--- title: Applied Epic Reviews meta_title: 'Applied Epic Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1796 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: 1796 scale: '5' date_modified: '2026-08-04' 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:** 1,796 ## 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 **What users like:** - Users find Applied Epic to be **incredibly user-friendly** , significantly streamlining their work and making tasks easier. (534 reviews) - Users appreciate the **extensive features** of Applied Epic, which enhance organization, productivity, and ease of collaboration. (215 reviews) - Users highlight the **efficiency** of Applied Epic, enhancing agency operations and simplifying daily tasks significantly. (201 reviews) - Users love the **quick and flexible visibility** into data management, enhancing trust in insights and workflow efficiency. (195 reviews) - Users appreciate the **workflow efficiency** of Applied Epic, significantly enhancing productivity and simplifying tasks. (153 reviews) - Users appreciate the **organization capabilities** of Applied Epic, praising its ease of managing multiple client accounts and tasks. (151 reviews) - Users commend the **responsive customer support** of Applied Epic, appreciating the quick answers and assistance available. (143 reviews) - Intuitive (140 reviews) - Integrations (133 reviews) - Continuous Improvement (118 reviews) **What users dislike:** - Users struggle with a steep **learning curve** due to poor training and complex configurations in Applied Epic. (173 reviews) - Users find the **reporting process overly complex** , leading to difficulties in accessing and managing information efficiently. (139 reviews) - Users often find the **excessive clicking** required for tasks frustrating and time-consuming in Applied Epic. (130 reviews) - Users find **inefficiency** prevalent, as completing tasks and generating reports often requires excessive steps and time. (114 reviews) - Users express frustration over **limited customization options** in Applied Epic, impacting configuration and training effectiveness. (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. Everything in one system! **Rating:** 5.0/5.0 stars **Reviewed by:** Heather B. | Senior Training and Workflow Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Everything is kept in one system making it easy to access all the information needed to assist your clients. **What do you dislike about Applied Epic?** It would be helpful if you could add notes to an activity when attaching PDFs. **What problems is Applied Epic solving and how is that benefiting you?** The Epic Bridge is going to be a game changer! ### 2. Best Agency AMS **Rating:** 4.5/5.0 stars **Reviewed by:** Cary B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** We have been using Applied for 39 years. Since the beginning, Applied has been a leading agency management system, and it continues to help us grow and expand our business. **What do you dislike about Applied Epic?** Cost and fixing old files That will Not open Personal lines rating **What problems is Applied Epic solving and how is that benefiting you?** Download management ### 3. Big Upgrades from TAM **Rating:** 4.0/5.0 stars **Reviewed by:** Bryce M. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** It’s ability to integrate and technology forward software. **What do you dislike about Applied Epic?** The web based program can take longer to get thru things than TAM **What problems is Applied Epic solving and how is that benefiting you?** It has becoming a more robust tool to help our AMs and execs to use the tools to help the business grow ### 4. Manager - Insurance Operations **Rating:** 4.5/5.0 stars **Reviewed by:** Christina T. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** The automations and the attention to integrating AI **What do you dislike about Applied Epic?** The old screens and the multiple data fields that are manually updated **What problems is Applied Epic solving and how is that benefiting you?** It is our single source of truth for the agency, and we are working through the implementation of CSR24 and the other automations. ### 5. Epic **Rating:** 4.5/5.0 stars **Reviewed by:** Rachel D. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** It is a robust system that allows for customization to fit your specific agencies needs. **What do you dislike about Applied Epic?** At times the number of clicks needed to complete an action. **What problems is Applied Epic solving and how is that benefiting you?** Gives us a management system to allow us collaborate across many miles between our offices and staff. ### 6. Amazing software **Rating:** 5.0/5.0 stars **Reviewed by:** Brooke B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied epic is very organized and helpful with keeping up with work and accounts. **What do you dislike about Applied Epic?** Having to make multiple clicks to document different things would be the downside I have. **What problems is Applied Epic solving and how is that benefiting you?** Keeping track of business and managing polices easier had been very helpful retaining business. ### 7. Applied Epic User/Admin **Rating:** 5.0/5.0 stars **Reviewed by:** Karen B. