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Applied Systems

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4.3 out of 5 stars
1,129 reviews
  • 10 profiles
  • 12 categories
Average star rating
4.3
#1 in 4 categories
Grid® leader
Serving customers since
1983
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Applied Digital Agency

1,082 reviews

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Applied Epic

1,051 reviews

Applied Epic enables agencies to manage their property and casualty and benefits business in a single application.

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Applied TAM

55 reviews

Applied TAM is the most widely used agency management software in the insurance industry, allowing your agency to manage day-to-day business operations with maximum productivity.

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Applied CSR24

21 reviews

Applied CSR24 is the industry's first online customer self-service software that connects your customers to information in your management system, so you can service your customers when and how they want.

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Applied Mobile

9 reviews

Applied Mobile is the first insurance agent mobile application to bring client, policy and sales information from your agency management system to mobile devices, so you can stay connected on the go with a direct link back to the office.

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Applied Pay

4 reviews

In today’s digital economy, consumers expect a certain type of experience when paying for products or services online. From shopping online for that favorite pair of shoes to paying their insurance premium via a text message, the ability to get tasks done quickly and easily is the key to keeping them happy. Give your clients a superior payment experience with Applied Pay™, the insurance industry’s most versatile digital payments platform. Applied Pay provides a safe, convenient way for insureds to pay their premiums online from any device and integrates seamlessly with Applied Epic™, Applied CSR24™ and EZLynx™. Collecting premiums should never be the most challenging part of what you do. Supercharge your collection process today with Applied Pay, and reduce the effort, errors and liability associated with agency bill pay.

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Applied Systems Reviews

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Star Rating
741
284
73
19
25
Debbie D.
DD
Debbie D.
Director of Operations at Berkeley & Company
02/18/2025
Validated Reviewer
Review source: Organic

Easy to use for both agencies and clients

|Applied Pay
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.
Debbie D.
DD
Debbie D.
Director of Operations at Berkeley & Company
02/18/2025
Validated Reviewer
Verified Current User
Review source: Organic

Outstanding Product - Everything we needed and more!

|Applied Epic
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.
Ammar H.
AH
Ammar H.
Customer-Centric Sales Leader | Achieving Consistent Revenue Growth and Client Satisfaction
02/18/2025
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Applied Epic streamlines workflows and boosts productivity.

|Applied Epic
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.

About

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HQ Location:
University Park, IL

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@AppliedSystems

What is Applied Systems?

We can help everyone at your agency transform to make the day-to-day more efficient and extend the traditional storefront to online insurance experiences.

Details

Year Founded
1983