--- title: Applied Epic Reviews meta_title: 'Applied Epic Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1790 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: 1790 scale: '5' date_modified: '2026-08-03' 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:** 1,790 ## 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. Pros and Cons of Applied Epic, Overall Good **Rating:** 5.0/5.0 stars **Reviewed by:** Vincent R. | Business Systems Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** The ability to make reports tailored around any of the information located in Applied Epic. Epic makes it very possible to get the information needed out of the system. **What do you dislike about Applied Epic?** The user interface feels a little outdated and behind. Specifically around invoice layouts. It is a hassle to change invoice layouts, definitely the most frustrating part of using Epic. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic is our company’s AMS, and we treat it as our single source of truth across the organization. We’ve found it especially useful for storing documentation and for accounting purposes. ### 2. Great for Storing Information in One Place **Rating:** 4.0/5.0 stars **Reviewed by:** Hayley L. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I love being able to store lots of information in one place. **What do you dislike about Applied Epic?** The browser version is different from the desktop so that's an adjustment, and all the updates that happen without knowledge. **What problems is Applied Epic solving and how is that benefiting you?** Having an insured's file all in one place, especially documents that download and proofs of insurance. ### 3. Easy to use, helpful Tab systems and vendor alignment **Rating:** 4.0/5.0 stars **Reviewed by:** Chantelle G. | Crop Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Its pretty easy to use and the tabs make it more convenient **What do you dislike about Applied Epic?** I dislike that the Formstack never works. There should be an option to use Docu sign **What problems is Applied Epic solving and how is that benefiting you?** Its solving the ability to store information from vendors and that is helpful as it makes finding important information from them easier ### 4. Powerful Client Management, Needs Faster Quoting **Rating:** 4.0/5.0 stars **Reviewed by:** Paul R. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I like Applied Epic for its capacity in managing all client information for our office. It keeps things organized, and I never fear that I won't find what I've inputted. I also found the initial setup to be easy. **What do you dislike about Applied Epic?** I find the speed of Applied Epic can be improved, especially in the quotes portion as it often crashes during quoting. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for managing client information, ensuring organization. Its capacity is great, and I never fear losing what I input, which is reassuring. ### 5. Workflows run smoothly. Easy to navigate. **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 workflows are on point and run smoothly. Everything is in one place. The application works great, very rarely any problems/issues. **What do you dislike about Applied Epic?** I wish that we could click out of an activity once we have started to comment. For example if I needed the Effective dates of the policy etc. Also wish we could click out of an ID card if we need to get the person's license number if it has not already been added to the contacts. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic has made my workload easier to manage. ### 6. Everything at the Click of a Button and Easy to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Alyssa P. | Head Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** everything is at the client of a button and easy to navigate **What do you dislike about Applied Epic?** Its not easy to navigate setting up multiple policies for the same client within the same account **What problems is Applied Epic solving and how is that benefiting you?** i no longer have to hunt for a file everything is readily accessible and faster service time to my clients ### 7. Easy to Use Once You Get the Hang of It **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2026 **What do you like best about Applied Epic?** Pretty easy to use once you get the hang of it. **What do you dislike about Applied Epic?** It would be helpful to have a symbol or icon that I can hover my cursor over to get extra information or context about the specific entry field I’m working on. **What problems is Applied Epic solving and how is that benefiting you?** It helps us keep all of our clients’ information in one place, and having unlimited storage is perfect for agency. I love being able to use epic quoting and have the ability to have the information imported into our carrier websites. ### 8. User-Friendly and Keeps Everything Organized **Rating:** 4.5/5.0 stars **Reviewed by:** Abby C. | Director of marketing & Social Media, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about Applied Epic?** It's pretty user friendly! Keeps everything organized. **What do you dislike about Applied Epic?** Sometimes when I have a question about something, or when I submit a case number for an issue, it doesn’t always get resolved quickly. **What problems is Applied Epic solving and how is that benefiting you?** A place where can keep everything organized and in one place! ### 9. Search function needs an overhaul. **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?** very organized. Easy to know what you're looking at. **What do you dislike about Applied Epic?** I don't like the Locate Tab. I wish I could just search under any category without having to toggle the drop down option. I really don't like having to search last name then first name. That's so annoying and not intuitive. Let me search on one field and in whatever format by whatever criteria. **What problems is Applied Epic solving and how is that benefiting you?