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I really enjoy working as a digital agency, and I appreciate the browser experience, especially with the frequent updates. **What do you dislike about Applied Epic?** I find it frustrating how many steps are required to finish certain workflows. **What problems is Applied Epic solving and how is that benefiting you?** Epic addresses the challenges of agency management and provides valuable insights. ### 8. Thanks! **Rating:** 4.0/5.0 stars **Reviewed by:** Alyssa E. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Has good customer service that can help you with problems and diagnose. If not, they are able to send you to someone who can help. **What do you dislike about Applied Epic?** Sometimes the issues that have been specified are not issues customer service can identify. **What problems is Applied Epic solving and how is that benefiting you?** Takes into account feedback. ### 9. It’s EPIC! **Rating:** 5.0/5.0 stars **Reviewed by:** Wayne P. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Great product and even better team behind it. They keeping making the product better and better. Highly recommend. **What do you dislike about Applied Epic?** The cost can be high. However it’s the cost of business the best cost what it’s worth. **What problems is Applied Epic solving and how is that benefiting you?** It’s how we get things done. Must have. ### 10. A Better Business Future **Rating:** 4.5/5.0 stars **Reviewed by:** Marnate P. | Insurance Services Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Applied Epic?** Applied Epic will allow all three of our departments to use one system, cross-sell, and market more efficiently. We are moving from QQ Catalyst, which was very limited, to a system that is more comprehensive and modern. **What do you dislike about Applied Epic?** We are still new to the system and learning. We will continue to evaluate the system. **What problems is Applied Epic solving and how is that benefiting you?** Our agency consists of P&C and Benefits clients, Applied Epic is allowing us to consolidate our agency management into one system. We will have more transparency and understanding of our clients across departments. We will have more effective marketing with the AMA integration. We look forward to more accurate reporting and analysis of our agency with the dashboards and reporting structure. We also love how customizable the system is. ### 11. Applied review **Rating:** 5.0/5.0 stars **Reviewed by:** Krystle S. | Account executive, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** It is intuitive and streamlined, and holds so much information that our agency relies on each day. **What do you dislike about Applied Epic?** It can be a lot of clicks for the day to day processes. **What problems is Applied Epic solving and how is that benefiting you?** It keeps me organized and up to speed on my work load. ### 12. Excellent Product **Rating:** 4.5/5.0 stars **Reviewed by:** Phoebe T. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2025 **What do you like best about Applied Epic?** Epic is user friendly and is constantly performing routine inspections and updates to help keep up with the current climate. We have been super pleased. Epic staffed is well knowledageable and easy to work with with any problem that arises. We use daily and rarely have problems with outages. **What do you dislike about Applied Epic?** There are certain integrations that could be more user friendly but I know Epic is working out those bugs. You can always put requests in for bug fixes and that is super helpful to know that Epic cares about the users ability. **What problems is Applied Epic solving and how is that benefiting you?** Epic maintains all client, vendor and billing relationships for the agency! They are a catch all! We could not be more pleased with the ease of use for each of the products mentioned above. ### 13. Essential system for all Insurance Agencies **Rating:** 5.0/5.0 stars **Reviewed by:** macy e. | Chief Operations Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** It does it all in one system. From certs, to filing, to easy stats. **What do you dislike about Applied Epic?** In the webpage I don’t like that you can’t have multiple accounts open at once **What problems is Applied Epic solving and how is that benefiting you?** It keeps our agency running l. We would have multiple problems without it ### 14. Epic is amazing ! **Rating:** 5.0/5.0 stars **Reviewed by:** Tanya V. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Epic is a powerful broker management system. I enjoy working with it; since our migration last year, we have continued to discover and learn about its many impressive features. **What do you dislike about Applied Epic?** The reporting process is more complex than it was with TAM. **What problems is Applied Epic solving and how is that benefiting you?** Modern platform ### 15. 14 Years and still think it is the best Agency Management System out there **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Applied Epic?** Third-Party product integration throughout the system allows for customized automations, increased productivity, and overall efficiency and consistency. **What do you dislike about Applied Epic?