--- title: Applied Epic Reviews meta_title: 'Applied Epic Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1758 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: 1758 scale: '5' date_modified: '2026-07-22' 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:** 1,758 ## 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. Staying Ahead of AI Trends with Fast, Responsive Support. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Applied Epic?** I like that they are keeping up to date on AI trends in the market. I also think their support teams are very responsive and quick to take action. **What do you dislike about Applied Epic?** I believe the only downside is the limited integrations. **What problems is Applied Epic solving and how is that benefiting you?** It is solving data management and storage. It also is making us more effecient when it comes to collecting data and being able to revert back to it. ### 2. Not ready for Medicare **Rating:** 3.5/5.0 stars **Reviewed by:** Grace W. | Account Executive/Office Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** It has some good tools for P&C insurance, and I do like the continuing efforts to make it smarter and easier to use, especially integration of AI enhancements. **What do you dislike about Applied Epic?** I work primarily with health and Medicare policies, and I need real solutions, not workarounds in a system that is built by and for people who work in P&C and seem to think health refers solely to employee benefits, with little to no understanding of the individual health market or Medicare. **What problems is Applied Epic solving and how is that benefiting you?** I think Epic is helping to organize the larger agency we just merged with, and enforce proper documentation, but my office has not yet found it to be beneficial since we are focused on health and Medicare clients. However, we almost certainly will benefit from the Benefits module, especially the proposal generation. ### 3. Streamlined Commission Management with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Carl g. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2026 **What do you like best about Applied Epic?** I like the ease of use of Applied Epic. I'm also utilizing dashboards for smart commission reconciliation and managing broker commissions. **What do you dislike about Applied Epic?** N/a **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for dashboards, which help with commission reconciliation and broker commissions, making these processes smarter and more efficient. ### 4. Challenging Navigation But Effective for Closing Deals **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I like creating Acord applications with Applied Epic. It helps me with my insurance business as I need it to close deals. **What do you dislike about Applied Epic?** I find it kind of hard to navigate Applied Epic, and it could be improved by making it visually nicer. **What problems is Applied Epic solving and how is that benefiting you?** I find Applied Epic helpful for creating Acord applications to close deals but struggle with navigation as it's quite hard to use. ### 5. Deep, Innovative System with Constant New Features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Depth of system and constant innovation / addition of new features **What do you dislike about Applied Epic?** Very manual processes. The accounting side of Epic is a nightmare **What problems is Applied Epic solving and how is that benefiting you?** keeps our books organized well, great reporting ### 6. Essential for Data Management, Ease of Use Shines **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like that Applied Epic keeps our data in one place, which is really convenient. I appreciate its ease of use. Also, I value the browser version with its connection to email. These features make Applied Epic work well for us. **What do you dislike about Applied Epic?** I find the email integration and AI assistants in Applied Epic lacking. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic keeps our data in one place, making it easy to use. ### 7. In-Depth, Accountant-Style Detail—But Not Always Everyday-User Friendly **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** It is very indepth and detail oriented, it thinks like an accountant **What do you dislike about Applied Epic?** it only thinks like an accountant not like an every day user **What problems is Applied Epic solving and how is that benefiting you?** it is our crm ### 8. Organized and Easy to Use for Account Managers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** The organization and ease of use as an Account Manager. **What do you dislike about Applied Epic?** There seems to be some issues with generating Certificates at times. **What problems is Applied Epic solving and how is that benefiting you?** Keeping track of my book of business. ### 9. Essential for Insurance, Needs Better Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like that Applied Epic has a built-in help center with interactive options. **What do you dislike about Applied Epic?** I wish that it integrated more seamlessly with our carriers for rating. Also, the initial setup wasn't that easy, but we had someone come in who helped us learn. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic to reach out to clients, track payments, track policies, manage renewals, manage changes, track employee benefits, and company commissions. ### 10. Helpful Support **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Help & Support response to my inquiries. **What do you dislike about Applied Epic?