** I am not a naturally organized person and with Epic I've been able to keep on top of my activities. ### 10. The best agency management software on the market **Rating:** 4.5/5.0 stars **Reviewed by:** Doug N. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Applied Epic?** Quick and effective tech support team whenever we call for help. **What do you dislike about Applied Epic?** The learning curve to get comfortable with the program was lengthy. **What problems is Applied Epic solving and how is that benefiting you?** Applied EPIC allows us to accurately track the status of our clients' insurance policies, as well as help us organize and market to the client base. ### 11. Easy to Use and Great for Tracking Activities and Documents **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa H. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** It is very easy to use and keep track of everyone's activities and documents. **What do you dislike about Applied Epic?** I haven't found one yet! I love everything about it! **What problems is Applied Epic solving and how is that benefiting you?** It helps the entire office see account history, requests made by the insureds and carriers and allows you to document and attach literally everything! ### 12. Deep, Data-Rich Program with Virtually Unlimited Capacity **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?** The program is very deep and holds a virtually unlimited amount of data. **What do you dislike about Applied Epic?** I feel like there is a lot of repetition which could easily be automated. For example, typing a description in the activity line and having to re-enter or copy & paste into the notes. It would also be nice if you could change screens while in the process of a note without losing the note. **What problems is Applied Epic solving and how is that benefiting you?** I'm relatively new to the industry and like the ability to mark activities as urgent when necessary. ### 13. Logically Organized, Easy-to-Access Information, Easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Taylor G. | Inside Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Information is easily accessible and organized in a logical manner. **What do you dislike about Applied Epic?** There is not much that I dislike about it, after you learn it, it makes sense. **What problems is Applied Epic solving and how is that benefiting you?** When I need to access information about an insurance policy, I am easily able to find the information. ### 14. Keeps Us Organized, but Missing a Previously Available Feature **Rating:** 3.5/5.0 stars **Reviewed by:** Sarah C. | Customer Service Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2026 **What do you like best about Applied Epic?** Applied Epic helps our company stay organized. **What do you dislike about Applied Epic?** I do not like that they took away the feature that removes attachments from your desktop when you move them into epic. **What problems is Applied Epic solving and how is that benefiting you?** It has kept us accountable and that is beneficial to the business. ### 15. Applied Pay Makes It Easy for Insureds to Pay/Finance **Rating:** 4.5/5.0 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?** Applied Pay because you can send a link to the insured and they can then choose to pay in full or set up financing. **What do you dislike about Applied Epic?** That if you're using a wholesale broker to access insurance markets you have to create a submission for each carrier if you end up placing coverage for one line with one carrier and the other line with another carrier; ex. GL carrier differs from the Umbrella carrier. **What problems is Applied Epic solving and how is that benefiting you?** Certificates are now streamlined and easy to renew and export the holder list. ### 16. Bumpy Start: Import Issues and Commission Challenges Slow Us Down **Rating:** 2.5/5.0 stars **Reviewed by:** Andrea F. | VP/agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** The downloads on the personal lines side **What do you dislike about Applied Epic?** It's been a bumpy start. Unable to import our life and health policies from our previous agency management system, so we have to manually input all of them. Commissions has also been an issue. **What problems is Applied Epic solving and how is that benefiting you?** Personal lines downloads ### 17. All-in-One Convenience with Applied Epic **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2026 **What do you like best about Applied Epic?** I like that Applied Epic has the ability to do everything in one spot. There is no need for multiple systems. **What do you dislike about Applied Epic?** I dislike the inability to "go back". It can be extremely difficult to make changes or undo errors made. **What problems is Applied Epic solving and how is that benefiting you?** For me, Applied Epic is solving the need for multiple CRM/lead tracking systems. It has the ability to not only create a lead, but also track it completely through from initial intake to a renewal three years down the road. ### 18. Centralized Data Keeps Everyone Organized and Aligned **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?** Keeping all of our data in one centralized location. Helps keep us organized and everyone on the same page. **What do you dislike about Applied Epic?** The programming it sometimes takes to get what you want. For example, reporting should be much easier than it is. Summaries and Proposals should be much easier to create and should not require a computer programmer to configure. **What problems is Applied Epic solving and how is that benefiting you?** Coming up with new programs such as Dashboards make some of the reporting easier. But in general, coming up with new, user friendly, time saving programs. ### 19. Modern System with Great Features, Challenging Setup **Rating:** 4.0/5.0 stars **Reviewed by:** Linda r. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like that Applied Epic is a more current system and it's not anything like the old TAM system, which I hated. I also like that you can drag and drop; that's a really nice feature because when we had Epic on the desktop, you couldn't do that. **What do you dislike about Applied Epic?