--- title: Applied Epic Reviews meta_title: 'Applied Epic Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 2174 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: 2174 scale: '5' date_modified: '2026-10-02' 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:** 2,174 **AI Verified:** At least 10 G2 reviewers have confirmed using this product's AI features and functionality. ## 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 Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users find **Applied Epic incredibly user-friendly** , streamlining tasks and enabling a paperless workspace for enhanced productivity. (523 reviews) - Users value the **supportive community and robust features** of Applied Epic, enhancing efficiency in daily processes. (215 reviews) - Users value the **enhanced efficiency** of Applied Epic, enjoying streamlined operations and improved workflow management. (201 reviews) - Users value the **quick and flexible visibility** provided by Applied Epic's dashboards for effective data management. (189 reviews) - Users appreciate the **organization capabilities** of Applied Epic, praising its ease of managing multiple client accounts and tasks. (151 reviews) - Users find **workflow efficiency** exceptional with Applied Epic, enabling faster processes and increased productivity. (149 reviews) - Users commend the **responsive customer support** of Applied Epic, appreciating the quick answers and assistance available. (143 reviews) - Intuitive (137 reviews) - Integrations (131 reviews) - Continuous Improvement (118 reviews) **What users dislike:** - Users highlight a significant **learning curve** with Applied Epic, citing inadequate training and complex configuration processes. (168 reviews) - Users find the **reporting process overly complex** , wishing for a more user-friendly and streamlined experience. (139 reviews) - Users express frustration over **excessive clicking** , finding too many steps necessary to complete tasks efficiently. (127 reviews) - Users find the **inefficiency** in Applied Epic frustrating due to overly strict features and difficulty in finding solutions. (114 reviews) - Users are frustrated with the **limited customization options** in Applied Epic, hindering their ability to effectively manage configurations. (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. Intuitive and Supportive with Stellar Features **Rating:** 5.0/5.0 stars **Reviewed by:** Monica E. | Enterprise (> 1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Swag:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 29, 2026 **What do you like best about Applied Epic?** I really like the intuitiveness of Applied Epic, which makes it easy to use. The support we get from our Epic team is great, and their partnership with our brokerage firm is valuable. They are open to suggestions to enhance various options, provide excellent training, and resolve any problems we experience in the agency management system. Additionally, they're tremendously responsive. I also enjoy specific features like Marketing Manager, Indio, and the ability to apply pay, which are fantastic. **What do you dislike about Applied Epic?** I think the folder system and maybe the attachments process could use some improvement. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic solves transacting insurance policies for my organization. ### 2. User-Friendly but Report Generation Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Cheryl E. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **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. **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. **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. ### 3. Easy Browser-Based Implementation with Strong Carrier Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Brian B. | Member Board of Directors and Treasurer, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 17, 2026 **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. **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. **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. ### 4. Comprehensive But Sluggish Platform **Rating:** 3.5/5.0 stars **Reviewed by:** S M. | Mid-Market (51-1000 emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Swag:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 29, 2026 **What do you like best about Applied Epic?** I like that Applied Epic is one place for everything, making it user-friendly and adaptable. It's helpful for commercial lines, personal lines, and benefits. Having one platform for all different menus makes it more user friendly and adaptable. **What do you dislike about Applied Epic?** The speed of Applied Epic needs to be increased, and there have been too many recent outages. That would be a good thing to start with. Also, the initial setup wasn't easy, and it still doesn't work easily yet. **What problems is Applied Epic solving and how is that benefiting you?** I find Applied Epic provides one platform for all my needs, making it user-friendly and adaptable for benefits, commercial, and personal lines. ### 5. Efficient, User-Friendly, and a Great Evolution from Tam **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca M. | Head of Customer Support, Marketing & Quality Control, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** February 04, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **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. **What do you dislike about Applied Epic?** I find EPI's a little cumbersome, and I need to make more manual edits. **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. ### 6. Efficient Agency Management with Stellar Support **Rating:** 4.5/5.0 stars **Reviewed by:** jackie l. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **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. **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. **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. ### 7. Easy to Find What I Need **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 16, 2026 **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 **What do you dislike about Applied Epic?