The functionality and being able to edit/reopen activities and the AI transcription feature when attaching emails makes notes very detailed.

I love how capable and robust Epic is. It can handle policy servicing, filing, tracking, activities, accounting, downloads, commissions, sales opportunities, reporting, and tons more. Applied's support team is phenomenal as well. If I were opening a commercial P&C agency and I planned to have at least 10 employees, I would get Epic again.

Epic is powerful. It meets our security requirements and has features up and down the policy and sales platform, including claims, accounting, and marketing automation. Also their Customer Support is top knotch.