--- title: Applied Epic Reviews meta_title: 'Applied Epic Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1802 reviews by the users' company size, role or industry to find out how Applied Epic works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 1802 scale: '5' date_modified: '2026-09-18' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # Applied Epic Reviews **Vendor:** Applied Systems **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 4.4/5.0 **Total Reviews:** 1,802 **AI Verified:** At least 10 G2 reviewers have confirmed using this product's AI features and functionality. ## About Applied Epic Applied Epic® is an AI-powered agency management system built for P&C and Benefits insurance agencies and brokerages. It moves beyond a traditional system of record by embedding automation and intelligence into everyday workflows, helping teams reduce manual work, streamline servicing and submissions, and manage the full customer lifecycle in one connected platform. By unifying sales, service, accounting, and Benefits operations with deep insurer connectivity and an open, scalable architecture, Applied Epic provides a single view of the customer and intelligent workflows that improve productivity across roles and locations. Who is Applied Epic best for? Independent agencies and brokerages managing both P&C and Benefits Multi-location firms standardizing processes after mergers or acquisitions Operations leaders seeking consistent workflows, automation, and reporting across roles Producers, CSRs, account managers, Benefits teams, and back-office staff who need to work in one system How Applied Epic is different: Capabilities AI-augmented workflows reduce manual data entry and repetitive tasks True P&C + Benefits in one AMS with centralized data and automation Built for growth; supports acquisitions, multi-entity structures, and scalable workflows Open architecture with deep insurer connectivity and a broad integration ecosystem Mobile access to accounts, policies, tasks and activities so staff can work from anywhere Security and administration Role-based permissions, audit trails, and granular data controls SSO and MFA options with encryption in transit and at rest Cloud delivery with backup and recovery designed for enterprise reliability Implementation Guided onboarding, data conversion, workflow configuration, and training Phased rollouts that minimize disruption across roles and locations Top problems Applied Epic solves: Fragmented systems and data silos across P&C and Benefits Manual, duplicate data entry for quoting, endorsements, renewals and servicing Slow remarketing and limited carrier connectivity for Personal Lines and Commercial Lines Disconnected accounting workflows and reconciliation processes Limited visibility into pipelines, service workload and financial performance Inconsistent client experience across portal, mobile and communication channels Operational impact you can expect: Reduced double entry through connected workflows and insurer integrations Shortened renewals and remarketing cycles with embedded carrier connectivity Streamlined accounting and commission management with insurance-specific financial tools Improved productivity with AI-assisted and role-based automation Enhanced client satisfaction through self-service access and faster service Increased visibility into production, service performance, and profitability ## Applied Epic Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users find **Applied Epic incredibly user-friendly** , streamlining tasks and enabling a paperless workspace for enhanced productivity. (523 reviews) - Users value the **supportive community and robust features** of Applied Epic, enhancing efficiency in daily processes. (215 reviews) - Users value the **enhanced efficiency** of Applied Epic, enjoying streamlined operations and improved workflow management. (201 reviews) - Users value the **quick and flexible visibility** provided by Applied Epic's dashboards for effective data management. (189 reviews) - Users appreciate the **organization capabilities** of Applied Epic, praising its ease of managing multiple client accounts and tasks. (151 reviews) - Users find **workflow efficiency** exceptional with Applied Epic, enabling faster processes and increased productivity. (149 reviews) - Users commend the **responsive customer support** of Applied Epic, appreciating the quick answers and assistance available. (143 reviews) - Intuitive (137 reviews) - Integrations (131 reviews) - Continuous Improvement (118 reviews) **What users dislike:** - Users highlight a significant **learning curve** with Applied Epic, citing inadequate training and complex configuration processes. (168 reviews) - Users find the **reporting process overly complex** , wishing for a more user-friendly and streamlined experience. (139 reviews) - Users express frustration over **excessive clicking** , finding too many steps necessary to complete tasks efficiently. (127 reviews) - Users find the **inefficiency** in Applied Epic frustrating due to overly strict features and difficulty in finding solutions. (114 reviews) - Users are frustrated with the **limited customization options** in Applied Epic, hindering their ability to effectively manage configurations. (99 reviews) - Slow Performance (87 reviews) - Complexity (77 reviews) - Users find the **learning difficulty** of Applied Epic challenging, especially when first navigating reports and attachments. (76 reviews) - Poor Reporting (72 reviews) - Poor Usability (67 reviews) ## Applied Epic Reviews ### 1. Amazing Customer Service and Helpful Recommendations **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie E. | Book keeper, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 24, 2026 **What do you like best about Applied Epic?