** the 15 minutes wait that is required for the changes to be in force **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. ### 8. Applied Epic is User Friendly and Effective **Rating:** 4.5/5.0 stars **Reviewed by:** Gena M. | Executive Client Leader, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **AI Translated:** This review has been translated from English using AI. **Reviewed Date:** October 07, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** Whether you are working in commercial lines, personal lines, benefits or surety, Applied Epic has resources and integrations to support the insurance industry. The expertise and enthusiasm of their support team are unmatched. While some upgrades and enhancements may take longer to be rolled out, it’s nice to know they are constantly striving to elevate the product and make client service seamless. **What do you dislike about Applied Epic?** Character limitations can limit use at times, and there are certain functions (like invoicing, and Evidences of Insurance) that can be less user friendly. **What problems is Applied Epic solving and how is that benefiting you?** Data management, making sure our applications, activities and attachments are staying organized. ### 9. Easy Setup, Needs Faster Performance **Rating:** 5.0/5.0 stars **Reviewed by:** Angie S. | Small-Business (50 or fewer emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Swag:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 28, 2026 **What do you like best about Applied Epic?** I really like Applied Epic because it's easy to use, which makes my work smoother. The activities for my reminders are also helpful. The initial setup was great, which made getting started a breeze for me. **What do you dislike about Applied Epic?** I find that Applied Epic sometimes has a lag when it's processing, which can be a bit annoying. It can be slow moving between tasks, so it would be great if it could work a bit faster to improve efficiency. **What problems is Applied Epic solving and how is that benefiting you?** I find Applied Epic organizes my data efficiently and is easy to use, though it can be slow switching between tasks. ### 10. Easy Outlook Email Attachments and Fast Client Search **Rating:** 5.0/5.0 stars **Reviewed by:** Vanessa M. | Personal Lines Account Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 28, 2026 **What do you like best about Applied Epic?** Being able to attach emails straight from outlook. The ease of looking up and being able to search up clients & prospects. **What do you dislike about Applied Epic?** I wish we were able to integrate our phone system and texting. So when a client calls if the number is saved in a profile that account will open up **What problems is Applied Epic solving and how is that benefiting you?** The dashboard is currently being set-up for the Managers to view what everyone is working on and their workloads. Making it better and easier for us to track how quickly we are able to service and quote clients ### 11. Amazing digital experience **Rating:** 4.5/5.0 stars **Reviewed by:** Rachel J. | Agency Systems Manager, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **AI Translated:** This review has been translated from English using AI. **Reviewed Date:** October 06, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** Dashboards. I absolutely love the insights they provide and the supportive education provided to learn them. **What do you dislike about Applied Epic?** Limitation around core insurance coverage (being able to export auto deductibles). I also feel as though Applied has too many items on their road map and is forgetting to finish developing some of their already established products (Indio). **What problems is Applied Epic solving and how is that benefiting you?** Analytics, Automation, holistic servicing approach. ### 12. Consolidated and AI-Powered Efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** Theresa C. | Mid-Market (51-1000 emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Swag:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 29, 2026 **What do you like best about Applied Epic?** I like that Applied Epic keeps all information in one consolidated place, which is really convenient for me. I also appreciate the new AI features as well as the new finance features that have been added, as these have made a noticeable difference in my experience with the software. **What do you dislike about Applied Epic?** I find it challenging that premium payables cannot post to Applied Epic through an SDK from a third-party solution. There should be a way to allow this recon through SDK like direct bill. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic keeps all my information in one place, streamlining policy servicing and transactions. ### 13. Management system to facilitate growth **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa P. | Office Manager, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **AI Translated:** This review has been translated from English using AI. **Reviewed Date:** October 06, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** We've been using Epic for 4 years. It has enabled us to grow, as we had outgrown our previous provider. **What do you dislike about Applied Epic?** Epic can be a click-heavy system, but the clicks are what enable the data and processes to allow for more robust information **What problems is Applied Epic solving and how is that benefiting you?** This system allows us to follow commissions within the system, which has single-handedly enabled us to bring on more commissionable agents and producers. We are also able to streamline processes using a detailed task approach ### 14. Efficient and Centralized—All the Info in One Place **Rating:** 4.0/5.0 stars **Reviewed by:** Mercy P. | Commercial Lines account manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 16, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** Typically is fairly efficient, all info is in one place, I don't work with carriers that have integrations, I'm not involved in this process of Applied **What do you dislike about Applied Epic?