities and follow up task. Report can be customized to get the most out of them. Cons Report layouts can be a little difficult to line up properly. I don't like the an activity under a broker can not have Further Action to take send a letter, however a client can. Brokers licenses and E&O dec pages must be updated yearly and using an activity to send the email or letter would be very useful. Review Source CO Colby O. Insurance agent Insurance Used the software for: 1-2 years ### "Functional interface" August 29, 2019 5.0 The ability to communicate between employees is huge. We no longer have to worry about keeping up with what others do if they are gone because the notes are easy to find and read. Pros The usability of the program in comparison to our old software. We used TAM before, and it was pointless for me as a producer. Cons The only thing i don't like about this from a producer stand point is the repetitiveness. It seems like we go in and repeat everything multiple times. Review Source PA Paige A. Insurance Agent Insurance Used the software for: 6-12 months ### "So much more to offer" July 19, 2019 4.0 I have used Epic for a multitude of things while in my time here at the agency and there is still so much to learn. A lot of the capabilities are there, but there are some that aren't. Additionally, there are a lot of unused functions within our use of the system, which are actually replaced by other programs. Easier navigation of these functions may allow Epic to be a one stop shop rather than using multiple programs. Pros Once the procedures are followed, it's almost a no brainer to see why it was created like that. Cons The manual is not exactly helpful. It would be better if it was written in layman's language, rather than super detailed systematic language. Review Source GD Gina D. Senior Account Executive Insurance Used the software for: 6-12 months ### "Applied Epic Review" March 28, 2019 3.0 I'm not sure I have realized any benefit yet but then again we haven't been using it that long. Pros I do like the fact that you can set tasks within activities and that attachments can be stored in folders and subfolders. Cons Trying to run a report is not easy at all and usually requires a call into Applied and a lot of the times even Applied isn't sure how to run them. It was much easier to run reports in TAM. The annualized premium field never being accurate and some work flow functions that do not make sense like not being able to edit more than one attachment at a time. Review Source BM Bonnie M. Représentante Insurance Used the software for: 1-2 years ### "Is this the Epic choice for you?" March 12, 2019 4.0 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. Review Source VR Verified Reviewer Commercial Lines Account Manager Insurance Used the software for: 1-2 years ### "My life is forever easier" March 5, 2019 5.0 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. 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. Review Source sS sandeep S. CSR Insurance Used the software for: 6-12 months ### "Great experience " January 4, 2022 5.0 Great experience. No issues so far. It's been one year I am using this app. Pros It is a great integration app. Easy to use. Very well organized. Cons Nothing as such. Great app for Insurance purpose Review Source TM Tracy M. Agency Operations Manager Insurance Used the software for: 2+ years ### "Epic Review" March 12, 2019 5.0 As a user since 2012, I highly recommend Epic to anyone who wants to convert from TAM or any AMS product. Pros So much better than TAM - very flexible and easy to navigate. Cons Better integration with Outlook, some accounting functionalities could be improved. Review Source SA Salvador A. Account Assistant Insurance Used the software for: 1-2 years ### "Applied Epic Review" May 17, 2019 3.0 Overall its a good system that we use for everyday purposes but i believe it can be better with more updates in the future. Pros Ability to setup follow up activities and workflows to help navigate and process task accurately. Cons The Inability to unattach certain attachments incase they were done by mistake or are incorrect. As well as the inability to edit details of certain processed work lines. Review Source AS Andrew S. Account Manager Insurance Used the software for: 2+ years ### "Epic Review - 2019" March 8, 2019 5.0 It's been a great experience so far 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 Review Source VR Verified Reviewer Client Services Insurance Used the software for: 2+ years ### "EPIC is the best client management system" March 5, 2019 5.0 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. Pros Ease of use and ability to track everything daily Cons Too many options, may ways to do the same thing Review Source SM Sommer M. Broker Insurance Used the software for: 2+ years ### "Pros & Cons" March 5, 2019 3.0 Pros There isn't anything I like most about the software. I do like that everything can be done right from Epic. Cons I don't like the duplicate entry of data and that our quotes are never accurate. Review Source VS Vicki S. Commercial lines account manager Insurance Used the software for: 2+ years ### "Epic Review" March 6, 2019 5.0 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 Review Source MK Marissa K. Account Manager Insurance Used the software for: 2+ years ### "Using EPIC" May 2, 2019 4.0 It has been a good program and I will continue to use it. Pros It's fairly user friendly and it's easy to find what you need Cons It lags a lot or locks you out of screens when someone else is accessing them. Review Source MY Megan Y. Account Manager Insurance Used the software for: 2+ years ### "Applied Epic better than most" March 5, 2019 4.0 Overall pleased with Epic, but there is some room for improvement. Pros Storage, speed, ease of access, user friendly. Cons Cost per seats, too many steps to perform simple tasks, crashes often. Review Source RK Rebekah K. Insurance Advisor Insurance Used the software for: 2+ years ### "Applied Epic Review" March 5, 2019 5.0 My overall experience with has been very positive. Pros It's very easy to navigate - overall self explanatory Cons I can't think of anything negative to report at this time Review Source PB Paula B. Insurance Broker Insurance Used the software for: 2+ years ### "Applied Epic " March 5, 2019 5.0 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. Review Source JH Jordan H. Corporate Consultant Insurance Used the software for: 2+ years ### "Reliable Software" March 13, 2019 5.0 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. Review Source CM Corey M. Broker Insurance Used the software for: 2+ years ### "Yup" August 29, 2019 4.0 Pros Ease of use. Windows look and for a guy not keen on computers, easy to use Cons Learning curve. coming from another BMS for years, it loo a bit Review Source VR Verified Reviewer Senior Financial Analyst Insurance Used the software for: 1-2 years ### "Applied Epic Review" August 7, 2018 5.0 Pros This software does it all! It's an awesome cloud based app that allows us to better manage our customer relationships, sales opps, accounting, financial reporting, etc... Cons Love this software - there isn't anything I dislike about it at the moment. Review Source PP Paulo P. Insurance Boker Insurance Used the software for: 2+ years ### "Very good" March 13, 2019 5.0 good Pros Nothing in particularly everything is good. Cons Would like to transfer email and being automatically deleted form outlook inbox Review Source TH Taryn H. Underwriting Mechanist Insurance Used the software for: 6-12 months ### "Has some Great Functionality" January 7, 2020 4.0 Overall Epic is good for keeping track of accounts and coverages, along with automating renewals and marketing. But it crashes and has issues pretty often. Pros There are lots of options to add information and customize how much we should add. A lot of the program is up to the user on how to make use of it, which is great but also makes some things a bit difficult. Cons It crashes frequently and I don't think they beta test their software updates before sending them out. Review Source DW Darienne W. CSA Insurance Used the software for: 1-2 years ### "Needs some work" December 20, 2019 3.0 I utilize daily in order to process documents and transactions for our clients Pros Emails, documents, policies, etc. can all be attached to the system and tagged to specific activities Cons PDFs and Word Documents can not be used with the "drag and drop" function in order to send it externally Review Source TD Theresa D. Manager Insurance Used the software for: 2+ years ### "Epic" July 18, 2019 5.0 Pros ease of use, activities screen, reports Cons not able to see who has made changes to an account 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.