Applied Epic
About Applied Epic
Applied Epic® is an agency management platform that allows agents to manage their business across all roles and locations for both their P&C and Benefits books of business via a single view of the customer with automated capabilities for each stakeholder in the business, while also supporting integrations and acquisitions using open and scalable architecture.
Applied Epic Helps Your Business:
Embrace technology with an open and flexible platform. Applied Epic® supports acquisitions and integrations of both Applied and third-party applications to guarantee productivity and profitability as your business needs change.
Give your P&C and Benefits brokers a single place to operate. All roles, locations and lines of business – both P&C and Benefits – can be managed in this platform while giving flexibility for staff to operate with other applications that exchange data directly with Applied Epic.
Empower your team to work from anywhere in a system they'll love. In just a few clicks, agency staff can view account and policy details, complete a quote, file a claim, and remarket a renewal all while on-the-go.
Work better with your insurer partners. Connect with insurer partners right from your daily workflow to save time servicing customers. Without ever leaving your core system, you can find the best products quickly and easily and exchange policy details.
Meet your customers wherever they are. With the ability to seamlessly integrate with your online client portal and mobile app, you can help customers help themselves through 24/7 access to the policy information in your management system.
Applied Epic provides end-to-end customer lifecycle management with a single view of the business, a simple, intuitive user experience, flexibility to integrate Applied and third-party applications as the business and trends change, integrated insurer connectivity and market access.
Applied Epic helps you meet your needs:
More automation and visibility across more agency roles and lines of business that creates productivity and keeps operational cost low.
Software made for the insurance industry, but looks and behaves like the easy, intuitive and simple apps and online services that I use daily.
Flexibility to grow and have peace of mind that technology can integrate with other technology as needs and trends change.
Market access and a process within my daily workflow to connect with insurer partners.
With Applied Epic you can reduce operating costs and gain greater business insights, increase employee productivity and satisfaction, build an agile technology strategy on an open and secure platform, and foster better insurer relationships and save time servicing customers.
The platform provides core capabilities to automate sales and servicing workflows, deliver online customer experiences, and connect more closely with insurer partners. It provides flexibility and ease for integrations so agencies can easily plug third-party applications into the platform to meet the needs of their staff, customers and partners. Applied Epic delivers open architecture, rapid innovation, access to data and simple user experiences to create productivity, simplicity, intelligence and value for agencies at each stage of the customer lifecycle.
Key benefits of Applied Epic
With 40 years of experience, 2,500 team members and 160,000 users in four operating regions, Applied is the global leader among agency management system providers. Our people have walked in agents' shoes and understand what you need to be successful. Applied technologists marry this domain expertise with world-class technology innovation that speaks your language.
A simple fact anchors us: we exist for the independent agency channel and its success. For everything your agency does – from prospecting and selling to servicing and renewing – we are committed to being there every step of the way. Our innovative solutions and services connect the digital roundtrip of insurance so you can spend less time on low-value work and more on the growth of your business.
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Reviews
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- Industry: Insurance
- Company size: 1,001–5,000 Employees
- Used for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great support from Applied
Reviewed on 2019/11/30
Great support to make our roll out possible. Good advice along the way to help us overcome hurdles.
Great support to make our roll out possible. Good advice along the way to help us overcome hurdles.
Pros
They have an "Applied University" and community portal for our team members to adapt to learning how to use the broker management system.
Cons
There are a lot of features and complexities as would be expected from a broker management system. They've categorized well.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Worth the switch from TAM
Reviewed on 2019/03/22
We are nearing 8 months post activation and finally starting to see the light at the end of the...
We are nearing 8 months post activation and finally starting to see the light at the end of the tunnel and overall benefits. Lots of customization appeal that we hadn’t had before, and the system allows ease of attachments and data sharing that we didn’t have before. Customer support and on boarding/pre configuration could used some improvement.
Pros
Epic is much more comprehensive than its predecessor TAM, and a much more interactive user experience. I am able to customize the system much more than before, both on an individual and administrative level. On the admin side, we were able to set various security groups, and select user/department access as visibility which had previously been more difficult in TAM
Cons
Customer support is tough, and getting the right answer depends on who answers the call. There was also a large learning curve in the beginning, and the on boarding provided by Applied was not as comprehensive as I believe was necessary. Also, it was sold to us with capabilities for a Benefits system, which is not quite the case and had to be built out on our own. The biggest complaints from our account managers were the number of generated activities and tasks, in addition to system locks.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Look around if you want to be happy with your management system
Reviewed on 2022/12/21
An Experience that I wish would not have happened.
An Experience that I wish would not have happened.
Pros
That we no longer have to use it. .........................
Cons
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.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Applied Epic
Reviewed on 2021/01/12
We are happy with Epic, it does its job well.
We are happy with Epic, it does its job well.
Pros
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.
Cons
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.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Good System, slow at times.
Reviewed on 2020/09/24
Overall I think it's a good system to use for insurance purposes.
Overall I think it's a good system to use for insurance purposes.
Pros
I like that this system is pretty easy to learn. It also has good features for the company that I work for to use.
Cons
It's not easy to get somethings working properly. Such as, sometimes downloads don't go through for certain companies making it hard.
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:
- Starting from: US$1,000.00/one-time
- Free Trial: Not Available
Contact Applied Systems for pricing details.
Q. Who are the typical users of Applied Epic?
Applied Epic has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Applied Epic support?
Applied Epic supports the following languages:
English, French
Q. Does Applied Epic support mobile devices?
Applied Epic supports the following devices:
Q. What other apps does Applied Epic integrate with?
Applied Epic integrates with the following applications:
Clarity Wave, Microsoft Outlook
Q. What level of support does Applied Epic offer?
Applied Epic offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, Chat
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