** Would like to see a summary / timeline on each account which would consist of activities and attachments so you can get a good overview of what has happened on a particular account. **What problems is Applied Epic solving and how is that benefiting you?** To keep all of the information regarding an account, claims, billing, policies, emails, documents, etc. stored in one place with easy access and extensive search capabilities. ### 16. Continuing to enhance **Rating:** 5.0/5.0 stars **Reviewed by:** Justin P. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** It’s user friendly platform that continues to enhance and allow integration of other platforms **What do you dislike about Applied Epic?** Epic quotes and the cost. I haven’t used an AMS outside of Applied **What problems is Applied Epic solving and how is that benefiting you?** It’s helping our agency link all of our external work into the applied network ### 17. Ivan’s **Rating:** 5.0/5.0 stars **Reviewed by:** Alysha P. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Applied has a prestigious reputation and is the best insurance industry platform. the applied products are user friendly **What do you dislike about Applied Epic?** Have had some hiccups with our browser roll out. The browser system is very slow **What problems is Applied Epic solving and how is that benefiting you?** Indio is helping with modernizing our renewal process ### 18. Great agency management system **Rating:** 5.0/5.0 stars **Reviewed by:** Kelsey B. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** The management system provides a user friendly and sophisticated approach to documenting insurance transactions. It is a great tool that is open to integrating with third party systems to enhance our daily operations. **What do you dislike about Applied Epic?** Sometimes can be cumbersome for new users **What problems is Applied Epic solving and how is that benefiting you?** Documentation. ### 19. Applied Epic is the GOAT of all systems! **Rating:** 5.0/5.0 stars **Reviewed by:** Carlee H. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** Epic and all applied systems are the best in the business! I can’t recommend it enough. They are constantly developing the system. **What do you dislike about Applied Epic?** I get a lot of complaints about too many clicks. **What problems is Applied Epic solving and how is that benefiting you?** Rolling out dashboards and not relying on reports. ### 20. The Future of Customer Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Christopher F. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** I appreciate the intuitive user interface, as well as the predictive data and insights it provides. **What do you dislike about Applied Epic?** At times, I have found the UX to be somewhat challenging. **What problems is Applied Epic solving and how is that benefiting you?** Delivering a smooth and integrated experience for both insurance services and customer interactions. ### 21. Great Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Adam R. | Client Executive, Retail Practice, Enterprise (> 1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Long term satisfaction of our clients who use Apploed Epic is higher than most other AMS for retail brokers. **What do you dislike about Applied Epic?** Costs for licenses and lack of integration with 3rd party products. **What problems is Applied Epic solving and how is that benefiting you?** It’s bringing more automation now and we expect more to come. ### 22. Your New System has drastically reduced productivity for the Agency **Rating:** 0.0/5.0 stars **Reviewed by:** Gregory D. | Broker and CS, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Applied Epic?** Nothing. your system is so slow it is embarrasing when simply trying to look up a policy for a customer. **What do you dislike about Applied Epic?** Slow, cumbersome, inefficient, I am using the old applied as a resource because the epic system is so ineffient. Unable to pull reports from your commercial lines applications. cant pull locations, year built etc. web based software is no faster and layout is totally unacceptable. scrolling everywhere, time consuming and a time drain. when you look up a policy # and hilite it, it should go directly to that policy. **What problems is Applied Epic solving and how is that benefiting you?** This new system solves nothing. it creates a poor customer service experience with anyone calling our office looking for information. i have literally gone from copy/pasting to hand writing information. ### 23. Great robust Broker Management System! **Rating:** 5.0/5.0 stars **Reviewed by:** CJ N. | CEO & President, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied ability to innovate and deliver industry leading BMS value through APIs and AI functionality. **What do you dislike about Applied Epic?** Epic in Canada is a little behind our American friends for functionality. **What problems is Applied Epic solving and how is that benefiting you?** Epic is technology partner that allows the people deliver for our customers daily. ### 24. Excellent technology brought us into current times **Rating:** 4.5/5.0 stars **Reviewed by:** Christine B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** The download capabilities and all the different integrations. The future looks even better **What do you dislike about Applied Epic?