--- title: Applied Epic Reviews meta_title: 'Applied Epic Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1795 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: 1795 scale: '5' date_modified: '2026-08-01' 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:** 1,795 ## 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. 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. ### 2. Epic Quotes: Easy to Use, User-Friendly, and Great Drag-and-Drop Attachments **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** easy to use and navigate, love the ability to drag and drop attachments, Epic Quotes is easy and user friendly. **What do you dislike about Applied Epic?** sometimes it's slow to load, and it would be nice if the new outlook email would be compatible with Epic. would be nice if we could click and go straight to the insureds carrier page right into their account instead of opening a new tab. **What problems is Applied Epic solving and how is that benefiting you?** Faster quoting time. ### 3. Complex Setup and Usability Issues **Rating:** 1.5/5.0 stars **Reviewed by:** Tatianna S. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like the workflow in Applied Epic. **What do you dislike about Applied Epic?** I don't like the redundancy and lack of intuitive processes in Applied Epic. There are constant roadblocks, and the error messages don't provide any clarification. The initial setup was very difficult too. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for storage and agency management, but I face redundancy, unintuitive processes, and unclear error messages. I like the workflow concept, though it hasn’t helped yet. ### 4. Epic: Web-Based and Very User-Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley W. | Account Manager / Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** Epic is web based and very user friendly **What do you dislike about Applied Epic?** Lots of options so sometimes what you are looking for can get lost. **What problems is Applied Epic solving and how is that benefiting you?** customer issues easier to complete and find ### 5. Easy to Use and Constantly Improving **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?** The ease of using the system and the constant improvement **What do you dislike about Applied Epic?** Speed of online EPIC it way too slow and even slower in the accounting sections. This needs to be fixed, my internet speeds are extremely high but it doesn't help with the EPIC online system. **What problems is Applied Epic solving and how is that benefiting you?** Not sure the answer need to be more specific. If you are fixing the quickness of the program it will benefit everyone! ### 6. The EPIC road to success through efficient processes!! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** The clean appearance of the screens and the ability to navigate between the many areas of a client. **What do you dislike about Applied Epic?** With the cloud based platform there are delays in the system as a person is working. **What problems is Applied Epic solving and how is that benefiting you?** The efficiency of the platform is so much time savings with the ability to attach and email so quickly. Also the ability to email out of EPIC and have it be attached automatically!! ### 7. All-in-One Processing Convenience, Occasional Bugs Slow Things Down **Rating:** 3.5/5.0 stars **Reviewed by:** Reanna W. | Accounting Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like that I can perform multiple parts of my processing in one place. **What do you dislike about Applied Epic?** Sometimes there's bugs that makes the software slow. **What problems is Applied Epic solving and how is that benefiting you?** They make tracking transactions easy. ### 8. Slow and outdated **Rating:** 3.0/5.0 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 am used to working with it.. The layout could be improved, integrations are very limited, performance has gone down in the past few years. Pricing is very high. Support team is fantastic. AI has not been helpful. **What do you dislike about Applied Epic?** Its slow, clunky and has many features that simply are outdated **What problems is Applied Epic solving and how is that benefiting you?** It provides many options for reporting, but even lacking many things there ### 9. All Client and Policy Info in One Place—Organized Workflows with Applied Epic **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** The ability to have all client and policy information in one place is the biggest benefit. Applied Epic helps keep workflows organized and improves efficiency when managing accounts. **What do you dislike about Applied Epic?** Some processes require too many steps, and the system can feel less intuitive at times. **What problems is Applied Epic solving and how is that benefiting you?** no problems. whenever there is a problem, I reach out to Applied EPIC to resolve the issue. ### 10. Powerful Filing Features That Keep Everything Organized **Rating:** 4.5/5.0 stars **Reviewed by:** Melissa P. | Personal Lines Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** i like the features of being able to file everything **What do you dislike about Applied Epic?** I wish the area to take account notes was more visible and not just activities **What problems is Applied Epic solving and how is that benefiting you?