--- 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: '2026-08-03' 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:** 1,795 ## 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. 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. ### 2. 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. ### 3. 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. ### 4. 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. ### 5. 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. ### 6. The One-Stop Shop for Bookkeeping, Marketing, and Policy Servicing **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2026 **What do you like best about Applied Epic?** It is a one stop shop as opposed to having to stack various products, ranging from bookkeeping, marketing and policy servicing **What do you dislike about Applied Epic?** Pricing and certain tasks take too long due to the number of clicks required **What problems is Applied Epic solving and how is that benefiting you?** Continue to enhance their capabilities, product offerings and AI integrations ### 7. Applied Epic helped us create consistency in our work flows with ability to audit our staff. **Rating:** 5.0/5.0 stars **Reviewed by:** Deb W. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2020 **What do you like best about Applied Epic?** I love the accounting features including the default/recurring entries. The Serivce Summary Rows also tell a story of the poilicy from effective to expiration date which saves so much time vs looking at activiites to try and figure out what is going on with the policy. The filter and search features in attachments is also a huge time saver. SMS texting integration has been huge for us and being able to store the messages between our staff and the client for E&O protection. Real time works great with most all of our companies. I have automated alot of our processes that used to be done manually, for example Ivans download and expiration reports. The renewal manager has been very helpful to our commercial lines staff when marketing accounts to various brokers and companies. Dashboards make it very easy to plan your day and see exactly how the staffs workload is for a particular period of time. The built in sales management using opportunites has allowed us to track a quote from start to the sale. This gives a great look at where our new business is coming from and why we are not **What do you dislike about Applied Epic?** It would also be great if you could create folders in reports to organize your reports. **Recommendations to others considering Applied Epic:** Clean up your database before you try to convert to EPIC. **What problems is Applied Epic solving and how is that benefiting you?** Commission import is extremely easy and has saved us many man hours for the companies that do not download. The recurring and default entries have also been a huge time saver for accounting. We are now able to get a true retention on our book of business and are able to see what our book was at any period of time. ### 8. Very User-Friendly and Easy to Fix Mistakes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Very user friendly and easy to correct when making any errors. **What do you dislike about Applied Epic?** I cant really think of things I dislike. Maybe the marketed part it has way too many steps to go through when pulling over to a policy. **What problems is Applied Epic solving and how is that benefiting you?** as an account manager this wouldnt really apply to me. ### 9. There is room for improvements, but overall a great system. **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?** Customization options and the amount of features, Accessibility and integrations **What do you dislike about Applied Epic?** There are too many clicks in my opinion to perform a simple task, lack of time saving options such as attaching multiple documents across multiple activities. Also difficult to read history of account notes. **What problems is Applied Epic solving and how is that benefiting you?** Agency Management, Client servicing ### 10. Growth supportive **Rating:** 5.0/5.0 stars **Reviewed by:** Laura R. | Agency Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2025 **What do you like best about Applied Epic?** Epic has helped our agency grow in that the systems in place are very replicable across locations and easy to train. new inexperienced ataff are onboarded much more quickly than ever before. Reporting functions are phenomenal, and applied support is always available when we have questions. I also appreciate the integrations with other products, like raters, CRMs, phone systems and other similar InsureTech products. Epic's marketing submissions have been such a help in organizing our commercial and agriculture accounts, making it simple to organize and track individual carriers or LOBs while also reducing duplicate entry. **What do you dislike about Applied Epic?** My #1 gripe is the inability to search notes on Activities. You can only search the title of the activity. Also - It is a very “clicky” system, and some process feel inefficient for those with experience. There are a lot of steps to perform simple changes. It can feel frustrating and stifling for those wanting to just "get it done", resulting in incomplete transactions within Epic. This is specific to our Producers who are not detail oriented people like our Servicers, but still leads to incomplete or missing data. **What problems is Applied Epic solving and how is that benefiting you?** Fast onboarding and easy to find analytics help us to train new and coach existing staff, identifying errors and incorrect procedures quickly and allowing us to address them before they get out of control or habitual. ### 11. Fast and Flexible- A Way to Do Anything You Need **Rating:** 5.0/5.0 stars **Reviewed by:** Shane R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Applied Epic?** Fast, there is a way to do anything you want **What do you dislike about Applied Epic?