Applied Epic Reviews

This is a powerful Agency Management Software. It can do almost anything you need it to do, and the training tools that come with it are very helpful. It can take a while to really understand how to use the system to the fullest, but once you do, it is very powerful. I like how easy it is to route tasks through the system and keep the information organized.

Just that it isn't necessarily intuitive. You can usually figure it out after making a few wrong clicks, and it makes it difficult to mess anything up, but it can sometimes cause some head scratching at first.

That we no longer have to use it. .........................

Very Expensive, Do not set up payments for EFT. If you cancel they will take extra payments and tell you that they do not give refunds. This system is very hard to learn. We went to a class that applied put on. We watched the instructor struggle to get the system to do what she wanted. Best part was she called he self an expert at the beginning of the class.

We use this software for business everyday. It is easy to use, and have a lot of function to manage all the accounts we have on file, attach emails and keep record of every transactions.

It is not that easy to use and master. We spent 6 months to learn and master the system. It could be more user friendly, than more complicate functions.

I like that this system is pretty easy to learn. It also has good features for the company that I work for to use.

It's not easy to get somethings working properly. Such as, sometimes downloads don't go through for certain companies making it hard.

There a great many reports available and the ability to search for clients is almost limitless.

The software is slow and cumbersome. Many features that were promised are either not available in Canada or simply do not exist. You should also have a staff of IT professionals on call to sort out the various problems that arise.

This software does it all! It's an awesome cloud based app that allows us to better manage our customer relationships, sales opps, accounting, financial reporting, etc...

Love this software - there isn't anything I dislike about it at the moment.

They have an "Applied University" and community portal for our team members to adapt to learning how to use the broker management system.

There are a lot of features and complexities as would be expected from a broker management system. They've categorized well.

Software is not easy to use or understand.

Integration with other software is faulty. New windows create clutter. Hard to understand.

There are many more features on Applied Epic than there were on Applied TAM. The multiple agent capability is helpful.

Price was a major factor in not using Applied Epic past the trial period. I did not feel that it was better than AMS 360.

We recently changed over to EPIC. It did have a few bumps along the way but the customer support was A+ and they sent us support to train us in person which was a HUGE help so that we could all train and learn properly and have a real person explain things to us. The program does help us streamline our processes and keep up with our clients so much easier. We can send out emails for business as well as to send holiday and birthday greetings/coupons and out clients do appreciate it. We can keep track of notes on each client as we service them and attaching documents couldn't be easier! We needed something like this and the name EPIC is perfect for this program.

There are the usual bumps along the way when you are learning a new program, but the customer service is what really made the transition smooth.

The reporting capability. I chose this product over others because accurate reporting is most important to us. Also the customer service is live and immediate. They are great.

I don't like that I can't get a report (like I had in TAM) where it annualizes 6 month policies for me. I have to pull the entire book of business into a spreadsheet and annualize the 6 month policies myself. I don't understand why TAM could do it but Epic can't, it's ridiculous.

It had the features needed to do the job. Integrates microsoft outlook with Epic. Filter functions works great.

The user interface is not very intuitive; when viewing some tabs containing a lot of information, there seems to be a lot of blank space, and instead the system forces users to scroll a very small window to view the contained information (such as commercial occupant units, different insurers on risk). The transaction screen seems overly complicated and functions such as adjusting transaction types after creating the transactions, revising transactions after financing them are absent.

I like the ease of navigating in Applied Epic. I do accounting as well as account manager on the insurance side. The general ledger is thorough on disbursements and generating deposits. I also like that we can generate accurate accounting reports.

A small problem I have is not being able to delete an attachment or activity.

It's in depth information that you could supply on both the client and then any client contacts pertaining to the group. I like that you could check off if the client prefers phone calls over emails, etc.

The system is geared towards P & C Benefits, not for employee benefits. Many of the fields are not necessary in the benefit world and vice versus many fields that could/should be available are not.
Each section took a long time to complete. For example, entering in any notes or loading in employee's enrollment forms - you would have to input specific fields in order proceed to next specific field. If you didn't know a field or it didn't apply, you cannot leave it blank - something must be input.
On the same thread, it seems you have to by-pass three info screens in order to input ONE easy thing. Each task is overwhelmed with info needed to be input.

My favorite thing about EPIC is the marketing platform! I love that you can tailor each submission for each carrier.

I would like to see a way to label multiple lines of the same type of coverage to differentiate each one in the master marketing submission. This would make it easier to choose the correct application when dividing into individual submissions.

I use this software everyday. Different offices can customize processes to better fit.

Customization requires high level access.

The entire system works integrated very well. Drag and Drop Emails, Quotes, and Marketing module are super useful

There are some areas - like renewal (new section) that doesn't have enough filters, the home screen cannot sort by carriers as it is not a column

I like that it is very easy to use. All of our insured's information is help in one place and it is extremely convenient for updates to insured's information.

There really isn't anything that I like least about this software. I am thankful that this is what our company uses.

The ease of access, such as being able to email directly from within the system, keeping all files in one place and how it is all organized. At first glance in the quicklinks, able to access company portals directly through Epic.

It is geared to the United States. Other than that, not much else.

Allows you to be very detailed. Very easy to service accounts, manage policies, certificates, and accounting.

One suggestion would be to allow us to create signatures when faxing/emailing certificates vs having to type out a whole email each time. That would be a big time saver.