** Filing ### 11. Frustrating User Experience with Applied Epic - MODERNIZED SCREENS **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** March 26, 2026 **What do you like best about Applied Epic?** I enjoy the format and ease of access of the Home page in Applied Epic. But if that will be changing soon to the new design format, then this is no longer accurate. **What do you dislike about Applied Epic?** The newly “modernized” screen designs are terrible and have clearly not been tested well. They have an extreme lag that slows down work productivity. They also have glitches that cause workflows to not work properly, such as Remarks not saving. These things need to be tested extensively before rolling out changes. The newly designed screens are a major downgrade. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic's updated screen designs have a lag, slowing productivity and causing glitches that disrupt workflows. **Official Response from Kelly Powell:** > Thank you for sharing your concerns about the modernized screens in Applied Epic. We are aware of the issues you've described and are actively working to resolve them. Your feedback helps us identify areas for improvement! ### 12. Game Changer **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Future thinking. User friendliness. Support is excellent. **What do you dislike about Applied Epic?** Creating applications for new business. Wish we could view app as we complete the app. I know AI solves this, probably. **What problems is Applied Epic solving and how is that benefiting you?** TAM and attachments. Epic is alot smoother and easier to search. Epic Bridge is a big plus for that. Master Marketing is MUCH more efficient. COI in CSR24 is easier and faster. Account Locate smoother and faster. ### 13. Clunky Layout Detracts from Functionality **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Familiarity **What do you dislike about Applied Epic?** I think the layout of Applied Epic is clunky and outdated. It feels like a system that requires too many clicks to find information about clients or policies. It's very disjointed, and you have to click a lot to get the data you need, which doesn't seem very intuitive. Also, the initial setup was described to me as a bit cumbersome. We don't use a lot of the additional tools because they don't offer much utility for us, and some tend to be pretty finicky. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic handles all our record keeping, retention, and other insurance-related items for our brokerage. ### 14. Comprehensive, One-Stop Solution for Insurance Tasks **Rating:** 4.0/5.0 stars **Reviewed by:** Andrew C. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I like that Applied Epic is an all-in-one solution, a one-stop shop for my insurance tasks. **What do you dislike about Applied Epic?** With Applied Epic, I find it challenging to edit certain sections, particularly when it comes to the rater. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for insurance tasks, mainly handling transactions and accessing policy information. It acts as a one-stop shop, consolidating everything I need in one place. ### 15. Easy to Navigate and Efficient for Managing Customer Information **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** It's fairly easy to navigate and I like that you can put in all of the customer's information including birthdate, driver's license, etc. **What do you dislike about Applied Epic?** I haven't seen anything that I really dislike. It's definitely a learning curve compared to our old system but it's much more efficient. **What problems is Applied Epic solving and how is that benefiting you?** It's has a better layout and multiple ways to do different tasks that need to be done. ### 16. Easy to Navigate, Thorough Record-Keeping That Saves Everything **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I like that it saves everything so you can keep a very detailed record of the work you do. It's easy to navigate and search for items. **What do you dislike about Applied Epic?** It can be time consuming but again, personally, I appreciate the thoroughness of the platform **What problems is Applied Epic solving and how is that benefiting you?** Remembering things. I use the follow up/activities daily and it reminds me of EVERYTHING I need to do. ### 17. Epic is my second brain. **Rating:** 5.0/5.0 stars **Reviewed by:** Hope S. | Commercial Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Epic makes it easy to remember my many tasks. **What do you dislike about Applied Epic?** There are too many clicks needed for simple tasks. **What problems is Applied Epic solving and how is that benefiting you?** I am unsure what they are solving. ### 18. Easy to Add Insureds **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** Easy to add an insured. When you click the plus sign it is easy to find and use. **What do you dislike about Applied Epic?** I really struggle with accounting side of Epic which is my primary role at our agency. It is difficult to search transactions and run reports which is critical. **What problems is Applied Epic solving and how is that benefiting you?