--- title: Applied Epic Reviews meta_title: 'Applied Epic Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1793 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: 1793 scale: '5' date_modified: '2026-07-30' 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:** 1,793 ## 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. Applied Epic handles everything I need it to do! **Rating:** 5.0/5.0 stars **Reviewed by:** Audrey S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied Epic makes it easy for me to organize client data and manage tasks. **What do you dislike about Applied Epic?** Applied Epic can be a little tricky to learn at first but once you understand the system, it’s very helpful! **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic helps to keep data organized by client, so we can better document our work which helps to avoid an E&O. ### 2. Accounting Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Kathleen H. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Only 2 month in with Epic but have been in TAM for 25+ years. Love working with Applied and looking forward to learning Epic and all the great features. **What do you dislike about Applied Epic?** Our migration was not smooth. Hoping in the coming weeks we will be in a better place. **What problems is Applied Epic solving and how is that benefiting you?** Don’t know enough about Epic you to answer this question. ### 3. Great Coverage! **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew T. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Applied has always been a super robust system to work with. Their team has been super helpful. We integrate seamlessly with the platform. **What do you dislike about Applied Epic?** There was a small learning curve as we got set up. **What problems is Applied Epic solving and how is that benefiting you?** We integrate with Applied by extracting all relevant data from submissions, ACORDS, PDF’s, etc, and send that data directly into Applied instantly. ### 4. Cutting edge technology for agents! **Rating:** 4.5/5.0 stars **Reviewed by:** Ashley E. | Operations Analyst, Insurance, Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I appreciate that Epic has such a large user network and is always investing in tools and processes that will improve the independent agent and their customer deliverables! **What do you dislike about Applied Epic?** Sometimes it can be challenging to see enhancements be made, or progress on feedback requested **What problems is Applied Epic solving and how is that benefiting you?** Enhancing the rating and download/ communication and transfer of data with carriers ### 5. Daily Epic user at management level **Rating:** 4.5/5.0 stars **Reviewed by:** Lee L. | Agency Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** Platform is user friendly and robust with options for both small and large agencies alike. **What do you dislike about Applied Epic?** So many features it seems a little overwhelming at times. The client reassignments from agent to agent can be cumbersome and if not done correctly can cause some issues. **What problems is Applied Epic solving and how is that benefiting you?** More consistent and accurate data base with strong reporting opportunities. ### 6. Assistant vice president enterprise operation **Rating:** 5.0/5.0 stars **Reviewed by:** Carrie T. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Having used other agency management systems, Applied has the most comprehensive data capture, efficient transaction management, and ease of use. **What do you dislike about Applied Epic?** Epic has a lot of clicks to navigate the platform which can seem cumbersome to users. **What problems is Applied Epic solving and how is that benefiting you?** Our conversion to browser has been beneficial to how we will expand our product integrations in the future. ### 7. Innovation and technology **Rating:** 5.0/5.0 stars **Reviewed by:** Gladys M. | Enterprise (> 1000 emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** I come to Applied Net every year excited to see what’s next! The new tech and innovation always make it worth the wait. **What do you dislike about Applied Epic?** I haven't found anything I dislike yet; so far, I love everything about it. **What problems is Applied Epic solving and how is that benefiting you?** With the recent updates, I feel that the problems I was experiencing are finally being addressed. ### 8. Executive Vice President **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley E. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** Structured way to streamline agency workflows and processes and does a great job with accounting and financial management of agency. **What do you dislike about Applied Epic?** I don’t have enough time to dig into EPIC as much as I’d like to due to other responsibilities I have for agency. **What problems is Applied Epic solving and how is that benefiting you?** AI will be great for policy checking and importing schedules. ### 9. User friendly and innovative **Rating:** 5.0/5.0 stars **Reviewed by:** Amy S. | Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** Applied Epic is not only user-friendly, but Applied also consistently keeps up with the latest trends and automation. I appreciate how the platform evolves to stay current while remaining easy to use. **What do you dislike about Applied Epic?** Export to Excel reports are only raw data **What problems is Applied Epic solving and how is that benefiting you?** This tool helps to streamline workflows and makes tasks feel less tedious. ### 10. Starting Migration from TAM to Epic **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley G. | Accounting and HR Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** What I have learned about Epic so far is that it looks like a lot of time is going to be saved on inputting information in. **What do you dislike about Applied Epic?