** LOTS OF LAGS, recently apps merge info that has not been input or information is missing on certificates and applications. Too many clicks to process tasks, the interface not as simple as AMS360, the support even on chat is difficult, the help topics usually don't help resolve issues or it's difficult to find topics in the help section **What problems is Applied Epic solving and how is that benefiting you?** The accounting portion seems to be working better ### 15. One System That Helps Departments Collaborate and Serve Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Jolene W. | Account Manager and Trainer, Enterprise (> 1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Swag:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 29, 2026 **What do you like best about Applied Epic?** It is so helpful having one system for multiple departments to successfully collaborate and service clients and stakeholders alike. **What do you dislike about Applied Epic?** There has been a lot of frustration with errors and glitches during the forced transition to browser. We live most of the features but it seems potentially more time to test and correct may have been warranted. Especially when the only change is a modernized screen that makes work take longer to accomplish due to extra clicks and scrolling or adding required information. **What problems is Applied Epic solving and how is that benefiting you?** I appreciate the push to integrate with AI so less vendors are needed ### 16. The best **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha E. | Operations manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **AI Translated:** This review has been translated from English using AI. **Reviewed Date:** October 07, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** The support that it offers. Never leaves you hanging in a lurch or to only figure things out on your own. They’re with you all the way. **What do you dislike about Applied Epic?** Reporting layouts and the many options and ways to do it **What problems is Applied Epic solving and how is that benefiting you?** Lots of new AI innovation that will help back in processes and extinguishing fires ### 17. Streamlined Policy Management with Top-Tier Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Swag:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 29, 2026 **What do you like best about Applied Epic?** I really like how Applied Epic provides a one-stop place for all my policy organization and documentation needs. I'm a big fan of the Activities with the ability to add notes. The Marketing Submission tool, along with the integration with Indio and CSR24, is pivotal for getting my job done. I felt the initial setup was very easy, especially after taking the applied university courses. Overall, I rate it 10/10 since it's the best agency management system I've worked under. **What do you dislike about Applied Epic?** I would like to understand the folder function better and do wish there was a better way to display who services the account from the Locate tab. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic provides a one-stop place for policy organization and documentation needs. It integrates with Indio and CSR24, making it pivotal for my tasks. ### 18. All-in-One Features, But Paywalls and Inconsistent Design Hold Epic Back **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Swag:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 29, 2026 **What do you like best about Applied Epic?** I like how Epic allows us to do almost everything "inside the box." Things like accounting, forms, commission, sms, and email integration **What do you dislike about Applied Epic?** I dislike how every feature that we desperately need for our agency is pay walled, and the only option is for us to buy the licenses for software suites for every user in our agency, vastly inflating the price point. These critical software features are not accessible to us. In our opinion, they should be included with the price that we already pay. Some of the areas of Epic also seem to have zero consistency in design logic. It is very clear that the separate departments do not collaborate for development. **What problems is Applied Epic solving and how is that benefiting you?** Epic solves the problem of policy organization, carrier interfacing, and maintaining large amounts of files and data. ### 19. Streamlined Insurance Management with Applied Epic **Rating:** 5.0/5.0 stars **Reviewed by:** Mariah K. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I use Applied Epic as the agency management tool for the insurance agency I'm employed by, and I find it keeps me very organized and running efficiently. I like the structure it gives my work, as everything is tracked and can be handled right from the homepage. A lot of the insurance business requires meeting time parameters, and tracking everything makes this achievable. The Epic bridge with Outlook is amazing, and I found the initial setup to be good. **What do you dislike about Applied Epic?** I don't like having to change the end date every time I change the task date in Applied Epic. It's just an extra step and something to remember every time. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic keeps me organized and efficient, with everything tracked from the homepage. It helps meet insurance business time parameters. ### 20. Boosted Productivity and Easy Setup with Applied Epic **Rating:** 5.0/5.0 stars **Reviewed by:** leila s. | Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Swag:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 29, 2026 **What do you like best about Applied Epic?** I appreciate how Applied Epic makes me faster and more productive. The Notes feature is particularly valuable, as it helps me summarize my emails efficiently. I find the software helps me assist clients and insurers more effectively, and the initial setup was pretty easy for my team. I also gave the setup process a perfect score of 10, and I feel very confident recommending Applied Epic to others, giving it a recommendation score of 10 as well. **What do you dislike about Applied Epic?