# Page 5 | Applied Epic Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - Is Applied Epic the right Online CRM 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 5 - Reviews of Applied Epic ## Showing most helpful reviews Showing 101-125 of 141 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use WV Wendy V. Renewal Marketing Specialist Insurance Used the software for: 2+ years ### "Best Agency Management System" August 2, 2019 5.0 Pros Ease of use, help function, organization of information Cons What it takes to add a new "custom form" Review Source VR Verified Reviewer Elearning Specialist Insurance Used the software for: 6-12 months ### "Great support from Applied" November 30, 2019 5.0 Great support to make our roll out possible. Good advice along the way to help us overcome hurdles. Pros They have an "Applied University" and community portal for our team members to adapt to learning how to use the broker management system. Cons There are a lot of features and complexities as would be expected from a broker management system. They've categorized well. Reason for choosing Applied Epic better solution in the long run Review Source JB Jennifer B. Agent Used the software for: 1-2 years ### "Good Management System" May 14, 2018 4.0 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. Review Source JG Jennifer G. CSR Insurance Used the software for: 6-12 months ### "Applied Epic" June 9, 2020 5.0 We are easily able to get client information and make changes. Pros The ease of its use. It's very easy to locate all items needed and everything is very clearly labeled. Cons The search features for finding documents and forms. Its very sensitive and sometimes you put in some information in and it brings back no results when its almost the exact lookup code or document name Review Source PM Patrick M. Senior System Admin Insurance Used the software for: 2+ years ### "Modern layout, with lots of features." September 15, 2017 4.0 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. 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. Review Source CK Christine K. Salesforce Developer Used the software for: 1-2 years ### "Good broker management system" June 7, 2017 4.0 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. Review Source DR Doug R. COO Insurance Used the software for: 1-2 years ### "Only use if you have lots of money to burn" April 17, 2021 1.0 Nickel and dime is the name of the game. Pros Support is quick to back, unless you run into a snag with their solution and then they are unhelpful. Cons Accounting system doesn't comply with proper revenue recognition principles. You need to do accrual accounting outside the system - making the internal accounting system close to worthless. If you are doing any M&A, you will run into paywall issues - their data upload tool costs more than a new car. Reason for choosing Applied Epic I was forced by Applied after the Acquisition of tech canary. Review Source FR FRANNY R. COMMERCIAL UNDERWRITER Insurance Used the software for: 1-2 years ### "EPIC REVIEW" March 8, 2019 5.0 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. Review Source CH Cindy H. Schedule Coordinator Used the software for: 1-2 years ### "Everyday User" August 2, 2018 3.0 Pros It includes all of the features to fully manage your book of customers. You can quote, email, and update policies all from inside Epic. Cons It's not very versatile. If you're not computer savvy, it may be a hard program to learn and adapt to. There are a lot of other software choices for insurance that are a lot simpler and easier to learn and manage than Epic. Review Source BR Brittany R. Operations Assistant Insurance Used the software for: 1-2 years ### "Applied Epic Overall Review" July 19, 2019 5.0 Good Pros Support staff explain things thoroughly, make it easy to work through issues. Cons Sometimes takes too many "steps" to complete a task. Review Source SS Susan S. customer service Insurance Used the software for: 2+ years ### "applied epic " August 15, 2018 4.0 very positive and not hard to train with Pros the ability to multi task and keep tasks scheduled for efficient workflow. Cons running reports is still a little antiquated Review Source KM Katie M. CSR Insurance Used the software for: 2+ years ### "Pro Epic " November 26, 2019 5.0 I have been very happy with Epic and its ease of use. Coming from a much older operating system this one is amazing!!! The help that is available by just giving them a call is also fantastic. Applied is great at getting back to you with any issues and offering solutions and fixing the issue. Pros It is ever evolving. I love that Epic understands what we as users need and what the experience our customer need and want to have. I love that the system has many AUTO features that can work in the background. The fact that I don't have to drag and drop emails in all day is awesome. You send the direct from Epic and the email is automatically attached. I like the text feature. That is not utilized in our office however I do think it is something that can and should be used. Cons