Our favorite thing is that we can include a link to the payment platform on our invoices. Aside from that, it's extremely easy for us and for clients to use. Implementation was very simple and seamless for us on the agency end. We can't review Customer Support as we haven't needed it, primarily due to the comprehensive information we were provided during the implemental process. Probably 50% of our clients have used the Applied Pay link on our invoices and we've gotten zero complaints. Clients also like the ease of using either bank electronic transfer or credit cards for payments. We chose not to pass on the $4 service charge for electronic payments, which has made the electronic payment option free of additional costs for our clients. All Applied Pay functions are handled by our Accounting Department so it was simple for our Service personnel to integrate into their process - all they do differently is point out the link on our invoices.

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.

It simplifies client and policy management, improves communication within the agency, and offers powerful reporting tools, all of which contribute to better decision-making and overall productivity.