** Nothing **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic makes me faster and more productive, helping clients and insurers more efficiently. ### 21. Effortless and Evolving Management Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Abby F. | Director of Client Services, Commercial Lines and Captive Account Executive, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Swag:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 29, 2026 **What do you like best about Applied Epic?** I love Applied Epic because it's easy to use and evolves continuously over time. I appreciate its capabilities in policy life cycle management and invoicing, which works especially well for me. **What do you dislike about Applied Epic?** I wish the activities in Applied Epic could be more customizable. It'd be great if I could change them after they're made, like altering associations or linking them to multiple policies. I also would love to see Epic come out with naming standards similar to Epic workflows. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for storing client information, managing my team, and handling workflows. ### 22. Seamlessly Organizes Commercial Lines Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Donna L. | Small-Business (50 or fewer emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Swag:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 28, 2026 **What do you like best about Applied Epic?** I find Applied Epic helpful for organizing my day and keeping track of my clients. It helps me endorse policies, do certificates, and generally makes my daily workflow easier. I appreciate its ease of use and like the specific features such as Indio CSR 24 and Book building. The initial setup was very easy, which was a great start when switching from AMS. **What do you dislike about Applied Epic?** Download does not work well. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic to organize my day, track clients, endorse policies, and make certificates. It streamlines my daily workflow, making these tasks easier. ### 23. One Stop Shop **Rating:** 5.0/5.0 stars **Reviewed by:** Natalia W. | Director of Marketing and Operations Specialist, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** Applied is a one-stop shop. The integrations between Epic, Indio, CSR24, and Benefits Designer make it easy to keep everything connected and maintain a streamlined process. **What do you dislike about Applied Epic?** Some areas are difficult to use to their full potential, such as the proposal section and the insurance summary generation. **What problems is Applied Epic solving and how is that benefiting you?** Epic Bridge has been a game changer for using templates in Outlook, and for making sure attachments go to the correct folders and follow the right policy. The benefits have also come a long way, and we’re excited to see the capabilities continue to expand. ### 24. Room for lots of improvement for Applied Epic Browser **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **AI Translated:** This review has been translated from English using AI. **Reviewed Date:** July 17, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** This is a secure, reliable place for a management system. **What do you dislike about Applied Epic?** The updates being done in the Epic browser are not user-friendly. The layout is difficult to read and hard to follow. Every time there is an update, more and more errors occur, the workflow breaks, and it becomes very frustrating to get work done. There are no real workarounds until the monthly updates are completed. Please move everything back to the old view of Applied Epic!!!! **What problems is Applied Epic solving and how is that benefiting you?** I don’t see any real problems that Applied Epic is solving; it’s simply a management system. ### 25. Pros and Cons of Applied Epic, Overall Good **Rating:** 5.0/5.0 stars **Reviewed by:** Vincent R. | Business Systems Analyst, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **AI Translated:** This review has been translated from English using AI. **Reviewed Date:** July 16, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** The ability to make reports tailored around any of the information located in Applied Epic. Epic makes it very possible to get the information needed out of the system. **What do you dislike about Applied Epic?** The user interface feels a little outdated and behind. Specifically around invoice layouts. It is a hassle to change invoice layouts, definitely the most frustrating part of using Epic. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic is our company’s AMS, and we treat it as our single source of truth across the organization. We’ve found it especially useful for storing documentation and for accounting purposes. ### 26. Intuitive Interface, But Juggling Multiple Portals Is Cumbersome **Rating:** 3.0/5.0 stars **Reviewed by:** Steph J. | Commercial Lines Account Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I like that everything makes sense where it's at. More specifically, the interface is intuitive & I can navigate easily. **What do you dislike about Applied Epic?** I do not like that everything has separate platforms (I.e., CSR24, Indio, etc..) I think having to log in to separate portals for all of these is cumbersome & confusing. **What problems is Applied Epic solving and how is that benefiting you?** Using AI to make inputting basic data quicker. They also found a solution with Epic Bridge but admittedly, I much prefer being able to drag & drop my emails instead of attaching them within outlook. ### 27. Extremely Helpful Renewal Manager That Keeps Everything Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Kristen B. | Vice President- Client Services, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I find the renewal manager extremely helpful, it keeps me organized and all my accounts are easy to view in one place. **What do you dislike about Applied Epic?