--- title: Applied Epic Reviews meta\_title: 'Applied Epic Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 1800 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: 1800 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Insurance url: https://www.g2.com/categories/insurance --- ### Applied Epic Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users find Applied Epic to be **incredibly user-friendly** , significantly streamlining their work and making tasks easier. [(534 mentions)](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1183684&qs=pros-and-cons#reviews) Users appreciate the **extensive features** of Applied Epic, which enhance organization, productivity, and ease of collaboration. [(215 mentions)](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1182973&qs=pros-and-cons#reviews) Users highlight the **efficiency** of Applied Epic, enhancing agency operations and simplifying daily tasks significantly. [(201 mentions)](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1182080&qs=pros-and-cons#reviews) Users love the **quick and flexible visibility** into data management, enhancing trust in insights and workflow efficiency. [(195 mentions)](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1186421&qs=pros-and-cons#reviews) Users appreciate the **workflow efficiency** of Applied Epic, significantly enhancing productivity and simplifying tasks. [(153 mentions)](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1183155&qs=pros-and-cons#reviews) Users struggle with a steep **learning curve** due to poor training and complex configurations in Applied Epic. [(173 mentions)](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1182226&qs=pros-and-cons#reviews) Users find the **reporting process overly complex** , leading to difficulties in accessing and managing information efficiently. [(139 mentions)](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1184200&qs=pros-and-cons#reviews) Users often find the **excessive clicking** required for tasks frustrating and time-consuming in Applied Epic. [(130 mentions)](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1183349&qs=pros-and-cons#reviews) Users find **inefficiency** prevalent, as completing tasks and generating reports often requires excessive steps and time. [(114 mentions)](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1181489&qs=pros-and-cons#reviews) Users express frustration over **limited customization options** in Applied Epic, impacting configuration and training effectiveness. [(99 mentions)](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1183335&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Applied Epic ##### 1. Ease of Use Users find Applied Epic to be **incredibly user-friendly** , significantly streamlining their work and making tasks easier. [ See 534 mentions ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1183684&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Easy to use interface" What do you like about Applied Epic? reliable platform for use in quoting,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ![Ashley S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ashley S.") AS Ashley S. Small-Business (50 or fewer emp.) 5.0/5 "Easy to maneuver and learn on" What do you like about Applied Epic? It is easy to get around and understand what you are looking for. It has everything you need from reminders to printing receipts to making certificate ##### 2. Features Users appreciate the **extensive features** of Applied Epic, which enhance organization, productivity, and ease of collaboration. [ See 215 mentions ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1182973&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.0/5 "User Friendly" What do you like about Applied Epic? The ease of use and detail options continue to improve with updates. ![Jennifer F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer F.") JF Jennifer F. Small-Business (50 or fewer emp.) 5.0/5 "I would like to hug applied" What do you like about Applied Epic? Applied is very user friendly. There are a lot of options that you can do and use if for. The user guides are classes are very helpful. ##### 3. Efficiency Users highlight the **efficiency** of Applied Epic, enhancing agency operations and simplifying daily tasks significantly. [ See 201 mentions ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1182080&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.0/5 "Applied EPIC" What do you like about Applied Epic? It can do most things you want, for the most part it is a one stop shop Customer Service is fantasic, if you don't know how to find something, the po ![Rebecca M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rebecca M.") RM Rebecca M. Small-Business (50 or fewer emp.) 5.0/5 "Efficient, User-Friendly, and a Great Evolution from Tam" What do you like about Applied Epic? I like that Applied Epic is easy to use and efficient, saving us time with very little error. We can count on it to help with everyday tasks. Creating ##### 4. Data Management Users love the **quick and flexible visibility** into data management, enhancing trust in insights and workflow efficiency. [ See 195 mentions ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1186421&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.0/5 "Applied Epic Review" What do you like about Applied Epic? I still like the simplicity of being able to navigate from files to Accords to proposals. Extremely fluid transitioning saves on time ![Lori G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lori G.") LG Lori