** The training classes do not have enough interactive options. Need more courses on building certificates. **What problems is Applied Epic solving and how is that benefiting you?** Easy to add client shell. ### 11. Too Many Steps Compared to TAM, Despite Easy Email-to-Policy Attachments **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** the ease of attaching emails to policies **What do you dislike about Applied Epic?** everything takes so many steps to do compared to TAM **What problems is Applied Epic solving and how is that benefiting you?** Easier to attach emails, which makes that part more efficient ### 12. Streamlined user interface compared to competitors **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Applied Epic?** Customer Support Carrier Support User Interface Contant Updates **What do you dislike about Applied Epic?** Interface can sometimes be slow on the browser based version **What problems is Applied Epic solving and how is that benefiting you?** Easy to issue multiple certificates Applies Pay is helpful ### 13. Smooth Reconciliations and Applied Pay Payment Processing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** Ease of use; connectivity between applications; Accounting reconciliations; Applied Pay **What do you dislike about Applied Epic?** Unexplained glitches that slow down workflow **What problems is Applied Epic solving and how is that benefiting you?** Payment processing and financing for agency bill policies ### 14. Review on Applied Epic Attachment Previews Are Great, **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** Being able to see attachment without having to open **What do you dislike about Applied Epic?** sometimes the system is slow or repetitive **What problems is Applied Epic solving and how is that benefiting you?** I cant think of anything at this time ### 15. Simplify Redundant Tasks to Once & Done -Simplify Renewal Marketing **Rating:** 2.0/5.0 stars **Reviewed by:** Kathryn T. | Commercial Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Applied Epic?** Applied Pay provides a better way for clients to remit in a timely fashion **What do you dislike about Applied Epic?** Redundant tasks in all workflows. Need a section in Marketing for New - vs- Renewal. The tasks are completely different. **What problems is Applied Epic solving and how is that benefiting you?** Easier accounting and reconciliation. ### 16. Easy to Use with Flexible Transaction Options **Rating:** 5.0/5.0 stars **Reviewed by:** althealorrainne o. | Director of 1st Impressions, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** The ease of use. Multiple options available for transactions. **What do you dislike about Applied Epic?** Some abilities were lost. ie drag and drop **What problems is Applied Epic solving and how is that benefiting you?** The redundancy of quoting in a separate system. ### 17. Constant System Updates are Not Always Good **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2026 **What do you like best about Applied Epic?** The system is based more on policy data & servicing rather than accounting. **What do you dislike about Applied Epic?** I loved Epic until they started changing the screens which makes the system lag and it takes much longer to complete tasks than before. The Epic Bridge is a time waste. **What problems is Applied Epic solving and how is that benefiting you?** They are not solving problems for me. They are making more with their constant "system updates". ### 18. User Friendly, Seamless Integration, Sometimes Glitchy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Applied Epic?** I like the ease of use and that it can be integrated with other programs. **What do you dislike about Applied Epic?** I don't like how much it glitches and we either have to close it down and restart OR we have to wait for patches before we can continue working. **What problems is Applied Epic solving and how is that benefiting you?** It's allowing colleagues from across the organization to access similar resources and work on accounts more efficiently. **Official Response from Kelly Powell:** > Thank you for sharing your positive experience with Applied Epic's ease of use and integration capabilities. We understand the frustration caused by the glitches and patches, and we are actively addressing these issues to provide a smoother user experience. ### 19. Constant Feature Improvements That Keep Getting Better **Rating:** 4.0/5.0 stars **Reviewed by:** Seth C. | Accountant / Management, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** Constantly adding and improving features **What do you dislike about Applied Epic?** Some of the accounting features are lacking **What problems is Applied Epic solving and how is that benefiting you?** Integrating AI features and constantly updating ### 20. Easy to Use, Great Reporting,and a Lifesaving Activity Home Base **Rating:** 5.0/5.0 stars **Reviewed by:** Meagan M. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Applied Epic?** Ease of use and reporting. Activity home base is a life saved **What do you dislike about Applied Epic?** Using the browser really depends on the speed of my internet connection. Aside from that, I love it. **What problems is Applied Epic solving and how is that benefiting you?