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Applied Epic description
Applied Epic is a cloud-based software designed to manage all aspects of an insurance agency's business. It's suitable for agencies of all sizes and handles both personal and commercial insurance lines. Applied Epic offers a single system for customer data, sales, policy administration, claims, billing, and reporting. It aims to enhance efficiency and customer service with features like automated workflows, online client portals, and integrations with insurance carriers. Applied Epic also boasts strong data security and compliance features.
Who is Applied Epic best for
Applied Epic is a cloud-based insurance agency management system suitable for all sizes. It offers tools for client data management, sales, policy administration, claims, billing, and reporting. Users praise its user-friendly interface and robust reporting but dislike slow performance and complex workflows. Ideal for agencies looking for comprehensive management in one platform.
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Best fit for small, medium, and enterprise businesses.
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Ideal for businesses in the Finance, Banking & Insurance sector.
Applied Epic features
| Supported Applied Epic supports uploading and storing client-related documents. |
| Supported Applied Epic supports sending and receiving text messages and logs interactions. |
| Supported Applied Epic supports renewals management with its Renewals Manager feature. |
| Supported Applied Epic stores client contact details, policies, and likely communication logs. |
| Supported Applied Epic supports custom reports and analytics via Applied Analytics and Epic Dashboards. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
Applied Epic reviews
We've summarised 1002 Applied Epic reviews (Applied Epic Software Advice reviews, Applied Epic GetApp reviews, Applied Epic Capterra reviews and Applied Epic G2 reviews) and summarised the main points below.
- User-friendly interface and easy navigation.
- Robust reporting capabilities and data analysis options.
- Effective activity tracking and follow-up system.
- Seamless integration with other systems, particularly Outlook.
- Comprehensive database for storing client and policy information.
- Slow system performance and frequent crashes are common complaints.
- Complicated workflows, especially for certificates and endorsements.
- Accounting features are not intuitive or user-friendly.
- Limited customization options for certain features.
- High cost and additional fees for many features.
Applied Epic pricing
The commentary is based on 53 reviews from Applied Epic Capterra reviews and Applied Epic G2 reviews.
Applied Epic's pricing is a recurring concern. While users appreciate its comprehensive features and integrations, many find the cost high, especially for add-ons and third-party connections. Some feel the value doesn't justify the expense, particularly for smaller agencies.
Users sentiment
Applied Epic alternatives
EZLynxBetter for getting quotes from multiple carriers. Has slightly more website traffic momentum. Not suitable for real estate, construction, software, IT, or telecommunications industries. Some users report issues with data transfer, support, reporting accuracy, and limited customization. Has shrinking employee base. Applied Epic alternative; EZLynx competitor.Read more
AgencySmartBetter suited for smaller agencies. Has stronger quoting and proposal features but lacks comprehensive CRM capabilities. Applied Epic alternative. Consider if Florida-specific functionality is critical.Read more
BenefitPointMore focused on employee benefits management. Has more momentum. A good Applied Epic alternative.Read more
LignaBetter for marketing agencies. A more affordable Applied Epic alternative. Steeper learning curve and less helpful customer support.Read more
Applied TAMBetter for basic features and managing client information. Lower rating and negative pricing sentiment. Users report an outdated interface and limited integrations.Read more
Windward System FiveBetter for retail, consumer goods, manufacturing, and other industries outside of insurance. A good Applied Epic competitor for small to mid-sized businesses needing basic operational management. Less industry-specific functionality for insurance agencies.Read more
Applied Epic FAQ
What is Applied Epic and what does Applied Epic do?
Applied Epic is a cloud-based agency management system designed for insurance agencies of all sizes. It provides a centralized platform for managing client data, sales, policy administration, claims, billing, and reporting, aiming to boost efficiency and customer service through automation and integrations.
How does Applied Epic integrate with other tools?
Applied Epic integrates with other systems, notably Outlook, for enhanced communication and workflow. It also offers integrations with various insurance carriers, streamlining policy and client management. However, users report some integrations can be complex and costly.
What the main competitors of Applied Epic?
Alternatives to Applied Epic include EZLynx, AgencySmart, BenefitPoint, NextAgency, and Sagitta. These competitors offer similar agency management features, catering to various sizes and specializations within the insurance industry. Some, like NextAgency, focus on specific niches like life and health insurance.
Is Applied Epic legit?
Applied Epic is a legitimate cloud-based insurance agency management system. User reviews highlight its user-friendly interface and robust reporting. However, some users mention slow performance and a high cost. Consider these factors when assessing if Applied Epic is safe and right for your needs.
How much does Applied Epic cost?
I couldn't find pricing details for Applied Epic. Contact Applied Epic directly for a quote or explore alternatives if product pricing is a primary concern.
Is Applied Epic customer service good?
Applied Epic's customer service receives mixed reviews. While many users praise the helpfulness and responsiveness of the support team, some have experienced unhelpful responses and long wait times. Others mention inconsistent training and difficulty navigating the extensive help resources.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.