** The customer service is amazing, the way they take the time to help each customer ensuring you understand the process start to finish. Additionally, enjoy the recommendations they offer to ensure you are maximizing the program for your business. **What do you dislike about Applied Epic?** I am fairly new to epic so have nit encountered any downsides yet. **What problems is Applied Epic solving and how is that benefiting you?** It helps me stay organized and keep track of clients, policies, and bookkeeping in a clear, manageable way. ### 2. Easy Billing and Multi-Profile Viewing Made Simple **Rating:** 5.0/5.0 stars **Reviewed by:** Kaelyn V. | receptionist, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I can view multiple profiles at the same time, and billing is really easy to manage. **What do you dislike about Applied Epic?** It can be slow at times, but other than that, it’s good. **What problems is Applied Epic solving and how is that benefiting you?** Billing and finding information quickly. ### 3. User-Friendly Across Teams with Seamless Applied Pay Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle M. | Director of Operations, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** User Friendly on both the agent, account manager and operations/accounting side. the applied pay integration is also so great and simple **What do you dislike about Applied Epic?** nothing really, I wish my formstack integration worked properly **What problems is Applied Epic solving and how is that benefiting you?** I am unaware of any ### 4. Easy Invoicing and Simple Corrections **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer C. | Partner, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 28, 2026 **What do you like best about Applied Epic?** I like the invoicing and easy of correction **What do you dislike about Applied Epic?** you cannot increase the font size and sometimes its a little slow **What problems is Applied Epic solving and how is that benefiting you?** keeping track of customer files. easy to find attachments ### 5. Super Helpful Note Summaries, but the Interface Feels Outdated **Rating:** 3.5/5.0 stars **Reviewed by:** Ann B. | Account Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** I like the ability to summarize emails/ notes instead of manually typing it all out **What do you dislike about Applied Epic?** Overall look is a little outdated in my opinion **What problems is Applied Epic solving and how is that benefiting you?** I have not reported any problems thus far ### 6. Love applied epic! Yes I do! **Rating:** 5.0/5.0 stars **Reviewed by:** Julie L. | Accounting Manager, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 08, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** Love how they're always working to bring the newest innovation to us and make our jobs easier **What do you dislike about Applied Epic?** Growing pains are hard, but understandable. Not a huge fan of the white screens. **What problems is Applied Epic solving and how is that benefiting you?** AI, AI, AI ### 7. Best management system **Rating:** 5.0/5.0 stars **Reviewed by:** Chasity B. | Account Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** The ability to manage our clients needs, easy flow and reporting. **What do you dislike about Applied Epic?** I dislike the email feature. Seems as if we are doing duplicate entries. **What problems is Applied Epic solving and how is that benefiting you?** Ease of doing business, keeping up with clients needs. ### 8. Streamlined Insurance Management, But Needs Improvement in Policy Handling **Rating:** 4.0/5.0 stars **Reviewed by:** Bill Q. | Senior Client Account Manager, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 17, 2026 **What do you like best about Applied Epic?** I like Applied Epic's ability to log in from anywhere and access my data. The initial setup was very easy, essentially plug and play. **What do you dislike about Applied Epic?** I find changing policy dates and managing some of the certificates a little challenging. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for everything in my insurance business, from binding to quoting and managing workflows. It makes my workflow easier by organizing everything and providing prompts for activities like renewals. ### 9. Flexible Reports and Custom Layouts That Deliver **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I love the report section and the fact that we can build layouts to accommodate what I am looking to find **What do you dislike about Applied Epic?** We are on EPIC BROWSER now and I do not like that it takes forever for the connection suite to load - sometimes we have to shut down 3 to 4 times for it run properly **What problems is Applied Epic solving and how is that benefiting you?