--- title: Applied Epic Reviews meta_title: 'Applied Epic Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1571 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: 1571 scale: '5' date_modified: '2026-07-13' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # Applied Epic Reviews **Vendor:** Applied Systems **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 4.4/5.0 **Total Reviews:** 1,571 ## About Applied Epic Applied Epic® is an AI-powered agency management system built for P&C and Benefits insurance agencies and brokerages. It moves beyond a traditional system of record by embedding automation and intelligence into everyday workflows, helping teams reduce manual work, streamline servicing and submissions, and manage the full customer lifecycle in one connected platform. By unifying sales, service, accounting, and Benefits operations with deep insurer connectivity and an open, scalable architecture, Applied Epic provides a single view of the customer and intelligent workflows that improve productivity across roles and locations. Who is Applied Epic best for? Independent agencies and brokerages managing both P&C and Benefits Multi-location firms standardizing processes after mergers or acquisitions Operations leaders seeking consistent workflows, automation, and reporting across roles Producers, CSRs, account managers, Benefits teams, and back-office staff who need to work in one system How Applied Epic is different: Capabilities AI-augmented workflows reduce manual data entry and repetitive tasks True P&C + Benefits in one AMS with centralized data and automation Built for growth; supports acquisitions, multi-entity structures, and scalable workflows Open architecture with deep insurer connectivity and a broad integration ecosystem Mobile access to accounts, policies, tasks and activities so staff can work from anywhere Security and administration Role-based permissions, audit trails, and granular data controls SSO and MFA options with encryption in transit and at rest Cloud delivery with backup and recovery designed for enterprise reliability Implementation Guided onboarding, data conversion, workflow configuration, and training Phased rollouts that minimize disruption across roles and locations Top problems Applied Epic solves: Fragmented systems and data silos across P&C and Benefits Manual, duplicate data entry for quoting, endorsements, renewals and servicing Slow remarketing and limited carrier connectivity for Personal Lines and Commercial Lines Disconnected accounting workflows and reconciliation processes Limited visibility into pipelines, service workload and financial performance Inconsistent client experience across portal, mobile and communication channels Operational impact you can expect: Reduced double entry through connected workflows and insurer integrations Shortened renewals and remarketing cycles with embedded carrier connectivity Streamlined accounting and commission management with insurance-specific financial tools Improved productivity with AI-assisted and role-based automation Enhanced client satisfaction through self-service access and faster service Increased visibility into production, service performance, and profitability ## Applied Epic Pros & Cons **What users like:** - Users appreciate the **ease of use** of Applied Epic, finding it simple to navigate and train others with. (523 reviews) - Users appreciate the **rich features** of Applied Epic, enhancing organization, productivity, and ease of transitions in account management. (215 reviews) - Users value the **efficiency improvements** of Applied Epic, enhancing their agency operations and daily productivity significantly. (201 reviews) - Users appreciate the **centralized client information** in Applied Epic, enabling confident interactions and improved communication. (189 reviews) - Users appreciate the **organization capabilities** of Applied Epic, praising its ease of managing multiple client accounts and tasks. (151 reviews) - Users find that **Applied Epic greatly enhances workflow efficiency** , making tasks easier and significantly boosting 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 find the **learning curve steep** for Applied Epic, requiring extensive training to navigate its complexities effectively. (168 reviews) - Users find the **reporting and data entry processes overly complex** , hindering efficiency and ease of use in Applied Epic. (139 reviews) - Users find the **excessive clicking** necessary to complete tasks frustrating, hindering overall efficiency and workflow. (127 reviews) - Users find the **inefficiency** in Applied Epic frustrating, as tasks often require excessive steps and time-consuming reports. (114 reviews) - Users express frustration with the **limited customization** options in Applied Epic, hindering effective configuration and usability. (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. Great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle M. | Administrative Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Ease of help when having problems with if the ayatem **What do you dislike about Applied Epic?** Wish there were more dashboard options to use **What problems is Applied Epic solving and how is that benefiting you?** The automatic marketing is great access to clients ### 2. Epic **Rating:** 4.5/5.0 stars **Reviewed by:** Leslie D. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** So much information stored and easily accessible. It makes servicing clients fast and efficient. **What do you dislike about Applied Epic?