Applied Epic Reviews & Product Details

Applied Epic is user-friendly and has all the features we need in an Agency Management System. Set up is very flexible and can be done according to the specific needs of the organization, department, and/or individual. The training library is huge. Those videos are very helpful both for new and existing users and take a lot of the education burden off existing personnel. Context-sensitive help is comprehensive and easy to follow. Activities allow us to add tasks, which are very helpful with new employees and for those not as familiar with insurance. There are multiple ways to file and locate documents, which allows us to set things up in a way that works best for us. Reports are outstanding and although there's a learning curve they provide us with all the information we need, both for service teams and management. Applied Pay is one of our favorite features - we can include a link for electronic payment on our invoices and clients can easily submit payment to us. Our service team uses Epic all day every day and it is essential in helping us provide outstanding customer service to our clients. Review collected by and hosted on G2.com.

Because Epic is so rich in features the initial learning curve can be daunting - however, the Applied team(s) assisting with setup are excellent in determining the entity's needs and getting things done in a way that works for each organization. Review collected by and hosted on G2.com.

Our agency started using Applied Epic last year, and it has already proven to be a significant upgrade from our previous management system. Its advanced tools have improved our office’s efficiency and service, and we’ve only begun to explore its full potential. We’re excited to see how it continues to streamline our processes, helping us deliver even better coverage and service to our customers! Review collected by and hosted on G2.com.

I wish some of the reports pulled easier and that all of the criteria was available in a drop down and you did not have to go within the software to pull certian aspects.

Also I wish some of the customer info was displayed with a simple click and it seems that you have to click around for info that was displayed easily on other managmnet sysytems. Review collected by and hosted on G2.com.

As a user for about six years, we are thrilled with Epic and its functionality. The ease of finding information to service our clients efficiently is what I like best.

Applied constantly looks for ways to improve and welcomes user feedback; this is greatly appreciated. Review collected by and hosted on G2.com.

There is inconsistency in the formats for dropdowns in certain areas when selecting employees. For example, some are by first name, while others are by last name.

We would also like to see an area in contacts where the customer's Medicare number could be added.

We use level of education for discount purposes and currently enter this into comments. This would be an excellent field to have in contacts too.

I assign lessons to staff and do not like that I cannot remove a lesson that was accidentally set. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing! We would recommend it to anybody! Review collected by and hosted on G2.com.

READ!!!

Epic is extremley user friendly and I highly recomend their software to everyone. Applied Epic is my #1 most utilized program as an insurance agent. I use Applied Epic all day, everyday.

The program automatically formats information onto forms that every broker/carrier accepts (and usually require).

It also assists with reminding you of existing client renewals, needs, and many more things. A major thing that agencies have with other programs is ease of implementation. When you have an issue or question, customer support is always available and answeres right away.

When you switch to Applied epic and expierience the ase of integration it brings, you will wish you made the choice sooner. I wish this company created all softwares across the board. This is the only program that claims to be user friendly.. and ACTUALLY IS!

Applied Epic is the #1 insurance progam in the world and is a MUST have software for insurance agencies. Review collected by and hosted on G2.com.

Nothing, absolutely zero dislikes when using applied. Everything you need works, and is very easy to use. Review collected by and hosted on G2.com.

Applied Epic will allow all three of our departments to use one system, cross-sell, and market more efficiently. We are moving from QQ Catalyst, which was very limited, to a system that is more comprehensive and modern. Review collected by and hosted on G2.com.

We are still new to the system and learning. We will continue to evaluate the system. Review collected by and hosted on G2.com.

Epic is user friendly and is constantly performing routine inspections and updates to help keep up with the current climate. We have been super pleased. Epic staffed is well knowledageable and easy to work with with any problem that arises. We use daily and rarely have problems with outages. Review collected by and hosted on G2.com.

There are certain integrations that could be more user friendly but I know Epic is working out those bugs. You can always put requests in for bug fixes and that is super helpful to know that Epic cares about the users ability. Review collected by and hosted on G2.com.

Nothing. your system is so slow it is embarrasing when simply trying to look up a policy for a customer. Review collected by and hosted on G2.com.

Slow, cumbersome, inefficient, I am using the old applied as a resource because the epic system

is so ineffient. Unable to pull reports from your commercial lines applications. cant pull locations,

year built etc. web based software is no faster and layout is totally unacceptable. scrolling everywhere,

time consuming and a time drain. when you look up a policy # and hilite it, it should go directly to that policy. Review collected by and hosted on G2.com.

Most support issues are handled quickly. Review collected by and hosted on G2.com.

1.) Our most recent data migration was a total disaster. We requested certain information in a certain field. The data was absolutely a mess, not even accurate. We have been manually cleaning up data for over 5 months now and has an awful lot more to do. It looked accurate in our quick review (we had very little review time) In fact many things did not even work in the one sample we were given.

2.) Many agencies/users have requested improvements and we never see them. Why even have the requests...they usually get closed/"not interested at this time". Or, we vote for years and nothing happens.

3.) Reports...same options since we started in Epic almost 8 years now. We could pull more fields into reports in TAM. Review collected by and hosted on G2.com.

I appreciate the ease of use with Applied Epic. It is very user friendly and works well with the work I do in wholesale insurance. It is easy to manage activities to make sure nothing is missed. The customer service is the best I've worked with. They work with me and help clear up questions, no matter how simple or confusing. Review collected by and hosted on G2.com.

The boxes I must click can be repetitive. Review collected by and hosted on G2.com.