Applied Epic

Business management system for insurance agencies

4,2 /5 (120 reviews) Write a Review!

Applied Epic Overview

What is Applied Epic?

Applied Epic is a cloud-based insurance business management solution, which helps insurance agencies manage customer relationships, sales opportunities, financial accounting, benefits administration, and more. Key features include process management, document storage, messaging, and reporting.

The Applied Epic platform enables administrators to manage multiple roles, locations, and lines of business from a centralized portal, increasing visibility into operations. It allows managers to create, adapt, and reassign workflows to ensure consistency in business processes across all users. Agents can use the application to view, monitor, track, and forecast business opportunities and renewals, as well as analyze performance against sales goals. Plus, users can create system events and to send mass messages to insurers.

Applied Epic helps team members manage, organize, and secure documents, as well as track history and versions for clients and vendors. Teams can also automate policy information exchange with insurers, and share policy details with customers and staff via an online portal or mobile applications.

Applied Epic Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Applied Systems for pricing details.


Applied Epic Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom
Supported Languages
English

Media

Applied Epic dashboard
Applied Epic data prefill
Applied Epic reporting dashboard
Applied Epic video Applied Epic screenshot: Applied Epic dashboard Applied Epic screenshot: Applied Epic data prefill Applied Epic screenshot: Applied Epic reporting dashboard

Applied Epic Reviews

Applied Epic Reviews

Overall rating
4,2
/
5
Excellent
60

Very good
39

Average
14

Poor
4

Terrible
3

Value for Money
3,8
Features
4,1
Ease of Use
3,9
Customer Support
4,3
83% recommended this app
Tyler M.

Best P&C Insurance Tool on the Market


Colle H.

Tough to learn, lots of great tools

After getting used to the new work flow created with this platform I thought it was great for lead management and reminders for daily tasks. It was not the most friendly for the sales process when it came to wanting to quickly go through your work flow.


Douglas M.

Best of the Available Agency Management Systems

Over all I think EPIC s ok, but it clearly does not live up to its name as being "EPIC"
Personally I think that Vision did many things better then EPIC, specifically when it comes to search ability of attachments.


Wesley G.

Great Product for Mid-Size Brokers in the Insurance Industry

Overall for any agency that is over 50+ employees I would recommend Applied Epic as a great tool and resource to run your agency. Applied offers this product as backbone to the ongoing success of your agency.


Michael L.

I used this program at a different job.


Tyler M.
Industry: Insurance
Company size: 201-500 Employees

Best P&C Insurance Tool on the Market

Used Daily for 2+ years
Reviewed on 2019/04/20
Review Source: Capterra

Pros

Epic is an easy tool to use whether you’re using the service side, admin/reporting side or using the accounting features. Since working at my current company, I’ve used it for all three. It’s structured and easy to train on.

Cons

I wish that Epic had a better Benefits setup. I’m hopeful that with the recent purchase of TechCanary Applied will be able to provide a better Benefits tool.

Rating breakdown

Ease of Use

Likelihood to recommend: 8.0/10

Colle H.
Industry: Insurance
Company size: 11-50 Employees

Tough to learn, lots of great tools

Used Daily for 2+ years
Reviewed on 2020/11/08
Review Source: Capterra

After getting used to the new work flow created with this platform I thought it was great for lead management and reminders for daily tasks. It was not the most friendly for the sales process when it came to wanting to quickly go through your work flow.

Pros

I think the managerial positions like this platform a bit more than the day-to-day salesman. It can run a lot of useful reports and does a great job with lead management.

Cons

It took a while to learn and get into a good work flow. There are a lot of extra steps added in the sales process to appropriately document that I think could be better streamlined.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Douglas M.
Industry: Insurance
Company size: 51-200 Employees

Best of the Available Agency Management Systems

Used Daily for 2+ years
Reviewed on 2019/03/08
Review Source: Capterra

Over all I think EPIC s ok, but it clearly does not live up to its name as being "EPIC"
Personally I think that Vision did many things better then EPIC, specifically when it comes to search ability of attachments.