** I'm not sure if it is an Epic issue or an outlook issue but there are some emails that I receive that just won't attach, I have to forward them to myself in order to attach them. That can get frustrating. **What problems is Applied Epic solving and how is that benefiting you?** One huge problem was the speed- we recently switched to the browser version and that has made a world of difference. ### 28. Applied Epic Keeps Client Data Organized and Easy to Retrieve **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** What I like most about Applied Epic is how well it compartmentalizes and organizes data. It makes it easy to collect information and retrieve it later when I need it. **What do you dislike about Applied Epic?** One thing I like the least is that I can’t pause while taking a note. There are often times when I start typing a note while I have a client on the phone, and then I need to paste in a document or pull up the information I need from Epic. After that, I have to go back and paste my finished note into Epic. **What problems is Applied Epic solving and how is that benefiting you?** It helps us keep track of client data and renewals. It also lets us create tasks and workflows so we can stay on top of everything. ### 29. Customizable and Efficient, Yet Needs Commission Feature Tweaks **Rating:** 4.0/5.0 stars **Reviewed by:** Jenna S. | Mid-Market (51-1000 emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Swag:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 27, 2026 **What do you like best about Applied Epic?** I like the customizations in Applied Epic, which make it adaptable to my needs. I also enjoy using the Epic search because it's faster, which really helps me save time. **What do you dislike about Applied Epic?** I find the commission agreements in Applied Epic a bit challenging, especially when it comes to mass updating or expiring them all when commission rates change. It would be great to see improvements in this area to make it easier to manage these updates efficiently. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic keeps data centralized for my agency management, making operations smoother. ### 30. Easy to Use with Seamless Outlook Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Camille G. | Sr. Account Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** There are certain areas that make it easy to use and integrate with Outlook to avoid duplicate entry If all components were working correctly (integration of the proposals, outlook, etc), we would be 100% satisfaction **What do you dislike about Applied Epic?** There are numerous ways to do most everything and it can get confusing to try to train others when there are so many diff ways to proceed with one task **What problems is Applied Epic solving and how is that benefiting you?** The ability to create a master submission and send to various carriers at one time is a time saving benefit. ### 31. Effective Document Management, Steep Learning Curve **Rating:** 3.0/5.0 stars **Reviewed by:** Javier G. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I like how Applied Epic makes the initial information entry a lot easier since the last update. I also appreciate the document attaching software which works great, making documents ready and accessible for me and my team. This is especially helpful because we all have access to documents if someone calls in. **What do you dislike about Applied Epic?** I find the accords generation and info input so complicated that they need to be simplified. I also find the learning curve very hard. Additionally, I believe there are functions like quoting clients or shopping policies that seem unnecessary, as no one uses them. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic to store data for commercial insurance clients, manage clients well, and keep file attachments accessible for me and my team. ### 32. Consolidated System, Minor Setup Hiccups **Rating:** 4.0/5.0 stars **Reviewed by:** Stacie R. | Mid-Market (51-1000 emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Swag:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 30, 2026 **What do you like best about Applied Epic?** I like that Applied Epic allows all departments to be on the same system. Even though the initial setup was long and time-consuming, our implementation team made it easy, which was a big help. **What do you dislike about Applied Epic?** Importing schedules on vehicles could be better. I need to import coverage for each auto or export, which isn't as seamless as I'd like. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic integrates all departments on the same system, which is our main use for data collection and billing. However, importing schedules on vehicles could be improved. ### 33. Efficient Tool for Teamwork and Client Management **Rating:** 4.5/5.0 stars **Reviewed by:** Steve H. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** September 29, 2026 **What do you like best about Applied Epic?** I like Applied Epic's usability and how it keeps all client information in one place, which makes it really convenient for me to manage. I also appreciate the ability to work with teams and share and access the same information, which is really helpful for collaboration. The initial setup was pretty easy too. **What do you dislike about Applied Epic?** N/a **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic to keep all client information in one place. It helps with teamwork, allowing us to share and access the same data easily, which I find very usable. ### 34. Effortless Policy Management with Room for Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Maria M. | Small-Business (50 or fewer emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Swag:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 30, 2026 **What do you like best about Applied Epic?