** The reporting aspect is solving our book of business, policy count and premium ### 10. Applied Epic Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 19, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** I still like the simplicity of being able to navigate from files to Accords to proposals. Extremely fluid transitioning saves on time **What do you dislike about Applied Epic?** The only.thing i would change is the overall look. Something a bit more.uodaged and eye appealing would be nice **What problems is Applied Epic solving and how is that benefiting you?** Haven't noticed any problems that have been a serious issue yet so nothing has been solved at the moment ### 11. Great for Managing Multiple Items, but EPIC Updates are hurting interface **Rating:** 3.0/5.0 stars **Reviewed by:** Jason m. | Account Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** Being able to select and take care of multiple activities/items at once. **What do you dislike about Applied Epic?** Every update since we started using EPIC has made the user interface worse. **What problems is Applied Epic solving and how is that benefiting you?** Productivity and saving time. ### 12. Epic is a good product **Rating:** 4.5/5.0 stars **Reviewed by:** Kristen T. | Personal Lines Account manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** activities stacking on top of eachother make it easier to navigate **What do you dislike about Applied Epic?** hard to use sometimes, processes could be easier when a first time user **What problems is Applied Epic solving and how is that benefiting you?** making it easier to navigate ### 13. Easy to Navigate and Nicely Organized! **Rating:** 5.0/5.0 stars **Reviewed by:** Alexis G. | Account Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** It is very easy to navigate and nicely organized. **What do you dislike about Applied Epic?** I wish we were able to send and receive images through SMS. **What problems is Applied Epic solving and how is that benefiting you?** I am unsure of any problems that they are solving. ### 14. All-in-One System That Keeps Us Working Efficiently! **Rating:** 4.5/5.0 stars **Reviewed by:** Nicole C. | Customer Service Representative, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** It encompasses everything you need in one system to work efficiently **What do you dislike about Applied Epic?** The design seems slightly outdated but other than that nothing I can think of **What problems is Applied Epic solving and how is that benefiting you?** Im not sure what to say ### 15. Efficient Data Organization and Fast Search **Rating:** 5.0/5.0 stars **Reviewed by:** Anne . | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 27, 2026 **What do you like best about Applied Epic?** I use Applied Epic for sales and keeping data. It helps me store data more neatly and allows for quicker searches. I like how it organizes information, especially using the folders under attachments and the search bar. The initial setup was good. **What do you dislike about Applied Epic?** na **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic to store data more neatly and for quicker search, which helps me organize my sales work. ### 16. Epic Quotes: Easy to Use, User-Friendly, and Great Drag-and-Drop Attachments **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** easy to use and navigate, love the ability to drag and drop attachments, Epic Quotes is easy and user friendly. **What do you dislike about Applied Epic?** sometimes it's slow to load, and it would be nice if the new outlook email would be compatible with Epic. would be nice if we could click and go straight to the insureds carrier page right into their account instead of opening a new tab. **What problems is Applied Epic solving and how is that benefiting you?** Faster quoting time. ### 17. Complex Setup and Usability Issues **Rating:** 1.5/5.0 stars **Reviewed by:** Tatianna S. | Small-Business (50 or fewer emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like the workflow in Applied Epic. **What do you dislike about Applied Epic?** I don't like the redundancy and lack of intuitive processes in Applied Epic. There are constant roadblocks, and the error messages don't provide any clarification. The initial setup was very difficult too. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for storage and agency management, but I face redundancy, unintuitive processes, and unclear error messages. I like the workflow concept, though it hasn’t helped yet. ### 18. Epic: Web-Based and Very User-Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley W. | Account Manager / Agent, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** Epic is web based and very user friendly **What do you dislike about Applied Epic?** Lots of options so sometimes what you are looking for can get lost. **What problems is Applied Epic solving and how is that benefiting you?** customer issues easier to complete and find ### 19. Easy to Use and Constantly Improving **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** The ease of using the system and the constant improvement **What do you dislike about Applied Epic?** Speed of online EPIC it way too slow and even slower in the accounting sections. This needs to be fixed, my internet speeds are extremely high but it doesn't help with the EPIC online system. **What problems is Applied Epic solving and how is that benefiting you?