** To expensive for small agencies that need less products **What problems is Applied Epic solving and how is that benefiting you?** Good with downloads, good interface ### 12. All-in-One Organization, But Navigation Can Feel Clunky **Rating:** 3.5/5.0 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?** Everything is in one place. You can attach emails and pdf for spreadsheets to groups. **What do you dislike about Applied Epic?** It feels clunky at times. Sometimes it's hard to navigate. **What problems is Applied Epic solving and how is that benefiting you?** Everything is housed in one spot and doing away with the use of the F drive ### 13. Applied EPIC is very useful **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I like how they are continuing to improve and make everything flow smoothly. I think my most favorite is Epic Bridge **What do you dislike about Applied Epic?** Sometimes it runs slow. It gets frustrating sometimes because of that. **What problems is Applied Epic solving and how is that benefiting you?** They are listening to feedback and adjusting and problem solving issues that come up. ### 14. Easy to Navigate, Backed by Helpful Tutorials **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about Applied Epic?** Easy to navigate once you get the hang of it, plenty of tutorials to teach tips and tricks. **What do you dislike about Applied Epic?** Some of the buttons seem redundant or hard to reach certain areas of the site. **What problems is Applied Epic solving and how is that benefiting you?** Keeping policy information for clients organized. ### 15. Making life easier **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 because is a software that has features that makes things easier to document items for our clients **What do you dislike about Applied Epic?** Very once in a while it will be a little slow **What problems is Applied Epic solving and how is that benefiting you?** Introducing AI is improving and making things easier for me on our field ### 16. Fast Access to Key Info, but Frequent Updates Disrupt the Layout **Rating:** 3.5/5.0 stars **Reviewed by:** Kaitlan M. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** The system is usually very fast and it is easy to access pertinent information that I am needing **What do you dislike about Applied Epic?** The constant updates. Changes to the layout of certain tasks and activity screens **What problems is Applied Epic solving and how is that benefiting you?** Lag times, which helps me service accounts in a more timely manner ### 17. Strong Policy & Renewal Workflow, but Too Many Steps and a Steep Learning Curve **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Alternative Medicine | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** The policy and account management feature as well as the renewal work flow. **What do you dislike about Applied Epic?** There are many steps in some single processes. There is nothing simple about the Epic learning process. **What problems is Applied Epic solving and how is that benefiting you?** It is solving the document management aspect of the account management process. ### 18. Easy to use but very clicky **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like how Epic can be synced with email. Makes sending policy documents and things of that nature easier. **What do you dislike about Applied Epic?** Way too many clicks to get simple things done. **What problems is Applied Epic solving and how is that benefiting you?** Easy to input customer information and get rates quickly as opposed to manually quoting each carrier. ### 19. Love Epic **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Applied Epic?** Epic helps me stay on top of my activities and attachments, while also keeping my contact and business details organized in one place. **What do you dislike about Applied Epic?** I do wish there were more customizable features, similar to what HubSpot offers. **What problems is Applied Epic solving and how is that benefiting you?** Keeping up with activities. ### 20. All-in-One System **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** It centralizes client, policy, accounting, document, and workflow information into a single system, making it easier to keep everything organized in one place. **What do you dislike about Applied Epic?** System is at times hard to navigate through. **What problems is Applied Epic solving and how is that benefiting you?** For me, the biggest benefit is increased efficiency and organization. ### 21. EPIC is awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Applied Epic?** The different activities and home screen are super helpful to our agency. Everyone can see what everyone is working on!!! **What do you dislike about Applied Epic?** This field does not apply. There isnt anything i dont like about EPIC **What problems is Applied Epic solving and how is that benefiting you?** this field is not applicable to our agency ### 22. Easy to Use but Needs Faster Performance **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I like that Applied Epic is easy to use. It's very easy for us to train a point with the software, which is great for our agency management system. The initial setup was also very easy for our team. **What do you dislike about Applied Epic?** The wait time. **What problems is Applied Epic solving and how is that benefiting you?** I find Applied Epic easy to use, making the setup very easy for my team. ### 23. User Friendly **Rating:** 4.0/5.0 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 ease of use and detail options continue to improve with updates. **What do you dislike about Applied Epic?** Restriction of updating certain account information, not policy detail, when downloading from carriers. **What problems is Applied Epic solving and how is that benefiting you?** The ability to help categorize attachments for better searching. ### 24. End-to-End Insurance Workflow, but Not Intuitive. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** It has the whole insurance process thought out from A to Z **What do you dislike about Applied Epic?** Not very intuitive. Lots of double manual entries. Pretty slow performance. Not very customizable. **What problems is Applied Epic solving and how is that benefiting you?** Using it for the accounting side of insurance processing and it works more or less great. ### 25. Too Many Steps—Activities Take Far Too Long to complete **Rating:** 2.5/5.0 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?** info transfers to certificates ......... **What do you dislike about Applied Epic?** TOOOOO many steps to complete activites that take TOOOOOOO much time when one step one verification would be enough! **What problems is Applied Epic solving and how is that benefiting you?** ITs slow opening items closing items doesnt need to be that complicated using the system ### 26. Real-Time Client Access Makes CSR24 a Win **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?** I really love that my clients can have real-time access to their account information with CSR24. **What do you dislike about Applied Epic?** In coming from another alternative management system, I will say that Epic has some redundancies in the workflows. **What problems is Applied Epic solving and how is that benefiting you?** Document management has been invaluable. ### 27. Easy All-in-One Management, But EPIC Browser Usability Needs Work **Rating:** 3.5/5.0 stars **Reviewed by:** Luke Z. | Personal Lines Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Easy all in one management system with some slow running programs **What do you dislike about Applied Epic?** Browser Applied EPIC is not user friendly, having to open multiple windows for accounts is frustrating **What problems is Applied Epic solving and how is that benefiting you?** I dont know of any problems they are solving therefore nothing is benefiting me ### 28. Great File & Certificate Processing, but Carrier Integration and Reporting Need Work **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?** File management system and processing certificates and applications. Integration with IVANS downloads. **What do you dislike about Applied Epic?** Not every carrier is integrated for automatic downloads. Should be easier policy management system for those carriers. Generating reports should be simpler. **What problems is Applied Epic solving and how is that benefiting you?** policy management, invoicing, policy renewal planning. ### 29. Easy Email Attachments and Simple-to-Use Features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Some of the features are really easy - attaching emails are easier than they were on TAM> **What do you dislike about Applied Epic?** There are too many steps to do a simple task. A lot of clicks and a lot of steps to do an easy thing. **What problems is Applied Epic solving and how is that benefiting you?** There are some features that are easier, certificates of insurance wound up to be easier where the billing is more difficult. I can attach mulitple emails and documents and keep track of quotes better. ### 30. Easy Drag-and-Drop, But Manual Updates After Releases **Rating:** 3.0/5.0 stars **Reviewed by:** Rae Ann B. | Commercial Lines Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** the drag & Drop feature makes it easy to save the info needed **What do you dislike about Applied Epic?** when an update happens having to update manually **What problems is Applied Epic solving and how is that benefiting you?** keeping up with task that have dates that need to be done and also helping with task management ### 31. Robust AMS Packed with Everything You Need to Run an Agency **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?** It’s a robust AMS that includes all the features needed to run an agency effectively, efficiently, and profitably. **What do you dislike about Applied Epic?** It has some AI features, but it could use more. **What problems is Applied Epic solving and how is that benefiting you?** Advanced business metrics and reports at my fingertips. ### 32. Clean Looking and Easy to Follow AMS **Rating:** 5.0/5.0 stars **Reviewed by:** Jacqueline B. | Software Technology Trainer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Applied Epic?** It's easy to keep track of renewals using the "Renewals Manager". If the service summary rows are used correctly, you can see what's occurred with the account. Accessing documents for a particular policy or in a specific folder is easy. Email templates within Epic save a ton of time by not having to retype the same verbiage or having to generate a form letter to copy the verbiage and paste into an email. Also having the email automatically attached in Epic is a time saver. **What do you dislike about Applied Epic?** You can't use the same activity code for dragging and dropping, system generated and F9. The system could be maintained cleaner and easier if you could assign the same activity code regardless of how you're attaching a document. **What problems is Applied Epic solving and how is that benefiting you?** They aren't resolving anything for me at the moment however, the chat support comes in handy. ### 33. Very User-Friendly and Easy to Use **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 system is very user friendly and easy to use **What do you dislike about Applied Epic?** The reports area can be contradicting and hard to use when you want accurate and consistent numbers. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic helps a lot with sorting out producer commissions ### 34. It does what an AMS System should do **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?** Activity organization and navigation is handy and easy to work with. **What do you dislike about Applied Epic?** There's a lot of grayed out boxes with little intuitive fixes available **What problems is Applied Epic solving and how is that benefiting you?