My least favorite thing is also a Pro but some times can be a huge flaw. Cloud based!!! Great for most of the time But.... the moment the internet goes out we are dead in the water and can not answer any calls. Review Source RG Ryan G. Account Manager Insurance Used the software for: 6-12 months ### "It is awesome!" November 16, 2019 5.0 It has been amazing! Pros Everything, it is very neat, detailed, organized and user friendly. I use it everyday all day and it has helped make my job a lot easier. Cons It can take a while to learn, it is kind of confusing at the beginning but as time goes you figure it out. Review Source BH Brenda H. Receptionist Insurance Used the software for: Less than 6 months ### "EPIC Issues " March 5, 2019 4.0 Overall experience is ok. Have only been using applied epic for about 5 months. Pros Overall the system is ok. Once you understand how the processes/activities work. Some things could be a little simpler and not so difficult and drawn out. Cons Processes - Some processes feel like you are doing extra work & you should be able to edit after you have submitted and before you issue the endorsement . LOB - some do not have all the fields needed in order to put coverage, premiums and details Actions - Would like to see a rewrite action for policies that have been rewritten so that all the field information transfers over Review Source VR Verified Reviewer Agent Insurance Used the software for: Less than 6 months ### "Expensive and Dated" May 5, 2020 2.0 We were forced to use this software by insurance company. There is no value to agents, only expense. Pros Software is not easy to use or understand. Cons Integration with other software is faulty. New windows create clutter. Hard to understand. Review Source DF Dave F. Client Service Advisor Insurance Used the software for: 1-2 years ### "Epic" March 15, 2019 5.0 Pros It makes my job easier in a lot of respects. Cons There are too many steps on certain work flows. Review Source NA Nora A. Agent Insurance Used the software for: 2+ years ### "Applied Epic Review " February 11, 2020 2.0 I like the overall system just not how it locks up Pros The system is very user-friendly. It helps to keep clients' accounts up to date and I love that you can note as detailed as needed. Cons The system seems to go in and out alot. I get kicked out or it locks up in the middle of my work. It would be nice if it didn't do that. Review Source ST Susan T. CISR Insurance Used the software for: 6-12 months ### "too many activities for every step" March 15, 2019 5.0 Overall it is good if the attach activity could be changed to what we actually did for the change that would be great Pros easy to navigate easy to read can fit more info in the files Cons Can't see older work and too many activities pop up for every transaction Review Source ES Erin S. Account Executive Insurance Used the software for: 6-12 months ### "Customer Service Issues" March 28, 2019 3.0 Pros I like that the system is updated from TAM; attaching documents is easier, more customizable. Cons The reporting system is hard to navigate. Have had issues with customer service. Review Source MB Michelle B. Agent Used the software for: 1-2 years ### "EPIC is a very robust agency management system" July 12, 2018 4.0 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. Review Source JK Jeff K. sales Insurance Used the software for: 1-2 years ### "SD Epic" March 5, 2019 3.0 Definitely better than TAM, but like most agency software products out there, it is geared towards accounting first, then customer service and lastly, agent sales tracking. Pros agent dash board, able to see prospects and goals. Cons Too many clicks needed to locate basic information. Left sidebar and top tabs are too busy and give a conflicting look. Always keeps you hunting for the right tab or line. Review Source SL Sandra L. Commercial Lines Account Manager Insurance Used the software for: 1-2 years ### "Epic" November 26, 2018 5.0 Overall I really like using EPIC. it is pretty user friendly, easy to use and searchable. Pros Is very user friendly and easy to search Cons Can be really slow / laggy which gets old quickly. Review Source MF Margaret F. Receptionist Insurance Used the software for: 6-12 months ### "Applied Epic" November 21, 2018 5.0 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. 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. Review Source RD Riley D. Assistant Insurance Used the software for: 6-12 months ### "Use Applied on a daily basis - very convenient and mostly easy to use." December 19, 2017 5.0 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. Review Source NR Nickie R. Medical Biller Used the software for: 6-12 months ### "I used this when I was working as a medical biller at a hospital." June 12, 2017 4.0 Pros I really liked that there was more than one way to get something done on the program. And the customer service was excellent. Cons Sometimes it would freeze up and hold up the office or would take a while to reboot in the morning. 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