** How long it takes to attach and email and how hard searching for a client can be. **What problems is Applied Epic solving and how is that benefiting you?** Keeps us organized and getting everyone working the same way ### 25. Epic Survey **Rating:** 4.0/5.0 stars **Reviewed by:** Jeremy E. | Business Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** The accountability that you can have with your company through the system. **What do you dislike about Applied Epic?** It seems Epic is stuck in the past a bit. Even though they talk about AI, the UI is confusing and dated. **What problems is Applied Epic solving and how is that benefiting you?** Helps our org be more organized. ### 26. Applied Epic - is Epic **Rating:** 5.0/5.0 stars **Reviewed by:** Christy R. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Our agency has been working on Epic for almost 5 years. The system is very user friendly and the support staff (Brandon) is great! **What do you dislike about Applied Epic?** All the extra clicks for some of the workflows. **What problems is Applied Epic solving and how is that benefiting you?** It is centralizing all the data management! ### 27. Marketing functions of applied **Rating:** 3.0/5.0 stars **Reviewed by:** Lindsay H. | Marketing and Communications Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I am a marketing professional who utilizes applied for strategic communications. I like the ability to use our data for targeted messaging. **What do you dislike about Applied Epic?** I wish the integrations like AMA had more robust list building capabilities **What problems is Applied Epic solving and how is that benefiting you?** Understanding our client and prospecting needs ### 28. Back after a few years off from Attending AppliedNet **Rating:** 5.0/5.0 stars **Reviewed by:** Veronica S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** It is very user friendly and it is very process driven. **What do you dislike about Applied Epic?** Marketing submissions don’t update all at once after doing your initial master marketing submission. But I see that you are fixing that! **What problems is Applied Epic solving and how is that benefiting you?** Very process driven which is great! ### 29. The best AMS **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Applied Epic enables our team to work more efficiently when servicing existing clients, while also empowering the sales team to generate comprehensive submissions quickly. **What do you dislike about Applied Epic?** Epic offers a wide range of features, and it can be overwhelming to fully grasp everything it is capable of. Navigating all its functionalities can be quite a challenge. **What problems is Applied Epic solving and how is that benefiting you?** Epic allows us to keep all of our data in one place without having to find other software vendors and fight with duplicate data. ### 30. System compatibility **Rating:** 5.0/5.0 stars **Reviewed by:** Heather B. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Compatability with shared systems. Carrier integration **What do you dislike about Applied Epic?** Some processes are not intuitive and require too many clicks **What problems is Applied Epic solving and how is that benefiting you?** I'm commercial lines trainer. Adding Tango videos for workflow helps new hires and keeps them from consistently coming to me with repeat questions ### 31. Applied Epic Activity Note Summarize **Rating:** 5.0/5.0 stars **Reviewed by:** Annie S. | Commercial Lines Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied Epic Email Summarization is a game changer! Love the always improving features for efficiency. **What do you dislike about Applied Epic?** Inability to select all when deleting forms/endorsements when updating a marketing submission! **What problems is Applied Epic solving and how is that benefiting you?** The AI tool designed for attaching emails appears to be truly impressive! ### 32. Applied Epic - Everything at your fingertips **Rating:** 5.0/5.0 stars **Reviewed by:** Tara P. | Commercial Insurance - Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Applied Epic?** Epic truly simplifies our daily work, putting all the essential tools we need right at our fingertips. The platform is consistently updated with the latest technology, ensuring we always have access to the most current features. Additionally, the team at Applied is always available and willing to assist whenever we need support. **What do you dislike about Applied Epic?** I have nothing negative to say. Epic truly stands out above any other software I have used before. The only possible issue is frustration over implementation of added services at times but Epic is still by far superior. **What problems is Applied Epic solving and how is that benefiting you?** They have recently introduced a commercial lines comparative rater, and I am currently in the process of configuring it. This addition is sure to provide a significant boost to our select commercial department! ### 33. Easy to use and works great! **Rating:** 5.0/5.0 stars **Reviewed by:** shannon h. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Easy to work and love the training videos you have available. **What do you dislike about Applied Epic?