** I found it wasn't very easy to set up Applied Epic on the browser version. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic stores a lot of information, helping us go paperless and create COIs, cancellation forms, and track insurance policies. ### 20. Thorough Database, Powerful Integrations, and Spot-On Support **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?** Applied Epic is the best management software that I have used to date. The database is thorough, with integrations and tasking capabilities at every module level, including accounts, lines of business, and activity tracking. Also, the support from Applied is spot on, especially the chat box feature. **What do you dislike about Applied Epic?** With any database, lots of clicks to get things done. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic is trying to address slowdown issues in the cloud & browser. When you're operating in many windows and multitasking, it can slow you down. ### 21. Tech-Forward and Easy to Use, but Geared More Toward Commercial Brokers **Rating:** 3.0/5.0 stars **Reviewed by:** Dena D. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Tech forward like ease of use but def commercial focused **What do you dislike about Applied Epic?** It seems to be built around commercial brokers needs not personal lines **What problems is Applied Epic solving and how is that benefiting you?** It’s a place to store notes it is starting to become more for us but still not perfect as it is commercial focused ### 22. Works Well **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Applied Epic?** The company listens to their users and is constantly making improvements. **What do you dislike about Applied Epic?** I feel like there needs to be more flexibility with surety bond policy lines. Bonds don't function like insurance. It's like once you set up a bond as a line of business, there need to be different options in the line status. Billing is also on graduated percentages, so it would be nice to put in rates and commissions that automatically populate. **What problems is Applied Epic solving and how is that benefiting you?** General management of day-to-day agency activities. ### 23. Easy to Use Platform with Update Hiccups **Rating:** 5.0/5.0 stars **Reviewed by:** Wojciech P. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like that Applied Epic is easy to use and that the policy information is always up to date. The download feature is also something I find valuable. **What do you dislike about Applied Epic?** I've noticed that the new update isn't working well, and it takes too long to load. Also, there are issues with emails and certificate handling when updates are applied. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for agency management, helping with transacting, storage, and keeping policy information up to date. It's easy to use, which I appreciate. ### 24. Clunky UI Hinders Applied Epic's Potential **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2026 **What do you like best about Applied Epic?** I find it helpful when Applied Epic has the information I need like renewals, status of policies, and contact info. **What do you dislike about Applied Epic?** I don't like much about Applied Epic. It's very clunky and unintuitive. The UI makes no sense and requires so much training and practice to navigate. It really needs to be redesigned from the ground up. Things should be more obvious and there should be fewer options available all the time. It needs to be cleaner and more logical. Honestly, just look at any other website for a better design. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic to keep track of renewals, policy status, and contact info. However, I find the UI clunky and unintuitive, needing a redesign. ### 25. Challenging **Rating:** 4.0/5.0 stars **Reviewed by:** Erica R. | Personal Lines Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2026 **What do you like best about Applied Epic?** The features are more updated when running producer reports **What do you dislike about Applied Epic?** The amount of tasks when making an activity seems like more work and not faster **What problems is Applied Epic solving and how is that benefiting you?** The producer reports are clearer and show deductions in premiums as well ### 26. User-Friendly Software with Helpful AI Summaries **Rating:** 5.0/5.0 stars **Reviewed by:** Holly H. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I really appreciate how easy Applied Epic is to use, and the AI summaries are incredibly helpful. They save me time on making notes, which is a big plus. **What do you dislike about Applied Epic?** I do not care for the update on the activities screen. It is too much, and not perceived well. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic to help with documenting, invoicing, and keeping tabs on work. The AI summaries cut down on time making notes, and it's easy to use. ### 27. Applied Epic Review **Rating:** 3.5/5.0 stars **Reviewed by:** Jacob W. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2026 **What do you like best about Applied Epic?** Having Epic support and Applied University to troubleshoot **What do you dislike about Applied Epic?** As an accountant, I don't think Epic is very user friendly but it is a very capable system **What problems is Applied Epic solving and how is that benefiting you?** Direct bill commission reconciliation is much easier with Epic ### 28. User-Friendly Layout That’s Easy to Learn **Rating:** 4.5/5.0 stars **Reviewed by:** Himey A. | insurance agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like the layout of software. I'm still learning it, but it is user friendly. **What do you dislike about Applied Epic?** I don't see many if any possible currently. **What problems is Applied Epic solving and how is that benefiting you?** Having clients’ information easy to access makes my work much smoother and more efficient. ### 29. Great UI and Workflows **Rating:** 3.5/5.0 stars **Reviewed by:** Taylor M. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** UI and workflows. Integrations with indio **What do you dislike about Applied Epic?