** I can't think of anything currently that is in the processing of helping me. ### 19. Streamlined, Time-Saving AI Features, but Slow Updates **Rating:** 3.5/5.0 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 helps keep everything in one place, making it streamlined and efficient. I find the new AI features very helpful and time-saving. I'm able to use AI to summarize an attachment, which saves me a lot of time typing out notes. **What do you dislike about Applied Epic?** The recent updates to expand on the policy shells seem to be very slow to load. And, I've had issues with updating policy information in the shell as well. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic keeps everything in one place, is streamlined and efficient. The new AI features help by summarizing attachments, saving me time typing out notes. ### 20. Ease of use, exceptional organization **Rating:** 5.0/5.0 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?** Applied Epic is our agency's one stop for all our client organization and documentation needs. I love that you can enter detailed notes to keep all of us on one page when pulling up an account. **What do you dislike about Applied Epic?** Sometimes deleting stuff can be difficult **What problems is Applied Epic solving and how is that benefiting you?** All our csr's can seamlessly enter information and upload documents so they're readily available to everyone in the agency. ### 21. Simple and Effective, Needs Better Attachment Handling **Rating:** 3.5/5.0 stars **Reviewed by:** Ashley L. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I like that Applied Epic is simple. I use the Epic Bridge the most. **What do you dislike about Applied Epic?** I find it frustrating that attachments can't be viewed directly in an activity. Even having just a preview of a folder or a file would be really helpful. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic helps me track files and documents sent from carriers and creates a virtual file. ### 22. Customizable and Easy to Fix Errors **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 like that its customizable and errors are easy to fix in the system. **What do you dislike about Applied Epic?** I think there is a lot fields of information to fill out is sometimes unnecesary . **What problems is Applied Epic solving and how is that benefiting you?** I really like issuing certificates with Epic its really easy but wish they can do batch printing where we edit the certificates and print it out in bulk than indidvidually. ### 23. Great Visibility, Notes in Activities Are Inefficient and Hard to View. **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2026 **What do you like best about Applied Epic?** all information in one place, entire team able to see what is going on, attachments readily available, **What do you dislike about Applied Epic?** activities - CAN'T SEE NOTE WITHOUT SCROLLING - VERY INEFFICIENT. ADDING A NEW NOTE, CAN'T SEE OLD NOTE. NEED TO COPY & PASTE -- AGAIN VERY INEFFCIENT, WASTE TIME. NOTE ABLE TO ATTACH DOCUEMENTS DIRECTLY INTO ACTIVITIES **What problems is Applied Epic solving and how is that benefiting you?** UNSURE AT THIS TIME ### 24. Applied Mobile: Easy to Use and Works Great **Rating:** 5.0/5.0 stars **Reviewed by:** Kristina M. | General lines sales, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Applied Epic?** Applied Mobile and how easy it is to use **What do you dislike about Applied Epic?** No complaints so far. It’s easy to use so far **What problems is Applied Epic solving and how is that benefiting you?** Working remotely. It’s easy for me to meet with clients and have access to all their files. ### 25. User-friendly. **Rating:** 4.0/5.0 stars **Reviewed by:** Elise B. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** The system is very user friendly and pretty easy to navigate. **What do you dislike about Applied Epic?** The interface keeps changing with no notice. **What problems is Applied Epic solving and how is that benefiting you?** Honestly couldn't tell you. ### 26. All-Inclusive Support for Agency Management system **Rating:** 4.5/5.0 stars **Reviewed by:** Milan B. | broker, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** all inclusive support for agency management **What do you dislike about Applied Epic?** can not record phone calls in crm and its activity **What problems is Applied Epic solving and how is that benefiting you?** work flow management ### 27. Great for Organization and Procedures, but Needs Better Usability and Search **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** assists with staying organized, ability to create agency procedures utilizing the system **What do you dislike about Applied Epic?** not very user friendly. lacks some features the insurance agent could use. would like to see more copy and paste ability. notes section should be searchable based on the content included in the notes. **What problems is Applied Epic solving and how is that benefiting you?** reporting and housing client data and files. ability to log notes and activity ### 28. Easy to Use, but the API Suite Cost Limits Small Agencies **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Familiarity with Applied Products made this easier to use for us, and still feel like we're just getting started. **What do you dislike about Applied Epic?