** I like that Applied Epic is easy to use, which makes my work more efficient. The initial setup was very easy, which was a great start. I also appreciate how it effectively handles all policy entries. This ease of use and functionality makes it a product I would highly recommend to others. **What do you dislike about Applied Epic?** I think the download process for commercial is an issue, and the type and line configuration could be better. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic handles all our policy entries easily, saving time and effort. ### 35. Epic’s Web-Based UI and Automation Make Renewals and Tracking Effortless **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 24, 2026 **What do you like best about Applied Epic?** Built-in automation for renewals, policy checklists, and activity tracking that reduces manual follow-up. Applied's Epic integrates with Outlook easily. Support is quick and easy to get access to. The UI is now all web based which makes it very easy to access from anywhere. **What do you dislike about Applied Epic?** Licensing, implementation, and add-on modules (analytics, additional integrations) can add up quickly, making it a significant investment for smaller agencies. **What problems is Applied Epic solving and how is that benefiting you?** Before Applied Epic, we were constantly re-keying policy and billing data by hand from carrier portals into our own tracking sheets, which often led to entry errors and delayed billing. Now we use carrier downloads directly into Epic, and it’s saving us many hours each week while also noticeably reducing billing discrepancies. ### 36. Flexible Platform with Training available **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica H. | Office Manager and Account Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** All CSRs are able to us same platform, that is flexible to our needs. Benifits accounting, PL and CL. Helps with comparing /insights. **What do you dislike about Applied Epic?** There are a few extra steps and getting to know the system was a little difficult then our prior system, but EPIC was easy to learn and they provide a ton of training. **What problems is Applied Epic solving and how is that benefiting you?** Getting used to system and time to get set up, as there is alot of programs, need help with getting all program they offer set up ### 37. Great place for networking and joint problems solving of common insurance issues **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda E. | Business Account Manager, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **AI Translated:** This review has been translated from English using AI. **Reviewed Date:** October 07, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** Applied to epic is super customizable and really a great agency management system. When the proper training is provided on the system, it really does save so much time and is very efficient. **What do you dislike about Applied Epic?** There’s so much too epic. It takes a while to figure out exactly how you want to use it or need to use it. **What problems is Applied Epic solving and how is that benefiting you?** Integration of AI with automatic payments, including payment links has been a great way to speed up collection of monies and increase efficiencies and processing ### 38. Streamlined Document Handling with Minor Hiccups **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 28, 2026 **What do you like best about Applied Epic?** I like that Applied Epic is more modern and gives us the ability to import documents directly from our PCs, which is a massive time saver since I no longer have to print and then scan documents. I love the ability to text and email customers from within Epic; it saves me the sanity of using my personal cell phone for professional communications. Emailing is simple, just a click of a button. The activities and tasks function is one of my favorite features as it helps me stay organized and on track, allowing me to manage quotes, policies, or endorsements efficiently. Overall, it really will save a ton of time once the processes become more natural. **What do you dislike about Applied Epic?** My main gripes are pretty minimal thus far. It seems to run a little bit slower. Pages can take a while to load sometimes, which kind of ruins the flow. Also, certificate generation is a bit clunky and isn't super user friendly. I do wish there were more of the step-by-step guides as the ones I've used have been very helpful. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic to save time by importing documents digitally, reducing paper use, and handling customer communication within the software. It helps me with policy tracking, customer communication, and keeps task management organized, enhancing my efficiency. ### 39. Comprehensive, User-Friendly System with Minor Hurdles **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Swag:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 29, 2026 **What do you like best about Applied Epic?** I love that Applied Epic keeps everything in one system and works well for team sourcing of accounts. It handles account management, billing, and servicing all in one location, which is super convenient. I find it easy to locate accounts and create accord forms, which makes my job easier. The platform makes training new employees or individuals coming from other agencies straightforward, allowing them to get up to speed on the new system quickly. Also, I found the initial setup to be quite easy, which was a relief. **What do you dislike about Applied Epic?** New business submissions are difficult. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic to handle account management, billing, and servicing in one location, making it easy for team sourcing of accounts and training new employees. ### 40. Epic from Insurance Agent View **Rating:** 4.0/5.0 stars **Reviewed by:** Paul H. | Commercial Insurance Risk Advisor, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 05, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** Attaching emails directly to epic and using activities to follow up on outstanding items **What do you dislike about Applied Epic?