** PDF issues and pricing is high. Wish upgrades and updates were included and not a continuous increase in pricing **What problems is Applied Epic solving and how is that benefiting you?** Allows us a central area to enter in our customers as an independent agency ### 30. Easy Navigation and Document Management **Rating:** 4.5/5.0 stars **Reviewed by:** Mariana V. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like that Applied Epic is easy to navigate. I appreciate that we don't have to print out all the documents because they can literally be dragged and saved. This helps us maintain records of all the changes, including what and when it happened, to resolve any future problems. **What do you dislike about Applied Epic?** nothing yet **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic helps us maintain records of changes to resolve future problems and saves time by allowing documents to be dragged and saved without printing. ### 31. Epic all-in-one **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about Applied Epic?** It’s easy to use, and I use it every day to keep track of upcoming renewals, cross-sell opportunities, and keep client information up to date. **What do you dislike about Applied Epic?** It would be really helpful if I could delete attachments or entries, rather than having to mark them as an error or duplicate in the system. **What problems is Applied Epic solving and how is that benefiting you?** We use the automation features, such as data prefill, to streamline our quoting process, and we’re looking forward to the upcoming updates and new features. ### 32. My review of Applied Epic **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2026 **What do you like best about Applied Epic?** I like how easy this is to use. The attachment features are helpful, and I really appreciate having clear policy information, plus the option to download what I need whenever I need it. **What do you dislike about Applied Epic?** Nothing to add at this time. I’ve been using Epic for the past 10 years, and I’ve consistently found it very easy to use. **What problems is Applied Epic solving and how is that benefiting you?** They’ve added easier, simpler steps to complete an activity or add an attachment. ### 33. User-Friendly Management Services That Make Work Easier **Rating:** 4.0/5.0 stars **Reviewed by:** Hunter S. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** A lot of the management services are very user friendly **What do you dislike about Applied Epic?** Some screens and actions can be very clunky and slow **What problems is Applied Epic solving and how is that benefiting you?** There have been server outages here and there, but they always get items back up and running quickly ### 34. System works great for our insurance needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Christi M. | Senior Aviation Insurance Advisor/Director of Aviation Support, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2023 **What do you like best about Applied Epic?** Utilizing one system for all lines of insurance coverage offered by our agency. **What do you dislike about Applied Epic?** Would like to have excel integrate as easily as word. **What problems is Applied Epic solving and how is that benefiting you?** It allows us access to all lines of insurance coverage we offer at the agency. ### 35. Easy Data Entry and Streamlined ACORD Completion **Rating:** 4.0/5.0 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?** Applied versus other platforms is not a complex onion. Everything has it's own label and section which makes it easy for data entry. Completing acords is much easier. **What do you dislike about Applied Epic?** The reports are not easy to figure out. The personal lines rater has not effectively worked for the agency yet after a year of trying to use and troubleshoot. **What problems is Applied Epic solving and how is that benefiting you?** Data entry, client correspondence filing, download of insurance policies takes significant admin tasks off the staff. ### 36. Love the New Applied Recon AI Feature **Rating:** 5.0/5.0 stars **Reviewed by:** Christina S. | Accounting CSR/Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I love the new Applied Recon AI feature that was recently added **What do you dislike about Applied Epic?** I wish it had more human resources features. So that we could use one platform. **What problems is Applied Epic solving and how is that benefiting you?** Epic helps tremendously with inputting the commission statements. ### 37. Amazing Customer Service and Helpful Recommendations **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie E. | Book keeper, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2026 **What do you like best about Applied Epic?** The customer service is amazing, the way they take the time to help each customer ensuring you understand the process start to finish. Additionally, enjoy the recommendations they offer to ensure you are maximizing the program for your business. **What do you dislike about Applied Epic?** I am fairly new to epic so have nit encountered any downsides yet. **What problems is Applied Epic solving and how is that benefiting you?** It helps me stay organized and keep track of clients, policies, and bookkeeping in a clear, manageable way. ### 38. Easy Billing and Multi-Profile Viewing Made Simple **Rating:** 5.0/5.0 stars **Reviewed by:** Kaelyn V. | receptionist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I can view multiple profiles at the same time, and billing is really easy to manage. **What do you dislike about Applied Epic?** It can be slow at times, but other than that, it’s good. **What problems is Applied Epic solving and how is that benefiting you?** Billing and finding information quickly. ### 39. User-Friendly Across Teams with Seamless Applied Pay Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle M. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** User Friendly on both the agent, account manager and operations/accounting side. the applied pay integration is also so great and simple **What do you dislike about Applied Epic?