** The way we have to close downloads. There are a lot of clicks. **What problems is Applied Epic solving and how is that benefiting you?** Epic quotes it would be great if you had the protection class done for you. ### 34. I appreciate having an AMS company willing to listen to my challenges and build solutions. **Rating:** 5.0/5.0 stars **Reviewed by:** Morgan L. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** The willingness to listen and take action to tools that truly benefit their agents **What do you dislike about Applied Epic?** Getting excited about all the new tools being developed and having to wait **What problems is Applied Epic solving and how is that benefiting you?** Rater improvements, email to epic client solutions, and summaries for renewals ### 35. Amazing Platform with Superior Customer Support & Networking! **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley G. | Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 27, 2021 **What do you like best about Applied Epic?** Applied Epic is an amazing platform that not only has next-level technology but offers customer support, networking & education like no other platform/company that I have ever been a part of. They are always on the cutting edge of technology and they listen to their users! Should you find something that you think would make your work easier, all you have to do is submit it to Applied and it will be opened up to the Applied Community to vote on and subsequently be developed - it's amazing! The education opportunities go beyond the Epic database as they have offerings related to Excel, Microsoft Word and the list goes on. I now have an entire family of peers working in the same environment that I can reach out to and ask for advice on a topic or an issue that they have already encountered . . .I couldn't imagine going back to any other database for the management of my daily work!! Great job Applied Team! **What do you dislike about Applied Epic?** There is nothing that I have found that I dislike to date. I LOVE it all! **Recommendations to others considering Applied Epic:** Applied Epic is the way to go! I couldn't compare their system to the others that I have worked in, as they are incomparable. I HIGHLY recommend - 10 out of 10 for sure! **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic has made managing my daily activities a breeze with several filtering options as well as seamless integrations with other platforms that our agency utilizes. Workflow management was also a struggle for our agency prior to our conversion into Epic, and with the help of Applied we now have workflow manuals/resources and amazing reporting to ensure that all teams across our national platform are being consistent and gaining the insight into the business that we have always needed. ### 36. EPIC Review **Rating:** 5.0/5.0 stars **Reviewed by:** Angie S. | National Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Applied Epic?** This is an easy-to-use system & very user-friendly. The EPIC help/support is great when you run into an issue. **What do you dislike about Applied Epic?** For claims not being able to enter negative amounts without doing an upload. **What problems is Applied Epic solving and how is that benefiting you?** The new features of the EPIC browser had been GREAT! ### 37. Clean, easy-to-use agency management system **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle L. | Market Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Applied Epic?** I love how there are so many ways to access what you need and to accomplish a task. The follow-up system and activity tracking is really top-notch. Additionally, the development team is always coming up with improvements. **What do you dislike about Applied Epic?** Sometimes integration with other applications can be a little funky, and some of the back-end processes could use some streamlining. **What problems is Applied Epic solving and how is that benefiting you?** Right now I'm in Epic Browser, so a lot of the improvements are centered around integration and task workflow. Being able to sync to my emails and carrier sites are huge benefits for me since I work a lot in the Marketing Submissions. Applied Epic continues to make improvements on the quoting and renewal process, largely by acquiring companies/software that integrate either supplemental/questionnaire processes (Indio) or commercial quoting (Tarmika), which have, historically, been pain points on commercial renewals. ### 38. New Epic User Seeing Instant Agency Success **Rating:** 4.5/5.0 stars **Reviewed by:** Julie L. | Agency Administrator, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2021 **What do you like best about Applied Epic?** We love the automated reports. We are able to save so much time by having the information in our inbox when we want it. We also have set up drip marketing email campaigns from activity further actions. This is great and keeps us from having to use a third party. The work group has been great for our agency, but it definitely needs some features. We know it is new and we look forward to see how else we will be able to use it, like with unrouted attachments **What do you dislike about Applied Epic?