** Not sure the answer need to be more specific. If you are fixing the quickness of the program it will benefit everyone! ### 20. The EPIC road to success through efficient processes!! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** The clean appearance of the screens and the ability to navigate between the many areas of a client. **What do you dislike about Applied Epic?** With the cloud based platform there are delays in the system as a person is working. **What problems is Applied Epic solving and how is that benefiting you?** The efficiency of the platform is so much time savings with the ability to attach and email so quickly. Also the ability to email out of EPIC and have it be attached automatically!! ### 21. All-in-One Processing Convenience, Occasional Bugs Slow Things Down **Rating:** 3.5/5.0 stars **Reviewed by:** Reanna W. | Accounting Administrator, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 16, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** I like that I can perform multiple parts of my processing in one place. **What do you dislike about Applied Epic?** Sometimes there's bugs that makes the software slow. **What problems is Applied Epic solving and how is that benefiting you?** They make tracking transactions easy. ### 22. Slow and outdated **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 28, 2026 **What do you like best about Applied Epic?** I am used to working with it.. The layout could be improved, integrations are very limited, performance has gone down in the past few years. Pricing is very high. Support team is fantastic. AI has not been helpful. **What do you dislike about Applied Epic?** Its slow, clunky and has many features that simply are outdated **What problems is Applied Epic solving and how is that benefiting you?** It provides many options for reporting, but even lacking many things there ### 23. All Client and Policy Info in One Place—Organized Workflows with Applied Epic **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** The ability to have all client and policy information in one place is the biggest benefit. Applied Epic helps keep workflows organized and improves efficiency when managing accounts. **What do you dislike about Applied Epic?** Some processes require too many steps, and the system can feel less intuitive at times. **What problems is Applied Epic solving and how is that benefiting you?** no problems. whenever there is a problem, I reach out to Applied EPIC to resolve the issue. ### 24. Powerful Filing Features That Keep Everything Organized **Rating:** 4.5/5.0 stars **Reviewed by:** Melissa P. | Personal Lines Account Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** i like the features of being able to file everything **What do you dislike about Applied Epic?** I wish the area to take account notes was more visible and not just activities **What problems is Applied Epic solving and how is that benefiting you?** Filing ### 25. Frustrating User Experience with Applied Epic - MODERNIZED SCREENS **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** March 26, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** I enjoy the format and ease of access of the Home page in Applied Epic. But if that will be changing soon to the new design format, then this is no longer accurate. **What do you dislike about Applied Epic?** The newly “modernized” screen designs are terrible and have clearly not been tested well. They have an extreme lag that slows down work productivity. They also have glitches that cause workflows to not work properly, such as Remarks not saving. These things need to be tested extensively before rolling out changes. The newly designed screens are a major downgrade. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic's updated screen designs have a lag, slowing productivity and causing glitches that disrupt workflows. **Official Response from Kelly Powell:** > Thank you for sharing your concerns about the modernized screens in Applied Epic. We are aware of the issues you've described and are actively working to resolve them. Your feedback helps us identify areas for improvement! ### 26. Game Changer **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 06, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** Future thinking. User friendliness. Support is excellent. **What do you dislike about Applied Epic?** Creating applications for new business. Wish we could view app as we complete the app. I know AI solves this, probably. **What problems is Applied Epic solving and how is that benefiting you?** TAM and attachments. Epic is alot smoother and easier to search. Epic Bridge is a big plus for that. Master Marketing is MUCH more efficient. COI in CSR24 is easier and faster. Account Locate smoother and faster. ### 27. Clunky Layout Detracts from Functionality **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Familiarity **What do you dislike about Applied Epic?** I think the layout of Applied Epic is clunky and outdated. It feels like a system that requires too many clicks to find information about clients or policies. It's very disjointed, and you have to click a lot to get the data you need, which doesn't seem very intuitive. Also, the initial setup was described to me as a bit cumbersome. We don't use a lot of the additional tools because they don't offer much utility for us, and some tend to be pretty finicky. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic handles all our record keeping, retention, and other insurance-related items for our brokerage. ### 28. Comprehensive, One-Stop Solution for Insurance Tasks **Rating:** 4.0/5.0 stars **Reviewed by:** Andrew C. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I like that Applied Epic is an all-in-one solution, a one-stop shop for my insurance tasks. **What do you dislike about Applied Epic?** With Applied Epic, I find it challenging to edit certain sections, particularly when it comes to the rater. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for insurance tasks, mainly handling transactions and accessing policy information. It acts as a one-stop shop, consolidating everything I need in one place. ### 29. Easy Daily Workflow Control with Exceptionally Knowledgeable Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** August 10, 2026 **What do you like best about Applied Epic?** I like the ease of control over the accounting month. I also think the support staff are intelligent and ALWAYS know what they are talking about. I trust them 100%. **What do you dislike about Applied Epic?** I dislike the many steps to do certain things. Too rushed in initial migration. **What problems is Applied Epic solving and how is that benefiting you?** A quicker way to answer simple questions. ### 30. Easy to Navigate and Efficient for Managing Customer Information **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** It's fairly easy to navigate and I like that you can put in all of the customer's information including birthdate, driver's license, etc. **What do you dislike about Applied Epic?** I haven't seen anything that I really dislike. It's definitely a learning curve compared to our old system but it's much more efficient. **What problems is Applied Epic solving and how is that benefiting you?** It's has a better layout and multiple ways to do different tasks that need to be done. ### 31. Easy to Navigate, Thorough Record-Keeping That Saves Everything **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I like that it saves everything so you can keep a very detailed record of the work you do. It's easy to navigate and search for items. **What do you dislike about Applied Epic?** It can be time consuming but again, personally, I appreciate the thoroughness of the platform **What problems is Applied Epic solving and how is that benefiting you?** Remembering things. I use the follow up/activities daily and it reminds me of EVERYTHING I need to do. ### 32. Epic is my second brain. **Rating:** 5.0/5.0 stars **Reviewed by:** Hope S. | Commercial Account Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Epic makes it easy to remember my many tasks. **What do you dislike about Applied Epic?** There are too many clicks needed for simple tasks. **What problems is Applied Epic solving and how is that benefiting you?** I am unsure what they are solving. ### 33. Easy to Add Insureds **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** Easy to add an insured. When you click the plus sign it is easy to find and use. **What do you dislike about Applied Epic?** I really struggle with accounting side of Epic which is my primary role at our agency. It is difficult to search transactions and run reports which is critical. **What problems is Applied Epic solving and how is that benefiting you?** I can't think of anything currently that is in the processing of helping me. ### 34. Streamlined, Time-Saving AI Features, but Slow Updates **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like that Applied Epic helps keep everything in one place, making it streamlined and efficient. I find the new AI features very helpful and time-saving. I'm able to use AI to summarize an attachment, which saves me a lot of time typing out notes. **What do you dislike about Applied Epic?** The recent updates to expand on the policy shells seem to be very slow to load. And, I've had issues with updating policy information in the shell as well. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic keeps everything in one place, is streamlined and efficient. The new AI features help by summarizing attachments, saving me time typing out notes. ### 35. Ease of use, exceptional organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 16, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** Applied Epic is our agency's one stop for all our client organization and documentation needs. I love that you can enter detailed notes to keep all of us on one page when pulling up an account. **What do you dislike about Applied Epic?** Sometimes deleting stuff can be difficult **What problems is Applied Epic solving and how is that benefiting you?** All our csr's can seamlessly enter information and upload documents so they're readily available to everyone in the agency. ### 36. Simple and Effective, Needs Better Attachment Handling **Rating:** 3.5/5.0 stars **Reviewed by:** Ashley L. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I like that Applied Epic is simple. I use the Epic Bridge the most. **What do you dislike about Applied Epic?** I find it frustrating that attachments can't be viewed directly in an activity. Even having just a preview of a folder or a file would be really helpful. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic helps me track files and documents sent from carriers and creates a virtual file. ### 37. Customizable and Easy to Fix Errors **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like that its customizable and errors are easy to fix in the system. **What do you dislike about Applied Epic?** I think there is a lot fields of information to fill out is sometimes unnecesary . **What problems is Applied Epic solving and how is that benefiting you?** I really like issuing certificates with Epic its really easy but wish they can do batch printing where we edit the certificates and print it out in bulk than indidvidually. ### 38. Great Visibility, Notes in Activities Are Inefficient and Hard to View. **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 20, 2026 **What do you like best about Applied Epic?** all information in one place, entire team able to see what is going on, attachments readily available, **What do you dislike about Applied Epic?** activities - CAN'T SEE NOTE WITHOUT SCROLLING - VERY INEFFICIENT. ADDING A NEW NOTE, CAN'T SEE OLD NOTE. NEED TO COPY & PASTE -- AGAIN VERY INEFFCIENT, WASTE TIME. NOTE ABLE TO ATTACH DOCUEMENTS DIRECTLY INTO ACTIVITIES **What problems is Applied Epic solving and how is that benefiting you?** UNSURE AT THIS TIME ### 39. Applied Mobile: Easy to Use and Works Great **Rating:** 5.0/5.0 stars **Reviewed by:** Kristina M. | General lines sales, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 18, 2026 **What do you like best about Applied Epic?** Applied Mobile and how easy it is to use **What do you dislike about Applied Epic?** No complaints so far. It’s easy to use so far **What problems is Applied Epic solving and how is that benefiting you?** Working remotely. It’s easy for me to meet with clients and have access to all their files. ### 40. The Best Agency Management System **Rating:** 5.0/5.0 stars **Reviewed by:** John S. | Insurance Consultant/Sales, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** August 25, 2026 **What do you like best about Applied Epic?** Ease of use mainly. Also, the applications are more helpful. Epic has been the right move for our agency! **What do you dislike about Applied Epic?** Compared to TAM, some activities seem to have more steps involved. **What problems is Applied Epic solving and how is that benefiting you?** Automatic alerts for policy renewal premium increases are very helpful. ### 41. User-friendly. **Rating:** 4.0/5.0 stars **Reviewed by:** Elise B. | Account Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** The system is very user friendly and pretty easy to navigate. **What do you dislike about Applied Epic?** The interface keeps changing with no notice. **What problems is Applied Epic solving and how is that benefiting you?** Honestly couldn't tell you. ### 42. All-Inclusive Support for Agency Management system **Rating:** 4.5/5.0 stars **Reviewed by:** Milan B. | broker, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** all inclusive support for agency management **What do you dislike about Applied Epic?** can not record phone calls in crm and its activity **What problems is Applied Epic solving and how is that benefiting you?** work flow management ### 43. Great for Organization and Procedures, but Needs Better Usability and Search **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** assists with staying organized, ability to create agency procedures utilizing the system **What do you dislike about Applied Epic?** not very user friendly. lacks some features the insurance agent could use. would like to see more copy and paste ability. notes section should be searchable based on the content included in the notes. **What problems is Applied Epic solving and how is that benefiting you?** reporting and housing client data and files. ability to log notes and activity ### 44. Easy to Use, but the API Suite Cost Limits Small Agencies **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Familiarity with Applied Products made this easier to use for us, and still feel like we're just getting started. **What do you dislike about Applied Epic?** With technology rapidly changing there are other functionalities we would like to plug in to make us more efficient, but the cost of the API suite is simply way too expensive for small agencies. **What problems is Applied Epic solving and how is that benefiting you?** Centralized system for everything we do. ### 45. Refined and Easy Multi-Account Management **Rating:** 5.0/5.0 stars **Reviewed by:** Kaelyn V. | Receptionist, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 19, 2026 **What do you like best about Applied Epic?** I like that I’m able to manage multiple accounts at once, and that it feels like a more refined version of Tam. **What do you dislike about Applied Epic?** It can feel slow at times, but overall it works fine for me. **What problems is Applied Epic solving and how is that benefiting you?** I do a lot of billing, and this makes it really easy for me to get my work done quickly and efficiently. ### 46. Comprehensive Insurance Management Tool, Minor Workflow Hiccups **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I appreciate Applied Epic for its breadth of system ability. It really helps in retaining and reviewing documentation, generating Acord forms, and sending out certificates of insurance. I also like some of the internal workflows. The initial setup was not too bad and there was great communication and help with the process. **What do you dislike about Applied Epic?