** Reporting and book-of-business review. ### 21. Easy to Use with Responsive Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Ease of use. Access to and responsiveness of support **What do you dislike about Applied Epic?** Additional advanced functions/modules can be pricey. **What problems is Applied Epic solving and how is that benefiting you?** Integrating AI into accounting function ### 22. User-Friendly Interface That’s Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** The userface system is makes ease of use good. **What do you dislike about Applied Epic?** there aren't allowed of downsides to epic **What problems is Applied Epic solving and how is that benefiting you?** there aren't many problems ### 23. Easy to Use, Highly Functional, and Works with Many Apps **Rating:** 5.0/5.0 stars **Reviewed by:** Ana G. | Customer service representative, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2026 **What do you like best about Applied Epic?** Its easy to use and functional with many apps **What do you dislike about Applied Epic?** Reinstalling the connection suite can sometimes cause issues with my email **What problems is Applied Epic solving and how is that benefiting you?** It’s easy to summarize emails and attach the summary as a note. ### 24. Intuitive and Essential for Insurance Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Applied Epic?** I find Applied Epic pretty easy to use. It's an intuitive setup, which I appreciate. **What do you dislike about Applied Epic?** I wish that Applied Epic integrated better with all of our other insurance carriers. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for managing insurance policies, streamlining client communications, account management, billing, storing policies and documents, and handling renewals in our independent insurance agency. ### 25. Effective, Easy-to-Learn Agency Management System **Rating:** 4.0/5.0 stars **Reviewed by:** Taylor R. | VP, Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2026 **What do you like best about Applied Epic?** An effective and efficient agency management system that’s straightforward to learn and not overly complicated. **What do you dislike about Applied Epic?** The cost of this program is approaching $100,000 a year for my small business. **What problems is Applied Epic solving and how is that benefiting you?** Applied is the leader in agency management systems. **Official Response from Kelly Powell:** > We're glad to hear that you find Applied Epic effective and easy to learn! ### 26. Efficient Client Management, Minor Usability Challenges **Rating:** 4.0/5.0 stars **Reviewed by:** Lauren W. | Client Service Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Applied Epic?** I find the online tutorials very helpful, particularly those on workflows, adding clients, and commissions, making the setup easy. Workflows ensure nothing is missed during implementation and renewal processes. The exceptional data management enhances client communication and data analysis for renewals. I value policy tracking for extracting data for cost comparisons and revenue analysis for segmenting clients effectively. Applied Epic's integration capabilities, including email, document generation, and open enrollment materials, significantly boost day-to-day efficiency. The software's versatility in handling various aspects of the insurance business is outstanding. **What do you dislike about Applied Epic?** I find the left side menus in the policies a little confusing when adding lines of coverage. I feel the hierarchy could be shown as a static flow chart rather than it flipping back and forth from service to policy flow charts. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for effective workflow management and exceptional data tracking, enhancing client service by ensuring nothing is forgotten. Policy tracking aids cost comparisons, and revenue analysis segments clients accurately, improving service quality. ### 27. Easy to Use and Helps Us Market More to Customers **Rating:** 5.0/5.0 stars **Reviewed by:** Kirstie J. | Customer service agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Applied Epic?** Ease of software helps market more to customers **What do you dislike about Applied Epic?** I have not found a downside as of yet. Loving the system **What problems is Applied Epic solving and how is that benefiting you?** Organization. Keeping up with clients and their statuses. ### 28. Have been a fan of Epic - but now not sure sure about the browser version. **Rating:** 3.5/5.0 stars **Reviewed by:** Lori M. | VP Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2019 **What do you like best about Applied Epic?** Only the browser application is receiving updates. There seem to be good updates. Still new to browser **What do you dislike about Applied Epic?** I HATE printing in the browser. Too many clicks. Also the functionality of document writer has greatly changed in the browser. The accounting module is STILL missing some basic functionality. I talk to them at conference every year, but things never seem to change. The cost of integrating products that are aligned with Epic are astronomical! **Recommendations to others considering Applied Epic:** Do your homework. Hire an independent consultant to help you through the migration process. It's definitely worth the money. Get key employees on board and part of the migration process from the beginning. Require employees to complete all training and do all data clean up. Make sure you allow yourself enough time from start to finish; you will be sorry if you don't. **What problems is Applied Epic solving and how is that benefiting you?