Pros

I like how EPIC has built upon its predecessors TAM, Applied and Vision so that some of your past experience on their older systems can be applied to the new system. Attachments and emails are very easy to add to the system to be stored.

Cons

Many features in EPIC are worse than they were in previous versions.
1 - Attachment Folders were much better in Vision then Epic. Easier to find files than it is now
2 - canceling a policy in Epic does not change the expiration date on the policy in Epic as it historically did in Vision.
3- The attachment sorting and search function is worse now then in Vision.
4 - Many functions within policy acords such as import and export are not accessible from some screens that they should be accessible.
5 - System still lacks any real visual way for tracking in process items in ways that are popular with software and program developers.
6- System lacks the ability to easily store underwriter contacts information on a global level
7- Sending emails from within Epic lack most of the functionality within Outlook including signatures.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Wesley G.
Industry: Insurance
Company size: 10 000+ Employees

Great Product for Mid-Size Brokers in the Insurance Industry

Used Daily for 2+ years
Reviewed on 2020/11/05
Review Source: GetApp

Overall for any agency that is over 50+ employees I would recommend Applied Epic as a great tool and resource to run your agency. Applied offers this product as backbone to the ongoing success of your agency.

Pros

Applied Epic is an extremely complex and semi-customizable client management AMFRS system for the insurance industry. Epic offers a product that works across every aspect of your agency from client management to Accounting to Prospecting.

Cons

This product requires a heavy investment to really gain the needed benefits of this AMFRS system. Thorough training and proper admin management are a must to ensure the long term feasibility of this product. As much as I like this product I strongly feel this product provides the most benefits for a mid to large size agency to fully appreciate everything it has to offer.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Michael L.
Industry: Insurance
Company size: 51-200 Employees

I used this program at a different job.

Used Daily for 1+ year
Reviewed on 2019/08/23
Review Source: Capterra

Pros

This is, by far, the best Insurance Agency Management Software! Everything is easily accessed. Great integration with email services. Extremely organized layout. I miss using this product and will certainly advocate it at every step I am able.

Cons

I dislike the fact that my current employer is not using this fantastic program. As mentioned above, I will advocate for the use of this product at every step! Great job Applied.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,1/10
Based on 120 user ratings
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Applied Epic Pricing

Applied Epic Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Applied Systems for pricing details.

Contact Applied Systems for pricing details.

Value for Money
3,8/5
Based on 120 user ratings
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Applied Epic Features

Applied Epic Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
4,1/5
Based on 120 user ratings
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Categories

Additional information for Applied Epic

Additional information for Applied Epic

Key features of Applied Epic

  • Accounting Integration
  • Claims Management
  • Commission Management
  • Contact Management
  • Customer Service Integration
  • Document Management
  • Email Integration
  • Lead Management
  • Policy Management
  • Quote Management

Applied Epic FAQs

Applied Epic FAQs

Below are some frequently asked questions for Applied Epic.

Q. What type of pricing plans does Applied Epic offer?

Applied Epic offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Contact Applied Systems for pricing details.

Q. What are the main features of Applied Epic?

Applied Epic offers the following features:

  • Accounting Integration
  • Claims Management
  • Commission Management
  • Contact Management
  • Customer Service Integration
  • Document Management
  • Email Integration
  • Lead Management
  • Policy Management
  • Quote Management

Q. Who are the typical users of Applied Epic?

Applied Epic has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Applied Epic support?

Applied Epic supports the following languages:

English

Q. What type of pricing plans does Applied Epic offer?

Applied Epic has the following pricing plans:

Subscription

Q. Does Applied Epic support mobile devices?

We do not have any information about what devices Applied Epic supports

Q. What other apps does Applied Epic integrate with?

Applied Epic integrates with the following applications:

EPIC, Microsoft Outlook

Q. What level of support does Applied Epic offer?

Applied Epic offers the following support options:

Phone Support, Online Support, Knowledge Base, Video Tutorials