** Almost too much to sort through sometime. **What problems is Applied Epic solving and how is that benefiting you?** Storing client information and documents. ### 3. Great system **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Epic is a great AMS. They understand the insurance process and show that is how they continually introduce new products. **What do you dislike about Applied Epic?** They can be slow to market on certain features, however that does come with the territory of being a legacy system and not a brand new system. **What problems is Applied Epic solving and how is that benefiting you?** They get all our data in one place, instead of file folders on a users computer ### 4. Excellent easy to use syste **Rating:** 5.0/5.0 stars **Reviewed by:** Brad B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** Easy to navigate, several features, great system to use **What do you dislike about Applied Epic?** Sometimes applied epic could be quicker to attach files **What problems is Applied Epic solving and how is that benefiting you?** Quoting is made simpler and several efficiencies ### 5. Epic **Rating:** 5.0/5.0 stars **Reviewed by:** Barbara S. | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Epic is very customizable to users and very intuitive **What do you dislike about Applied Epic?** Nothing comes to mind - I’m happy with Epic **What problems is Applied Epic solving and how is that benefiting you?** I don’t have anything negative to issues ### 6. Applied Review **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa R. | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Its efficient, user friendly, has been different features and excellent service **What do you dislike about Applied Epic?** Report layouts is not user friendly and difficult to use, **What problems is Applied Epic solving and how is that benefiting you?** quoting and renewal efficiencies ### 7. Exchange **Rating:** 5.0/5.0 stars **Reviewed by:** Ed A. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Dashboards and info obtained from them !! **What do you dislike about Applied Epic?** No color on screens very monochrome!!!!! **What problems is Applied Epic solving and how is that benefiting you?** The ability to review client information at the touch of a button ### 8. Insurance account associate **Rating:** 5.0/5.0 stars **Reviewed by:** Jack B. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Their responsiveness has been the best aspect of AR **What do you dislike about Applied Epic?** More seamless integration with CSR and applied **What problems is Applied Epic solving and how is that benefiting you?** Managing my files and organizing the structure very well ### 9. In-Depth Access to Data **Rating:** 5.0/5.0 stars **Reviewed by:** Lance D. | Associate Director, Insurance Systems Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Applied Epic?** Epic is an agency management system with the depth to unlock our company's data and highlight the performance of the business. It is highly customizable, with applicability to agencies of any size. Applied's partnership with other insurance technology companies increases it's utility exponentially. I've been pleasantly surprised at every turn withthe customer support I've received, from the basics to niche-use and somewhat complicated solutions to a specific problem I was experiencing. **What do you dislike about Applied Epic?** One of the occasionally challenging things about Epic is one of the items I've listed as a strengh - the detail and custimization. Epic is built to allow you to do a multitude of things, but it can't answer the question of whether that detailed customization is the best use of the finite resources of an insurance agency. It can be all too easy to get caught up in 'we can do it' rather than 'should we do it'. **What problems is Applied Epic solving and how is that benefiting you?** Extending and improving carrier interface/download ### 10. Truly Epic **Rating:** 4.5/5.0 stars **Reviewed by:** Jessica S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** The available features within the software **What do you dislike about Applied Epic?** The accounting side of it is a bit confusing **What problems is Applied Epic solving and how is that benefiting you?** They are always quick to answer when an issue arises. ### 11. Excellence **Rating:** 4.0/5.0 stars **Reviewed by:** Lisha F. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** The support! They are always very helpful **What do you dislike about Applied Epic?** The reports sections. I don’t understand how to create new reports. **What problems is Applied Epic solving and how is that benefiting you?** There is a place for everything. ### 12. Love Epic! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** We love Epic as we can handle both our P&C and Employee Benefits clients with a single management system. Applied is creating incredible tools for the future and can’t wait to see what’s next! **What do you dislike about Applied Epic?** Nothing. Steep learning curve but that’s to be expected with such a powerful system. **What problems is Applied Epic solving and how is that benefiting you?** Efficiencies for our account managers allow them to service a larger book of business. ### 13. Review **Rating:** 5.0/5.0 stars **Reviewed by:** Shane S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** csr24 and marketing automation/indio to help with commercial clients **What do you dislike about Applied Epic?** Some additional clicks on tasks to do certain things **What problems is Applied Epic solving and how is that benefiting you?