** We are able to monitor areas of the business better than ever. We can identify potential E&O/compliance issues and address them immediately. Things that were a manual process are now automated. Since Epic is activity driven and most functions automatically add an activity, documentation of workflow and processes is easy. ### 29. Easy, Effective Platform That Makes Life Simpler **Rating:** 5.0/5.0 stars **Reviewed by:** Nick D. | Account msnsger, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Applied Epic?** The ease and effectiveness of the platform has made my life very easy **What do you dislike about Applied Epic?** It is not always the easiest to get in contact with someone **What problems is Applied Epic solving and how is that benefiting you?** Account management ### 30. Modern, Searchable Interface—But Too Many Steps for Certificates **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Its a more modern view, being able to search for a customer is so nice! When inputing an address, it's able to prefill the remainder. **What do you dislike about Applied Epic?** I feel that certain functions would be done easier if it required a lot less steps, such as certificates. **What problems is Applied Epic solving and how is that benefiting you?** None really come to mind. ### 31. Very Organized, Easy-to-Navigate Layout with Amazing Training **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Very organized. The layout is easy to read and things are easy to find. Also the training is amazing. **What do you dislike about Applied Epic?** Sometimes it runs slow but that very well could just be my system. Occasionally, I will minimize something and am unable to find it again. **What problems is Applied Epic solving and how is that benefiting you?** Premium tracking and business retainment. ### 32. Streamlined Experience Despite Migration Challenges **Rating:** 4.0/5.0 stars **Reviewed by:** Anita K. **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I appreciate the AI capabilities available in Applied Epic because they have significantly streamlined our processes. Additionally, the built-in features for summarizing emails and making attachments are excellent, enhancing our workflow efficiency. I also value the helpful and prompt support from our coordinator and team member, Candice, who have been instrumental in resolving issues promptly. **What do you dislike about Applied Epic?** I faced significant challenges during the migration to Applied Epic. Our migration did not go very well due to bad advice from our coordinator. Additionally, there are certain features that were available in Applied TAM but are not in Applied Epic. For example, the custom views on screens in Epic do not allow for fields that we previously filtered for in TAM. Specifically, I find it frustrating not being able to see the assigned service role person on the activity screen, which was possible in TAM. **What problems is Applied Epic solving and how is that benefiting you?** I find Applied Epic's AI capabilities streamline our processes, and the team is prompt in resolving issues, benefiting us. However, some features available in TAM are missing, like custom view filters and activity screen details, which hinders our work efficiency. ### 33. EPIC is my go to system **Rating:** 4.5/5.0 stars **Reviewed by:** Andrew B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** What I like best about Applied Epic is that it keeps everything in one place. It helps our team stay organized and gives us a clear picture of what’s happening across the agency—whether it’s client activity, policy details, or accounting. It’s not perfect, but it’s reliable, and once you understand how to make it work for your processes, it really does make day-to-day operations smoother. The reporting tools and workflows have been especially helpful for keeping everyone on the same page and making sure tasks don’t fall through the cracks. Overall, it’s a solid system that does what it’s meant to do and continues to improve over time. **What do you dislike about Applied Epic?** There is not much to dislike. The only complaint I would have is the need to continually add products on as they become available instead of being automatically added as a service for those on the highest subscription **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic helps us keep everything in one place—from client data and policy details to accounting and renewals. Before, a lot of our processes lived in different systems or spreadsheets, which made it easy for things to get missed. Now, it’s much easier to track activities, automate tasks, and see what’s happening across the agency in real time. It’s not a flashy system, but it’s dependable, and that consistency has made a real difference in how we operate day to day. ### 34. Change we resisted but has been the best decision for our agencies! **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren M. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Epic offers a centralized platform for managing all client, policy, and claims information, making it simple to keep everything from certificates and renewals to billing organized under a single client record. This setup helps minimize duplication and streamlines access to important data. The system’s customizable workflows are particularly effective for standardizing agency processes such as renewals, policy checks, and follow-ups. These workflows help ensure that no tasks are overlooked and provide management with tools to monitor productivity. Epic’s built-in accounting capabilities are comprehensive, allowing users to manage direct bill, agency bill, commissions, and trust accounting all within the same platform, eliminating the need to switch between different systems. The reporting and analytics features in Epic deliver valuable insights into production, retention, and revenue trends. Dashboards can be customized for different roles, including producers, CSRs, and managers, to provide relevant information at a glance. Integration is another strong point for Epic. It works seamlessly with Applied CSR24, Applied Mobile, Ivans, and a variety of third-party tools such as Salesforce, DocuSign, and ePayPolicy, making its ecosystem a significant advantage. **What do you dislike about Applied Epic?** The management system has an extremely steep learning curve. It took us an entire year before we finally felt comfortable using it. While workflows are customizable, doing so can be complex and may require admin-level knowledge or Applied support. Some small tweaks can be time-consuming. **What problems is Applied Epic solving and how is that benefiting you?** Reporting has been extremely important for us, particularly because we are a bank-owned agency. We have configured Sonny report to automatically deliver reports on a weekly basis. Information that once took us days to compile can now be generated in just seconds. ### 35. Easy to use, great analytics **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Applied Epic?** I like the options for reporting, you can add fields as needed and export in a pdf or Excel document. I love that each report can be fully customized to meet the needs. We use Applied Analytics as well, which gives a very useful snapshot of real time data. **What do you dislike about Applied Epic?** The Accounting function is ok, but could be more robust. It sometimes feels as if Accounting functions were more of an afterthought - only included because it had to be. I love being able to save default transactions which makes using the software and recording recurring disbursements extremely quick and easy. The reports are fantastic, but editing the layout is difficult if you aren't really tech savvy. **What problems is Applied Epic solving and how is that benefiting you?** The ability to text with clients, the client self-serve portal, and certificates. It helps our agency be more productive since client's can log in to the portal to pull and/or view their own certificates. ### 36. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Corin S. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** We went through an acquisition and the acquiring company was not using Applied Epic. I’ve been using it since 2017 and Applied Epic has been so user friendly. It is so easy to use and straight forward so I gave my honest feedback to a few of my new team member to reassure them that they would come to enjoy it like I have. **What do you dislike about Applied Epic?** I believe there is a lot more potential for us to tap into with Applied Epic. Having recently been promoted to a manager role, I've been considering different strategies to help us work more efficiently rather than just putting in more effort. After attending Applied Net25, I have plenty of ideas and insights to share with the Executive Committee. **What problems is Applied Epic solving and how is that benefiting you?** Having a centralized location to store all my accounts is very convenient. We have recently started using Indio and are generating Proposals along with docs like check return requests for accounting. ### 37. Applied Epic efficiency and flexibility **Rating:** 5.0/5.0 stars **Reviewed by:** Diane C. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** The Applied Epic platform enables me to work both quickly and efficiently as a Commercial Lines Account Manager. Our agency is currently working to make use of features that we did not take advantage of during our initial phase of implementing Applied Epic. I am genuinely impressed by the system’s flexibility. The support provided by Epic is outstanding. Being able to speak directly with a live representative who stays with you until your issue is resolved is an invaluable resource for a busy agency. I would also like to mention CSR24, another Applied product that offers training for new employees. When I transitioned from a career in Health Insurance to Property and Casualty insurance, I completed CSR24 and was able to pass my state license exam in less than four months. **What do you dislike about Applied Epic?** I can’t think of any downsides, there has been a solution to any challenge that I have encountered. **What problems is Applied Epic solving and how is that benefiting you?** Epic solves efficiency and tracking issues, not only saving valuable time and resources, but allowing me to provide professional customer service at a higher level. ### 38. Large Agency EB Epic User **Rating:** 3.0/5.0 stars **Reviewed by:** Aubrie E. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Epic is a mostly intuitive system that can encompass a lot of information and be very useful for large agencies. The support staff is very efficient and helpful. **What do you dislike about Applied Epic?