** better account management for P&C and being able to search attachments **What problems is Applied Epic solving and how is that benefiting you?** We can see all the info on a single account so if multiple people are working on the same account, the other can see what has been done. ### 41. Effortless Navigation and Organization **Rating:** 4.0/5.0 stars **Reviewed by:** Michael H. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I like Applied Epic because it's easy to navigate, and the tools are very helpful when I'm working with clients. The feature like the notepad button is nice, and it helps organize things by date or alphabetical type of attachments, which makes it very easy to service clients throughout the entire policy life cycle. It's a nice system that works pretty good, and it's very easy to work. **What do you dislike about Applied Epic?** I guess when I first started using it it was frusturating, I think alot of new users have this steep learning curve, the workflows can be hard sometimes. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic for policy management, quoting workflows, document storage, and communication tracking, which help me stay organized. ### 42. Exceptional Support, Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Joy N. | Office Manager, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I really appreciate that when there's a problem with Applied Epic, the support team can either talk you through a solution or even log into your computer to help solve the issue. The customer service representatives are all very helpful, polite, and nice, which makes a big difference. I also find it easy to process COI, EOP ID cards, and applications. The initial setup was straightforward because the person who arranged the upgrade was very helpful throughout the process. **What do you dislike about Applied Epic?** I wish there was better access to commercial lines rating. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic to add and change customers, add forms like ID cards, and process claims. It simplifies processing COI, EOP ID cards, and applications. ### 43. Faster and More Efficient Upgrade from Applied TAM **Rating:** 3.5/5.0 stars **Reviewed by:** Matt M. | Small-Business (50 or fewer emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about Applied Epic?** I like that Applied Epic is a faster version of Applied TAM and more efficient. It's quicker to gain access to different areas, such as moving from the policy screen to a certificate of insurance, which makes it quite valuable for our agency management system. **What do you dislike about Applied Epic?** We just need to improve on getting the layout organized and knowing where everything is and where to go to There were a lot of things that needed to be tidied up, but not too bad **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic as it is faster and more efficient than Applied TAM. It improves access to customer areas, and moves quicker from policy screens to certificates of insurance, addressing the outdated nature of TAM. ### 44. Epic’s Robust, Innovative Platform That Keeps Getting Better **Rating:** 5.0/5.0 stars **Reviewed by:** Deb W. | Vice President of Operations, National Property & Casualty, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Swag:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 29, 2026 **What do you like best about Applied Epic?** I’ve been in Epic since 2018. In my current role, I work with our new agency partners on the migration from their legacy AMS to Epic. I have yet to see a system as robust as Epic with the innovations and equities that help an agency. **What do you dislike about Applied Epic?** With any system, there are clunky parts or things that I would prefer worked differently. However, Applied is invested in our success and provides enhancements and updates frequently. **What problems is Applied Epic solving and how is that benefiting you?** Data quality and oversight into operations. ### 45. Too Clicky and Performance Issues Despite Efficient Email-to-Activity Workflow **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 24, 2026 **What do you like best about Applied Epic?** It holds a lot of data. Unlike a lot of user, I really like using Epic Bridge. It has made Epic easier for me to use and I end up getting more of my emails and attachments into activities, and I love that you can add an activity directly from Bridge. It is so much more efficient than stopping to add an activity then dragging your email in and if you want your attachments separated, you have to add them separately. Bridge lets you do this all at once. **What do you dislike about Applied Epic?** Too clicky. Performance in Browser is better than desktop, but there are still lag issues. the new modernized screens are extremely slow to load and the commercial property app has been terrible since the modernization. Way too much scrolling, searching and we can't use the keyboard for hotkeys. Losing a ton of productivity with these new changes. Epic was already too clicky, but now it's even worse. As an Account Manager, agency bill transactions for multi-year policies on installments are very tricky, hard to follow and terrible if you have a correction. The pricing is one of the biggest expenses in the agency besides payroll. **What problems is Applied Epic solving and how is that benefiting you?** While most of our users do not like Epic Bridge, we are part of the Submissions Manager pilot and see hopeful benefits with this in the future. ### 46. Reliable, Easy to Use, and Integrates with Microsoft Office **Rating:** 5.0/5.0 stars **Reviewed by:** Jered S. | Account Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** Ease of use and and realibility of the service on any device I can access it on, also like how it integrates with other productiviuty applications like Microsoft Office, and when I do have a problem, support is always able to solve my issue **What do you dislike about Applied Epic?