** Marketing and speed of submitting business ### 14. Epic is a robust solution to maintaining and storing our brokerages key data and documents. **Rating:** 5.0/5.0 stars **Reviewed by:** Ron M. | Technology Resouce Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Applied Epic?** Epic allows easy search for clients, documents, and intuitive tools for gathering that data into reports that we can share across our organization. **What do you dislike about Applied Epic?** Epic has, in my opinion, a steep learning curve due to its many functionalities and tools. **What problems is Applied Epic solving and how is that benefiting you?** Epic is housing all our client, agency, agent data across all locations into one concise application. ### 15. Applied Epic **Rating:** 4.0/5.0 stars **Reviewed by:** Nick F. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Renewals manager is a life saver! Save a ton of time. **What do you dislike about Applied Epic?** That I cannot port my online lead generation campaign into it **What problems is Applied Epic solving and how is that benefiting you?** Renewing policies ### 16. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Pramod M. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Excellent product as a AMS and data lake creates endless possibilities **What do you dislike about Applied Epic?** Pricing can be better, rest all is great **What problems is Applied Epic solving and how is that benefiting you?** Running the whole agency ams ### 17. Team Lead **Rating:** 5.0/5.0 stars **Reviewed by:** Abbie S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Dashboards, Epic Quotes, how to efficiently manage. **What do you dislike about Applied Epic?** Running reports can be difficult at times. **What problems is Applied Epic solving and how is that benefiting you?** It is very easy to call in and get help. ### 18. Back Office Management **Rating:** 3.5/5.0 stars **Reviewed by:** Nikki A. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** Provides easy work flows and staff management. **What do you dislike about Applied Epic?** Would like to see more transportation features especially within commercial quoting. **What problems is Applied Epic solving and how is that benefiting you?** Streamlining COIs effective and efficiently. ### 19. Penny’s review **Rating:** 5.0/5.0 stars **Reviewed by:** Penny T. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** The wealth of knowledge and helpfulness from everyday **What do you dislike about Applied Epic?** I wish that the customer documents was more user friendly **What problems is Applied Epic solving and how is that benefiting you?** Helps with duplication and time ### 20. Applied Epic **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2025 **What do you like best about Applied Epic?** I like Applied Epic most for its' filing abilities and the ease of it. I also like how it's very nice to work with a customer and pull up their file due to simplicity. **What do you dislike about Applied Epic?** I dislike the ability of having to sign back in every time I use it, yet I understand the use of privacy. **What problems is Applied Epic solving and how is that benefiting you?** It helps with mass filing, it helps with creation of files, it helps with many things that I can't even remember to name right now lol. Love the ease and simplicity of it. ### 21. Applied Epic - Great System **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Ease of use, keeps staff organized. All departments in our office use the system, from PL, P&C, EB, Risk Control, Surety, and HR. **What do you dislike about Applied Epic?** Would like to see more AI features in Epic, to assist in creating activity and attachment descriptions. **What problems is Applied Epic solving and how is that benefiting you?** It is documenting all tasks we are performing on our clients, companies, vendors, etc. and keeping everything organized in one place. ### 22. Very Robust but Costly **Rating:** 3.5/5.0 stars **Reviewed by:** Will C. | Director of Agency Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Applied Epic?** There are so many features that make managaing an agency efficient. I love the automation that it can do with cancellation forms and COI's. **What do you dislike about Applied Epic?** Cost wise it is very expensive for a company that wants to grow. With the intial setup fee and then paying for each seat and then having a high monthly cost can be a strain. Also, the interface can be cumbersome with how many things it can do. The addtional features they come out with always come with a cost. **What problems is Applied Epic solving and how is that benefiting you?** Really hasn't solved any problems. Benefit is that we are able manage and keep all data in one location. ### 23. Exciting new features **Rating:** 5.0/5.0 stars **Reviewed by:** Viola B. | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** The Applied pay and all of the features. **What do you dislike about Applied Epic?** There is no downside with AR. More payable features needed **What problems is Applied Epic solving and how is that benefiting you?** It is quicker to reconcile ### 24. Epic experience **Rating:** 5.0/5.0 stars **Reviewed by:** Terri L. | Vice President Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** The conferences, the people, and lifetime connections. **What do you dislike about Applied Epic?** What I dislike most about epic is the cost. **What problems is Applied Epic solving and how is that benefiting you?