** There is room for development in the Employee Benefits area as a lot of the stuff is geared to P&C and other things. We have been shown some pilots for things such as ABD and the benefits overview tab and provided feedback on what our teams would need to be able to use those things. Such as being able to edit a file with quotes, we would want our logo and certain disclaimers and the ability to edit them in general. We also find it would be helpful to see who did what in the system at what time. **What problems is Applied Epic solving and how is that benefiting you?** The Employee Benefits piece is being expanded and approved upon. Our agency only uses epic for EB so we look forward to further updates ### 39. A Great Way to Keep Client Policy Information Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** This is a great way to keep information organized and to keep track of clients’ policies and other important details. **What do you dislike about Applied Epic?** locks up sometimes, can sometimes be a bit confusing **What problems is Applied Epic solving and how is that benefiting you?** easily keeps info of clients, makes it easy to find what is needed ### 40. Epic needs improvement to be a 5 star product **Rating:** 3.0/5.0 stars **Reviewed by:** Jessica P. | Senior Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Applied Epic?** Epic has a lot of functionality in terms of configurations and pulling data into reports. **What do you dislike about Applied Epic?** Epic is not user friendly and involves a lot of added clicks to get to frequently used fields within an account. It can be difficult to locate information if you aren't familiar with the way Epic works and learning the system can take users years to get comfortable. **What problems is Applied Epic solving and how is that benefiting you?** Epic is slow to make improvements that make my day-to-day use of the product easier; however, they are working on improving the Master & Carrier Marketing section of the platform (early stages) which I believe will save time once implemented. The implementation of the AI tool that reads and summarizes email content when logging activities is a huge improvement (unfortunately my agency's legal team has not yet approved the functionality to be turned on yet). ### 41. Too Many Clicks Make Simple Tasks Harder Than They Should Be **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I have not found that yet. I find it harder to use **What do you dislike about Applied Epic?** It takes to many "click" (too many steps) to do the same job. **What problems is Applied Epic solving and how is that benefiting you?** So far, I have not found a benefit. We have all sorts of problems. ### 42. Applied Epic: Easy to Use and Boosts Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Applied Epic is very easy to use which helps me be more productive **What do you dislike about Applied Epic?** Accessing forms can, at times be a challenge. This takes up a lot of time **What problems is Applied Epic solving and how is that benefiting you?** This is a difficult question to answer since Applied Epic is constantly updating. ### 43. One of the best support centers and platforms available.....with a cost. **Rating:** 4.0/5.0 stars **Reviewed by:** Jason R. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Epic has been a groundbreaking platform. While all software has positives and negatives to it, Applied has always been engaged and working to improve the core platform and not just bolt on extras to try and make it better. The billing in Epic is versatile and makes the reconciliation process a breeze both from carriers and with the bank. Another feature that is amazing is setting up scheduled client communication and interactions. **What do you dislike about Applied Epic?** I understand that innovation and development cost money, however the pricing for Epic and Applied's other software is always at a meteoric climb at times. Outside of rents and labor costs, licensing is one of our next highest expenses. **What problems is Applied Epic solving and how is that benefiting you?** We are moving to a digital platform that allows a centralized repository for all client interactions and data. The consolidation is a huge impact, especially for our employee benefits department. ### 44. Valuable System with Potential for Employee Benefits **Rating:** 3.5/5.0 stars **Reviewed by:** Laura P. **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** I appreciate how Applied Epic centralizes all of our benefits information, combining policy, commission, and servicing details conveniently in one place. This integration allows us to streamline our operations across P&C and personal lines, keeping all client information within a unified system. The ability to attach documents and emails directly to policies and generate detailed reports by servicing person or producer enhances our workflow efficiency greatly. **What do you dislike about Applied Epic?** {"I feel that the benefit module in particular within Applied Epic is really lacking and it really felt like it was a PNC agent management system rather than a benefits management system.","I am unable to drag and drop attachments out of Epic into an email or into another document."} **What problems is Applied Epic solving and how is that benefiting you?