G. Small-Business (50 or fewer emp.) 5.0/5 "Epic continues to improve and expand in automation" What do you like about Applied Epic? Epic is constantly working on automating workflows. The most current one that has made my life so much easier is the Applied Recon, making it easy to ##### 5. Workflow Efficiency Users appreciate the **workflow efficiency** of Applied Epic, significantly enhancing productivity and simplifying tasks. [ See 153 mentions ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1183155&qs=pros-and-cons#reviews) See Related User Reviews ![Lori G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lori G.") LG Lori G. Small-Business (50 or fewer emp.) 5.0/5 "Epic continues to improve and expand in automation" What do you like about Applied Epic? Epic is constantly working on automating workflows. The most current one that has made my life so much easier is the Applied Recon, making it easy to ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.5/5 "Works Well" What do you like about Applied Epic? The company listens to their users and is constantly making improvements. ### 5 Cons or Disadvantages of Applied Epic ##### 1. Learning Curve Users struggle with a steep **learning curve** due to poor training and complex configurations in Applied Epic. [ See 173 mentions ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1182226&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Easy to use interface" What do you dislike about Applied Epic? None that I can think of,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ![Lori G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lori G.") LG Lori G. Small-Business (50 or fewer emp.) 5.0/5 "Epic continues to improve and expand in automation" What do you dislike about Applied Epic? I really appreciate the constant forward movement and the training that goes with it. Applied Epic customer service is top notch if you need more help ##### 2. Complex Process Users find the **reporting process overly complex** , leading to difficulties in accessing and managing information efficiently. [ See 139 mentions ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1184200&qs=pros-and-cons#reviews) See Related User Reviews ![Jennifer F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer F.") JF Jennifer F. Small-Business (50 or fewer emp.) 5.0/5 "I would like to hug applied" What do you dislike about Applied Epic? Some things take too many steps to process. I would like for some of the functions to be a little easier to complete. ![Laraine W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laraine W.") LW Laraine W. Small-Business (50 or fewer emp.) 3.5/5 "Applied user since 1984" What do you dislike about Applied Epic? 1.) Applied is acquiring new vendors to integrate new features, but we’d really like to see PAC requests handled faster for our users who rely on the ##### 3. Excessive Clicking Users often find the **excessive clicking** required for tasks frustrating and time-consuming in Applied Epic. [ See 130 mentions ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1183349&qs=pros-and-cons#reviews) See Related User Reviews ![Amanda L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amanda L.") AL Amanda L. Small-Business (50 or fewer emp.) 5.0/5 "Better Than Most" What do you dislike about Applied Epic? We find that the system gets very slow or unresponsive if there is an update coming in the next few days ![Jennifer F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer F.") JF Jennifer F. Small-Business (50 or fewer emp.) 5.0/5 "I would like to hug applied" What do you dislike about Applied Epic? Some things take too many steps to process. I would like for some of the functions to be a little easier to complete. ##### 4. Inefficiency Users find **inefficiency** prevalent, as completing tasks and generating reports often requires excessive steps and time. [ See 114 mentions ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1181489&qs=pros-and-cons#reviews) See Related User Reviews ![Angela C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Angela C.") AC Angela C. Small-Business (50 or fewer emp.) 5.0/5 "CUSTOMER SERVICE REP" What do you dislike about Applied Epic? Reports generations could be easier to use and navigate ![Laraine W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laraine W.") LW Laraine W. Small-Business (50 or fewer emp.) 3.5/5 "Applied user since 1984" What do you dislike about Applied Epic? 1.) Applied is acquiring new vendors to integrate new features, but we’d really like to see PAC requests handled faster for our users who rely on the ##### 5. Limited Customization Users express frustration over **limited customization options** in Applied Epic, impacting configuration and training effectiveness. [ See 99 mentions ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1183335&qs=pros-and-cons#reviews) See Related User Reviews ![Jennifer F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer F.") JF Jennifer F. Small-Business (50 or fewer emp.) 5.0/5 "I would like to hug applied" What do you dislike about Applied Epic? Some things take too many steps to process. I would like for some of the functions to be a little easier to complete. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "Love Epic" What do you dislike about Applied Epic? I do wish there were more customizable features, similar to what HubSpot offers. ![Danica G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Danica G.") DG Danica G. VP of Commercial Lines Small-Business (50 or fewer emp.) 7/16/2026 "Noticeably Better ACORD Form Mapping in Applied Epic" 4/5 What do you like best about Applied Epic? What I like most about Applied Epic is the mapping in ACORD forms. I’ve used other AMSs before, and their mapping was poor, so this has been a noticeable improvement for me. Review collected by and hosted on G2.com. What do you dislike about Applied Epic? What I dislike about Applied Epic is the number of activities it generates. I understand why they’re used, but for my agency we don’t see a need for an activity to be created for certain tasks or actions, even if it’s running in the background. Review collected by and hosted on G2.com. What problems is Applied Epic solving and how is that benefiting you? Having an open API has been really helpful for integrating our system with various software companies. It’s also allowed us to streamline workflows and speed up our processing times. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Dawn B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dawn B.") DB Dawn B. Jewelry Designer / Manager Small-Business (50 or fewer emp.) 7/28/2026 "Greatly Workflow & Easy Features" 5/5 What do you like best about Applied Epic? This has greatly improved my workflow. The drag-and-drop feature makes it quick & easy to attach documents. Updating & editing customer demographics is very easy. The commission calculation function is very handy as well. Review collected by and hosted on G2.com. What do you dislike about Applied Epic? There is no coy & paste feature. We look at a listing of our clients' policy numbers & have to write one down on a piece of paper then go to the carrier website to type it in. It would be much easier if we could copy & paste. Review collected by and hosted on G2.com. What problems is Applied Epic solving and how is that benefiting you? Not aware of any current ongoing issues that Applied Epic is working on Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: G2 invite on behalf of seller ![Angi D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Angi D.") AD Angi D. Manager, Producer, Account Manager Small-Business (50 or fewer emp.) 5/21/2025 "User-Friendly, But Cloud Issues Persist" 5/5 What do you like best about Applied Epic? I find Applied Epic very user-friendly and easy to teach to new employees. Instead of taking months to train a new employee, we can do it in a matter of days, especially with Applied University. Review collected by and hosted on G2.com. What do you dislike about Applied Epic? Because ours is in the cloud, we get quite a few errors and have to re-log in to Applied. We also found the initial setup was not easy. Review collected by and hosted on G2.com. What problems is Applied Epic solving and how is that benefiting you? I use Applied Epic for managing our insurance agency's operations and communications. It streamlines policy management, customer service, and tracking renewals. It's user-friendly, easy to teach new employees, reducing training time from months to days with Applied University. Review collected by and hosted on G2.com. Show More 7/17/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller SA Seth A. Department Head Small-Business (50 or fewer emp.) 10/7/2025 "Applied Epic is EPIC" 5/5 What do you like best about Applied Epic? Easy to use, has all the tech that you need, and it is growing with the AI additions as well. Very straightforward and intuitive. Haven't used anything else in our agency and never will. Review collected by and hosted on G2.com. What do you dislike about Applied Epic? Want to be able to have AI integration to download docs to the policies themselves. Review collected by and hosted on G2.com. What problems is Applied Epic solving and how is that benefiting you? It allows for a seamless process to service clients. Which is crucial to client retention. The marketing system is seamless as well so we are able to market to clients without too much effort, all across the board it just helps us do our job better. Review collected by and hosted on G2.com. Show More 7/29/2026 Current UserValidated ReviewerSource: Organic ![Brianna C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brianna C.") BC Brianna C. Insurance Agent Small-Business (50 or fewer emp.) 8/6/2026 "Easy Client File Management and Seamless Outlook-to-Epic Emailing" 5/5 What do you like best about Applied Epic? I like how we can keep on clients files in one system and makes it easy to be able to search each client up. We can also email straight from outlook to Epic. It supports everyone in our team. Review collected by and hosted on G2.com. What do you dislike about Applied Epic? I don't really like the Epic platform through the website, it has made it harder to get things done at a quicker pace. Review collected by and hosted on G2.com. What problems is Applied Epic solving and how is that benefiting you? It really helps to have one system that everyone in our office can use. Its pricing feels reasonable for what it does and for the ways it helps us. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Cheryl E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Cheryl E.") CE Cheryl E. Small-Business (50 or fewer emp.) 7/16/2026 "User-Friendly but Report Generation Needs Improvement" 4/5 What do you like best about Applied Epic? I find Applied Epic easy to use and user-friendly, except for creating reports. It has enhanced my job performance by reducing the time I spend on tasks. I no longer need to enter all rates manually into a spreadsheet or wait to receive quotes from carriers, which was very time-consuming. It's easy to learn and makes creating comparisons straightforward. Review collected by and hosted on G2.com. What do you dislike about Applied Epic? When I need to create a report, such as a client listing with certain criteria, it has an outdated way of having to request the report, as far as putting the specific requirements into the request. I'd like to request a report and choose via a checkmark or whatever the criteria I need. Review collected by and hosted on G2.com. What problems is Applied Epic solving and how is that benefiting you? Applied Epic enhances my job performance by saving time on data entry and quote requests. It's user-friendly, making it easy to learn and create comparisons. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Brian B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian B.") BB Brian B. Member Board of Directors and Treasurer Small-Business (50 or fewer emp.) 7/17/2026 "Easy Browser-Based Implementation with Strong Carrier Integrations" 4.5/5 What do you like best about Applied Epic? Browser based for easy implementation. Integrations with the carriers including Real Time and Download are very important. Review collected by and hosted on G2.com. What do you dislike about Applied Epic? Updated and modernized screens are not productive. They were designed without input from the actual users. User experiences are important. In some workflows, we have found that some tasks take 3-4 times longer. Continues to increase and any enhancements require additional cost versus improving and maintaining the product. Continues to increase and any enhancements require additional cost versus improving and maintaining the product. Review collected by and hosted on G2.com. What problems is Applied Epic solving and how is that benefiting you? AI has allowed us to transfer some tasks and free up time for most details problem solving items. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: G2 invite on behalf of seller ![Rebecca M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rebecca M.") RM Rebecca M. Head of Customer Support, Marketing & Quality Control Small-Business (50 or fewer emp.) 2/4/2025 "Efficient, User-Friendly, and a Great Evolution from Tam" 5/5 What do you like best about Applied Epic? I like that Applied Epic is easy to use and efficient, saving us time with very little error. We can count on it to help with everyday tasks. Creating and processing Certificates of Insurance (COIs) is very easy, and the attachment sections of each account make it straightforward to attach all correspondence. Review collected by and hosted on G2.com. What do you dislike about Applied Epic? I find EPI's a little cumbersome, and I need to make more manual edits. Review collected by and hosted on G2.com. What problems is Applied Epic solving and how is that benefiting you? Applied Epic saves time with very little error and handles everyday tasks reliably. It's easy to use and efficient, facilitating easy creation and processing of certificates of insurance. Attaching correspondence is straightforward. Review collected by and hosted on G2.com. Show More 7/16/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite JL jackie l. Small-Business (50 or fewer emp.) 7/21/2026 "Efficient Agency Management with Stellar Support" 4.5/5 What do you like best about Applied Epic? I really like the support you receive when you don't know something. I also find the ability to take payments from clients through the Applied Pay portal very useful. It provides our clients a place to make their payments instead of us doing it for them or having them send payments by mail. Review collected by and hosted on G2.com. What do you dislike about Applied Epic? I find the accounting process in Applied Epic involves too many steps to get one thing done. Specifically, I think that receipts and disbursements should be combined into one step. Also, the initial setup of Applied Epic was a bit challenging since none of us had worked with Applied before. Review collected by and hosted on G2.com. What problems is Applied Epic solving and how is that benefiting you? I find Applied Epic helps me with pulling reports and managing premiums. Its Applied Pay portal allows our clients to make payments easily, reducing our manual processing and mailing time. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: G2 invite on behalf of seller ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI Verified User in Insurance Small-Business (50 or fewer emp.) 7/16/2026 "Easy to Find What I Need" 4.5/5 What do you like best about Applied Epic? i can find things relatively easy for the most part i can't see why this is not worth the price but i am not on a management level to make that distinction i can't see why this is not worth the price but i am not on a management level to make that distinction i can't see why this is not worth the price but i am not on a management level to make that distinction Review collected by and hosted on G2.com. What do you dislike about Applied Epic? the 15 minutes wait that is required for the changes to be in force Review collected by and hosted on G2.com. What problems is Applied Epic solving and how is that benefiting you? this has improved efficiency by allowing our team to quickly access client information, policy documents, activities, and correspondence in one place. It also creates consistency across departments, ensuring everyone is working from the same information and reducing the risk of missed follow-ups or duplicate work. Review collected by and hosted on G2.com. 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