** Don't know if they're solving any problems but it's a solid AMS system. ### 35. a Reporting program **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 really seems designed for reporting, internal controls, and micromanagement. **What do you dislike about Applied Epic?** To many steps for everything compared to the old TAM program **What problems is Applied Epic solving and how is that benefiting you?** It really does not work in my opinion. we've had to call for everything. ### 36. Applied Epic Review: Benefits, and Challenges **Rating:** 4.0/5.0 stars **Reviewed by:** Hailey L. | Agent/Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2025 **What do you like best about Applied Epic?** Applied Epic proves to be quite useful for generating certificates, especially once you have set up the necessary templates and holders, making the process efficient and fast. The logging and notes system on the platform is also convenient, allowing for easy recording of updates and task-related details. The extra space provided is particularly beneficial when managing more complex accounts. Customer Support is generally fast -- someone is always there to follow up on the case **What do you dislike about Applied Epic?** When it comes to combining invoices, the process involves several steps and lacks a straightforward "merge" feature, which makes it quite time-consuming, especially if you need to manage a large number of transactions. I use this frequently, so any downtime or slow performance has an immediate effect on my productivity, particularly when I need to open attachments. Additionally, there isn't a dedicated deadline popup for following up on cancellations—reminders are only visible on the home page. **What problems is Applied Epic solving and how is that benefiting you?** -Clear visibility into what has been done and by whom -Easier compliance and documentation ### 37. Easy Accord Form Generation, but COI Creation Feels Too Complicated **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?** Epic makes generation of accord forms easy **What do you dislike about Applied Epic?** Some functions are counterintuitive, such as generating COIs. There are too many steps in what should eb a simple process. **What problems is Applied Epic solving and how is that benefiting you?** Epic makes generating applications easy. ### 38. Effortless Client Management with AI Assistance **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like how Applied Epic keeps everything organized, which really helps in maintaining client information and documents. The AI assistance makes all my work a lot smoother by sending emails that are specific and tailored to each client. The initial setup was very easy for my team. **What do you dislike about Applied Epic?** I dont have anything. **What problems is Applied Epic solving and how is that benefiting you?** I find Applied Epic keeps everything organized and helps smooth my work with AI assistance for client-specific emails. ### 39. Ideal solution for Centralized Document Storage **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?** Central storage for easy access to documents **What do you dislike about Applied Epic?** Many common changes can only be made by an admin **What problems is Applied Epic solving and how is that benefiting you?** Central document management - makes it easy for our team to have transparency for all accounts ### 40. Web-Based and Easy to Access with sign in **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?** I like that it's web based and easier to access and sign in **What do you dislike about Applied Epic?** the forms are harder to fill in than when we used tam **What problems is Applied Epic solving and how is that benefiting you?** Customer service has been helping me with downloads ### 41. Broad platform...maybe too broad? **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2024 **What do you like best about Applied Epic?** I do like the "snapshot" of coverage, and the abiility to download with various carriers **What do you dislike about Applied Epic?** Not being able to distinguish which states you have active policies in **What problems is Applied Epic solving and how is that benefiting you?** Multi users accessing the same information ### 42. Easy to navigate once you get the hang of things **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?** Ease of creating certificates for commercial and invoices **What do you dislike about Applied Epic?** trouble sometimes getting accounting stuff to work out right **What problems is Applied Epic solving and how is that benefiting you?** None at the moment. Switched to this system after using a really outdated one for years ### 43. Easy to Navigate, but can be Slow with Outages **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?** Relatively easy to use, easy to find things **What do you dislike about Applied Epic?** Can be slow, and there seems to be a lot of outages or issues with it. **What problems is Applied Epic solving and how is that benefiting you?** None that I can think of ### 44. great features **Rating:** 5.0/5.0 stars **Reviewed by:** Shelly L. | account manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** The centralized dashboard makes tracking policies, claims, and client communications incredibly efficient. **What do you dislike about Applied Epic?** steep learning curve and highly complex interface, which frequently requires extensive employee training. **What problems is Applied Epic solving and how is that benefiting you?** cuts down data entry errors ### 45. Document Management **Rating:** 4.0/5.0 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?** ease & organization of finding documents. being able to correct document names **What do you dislike about Applied Epic?** unable to correct/add notes to an activity once it's been closed **What problems is Applied Epic solving and how is that benefiting you?