What I like best about Applied Epic is how streamlined it makes managing client accounts and insurance policies. It brings everything together in one place, so I don’t have to jump between different systems. The workflow automation is a huge time-saver, and the reporting features are pretty solid too. It just makes the whole process smoother and more organized, which helps keep things running efficiently.

Operates as expected and offers helpful methods renewing certificates.

Info needed to access is on one page, such as clients and activities