** With technology rapidly changing there are other functionalities we would like to plug in to make us more efficient, but the cost of the API suite is simply way too expensive for small agencies. **What problems is Applied Epic solving and how is that benefiting you?** Centralized system for everything we do. ### 29. Refined and Easy Multi-Account Management **Rating:** 5.0/5.0 stars **Reviewed by:** Kaelyn V. | Receptionist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2026 **What do you like best about Applied Epic?** I like that I’m able to manage multiple accounts at once, and that it feels like a more refined version of Tam. **What do you dislike about Applied Epic?** It can feel slow at times, but overall it works fine for me. **What problems is Applied Epic solving and how is that benefiting you?** I do a lot of billing, and this makes it really easy for me to get my work done quickly and efficiently. ### 30. Comprehensive Insurance Management Tool, Minor Workflow Hiccups **Rating:** 4.0/5.0 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 appreciate Applied Epic for its breadth of system ability. It really helps in retaining and reviewing documentation, generating Acord forms, and sending out certificates of insurance. I also like some of the internal workflows. The initial setup was not too bad and there was great communication and help with the process. **What do you dislike about Applied Epic?** I find some of the processes have additional steps beyond what is necessary, and the Acord form completion doesn't always map properly onto existing policies. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for retaining and reviewing documentation, generating Acord forms, and sending out certificates of insurance. ### 31. Applied Epic: Easy to Navigate and Perfect for Our Daily Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Applied Epic is easy to navigate and use for all of our daily needs. **What do you dislike about Applied Epic?** I've been using Epic for several years now and haven't had anything personally that I wished it could do. For what we need, it's perfect. **What problems is Applied Epic solving and how is that benefiting you?** Being able to keep track of clients and policies is a high priority, and Epic does just that. ### 32. Super Easy Setup and Effective Quoting **Rating:** 5.0/5.0 stars **Reviewed by:** William G. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like the quoting feature in Applied Epic, which plays a big part in its value for me. It's also super easy to set up, which I appreciate. I find that everything works great with it. **What do you dislike about Applied Epic?** NOTHING REALLY **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for quoting, solving price and coverage issues for customers. ### 33. Applied on the road to greatness. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Applied Epic?** The amount of capabilities the system has and the future tech including AI that is being rolled out. **What do you dislike about Applied Epic?** The amount of duplicate data entry and configuration. **What problems is Applied Epic solving and how is that benefiting you?** They are working on commercial lines auto fill which is going to be extremely beneficial and will save a significant amount of time we spend on manual data entry ### 34. Perfect UI/UX Fit for Our Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Alberto V. | Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** The UI and UX are a perfect fit for how our organization processes its workflows. **What do you dislike about Applied Epic?** It would be better if it had a more modern look. **What problems is Applied Epic solving and how is that benefiting you?** It helps fix some of the manual work we still have to do in our current AMS system, and it makes it easier to manage our records and reports. ### 35. Highly Customizable, Backed by Great Applied Staff **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like how custom it can be. I also have had great experiences with Applied staff. **What do you dislike about Applied Epic?** The lack of the ability to integrate 3rd party programs (closed SDK). **What problems is Applied Epic solving and how is that benefiting you?** It helps us keep the most important information for our agency in one place. This benefits us by making our reports better which helps influence business decisions. ### 36. Super Easy to Use and Integrates Seamlessly with Our Phones **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?** It is super easy and integrates with our phones. I love it! **What do you dislike about Applied Epic?** Timing - sometimes it seems as though it takes forever to complete something. Example, cancellation - it will spin and spin and I hit refresh and boom its been done. **What problems is Applied Epic solving and how is that benefiting you?** Phone Logs - allowing phone calls to be dumped directly into an activity. ### 37. User Friendly interface **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2026 **What do you like best about Applied Epic?** I can customize some user settings and set up important alerts. **What do you dislike about Applied Epic?** I can’t delete things like notes and activities, and sometimes the app isn’t very user-friendly. **What problems is Applied Epic solving and how is that benefiting you?