** I find Applied Epic centralizes client benefits, policies, commissions, and servicing data, streamlining access and improving convenience for all client-related information within a single system. ### 45. Overall Great System - Advocate for Efficiency Improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Danielle D. | Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Most of the processes are streamlined while still being able to track/evaluate the process from a management standpoint. Helps keep workflows structured. **What do you dislike about Applied Epic?** I can't use the same activity code across multiple events. The end user usually doesn't care how the document is received to get the activity into EPIC; users want standard activity codes. For example, eDocs received to use a manual activity code, but when manually attaching, it's more efficient to drag and drop, so you have to sacrifice efficiency for consistency or vice versa. **What problems is Applied Epic solving and how is that benefiting you?** They are solving the need to maintain client information all in one place in an organized fashion. We can keep our personal, commercial and benefits all in the same system while applying revenue to them. Then we can use analytics or reports to build pictures for improving how we meet customer needs. ### 46. Epic is a comprehensive tool to manage P&C and benefits for our agency. **Rating:** 4.5/5.0 stars **Reviewed by:** Karla M. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2025 **What do you like best about Applied Epic?** Improvements are rapidly released, all of our insurance business (P&C and benefits) can be tracked in Epic, it integrates well with other Applied software, and Customer Support is easily accessed and very helpful. **What do you dislike about Applied Epic?** The benefits portion is still new, so there's room for improvement there. Reports for different areas can't be combined (for example criteria for Contacts, Clients, and Activities can't be combined in a single report), and there are some frequently used areas of the client accounts that require a lot of clicks to navigate. **What problems is Applied Epic solving and how is that benefiting you?** Communication with clients. We can use Epic and other ancillary products (CSR24 and Applied Marketing Automation) to communicate with clients and have it all recorded in the client account. The renewal process for commercial lines using renewals manager smoothly tracks the renewal process an eliminates extra work. ### 47. Clean, Easy-on-the-Eyes Experience. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** It is clean and easy on the eyes to view. **What do you dislike about Applied Epic?** I am a new user. I am still learning the process. **What problems is Applied Epic solving and how is that benefiting you?** I guess they are always working on security and that benefits everyone. ### 48. Quickly Find Customers and Carrier Details Across All Offices **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** The ability to quickly find customers for all of our offices and find out their carriers **What do you dislike about Applied Epic?** Some of the processes require a lot of steps **What problems is Applied Epic solving and how is that benefiting you?** They continue to strive to be better ### 49. A Strong Platform with Limitations for Employee Benefits **Rating:** 3.5/5.0 stars **Reviewed by:** Brie S. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied Epic offers excellent structure, centralized workflows, and detailed reporting. It’s reliable and well-suited for property and casualty operations, making it easier to maintain consistency and visibility across teams. **What do you dislike about Applied Epic?** Epic isn’t inherently built for Employee Benefits. Many workflows and data fields are P&C-focused, so EB teams often need to create workarounds or customize templates to meet their needs. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic helps centralize client, policy, and activity information in one system, reducing duplication and improving visibility across teams. It standardizes workflows, streamlines document management, and provides strong reporting tools for tracking performance and compliance. Having everything in one place improves efficiency, consistency, and communication between departments. It also makes it easier to monitor tasks, track renewals, and maintain a clear audit trail — all of which support better client service and operational accountability. ### 50. Applied Epic **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** Integrating and getting SSO configured is very streamlined **What do you dislike about Applied Epic?** It can be difficult to get valuable support when calling the support line **What problems is Applied Epic solving and how is that benefiting you?** Cloud-based solutions for agency management ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-23+01%3A04%3A44+-0500&secure%5Bsession_id%5D=67b9f4d2-7815-433f-aa59-6f8f61ba2d89&secure%5Btoken%5D=d5c077c41b8be0b049ac529bc2f32d350afd35e8380a0e856ae206e4bd2404a0&format=llm_user) ## Applied Epic Integrations - [Applied CSR24](https://www.g2.com/products/applied-csr24/reviews) - [Applied Marketing Automation](https://www.g2.com/products/applied-marketing-automation/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 Bookroll](https://www.g2.com/products/ivans-bookroll/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) - [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 (951 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (703 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (656 reviews)