** So far the part that I am most concerned about is that the Accounting portion of Epic doesn't migrate from TAM. **What problems is Applied Epic solving and how is that benefiting you?** I will soon find out ### 11. New user **Rating:** 5.0/5.0 stars **Reviewed by:** Trevor S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** As someone new to the insurance industry, I found that Applied Epic made my transition much smoother. The software is very user-friendly, which helped reduce the stress of learning a new program while also starting with a new company. **What do you dislike about Applied Epic?** I haven’t found anything I don’t like about Applied Epic yet. **What problems is Applied Epic solving and how is that benefiting you?** Commissions statements. ### 12. Worth it **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied Epic has streamlined all of our workflows as well as helps identify things that had fallen in the cracks. **What do you dislike about Applied Epic?** The migration process was not as smooth as we liked. There were quite a few things that could have been done before going love. **What problems is Applied Epic solving and how is that benefiting you?** Assisting with setting up the down load process ### 13. Loving Epic **Rating:** 3.5/5.0 stars **Reviewed by:** Chelsea N. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Didn’t know how much I needed epic after many years of TAM. Loving the extra fancy vibe of Epic **What do you dislike about Applied Epic?** Quick Pay for agency bill! Miss the next button from TAM! And you can’t delete a transaction, especially when it is just a small typo. **What problems is Applied Epic solving and how is that benefiting you?** Reporting is so much easier and more reliable ### 14. Applied Epic Continues to be Epic! **Rating:** 5.0/5.0 stars **Reviewed by:** Danny G. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Applied Epic grows as your staff grows not only in capacity but in generations. They do not remain stagnant. They continue to innovate and adapt **What do you dislike about Applied Epic?** Submission process for changes. The voting system sometimes seems dismissive. **What problems is Applied Epic solving and how is that benefiting you?** It solves day to day management for users and for management to confirm users are working efficiently. ### 15. Applied EPIC has changed the game **Rating:** 5.0/5.0 stars **Reviewed by:** Kristin J. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I can’t say enough good stuff about Applied EPIC. It has streamlined our processes so well and is my favorite agency management system. **What do you dislike about Applied Epic?** Sometimes it does lag or not load properly but I appreciate the report slowness button. **What problems is Applied Epic solving and how is that benefiting you?** Cleaning up the back end I.e policy checking, completing all policy screen fields ### 16. Its awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Surya Teja G. | Technology Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I like how Applied Epic simplifies workflows and improves efficiency across our team. **What do you dislike about Applied Epic?** “The interface feels a bit outdated and could be more intuitive for new users. **What problems is Applied Epic solving and how is that benefiting you?** By bringing all client details, documents, and communication into one place, Applied Epic makes daily tasks easier and keeps everyone on the same page. ### 17. Wonderful system **Rating:** 5.0/5.0 stars **Reviewed by:** Mary P. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied is easy to use and continually growing. **What do you dislike about Applied Epic?** Although there are a few bugs to workout, I am the renewal manager and I still find this to be a great system. **What problems is Applied Epic solving and how is that benefiting you?** As a renewal manager, I consider this product to be exceptional. It is highly useful and very straightforward to use. ### 18. Epic is very robust and can do a lot of what insurance agents need. **Rating:** 3.5/5.0 stars **Reviewed by:** noe d. | account executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Applied Epic?** The fact that all policy infromation is in the same place as all docuemntation is very convenient, which also allows to organize documents by folders. **What do you dislike about Applied Epic?** The only thing I can think of is maybe faster speeds on while using their cloud. **What problems is Applied Epic solving and how is that benefiting you?** Keeping everything organized and easy to find ### 19. One stop shop! **Rating:** 5.0/5.0 stars **Reviewed by:** Julie C. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I love that Epic is a one stop shop. I’m in the personal lines department…I can add prospects, quote, issue, send apps for signature, etc all within EPIC **What do you dislike about Applied Epic?** When updates take place they sometimes “break” things that were working just fine **What problems is Applied Epic solving and how is that benefiting you?** PL renewal insights are helpful for renewal summary comparisons ### 20. Controller **Rating:** 5.0/5.0 stars **Reviewed by:** Lori B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Epic is easy to use and helps our agency access crucial data that supports our decision-making process. **What do you dislike about Applied Epic?** The time it takes to resolve issues or fulfill requests is much longer than I would like. **What problems is Applied Epic solving and how is that benefiting you?** This tool assists with data collection and brings greater efficiency to our service team. ### 21. Applied Net 25 **Rating:** 5.0/5.0 stars **Reviewed by:** Magaly C. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** So far, it's been great! The crowd is much larger now and keeps growing. I'm really enjoying all the new products. **What do you dislike about Applied Epic?