** I dislike the recent change to the activity summary screen, it's too busy and makes the job of verifying documents more difficult **What problems is Applied Epic solving and how is that benefiting you?** They are solving how AI can better serve an agency ### 47. Better Than Most **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda L. | Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 23, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** We are now using the email templates to deliver invoices/policies etc and its making it even easier than before **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 **What problems is Applied Epic solving and how is that benefiting you?** Being able to prefill Acords is great- at renewal we renew in the system and provide all the new information, as opposed to starting with blank forms each year. ### 48. Functional and Valuable, Yet Intuitive Flow Could Improve **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** October 07, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Applied Epic?** I appreciate how Applied Epic helps our agency keep on the same page, even though we have about 40 employees spread out throughout the country. I like the functionality for auto-creating load tasks, which assists in managing tasks and sending them to other team members. We've been happy with Applied Epic overall, despite the greater cost compared to our previous system. The functionality is quite a bit greater, to be honest. It also stays up to date with the newest technological advancements, which allows us to maximize our efficiency. **What do you dislike about Applied Epic?** It's not an especially intuitive software. I've used others in the past that seemed significantly better in that aspect. You almost need an in-house expert who knows everything about Applied Epic or have to hire someone for training, which is a large capital expenditure. This isn't feasible unless you're a big agency that can make those expenditures regularly. The initial ease of use could be a lot better, and we're often busy so we can't dedicate someone to focus solely on training new users. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic to keep our agency of about 40 people coordinated, even with employees across the country. It auto-creates tasks, improving our management system and helping everyone stay on the same page. ### 49. Effortless Policy Management, Excellent Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** July 21, 2026 **What do you like best about Applied Epic?** I use Applied Epic to document emails, quotes, and other applicable items for commercial and personal insurance policies. I appreciate that it solves the need to use multiple programs, keeping everything properly documented. What I like most is the ease of use once learning the system. Transitioning from AMS360, I find it easy to sort through different items and it provides multiple options to look up that "one specific document." Additionally, I found the initial setup to be extremely easy. **What do you dislike about Applied Epic?** When viewing policies, it would be nice to be able to sort through them without having to lose where I am on a different policy, then refind my location. A tab feature to sort through different policies without losing your spot on the first one you looked at would be nice. **What problems is Applied Epic solving and how is that benefiting you?** I use Applied Epic to document emails and quotes, solving the need for multiple programs. It's easy to sort through items and offers multiple search options, making it versatile once you learn the system. ### 50. All-in-One, Ever-Evolving Agency Management System **Rating:** 4.5/5.0 stars **Reviewed by:** Lynn S. | President, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Swag:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 29, 2026 **What do you like best about Applied Epic?** Wraps up agency management components in one place in an ever evolving system. **What do you dislike about Applied Epic?** Having to pay for components that should be included for all to use. **What problems is Applied Epic solving and how is that benefiting you?** Hopefully, embedding ai in the system to reduce manual functions and streamline workflows. ## 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 - [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 - [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 - [View Applied Epic pricing details and edition comparison](https://www.g2.com/products/applied-epic/reviews?page=3&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-10-03+14%3A05%3A20+-0500&secure%5Bsession_id%5D=ba6a4ce1-441a-41e0-8b4e-90bcd278d945&secure%5Btoken%5D=42de6ebb2820be65ef7915ec0b48b22c9526e08be683c6bd7fbd3d017215b5d1&format=llm_user) ## Applied Epic Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Statistics - Payment Processing - Email Integration - Task Management - Third-Party Integrations - Accounting Integration - Alerts/Notifications - Calendar Management - Pipeline Management - Commission Management - Email Management - User Management - Forms Management - Invoice Management - Workflow Management - Document Management - Contact Database **Insurance Documentation** - Claims Management - Insurance Policy Management - Invoicing & Receipts - Electronic Signatures - Client Management - Lead Management **Additional Functionality** - Client Portal - Access Controls/Permissions - AI Copilot - Audit Trail - Search/Filter - Commission Calculations - Insurance Rating - Activity Tracking - API - Customizable Templates - Customizable Branding - Document Storage - Property & Casualty - Configurable Workflow - Life & Health - Monitoring - Status Tracking - Customizable Forms - Generative AI - Document Templates - Self Service Portal - Reminders - Customizable Reports - SSL Security - Customizable Fields - Referral Tracking - Quotes/Estimates - Risk Assessment - Email Marketing ## Top Applied Epic Alternatives - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (1,047 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (745 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (716 reviews)