** There are a lot of areas that could be simplified, have a lot less clicks. Like from the home screen. If you want to move an activity to a new date and to another person you have to right click on it twice. With TAM you could just click revise activity and do everything you want at one time. Applied University should be part of your license agreement with Epic, it shouldn't cost more. More open API integration, like with Zapier would be great. The price is also a lot, our agency is larger and can handle it, but many smaller agencies don't use Applied products for that reason and you are loosing a lifetime customer for that reason. PAC requests also seem to be slow to be implemented. There are so many great ones there that should be implemented. **Recommendations to others considering Applied Epic:** Get involved with Applied Client Network. I have learned so much from my networking with ACN that made my transition to Epic easier and my day to day so much better. **What problems is Applied Epic solving and how is that benefiting you?** We are getting a better handle on our retention and seeing so much valuable data from Applied Analytics, like employee productivity. We have integrated our email marketing from a third party to just using Epic. Sometimes it is still easier (and MUCH cheaper) to use Constant Contact for one off emails so I hope Applied Marketing continues to grow and gets more in line with market pricing. ### 39. Commercial Lines Supervisor **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew B. | Board Member, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Applied Epic?** Epic is much more efficient than previous models or management systems. The ease of use and the ability to tailor the product to what the agency needs is fantastic. **What do you dislike about Applied Epic?** Sometimes EPIC runs a bit slow but that might be a local issue. **What problems is Applied Epic solving and how is that benefiting you?** The variety and ease of running reports makes data collection simple and faster. ### 40. Very comprehensive product but pricing structure is not productive **Rating:** 4.5/5.0 stars **Reviewed by:** Mary W. | Director of Marketing and Technology, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Applied Epic?** I like the many capabilities of the tool. It is really good for commercial and reporting can be done on almost anything. They now have data lake option which is really powerful for reporting **What do you dislike about Applied Epic?** They don't have any real-time email functionality except for AMA and that doesn't cover edocs/etc. All emails are batch which is very old technology. Also, when you buy a tool you automatically buy it for all users when it isn't necessarily relevant for all users. This is a major issue with pricing. **What problems is Applied Epic solving and how is that benefiting you?** It is helping us identify items from a big picture perspective and tackle those. The flexibility of reporting is significant. The dashboards are not intuitive and need to be more user-friendly for higher user adoption. ### 41. Streamlined processes with excellent product support **Rating:** 5.0/5.0 stars **Reviewed by:** Ellen C. | Accounting Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I like how EPIC has a lot of tools available to help streamline my worklflows and processes **What do you dislike about Applied Epic?** Some of the accounting workflows do not allow mistakes to be undone in an easy way **What problems is Applied Epic solving and how is that benefiting you?** Helps with my accounting entries ### 42. Great agency tool with lots of Data capabilities **Rating:** 4.0/5.0 stars **Reviewed by:** Andre C. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** In my experience with data analytics, it's impressive to see how Applied Epic continues to grow its capabilities and expand. **What do you dislike about Applied Epic?** Report tools should me more user friendly and have more features **What problems is Applied Epic solving and how is that benefiting you?** Providing refined data through access to data ### 43. Administration **Rating:** 4.5/5.0 stars **Reviewed by:** Becky L. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** The accounting system and reports are easy to use **What do you dislike about Applied Epic?** That you cannot co figure acces to employee accounts by branch. We don’t want all managers to see all employees. Only their own **What problems is Applied Epic solving and how is that benefiting you?** I don’t have specific problems. ### 44. Associate client service manager **Rating:** 3.5/5.0 stars **Reviewed by:** Amanda S. | Associate client service manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** All the tools available and how it provides safe and secure documentation **What do you dislike about Applied Epic?** The dashboard is not as set up as I would like I want more options **What problems is Applied Epic solving and how is that benefiting you?** I think it’s solving how to easily connect with other systems ### 45. Creates efficiency and organization **Rating:** 5.0/5.0 stars **Reviewed by:** Laura G. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** The continued focus on creating efficiency and ease of business. Product development is outstanding. **What do you dislike about Applied Epic?