** nothing really, I wish my formstack integration worked properly **What problems is Applied Epic solving and how is that benefiting you?** I am unaware of any ### 40. Easy Invoicing and Simple Corrections **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer C. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2026 **What do you like best about Applied Epic?** I like the invoicing and easy of correction **What do you dislike about Applied Epic?** you cannot increase the font size and sometimes its a little slow **What problems is Applied Epic solving and how is that benefiting you?** keeping track of customer files. easy to find attachments ### 41. Super Helpful Note Summaries, but the Interface Feels Outdated **Rating:** 3.5/5.0 stars **Reviewed by:** Ann B. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like the ability to summarize emails/ notes instead of manually typing it all out **What do you dislike about Applied Epic?** Overall look is a little outdated in my opinion **What problems is Applied Epic solving and how is that benefiting you?** I have not reported any problems thus far ### 42. Love applied epic! Yes I do! **Rating:** 5.0/5.0 stars **Reviewed by:** Julie L. | Accounting Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** Love how they're always working to bring the newest innovation to us and make our jobs easier **What do you dislike about Applied Epic?** Growing pains are hard, but understandable. Not a huge fan of the white screens. **What problems is Applied Epic solving and how is that benefiting you?** AI, AI, AI ### 43. Best management system **Rating:** 5.0/5.0 stars **Reviewed by:** Chasity B. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** The ability to manage our clients needs, easy flow and reporting. **What do you dislike about Applied Epic?** I dislike the email feature. Seems as if we are doing duplicate entries. **What problems is Applied Epic solving and how is that benefiting you?** Ease of doing business, keeping up with clients needs. ### 44. Streamlined Insurance Management, But Needs Improvement in Policy Handling **Rating:** 4.0/5.0 stars **Reviewed by:** Bill Q. | Senior Client Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2026 **What do you like best about Applied Epic?** I like Applied Epic's ability to log in from anywhere and access my data. The initial setup was very easy, essentially plug and play. **What do you dislike about Applied Epic?** I find changing policy dates and managing some of the certificates a little challenging. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for everything in my insurance business, from binding to quoting and managing workflows. It makes my workflow easier by organizing everything and providing prompts for activities like renewals. ### 45. Flexible Reports and Custom Layouts That Deliver **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I love the report section and the fact that we can build layouts to accommodate what I am looking to find **What do you dislike about Applied Epic?** We are on EPIC BROWSER now and I do not like that it takes forever for the connection suite to load - sometimes we have to shut down 3 to 4 times for it run properly **What problems is Applied Epic solving and how is that benefiting you?** The reporting aspect is solving our book of business, policy count and premium ### 46. Great for Managing Multiple Items, but EPIC Updates are hurting interface **Rating:** 3.0/5.0 stars **Reviewed by:** Jason m. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** Being able to select and take care of multiple activities/items at once. **What do you dislike about Applied Epic?** Every update since we started using EPIC has made the user interface worse. **What problems is Applied Epic solving and how is that benefiting you?** Productivity and saving time. ### 47. Epic is a good product **Rating:** 4.5/5.0 stars **Reviewed by:** Kristen T. | Personal Lines Account manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** activities stacking on top of eachother make it easier to navigate **What do you dislike about Applied Epic?** hard to use sometimes, processes could be easier when a first time user **What problems is Applied Epic solving and how is that benefiting you?** making it easier to navigate ### 48. Easy to Navigate and Nicely Organized! **Rating:** 5.0/5.0 stars **Reviewed by:** Alexis G. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** It is very easy to navigate and nicely organized. **What do you dislike about Applied Epic?** I wish we were able to send and receive images through SMS. **What problems is Applied Epic solving and how is that benefiting you?** I am unsure of any problems that they are solving. ### 49. All-in-One System That Keeps Us Working Efficiently! **Rating:** 4.5/5.0 stars **Reviewed by:** Nicole C. | Customer Service Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** It encompasses everything you need in one system to work efficiently **What do you dislike about Applied Epic?** The design seems slightly outdated but other than that nothing I can think of **What problems is Applied Epic solving and how is that benefiting you?** Im not sure what to say ### 50. Efficient Data Organization and Fast Search **Rating:** 5.0/5.0 stars **Reviewed by:** Anne . | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2026 **What do you like best about Applied Epic?** I use Applied Epic for sales and keeping data. It helps me store data more neatly and allows for quicker searches. I like how it organizes information, especially using the folders under attachments and the search bar. The initial setup was good. **What do you dislike about Applied Epic?** na **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic to store data more neatly and for quicker search, which helps me organize my sales work. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-03+11%3A09%3A32+-0500&secure%5Bsession_id%5D=55171d43-ae46-45ff-a985-e37639c9bd49&secure%5Btoken%5D=c8bd1c3021d89ab11efd00dad1a1cba98b15be7942baca407c57f2259ad05c6a&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)