** The interface is easier to use than the previous system, and certain notification alerts are helpful for staying on track with clients’ policies. ### 38. Meets Needs, Browser Updates Force Unnecessary Monitor Upgrades **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?** Technology, function, meeting needs of my tasks **What do you dislike about Applied Epic?** Recent updates to the browser version which are designed to work best on wide-screen monitors. This is requiring hardware upgrades which seem unnecessary; option should be given for using on current standard monitors. **What problems is Applied Epic solving and how is that benefiting you?** At this time just the agency management - customer service. ### 39. A One-Stop Shop for Insurance Agency Management System **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?** It is a one stop shop for an Insurance Agency Mgmt System **What do you dislike about Applied Epic?** Only dislike would be the price, and additional products keep costing more. Why not put Recon in with the $30K we already pay each month? **What problems is Applied Epic solving and how is that benefiting you?** Applied benefits us by keeping track of everything, and the single entry accounting is perfect! ### 40. Lots of Functionality and Easy Navigation Once Learned **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?** Lots of functionality. Once learned it's easy to navigate. **What do you dislike about Applied Epic?** The accounting side during migration was not too. Too many errors and hearing well you didn't tell us you wanted that was upsetting since we were never asked what we wanted. **What problems is Applied Epic solving and how is that benefiting you?** We're still learning the features and many of them have saved time. ### 41. Fantastic Customer Support and Feature-Rich Platform **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?** Their customer support is fantastic! It has a lot of features. Learning curve is steep but worth the effort in the long run. **What do you dislike about Applied Epic?** Admin set-up is a lot on users. Which is difficult when you are used to having IT folks set things up for you. Each user sets up their own desktop. The continued admin is vital to program working like you want it to. **What problems is Applied Epic solving and how is that benefiting you?** Before Epic, we had our client data scatter between three or four different programs. With EPIC, it is all in one place. Beautiful! ### 42. Effortless Setup, User-Friendly Experience with Applied Epic **Rating:** 5.0/5.0 stars **Reviewed by:** Mason . **Reviewed Date:** June 19, 2026 **What do you like best about Applied Epic?** I really love how easy Applied Epic was to set up and integrate into my business. It makes everything a lot easier and is very easy to use. It just makes my day-to-day life easier with managing things that I do and customers. **What do you dislike about Applied Epic?** Maybe the requirements. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic makes my day-to-day life easier by managing activities and customers. It is very easy to use. ### 43. Applied Epic is Agency Management at its best **Rating:** 5.0/5.0 stars **Reviewed by:** Kalyn M. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2023 **What do you like best about Applied Epic?** The way the technology continues to evolve is truly impressive. Their investment in AI has elevated the platform to a whole new level. We can now integrate nearly all of our Office 365 applications and Adobe tools without any issues. Epic has significantly reduced the amount of routine work for our account managers, enabling us to serve our clients more quickly and with greater insight. I couldn't imagine a better system—one that makes adapting to change feel both natural and effortless. We also receive great customer support. Each of the features and new additions come with great success teams that make implementation less scary. **What do you dislike about Applied Epic?** While the price may seem a bit intimidating at first, the amount of time saved in other aspects really makes it worthwhile. **What problems is Applied Epic solving and how is that benefiting you?** We can easily view all of our clients' accounts on a single screen. As an independent agency, our clients may have policies with multiple carriers, but we can access everything through just one account. The platform is addressing issues I wasn't even aware of before. With the new Epic Bridge, Epic and Outlook are now closely integrated, so there's no need to constantly switch between systems to handle daily documentation. The new Applied Book Builder will also help us save hours by eliminating manual data entry. ### 44. Easy Navigation and Task Tracking **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?** Really easy to navigate, find clients, attach documents and keep track of tasks **What do you dislike about Applied Epic?** It would be better if it let us route more than one text message at a time. **What problems is Applied Epic solving and how is that benefiting you?** We struggled finding documentation and applied makes it easy by having each client have their own folder ### 45. Love this Product **Rating:** 5.0/5.0 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?