** Issues aren’t always addressed quickly due to inevitable prioritization. **What problems is Applied Epic solving and how is that benefiting you?** Marketing is a big focus and new developments will continue to improve the process ### 46. Still growing **Rating:** 4.5/5.0 stars **Reviewed by:** Katelin K. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** The extent to which you can customize workflows and activities to suit departments and agency needs. **What do you dislike about Applied Epic?** The work to deep dive into configure. Multiple fields/areas to define one process or system setting. **What problems is Applied Epic solving and how is that benefiting you?** Streamlining processes and adding AI ### 47. Senior EPIC Accountant **Rating:** 5.0/5.0 stars **Reviewed by:** Chris L. | Remote Role | Senior Applied EPIC Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I really appreciate how easy it is to find the information I need to get my work done. **What do you dislike about Applied Epic?** I find the interagency setup and the associated transactions challenging to comprehend. **What problems is Applied Epic solving and how is that benefiting you?** Applied Recon is going to be great. ### 48. Super User Friendly! **Rating:** 5.0/5.0 stars **Reviewed by:** Gabby L. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I really like how easy and versatile Epic is to use! My company has used Epic for years, highly recommend! **What do you dislike about Applied Epic?** The upfront cost that may discourage smaller agencies from joining. **What problems is Applied Epic solving and how is that benefiting you?** File management and errors and omissions prevention ### 49. Great features and innovation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** It is a very dynamic system that holds massive amounts of detail which is leveraged through the different functionality within it. I like the effort put into enhancing the functionality within the many product releases. **What do you dislike about Applied Epic?** I think that performance in terms of speed/latency could be improved especially for Epic browser. **What problems is Applied Epic solving and how is that benefiting you?** I’m not a user myself but I think the new AI features will help solve for redundancy and manual entry which is time consuming. ### 50. Improved Functionality for Employee Benefits **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied Epic has consistently enhanced its functionality for employee benefits. The employee benefits team has expanded, and there has been a clear investment in making the system more user-friendly for managing these benefits. I have found their team to be highly knowledgeable and always ready to assist whenever I need help. **What do you dislike about Applied Epic?** I wish it were simpler to create templates and proposals. **What problems is Applied Epic solving and how is that benefiting you?** They continue to use AI to help us serve our clients more efficiently. ## 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 - [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 - [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 - [View Applied Epic pricing details and edition comparison](https://www.g2.com/products/applied-epic/reviews?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+13%3A11%3A53+-0500&secure%5Bsession_id%5D=99721efd-dff8-48a5-826b-2c4591cd793c&secure%5Btoken%5D=4be6ada5dada2a598d2c75fbb1f4c4e9eecce87bc6f6d0b606067a2f145daaa7&format=llm_user) ## Applied Epic Integrations - [ACS 2000](https://www.g2.com/products/acs-2000/reviews) - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Applied CSR24](https://www.g2.com/products/applied-csr24/reviews) - [Applied Pay](https://www.g2.com/products/applied-pay/reviews) - [Applied TAM](https://www.g2.com/products/applied-tam/reviews) - [Chrome Enterprise](https://www.g2.com/products/chrome-enterprise/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Ennabl](https://www.g2.com/products/ennabl/reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - [Formstack Forms](https://www.g2.com/products/formstack-forms/reviews) - [Formstack Sign](https://www.g2.com/products/formstack-sign/reviews) - [Fulcrum](https://www.g2.com/products/fulcrum/reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - [Indio](https://www.g2.com/products/indio/reviews) - [InsuredMine](https://www.g2.com/products/insuredmine/reviews) - [Ivans Download](https://www.g2.com/products/ivans-download/reviews) - [Ivans Exchange](https://www.g2.com/products/ivans-exchange/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [MS Office 2024 Professional Plus – PROMO for Windows](https://www.g2.com/products/ms-office-2024-professional-plus-promo-for-windows/reviews) - [Orbit](https://www.g2.com/products/meetorbit-orbit/reviews) - [Outmarket AI](https://www.g2.com/products/outmarket-ai/reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) - [RSign](https://www.g2.com/products/rsign/reviews) - [SALT](https://www.g2.com/products/salt/reviews) - [Sendoso](https://www.g2.com/products/sendoso/reviews) - [Tarmika](https://www.g2.com/products/tarmika/reviews) ## Applied Epic Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top Applied Epic Alternatives - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (955 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 (659 reviews)