** I find some of the processes have additional steps beyond what is necessary, and the Acord form completion doesn't always map properly onto existing policies. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for retaining and reviewing documentation, generating Acord forms, and sending out certificates of insurance. ### 47. Applied Epic: Easy to Navigate and Perfect for Our Daily Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Applied Epic is easy to navigate and use for all of our daily needs. **What do you dislike about Applied Epic?** I've been using Epic for several years now and haven't had anything personally that I wished it could do. For what we need, it's perfect. **What problems is Applied Epic solving and how is that benefiting you?** Being able to keep track of clients and policies is a high priority, and Epic does just that. ### 48. Super Easy Setup and Effective Quoting **Rating:** 5.0/5.0 stars **Reviewed by:** William G. | Insurance Agent, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** I like the quoting feature in Applied Epic, which plays a big part in its value for me. It's also super easy to set up, which I appreciate. I find that everything works great with it. **What do you dislike about Applied Epic?** NOTHING REALLY **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for quoting, solving price and coverage issues for customers. ### 49. Applied on the road to greatness. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 19, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** The amount of capabilities the system has and the future tech including AI that is being rolled out. **What do you dislike about Applied Epic?** The amount of duplicate data entry and configuration. **What problems is Applied Epic solving and how is that benefiting you?** They are working on commercial lines auto fill which is going to be extremely beneficial and will save a significant amount of time we spend on manual data entry ### 50. Perfect UI/UX Fit for Our Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Alberto V. | Advisor, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** The UI and UX are a perfect fit for how our organization processes its workflows. **What do you dislike about Applied Epic?** It would be better if it had a more modern look. **What problems is Applied Epic solving and how is that benefiting you?** It helps fix some of the manual work we still have to do in our current AMS system, and it makes it easier to manage our records and reports. ## Applied Epic Discussions - [What is the best way to implement Best Practices?](https://www.g2.com/discussions/25557-what-is-the-best-way-to-implement-best-practices) - 1 comment, 1 upvote - [Accounting - Does your agency reconcile direct bill commission statements?](https://www.g2.com/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements) - 4 comments, 1 upvote - [Is there a way to add taxes and fees so that it carries over into the invoicing section?](https://www.g2.com/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section) - 3 comments, 1 upvote - [What is Applied Epic used for?](https://www.g2.com/discussions/what-is-applied-epic-used-for) - 1 comment - [What is the best way to implement Best Practices for reports on renewal and new business retention?](https://www.g2.com/discussions/24564-what-is-the-best-way-to-implement-best-practices-for-reports-on-renewal-and-new-business-retention) - 2 comments, 1 upvote - [View Applied Epic pricing details and edition comparison](https://www.g2.com/products/applied-epic/reviews?page=4&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-09-23+11%3A43%3A37+-0500&secure%5Bsession_id%5D=9a5489d9-7844-48f7-b664-7e5d7e804308&secure%5Btoken%5D=af599a2b04cd2639abbee67281acf36d08a836cf28fb81ec8796fca6eceed835&format=llm_user) ## Applied Epic Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Statistics - Payment Processing - Email Integration - Task Management - Third-Party Integrations - Accounting Integration - Alerts/Notifications - Calendar Management - Pipeline Management - Commission Management - Email Management - User Management - Forms Management - Invoice Management - Workflow Management - Document Management - Contact Database **Insurance Documentation** - Claims Management - Insurance Policy Management - Invoicing & Receipts - Electronic Signatures - Client Management - Lead Management **Additional Functionality** - Client Portal - Access Controls/Permissions - AI Copilot - Audit Trail - Search/Filter - Commission Calculations - Insurance Rating - Activity Tracking - API - Customizable Templates - Customizable Branding - Document Storage - Property & Casualty - Configurable Workflow - Life & Health - Monitoring - Status Tracking - Customizable Forms - Generative AI - Document Templates - Self Service Portal - Reminders - Customizable Reports - SSL Security - Customizable Fields - Referral Tracking - Quotes/Estimates - Risk Assessment - Email Marketing ## Top Applied Epic Alternatives - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (1,046 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (708 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (667 reviews)