** being able to find documents quickly ### 46. Friendly, Easy-to-Learn Software with At-a-Glance Screens **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2026 **What do you like best about Applied Epic?** Applied Epic is a very friendly and easy software to use and learn. I love the screens that you can look at and see your information all at a glance for policies. I also like that each area you are in is its own tab in the web based version. **What do you dislike about Applied Epic?** The one thing I would like is if for the master statement if you have access to them that the number would be a link that you can click to take to the data in the GL area instead of having to look for the master statement and then go to the GL area and type in the MS number. **What problems is Applied Epic solving and how is that benefiting you?** Helping me look for and track revenue **Official Response from Kelly Powell:** > We're thrilled to hear that Applied Epic is helping you track revenue efficiently! We've noted your feedback about the master statement link and will explore ways to enhance the user experience. ### 47. Ease of Use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Applied Epic?** Client data in one place. Ease of use, even for beginners **What do you dislike about Applied Epic?** Users are not able to create custom folder in Attachments. **What problems is Applied Epic solving and how is that benefiting you?** One stop for all client service needs. ### 48. Easy ACCORD Certificate Creation **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?** how easy it is to create accord certificates **What do you dislike about Applied Epic?** that when issuing evidence of property accords it does not prefill all fields **What problems is Applied Epic solving and how is that benefiting you?** Nothing at the moment , everything is working just fine. ### 49. Easy to Navigate with Helpful Answers When You Need Them **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 ease of moving through activities. Being able to get helpful answers when needed **What do you dislike about Applied Epic?** So far, I Have not really found any yet. **What problems is Applied Epic solving and how is that benefiting you?** Keeping communication with the client clear and organized ### 50. Staying Ahead of AI Trends with Fast, Responsive Support. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Applied Epic?** I like that they are keeping up to date on AI trends in the market. I also think their support teams are very responsive and quick to take action. **What do you dislike about Applied Epic?** I believe the only downside is the limited integrations. **What problems is Applied Epic solving and how is that benefiting you?** It is solving data management and storage. It also is making us more effecient when it comes to collecting data and being able to revert back to it. ## Applied Epic Discussions - [What is the best way to implement Best Practices?](https://www.g2.com/discussions/25557-what-is-the-best-way-to-implement-best-practices) - 1 comment, 1 upvote - [What is the best way to implement Best Practices for reports on renewal and new business retention?](https://www.g2.com/discussions/24564-what-is-the-best-way-to-implement-best-practices-for-reports-on-renewal-and-new-business-retention) - 2 comments, 1 upvote - [Accounting - Does your agency reconcile direct bill commission statements?](https://www.g2.com/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements) - 4 comments, 1 upvote - [Is there a way to add taxes and fees so that it carries over into the invoicing section?](https://www.g2.com/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section) - 3 comments, 1 upvote - [What is Applied Epic used for?](https://www.g2.com/discussions/what-is-applied-epic-used-for) - 1 comment - [View Applied Epic pricing details and edition comparison](https://www.g2.com/products/applied-epic/reviews?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-03+19%3A24%3A01+-0500&secure%5Bsession_id%5D=8a2c6d27-7527-4a9a-a6e3-404d432abd29&secure%5Btoken%5D=0fe34a370a1122addd2d0acddd5336ae0d725d0fa84be91bfc51e6041bc65080&format=llm_user) ## Applied Epic Integrations - [ACS 2000](https://www.g2.com/products/acs-2000/reviews) - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Applied CSR24](https://www.g2.com/products/applied-csr24/reviews) - [Applied Pay](https://www.g2.com/products/applied-pay/reviews) - [Applied TAM](https://www.g2.com/products/applied-tam/reviews) - [Chrome Enterprise](https://www.g2.com/products/chrome-enterprise/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Ennabl](https://www.g2.com/products/ennabl/reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - [Formstack Forms](https://www.g2.com/products/formstack-forms/reviews) - [Formstack Sign](https://www.g2.com/products/formstack-sign/reviews) - [Fulcrum](https://www.g2.com/products/fulcrum/reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - [Indio](https://www.g2.com/products/indio/reviews) - [InsuredMine](https://www.g2.com/products/insuredmine/reviews) - [Ivans Download](https://www.g2.com/products/ivans-download/reviews) - [Ivans Exchange](https://www.g2.com/products/ivans-exchange/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [MS Office 2024 Professional Plus – PROMO for Windows](https://www.g2.com/products/ms-office-2024-professional-plus-promo-for-windows/reviews) - [Orbit](https://www.g2.com/products/meetorbit-orbit/reviews) - [Outmarket AI](https://www.g2.com/products/outmarket-ai/reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) - [RSign](https://www.g2.com/products/rsign/reviews) - [SALT](https://www.g2.com/products/salt/reviews) - [Sendoso](https://www.g2.com/products/sendoso/reviews) - [Tarmika](https://www.g2.com/products/tarmika/reviews) ## Applied Epic Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top Applied Epic Alternatives - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (955 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (708 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (659 reviews)