** Breakfast felt a bit cramped, but that was mainly because we needed to stay close to Dolby Live for the keynote speakers. **What problems is Applied Epic solving and how is that benefiting you?** I haven't encountered any problems. ### 22. System that Continues to Improve and Pace with Changes **Rating:** 4.0/5.0 stars **Reviewed by:** Alexandra J. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** EPIC takes the time to understand the clients needs and recognizes that every agency is different. With the fast paced, ever changing insurance market, we need partners like that. **What do you dislike about Applied Epic?** The lack of transparency in pricing for “new features” and the true functional capabilities when rolled out. **What problems is Applied Epic solving and how is that benefiting you?** Email attachments. ### 23. Best Management system out there! **Rating:** 5.0/5.0 stars **Reviewed by:** Renee J. | Manager/Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2025 **What do you like best about Applied Epic?** Very user friendly system. Very knowledgeable and friendly customer service for when you need a little help. When first implementing EPIC, they were with me every single step of the way. **What do you dislike about Applied Epic?** I cannot think of any downsides of using EPIC. We use it EPIC every work day, all day long. **What problems is Applied Epic solving and how is that benefiting you?** Applied EPIC makes it very easy to manage our Agency. It saves so much time, whether I am running reports for users, mono line reports, accounting... ### 24. Wonderful product. Amazing Implementation Team! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** October 08, 2021 **What do you like best about Applied Epic?** The recent integrations with other platforms has greatly improved this product. **What do you dislike about Applied Epic?** The onboarding and implementation process has become quicker but it is still very long and tedious. **What problems is Applied Epic solving and how is that benefiting you?** Digital Transformation ### 25. Good for Operations, Needs a UI/UX updgrade **Rating:** 4.0/5.0 stars **Reviewed by:** Erin S. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Excellent for managing policies and the entire insureds' coverage story. **What do you dislike about Applied Epic?** The interface feels very dated and has not kept up with the cleaner more nimble feel of newer technologies despite being the industry leader in functionality for AMS **What problems is Applied Epic solving and how is that benefiting you?** Stronger adherence to consistent workflows for managing clients' policies. ### 26. Everything you need in one place. **Rating:** 4.0/5.0 stars **Reviewed by:** Gina . | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied Epic is easy to use and contains all of the information I need at my fingertips tips. **What do you dislike about Applied Epic?** I wish invoice numbers were displayed when viewing receivables and not just the item numbers. **What problems is Applied Epic solving and how is that benefiting you?** Reconciling premium payables saves me time to be able to focus on other tasks. ### 27. AMS that is constantly improving the client experience **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle M. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** The best part is the incorporation of AI into everything from sales to service and in between **What do you dislike about Applied Epic?** Sometimes there are technical difficulties when new features are rolled out **What problems is Applied Epic solving and how is that benefiting you?** Insights about our clients when a servicing person is talking to them or reviewing their account at renewal time ### 28. Useful but a lot to set up **Rating:** 3.5/5.0 stars **Reviewed by:** Casey K. | Commercial Lines Account Manager, Insurance, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I like that they stay up to date with current technology **What do you dislike about Applied Epic?** There is a lot if manual setup when you start and a lot of steps to most of the setups like endorsements and certificates of insurance. **What problems is Applied Epic solving and how is that benefiting you?** It’s making it simpler to keep up with client accounts ### 29. Database & Tools **Rating:** 5.0/5.0 stars **Reviewed by:** Cheryl C. | Commercial Lines Operation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Reporting and other tools available to manage business **What do you dislike about Applied Epic?** I dislike that dashboards toggle between premium and revenue and would like for both to be available on one dashboard **What problems is Applied Epic solving and how is that benefiting you?** Download an E docs save time and other tools like CSR 24 allow for certificate management and client portal ### 30. You need Applied in your life. **Rating:** 5.0/5.0 stars **Reviewed by:** Leandra J. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** It’s simple - applied has made our agency efficiency through the roof. Their ability to document thoroughly and provide us with constant updates is invaluable! **What do you dislike about Applied Epic?** Absolutely nothing that we do not like about applied epic. **What problems is Applied Epic solving and how is that benefiting you?** They have solved our ability to streamline workflows and have impeccable documentation ### 31. Best Management System **Rating:** 5.0/5.0 stars **Reviewed by:** Joslyn L. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied Epic is an easy to use system that keeps all your data in one place! We love Applied Epic! **What do you dislike about Applied Epic?** There is nothing I dislike about Applied. **What problems is Applied Epic solving and how is that benefiting you?