** Having all the information in one system. ### 25. Epic is amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** KAITLIN R. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** It’s so easy to use, explain and understand. **What do you dislike about Applied Epic?** sometimes the lag when attaching is frustrating. **What problems is Applied Epic solving and how is that benefiting you?** Always there to answer any question or concern ### 26. Epic is epic **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew S. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** An excellent management system. I would highly recommend it **What do you dislike about Applied Epic?** Cost to add additional features are priced per license not user **What problems is Applied Epic solving and how is that benefiting you?** Managing it agency ### 27. Applied epic **Rating:** 5.0/5.0 stars **Reviewed by:** Sharon P. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Love the system and workflow and the ease of the system **What do you dislike about Applied Epic?** Nothing that I can think of. I have no complaints **What problems is Applied Epic solving and how is that benefiting you?** Data collection ### 28. I love Epic. I have used several AMS and Epic is definitely the best! **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney G. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** It’s very organized and I love working from the activity list **What do you dislike about Applied Epic?** It’s pretty detailed and I wish it was more streamlined **What problems is Applied Epic solving and how is that benefiting you?** Organizing activities ### 29. EPIC is Great **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Epic allows you to manage every aspect of your business from a single platform. With Epic, you have control over all areas of your operations, making it easier to oversee and coordinate your business activities. **What do you dislike about Applied Epic?** At times, adding all the necessary parts can become quite expensive. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic helps us keep track of all our revenue, clients, policies, and coverages. ### 30. AppliedNet2025 **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Complete brokerage management system ecosystem **What do you dislike about Applied Epic?** Improper initial configuration if Epic causes operation issues down the road. Applied should enforce the SAP model, resulting client to do process reengineering to align to Epic workflows. Is better align process to systems than the other way around **What problems is Applied Epic solving and how is that benefiting you?** Building a strong ecosystem if technology partners to connect to Epic. And aligning with CSIO standards ### 31. Onboarding has been hard **Rating:** 3.0/5.0 stars **Reviewed by:** Marlene C. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Group Benefits and P&C on the same platform **What do you dislike about Applied Epic?** Difficult to prioritize work in home screen **What problems is Applied Epic solving and how is that benefiting you?** Combining both P&C and group benefits platforms ### 32. Applied EPIC is the best AMS around and quite affordable **Rating:** 5.0/5.0 stars **Reviewed by:** Devin W. | Finance and Operations Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Applied Epic?** Most helpful is all of the 3rd party software integrations that are bi-directional and can streamline the full service process. **What do you dislike about Applied Epic?** Restrictions of data-fields in reports and email templates **What problems is Applied Epic solving and how is that benefiting you?** They are able to accomodate every roadblock we have had in the past and there are still functionalities we have not explored but are offered. ### 33. Computer Data Input replaces Insurance Agent **Rating:** 3.5/5.0 stars **Reviewed by:** donna o. | Administrator/CSR/Training/Computer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Applied Epic?** The download system is good. The number of options available to find a client. **What do you dislike about Applied Epic?** My CSR's spent more time developing work arounds for all EPIC processes. Due to workload and time constraints, some refused to watch training videos and did not do any continuing education programs. I find that new business account policies are set up days after a download comes in as they have used blank EOI and COI forms in documents to complete the issuance of the policy, then attached them. Since real estate closing dates change from day to day, the CSR's find the system to be " to hard" to change effective dates and do not set up policies until the definite closing date. Personal lines CSR refuses to try the EPIC rater after a month, as downloads delete information needed for rating. Vertafore is less confusing and holds all information needed to remarket. Evidences get confusing since mutilple policies do no separate evidences for each policy. Certificate for prior policy period are difficult to issue, so again blank certificates are filled in rather that try to figure out process. CSR24 is great but we find it to be unused by clients as they prefer to make the request to us for issuance. Cancellation process is very challenging to change effective dates, which does happen weekly. Constraints were put in place to "force" information input but most had to be removed. I have found the use of this system to make more busy work than insurance work. Many of the issues could be resolved by training. But to maintain business time constraints, employees, schedules and willingness to use "Help" for reference this is rarely an option. Word documents are difficult to develop. Again a data entry program. **What problems is Applied Epic solving and how is that benefiting you?