** Ease of business, great to have everything in one place- accounting, marketing, policy info, the new bridge has been great **What do you dislike about Applied Epic?** I wish you could "unissue" a policy that gets issued in error instead of having to cancel out the line. **What problems is Applied Epic solving and how is that benefiting you?** Color coding home screen, Can't wait for Epic Max ### 46. Robust Functionality, but Setup Requires Effort **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 Applied Epic's functionality, especially using the dashboard for reports, which helps me understand things better. I find the marketing automation feature valuable as well for its efficiency. **What do you dislike about Applied Epic?** I find the commercial quoting, reentry, and entry into other companies to be challenging. I also think it would be great to use AI to help complete Accord applications and marketing submissions, and then automatically feed them to each insurance company for quoting. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for information storage, security, and automating client communication. ### 47. Consistent Workflows Simplifying Everyday Tasks **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?** The repetitiveness of everyday tasks. I like that the work flows are consistent. **What do you dislike about Applied Epic?** Least helpful: there are many ways to do one task, so it sometimes can get confusing when teaching someone who might process something differently. **What problems is Applied Epic solving and how is that benefiting you?** Allowing us to market commercial apps more efficiently. ### 48. Account Manager **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?** How they have integrated some AI features to summary emails and phone calls. **What do you dislike about Applied Epic?** Using Applied Online now - the workflow is different - this is the main thing I am not enjoying. **What problems is Applied Epic solving and how is that benefiting you?** Having company downloads going into our database is the best, saves soo much time. ### 49. Applied Epic has made my job easier **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica B. | Account Manager Supervisor, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Applied Epic?** Applied Epic has made our workflows more efficient and they continually are improving it to add more features to help with efficiency. We were on Applied TAM before so I've only ever used Applied products but there are functions that would take me an hour plus in TAM that I can get done in 20-30 minutes in Epic. I also like how customizable it is with setting up which system events trigger activities and which do not. **What do you dislike about Applied Epic?** Some of the steps aren't consistent. For example: sumbitting a change request on a package policy requires that you highlight each line you don't want to submit and click a radio button that changes it to "not submitted," yet in Update Stage to Submitted, you can just uncheck boxes on the lines you don't want to submit and finish out. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic has provided solutions for the commercial lines renewal process with the implementation of Indio. I can get supplements back from customers in minutes where it used to take weeks at times befoe. The Outlook Add In makes it so much easier to email Epic attachments to a customer and attach your emails into Epic. Epic also makes it easy to track everything that happens on an account and find the data. ### 50. Hands down best AMS **Rating:** 5.0/5.0 stars **Reviewed by:** Whitney O. | Vice president, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied Epic is, in my opinion, one of the best insurance management systems available today. The platform is incredibly user-friendly, making day-to-day tasks smoother and more efficient for both staff and customer service teams. One of the standout features is the excellent support provided. The staff and customer service representatives are always responsive, helpful, and quick to troubleshoot any technical issues that arise. It's clear that there's a dedicated team continuously working behind the scenes to improve the system, consistently incorporating the latest and most effective technology and they actually understand our industry. Overall, Applied Epic delivers a top-tier experience and sets a high standard in insurance management systems! **What do you dislike about Applied Epic?** Not necessarily a dislike - would love to see the ability to upload an excel in the utility area to allow users to more quickly run workload reassignments. **What problems is Applied Epic solving and how is that benefiting you?** There are so many positive aspects that it's hard to list them all. Epic truly understands the industry and consistently develops solutions that help streamline processes and procedures, making everything more efficient. ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-02+11%3A38%3A23+-0500&secure%5Bsession_id%5D=8c284b3c-cd32-4404-a52d-0971556c6ffb&secure%5Btoken%5D=7e6196f2e2698ee07dcd578683cf1819013c0168fcdadc0655eeef89ac8d2e1a&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)