** I love that there is now a lot of companies that integrate with Applied making everything so much easier. ### 32. AppliedNet 2025 **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly U. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** How customizable it can be for my agency why still being our one stop shop for everything we do daily. **What do you dislike about Applied Epic?** It can be very step heavy and there are limitations that could make us more efficient. **What problems is Applied Epic solving and how is that benefiting you?** Information, policy management as well as client management and reconciliation ### 33. Epic is Aptly Named! **Rating:** 4.5/5.0 stars **Reviewed by:** Karl H. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Epic is the most robust AMS system out there. If you’re not using it, you’re not doing insurance right. **What do you dislike about Applied Epic?** It might be too vast at times, but it’s not necessarily a bad thing. **What problems is Applied Epic solving and how is that benefiting you?** AI conundrum, and the headache ensuing submission rigmarole of personal & commercial lines. ### 34. Epic is EPIC! **Rating:** 5.0/5.0 stars **Reviewed by:** Lori L. | Sr Applied Systems Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I really appreciate how the system continues to evolve by adding new integrated products. It’s great to see ongoing improvements and fresh features being introduced. **What do you dislike about Applied Epic?** The inability to make changes at structure level **What problems is Applied Epic solving and how is that benefiting you?** I’m excited about Dashboards and utilizing AI to make documenting the system easier ### 35. Applied Epic **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?** It’s ease of use and organization. There are many ways to use the product as well. Applied is always improving functionality with new automation features. **What do you dislike about Applied Epic?** The move away from certificates in epic to only using CSR24. I have a love for both and think different accounts benefit better from each of the products. **What problems is Applied Epic solving and how is that benefiting you?** Organization. The biggest problem being solved slowly is time. A lot of my time is spent saving documents and emails but epic bridge has started to save time on this. ### 36. Has showed me a lot about Wooc that I did t even know was there **Rating:** 4.0/5.0 stars **Reviewed by:** Brooke D. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** The networking. Have got to meet people I talk to everyday but have never seen in person. **What do you dislike about Applied Epic?** The classes are very basic. I was hoping to learn more about how to do stuff not seeing the system side. **What problems is Applied Epic solving and how is that benefiting you?** Adding recon to make direct bills easier. ### 37. Epic makes the agency go round **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** Epic is the source of truth in our agency. Without it, we would not have the immediate access to our client records, workflows, documentation, or connectivity. **What do you dislike about Applied Epic?** While new products are exciting and novel, the pricing model of Applied can be extremely daunting for a small agency. **What problems is Applied Epic solving and how is that benefiting you?** Automation, client connectivity, and documentation are huge for us. Navigating a central database with the sheer amount of data that Epic houses could be a terrifying concept if not for the UI and compatibility of Epic. ### 38. WA Review **Rating:** 5.0/5.0 stars **Reviewed by:** McKenna N. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** What I like best about applied epic is the way everything connects with links for ease of review and use. **What do you dislike about Applied Epic?** What I dislike most about applied epic is the tediousness of reporting. **What problems is Applied Epic solving and how is that benefiting you?** Epic is solving reporting with Dashboards and that benefits me to create efficiencies. ### 39. Ready for the future **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?** No matter how the industry evolves or where technology leads, Applied ensures our agency is always prepared. **What do you dislike about Applied Epic?** Certain features and tools require us to pay according to the total number of user licenses our agency holds, even though only a small number of users will actually use the feature. This pricing structure makes it too expensive for us to add the feature to our agency. **What problems is Applied Epic solving and how is that benefiting you?** Using AI to allow my team to focus on their areas of expertise instead of data entry. ### 40. 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! ### 41. 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 ### 42. 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 ### 43. 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. ### 44. 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. ### 45. 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. ### 46. 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. ### 47. 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. ### 48. 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. ### 49. 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. ### 50. 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. ## 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=9&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-30+15%3A15%3A39+-0500&secure%5Bsession_id%5D=00ba43b6-f7e5-4984-acbc-6c04c5a1d165&secure%5Btoken%5D=bad1ec148d6f4a247e4f08f17a7428ae56153f99be09fb9c961fdada8317bb29&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) - [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) - [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)