** TAM problems are not solved, the methods and resolutions by which issues are caused has remained the same. ### 34. Applied has helped our agency streamline work processes in our office and departments. **Rating:** 4.5/5.0 stars **Reviewed by:** Leslie T. | office and personal lines manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2024 **What do you like best about Applied Epic?** once you figure out how to make applied work for your agency, you can tailor it in so many different ways and it can continuously grow with you depending on your need. Support is next to none when it comes to troubleshooting. We are never down for long with a tech issue **What do you dislike about Applied Epic?** The appearance of EPIC is very monotomous; not very "pretty" but is very useful. We don't like that in order to receive other elements of the APPLIED services we had to add 4 different services in order to get the marketing automation and it felt very much like we had no choice but we still had to purchase. **What problems is Applied Epic solving and how is that benefiting you?** Keeping us in front of ALL renewals including premium increase notices. also helps us keep a time stamped log of interactions and calls for clients which have saved us in discrepancies on accounts. the ability to use eforms and create templates that are used among the whole agency has been wonderful as well. We also love that when we edit attachments that they can save as edited. Commissions used to be SO time consuming but now they are so much more efficient and take less than half the time before. ### 35. This system is easy to use and very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Patricia A. | Comercial Lines Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Applied Epic?** The system highlighs what is need to complete an applicaiton and does not let you move on until the info is entered. **What do you dislike about Applied Epic?** The market appetite that pops up to the left each time you go into an application **What problems is Applied Epic solving and how is that benefiting you?** Allowing the agenty to keep applicaitons updated with each endorsement and the eaae of each renewal ### 36. Applied Review **Rating:** 5.0/5.0 stars **Reviewed by:** Kathryn D. | Enterprise (> 1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** The organization and forced workflows to be precise **What do you dislike about Applied Epic?** Dow loading capabilities and how it doesn’t t fill apps completely **What problems is Applied Epic solving and how is that benefiting you?** Auditing and reporting ### 37. Best Insurance management system on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Amber C. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** The workflow is user friendly and kicks everything into place from an E&O standpoint **What do you dislike about Applied Epic?** You can’t update depts without actions/renews **What problems is Applied Epic solving and how is that benefiting you?** Client managed ### 38. Packed information **Rating:** 5.0/5.0 stars **Reviewed by:** Paulette C. | Billing Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** User friendly and has tons of information **What do you dislike about Applied Epic?** Some of the required information wpnt show unless we run a report **What problems is Applied Epic solving and how is that benefiting you?** Billing and accuracy ### 39. Ease and User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Catina M. | Personal Lines Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Ease of use, training of new employees great sessions. **What do you dislike about Applied Epic?** Multiple steps can be redundant when completing a task/activity. **What problems is Applied Epic solving and how is that benefiting you?** Attachment preview is AMAZING ### 40. Using Epic Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2025 **What do you like best about Applied Epic?** I like that you can search for a client by name, email, address& phone number **What do you dislike about Applied Epic?** Its hard to distinguish between active and non-active - i wish that non-active showed up in red or another color. **What problems is Applied Epic solving and how is that benefiting you?** keeping all notes, claims, & quotes at your fingertips so that you dont duplicate efforts and waste time. ### 41. smooth and fast **Rating:** 5.0/5.0 stars **Reviewed by:** Ayana P. | Placement Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Applied Epic?** I like the breakdown of the app and the use of being able to edit and review in case of errors made. Also it is very easy to search and find and add attachments to epic, I love that you can leave a paper trail and see who exactly did what so there are no he said she said. **What do you dislike about Applied Epic?** I wish there was an easier way to get rid of old policies and kick people out of the system that arent here anymore. **What problems is Applied Epic solving and how is that benefiting you?** Epic is solving everythging I have not been using for too long but have no complaints so far. ### 42. Great system **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole . | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** My company loves it. We use it everyday! **What do you dislike about Applied Epic?** Its very broad and sometimes hard to navigate **What problems is Applied Epic solving and how is that benefiting you?** Its benefiting pur company greatly ### 43. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Jayne B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Ease of business, technology, options for all depts **What do you dislike about Applied Epic?** Some areas that are locked that we can’t change **What problems is Applied Epic solving and how is that benefiting you?** Color coding home screen ### 44. Best System for insurance **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher B. | Director of Property & Casualty Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** User interface and customization. It’s intuitive and easy to use. **What do you dislike about Applied Epic?** System config is a little confusing and sometimes limiting **What problems is Applied Epic solving and how is that benefiting you?** Data integrity ### 45. CL User Review **Rating:** 4.0/5.0 stars **Reviewed by:** margaret h. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Constantly updating to support latest technologies **What do you dislike about Applied Epic?** Inability to find documents quickly! Looking forward to Epic max **What problems is Applied Epic solving and how is that benefiting you?** Saving time with AI summaries ### 46. Long time user **Rating:** 4.0/5.0 stars **Reviewed by:** Dave Y. | Applications Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Necessary to the industry, i like the browser access **What do you dislike about Applied Epic?** API access is dated and needs to be updates **What problems is Applied Epic solving and how is that benefiting you?** Adding AI features ### 47. Love it **Rating:** 4.5/5.0 stars **Reviewed by:** Roxanne M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Customer service is wonderful very billing **What do you dislike about Applied Epic?** Nothing I love working with epic just when it goes down it’s ruff **What problems is Applied Epic solving and how is that benefiting you?** Getting m ### 48. Good AMS needs. Better accounting **Rating:** 3.5/5.0 stars **Reviewed by:** Kellie Prinz J. | Director of Finance & Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Turn key solution with lots of integration **What do you dislike about Applied Epic?** The accounting module needs significant improvement **What problems is Applied Epic solving and how is that benefiting you?** Hopefully will help with payments and AI soon ### 49. EPIC simplicity **Rating:** 4.5/5.0 stars **Reviewed by:** Katelyn H. | Commercial Lines Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I love that you process and attach quickly **What do you dislike about Applied Epic?** You cannot attach to multiple activities **What problems is Applied Epic solving and how is that benefiting you?** The ability to attach to multiple activities ### 50. Applied does the job **Rating:** 4.0/5.0 stars **Reviewed by:** Dawn T. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Applied offers a great workflow solution **What do you dislike about Applied Epic?** Account representative is constantly changing. **What problems is Applied Epic solving and how is that benefiting you?** Currently implementing new solutions ABD and EN to streamline efficiencies ## Applied Epic Discussions - [What is the best way to implement Best Practices?](https://www.g2.com/discussions/25557-what-is-the-best-way-to-implement-best-practices) - 1 comment, 1 upvote - [What is the best way to implement Best Practices for reports on renewal and new business retention?](https://www.g2.com/discussions/24564-what-is-the-best-way-to-implement-best-practices-for-reports-on-renewal-and-new-business-retention) - 2 comments, 1 upvote - [Accounting - Does your agency reconcile direct bill commission statements?](https://www.g2.com/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements) - 4 comments, 1 upvote - [Is there a way to add taxes and fees so that it carries over into the invoicing section?](https://www.g2.com/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section) - 3 comments, 1 upvote - [What is Applied Epic used for?](https://www.g2.com/discussions/what-is-applied-epic-used-for) - 1 comment - [View Applied Epic pricing details and edition comparison](https://www.g2.com/products/applied-epic/reviews?page=8§ion=pricing&secure%5Bexpires_at%5D=2026-07-16+04%3A41%3A19+-0500&secure%5Bsession_id%5D=34638b5b-db91-4cd6-b63c-e6a250aa4278&secure%5Btoken%5D=8ae2b3746105fd17d6e9ce99f0990dd13153c2f0e972b0debf204d1c94a0ae26&format=llm_user) ## Applied Epic Integrations - [Applied CSR24](https://www.g2.com/products/applied-csr24/reviews) - [Applied Marketing Automation](https://www.g2.com/products/applied-marketing-automation/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Indio](https://www.g2.com/products/indio/reviews) - [Ivans Bookroll](https://www.g2.com/products/ivans-bookroll/reviews) - [Ivans Download](https://www.g2.com/products/ivans-download/reviews) - [Ivans Exchange](https://www.g2.com/products/ivans-exchange/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Sendoso](https://www.g2.com/products/sendoso/reviews) - [Tarmika](https://www.g2.com/products/tarmika/reviews) ## Applied Epic Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top Applied Epic Alternatives - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (938 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (701 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (634 reviews)