I love how Applied Epic makes managing each insured's business and documents a breeze. It keeps everything clean and organized. I really love the activities and notes sections because with the notes you can track everything that has happened. If you have a phone call, you can note it, if you have important info given in an email, you can note it and attach it. Having tasks assigned to activities keeps everyone organized about what needs to be done, and the accountability to mark it and track it. This is great because if anyone needs to answer a question for an insured that isn't you they can clearly see what has been going on with the account. I also like the fact that you can assign owners to things and have it configured so you can run reports to see where everyone is landing. The drag and drop feature and clean notes and activities make it more sophisticated for tracking information. Review collected by and hosted on G2.com.

I still have a lot of learning to do to fully understand Applied Epic's capabilities, but I've found that creating a new payment link for a finance agreement often has glitches, especially with the financing part. The transaction screen is also challenging to work with because if I make a mistake, it's not easy to fix. I wish this part was more user-friendly and tighter. The initial setup was a real challenge too, although Reagan was a huge help, it was not an easy undertaking and the learning process has been intense. Review collected by and hosted on G2.com.

I find Applied Epic critical for my workflow as it helps me fulfill my responsibilities effectively. The system is relatively comprehensive and has a good user interface, which makes the duties of my work simpler. I like that the interface is straightforward and organizes our client policies very effectively. I use the Renewal Manager a lot since our agency has many clients with policies that need frequent renewals. The CSR24 Sign-on is also valuable for processing COIs and creating templates for them. Additionally, the initial setup was relatively easy, and the learning curve isn't steep, just a mild hill that's not difficult to climb. Review collected by and hosted on G2.com.

I don't have much to say regarding what I dislike as it works well for our purposes. Review collected by and hosted on G2.com.

I appreciate that Applied Epic makes it so easy to find everything about the insured and their policies. It really helps that if the information is saved correctly, all downloads for the policy are at your fingertips. When we need to do quotes on our insureds, having everything saved correctly makes it so much easier to get all the necessary information. This feature makes the quoting process or getting answers while they are on the phone so much quicker. Initially, setup was difficult, but after training, it became way easier to navigate. Review collected by and hosted on G2.com.

I think the link between all the policies could be better. It would be easier if you could click on one and have the option to see all the information on the policies without going back and forth. The initial setup was difficult at first, but after training, it is way easier to navigate. Review collected by and hosted on G2.com.

I like that Applied Epic has so many different options and things you can do, making it possible to tailor it to my needs. I also think the SMS feature is pretty cool because it allows us to text clients. Additionally, I find it user-friendly and appreciate how much easier it is to integrate different programs with Applied Epic now. Review collected by and hosted on G2.com.

The reports area is very confusing. I always have to call support when I'm doing a report, which makes it clear that I need help with it constantly. It's very intricate and not straightforward at all. Also, the initial setup of Applied Epic was very difficult, taking a lot of time, effort, and a lot of training. Review collected by and hosted on G2.com.

it's ability to integrate with other programs to provide easier access to data for client meetings and use, The epic bridge, when it works, its a great way to track data and make sure items are documented. Review collected by and hosted on G2.com.

things are frequently broken and workflows break down- the marketing workflows and moving policies from marketed to current was broken for other a month and still doesn't always work right nor do submissionbs move to history when told.

the distribute tab frequently doesn't distribute.

I feel like more time is being put in the screen moderization and making sure things look good rather than the actual product working correctly.

it's very hard to get workflows set and know what options are avaiable and how to program them without a large outlay of funds or dedicated programming employees. Review collected by and hosted on G2.com.

I like how it has different options to do things and you are not just stuck to one way of doing something. It allows different agencies the abilities to work best for them. Review collected by and hosted on G2.com.

I dislike the new view on the web based version for forms and hazards. It only allows you to see a couple things at once and when you add or update something it will bump you back up to the top instead of leaving you where you were in the list. This makes it hard when you are reviewing things. I also dislike that it allows you type a certain amount of characters in the system but then when you print it cuts part of it off. This makes it hard for carriers to get the accurate information we may need. The billing is also not ideal. I dislike how you are not easily able to note premium, taxes, fees on the estimated lines and have to put in different spots. This makes it hard to compare year to year total actual premiums. I would also like to see an option to assign an activity task to a group vs a person. On the home page it would be nice to see a list of tasks vs the Activity with the tasks to the side. Review collected by and hosted on G2.com.

I use Applied Epic daily for all of my insurance business, and I appreciate how it serves as my primary command center to quote, bind, and service policies faster. I really like how it helps keep accounts organized and eliminates a lot of data entry by directly connecting my client files to carrier portals. I like how fluid it is, even though it sometimes has glitches with attaching, but that's rare. I use it for everything from printing ID cards to doing new business applications to billing. I also like that I can easily attach my Outlook emails directly to the client account in Applied Epic. Review collected by and hosted on G2.com.

I wish I could edit the detail once a policy is issued and not have the permissions blocked or denied, which would make it easier to update the information that doesn't require an endorsement. Review collected by and hosted on G2.com.

I really like all the functions and capabilities in Applied Epic. It feels like I'm always learning something new that it can do and organize for me. The Book Builder feature is really great for us, especially with the AI functionality that helps cover gaps in coverage we might not even realize existed. It's wonderful for teaching newer agents about the coverages we provide and why, thereby pushing them to round out accounts. Also, I find the support structure excellent; when I need help, I get it right away without having to wait in a queue, which is phenomenal. Review collected by and hosted on G2.com.

I think the speed of things when using Applied Epic could be improved. After recent updates, everything looks different and it's slowing us down. I've talked to about 20 different account managers, and they all prefer the way it looked before. Additionally, I wish there was a way to attach something to multiple things at once. Right now, I have to edit each attachment individually, which is such a huge waste of time, especially if you add up the time for all the agents and attachments. Review collected by and hosted on G2.com.

It can do most things you want, for the most part it is a one stop shop

Customer Service is fantasic, if you don't know how to find something, the portal or calling is quick and easy to use

Time and Date stamp automatically - this can save you in an E&O claim

Global changes to employees - this makes changing employees very easy and simple to transfer all accounts over to another employee Review collected by and hosted on G2.com.

The download feature in from carriers can sometimes override items that you need, especially when you have the same effective dates

The proposal templates typically don't generate like you want them to

Within the marketing submissions, I wish there was a "delete all" to delete out forms, drivers, vehicles, etc.

I wish you could keep an activity note open and continue to move around EPIC. Right now, you have to copy what you have, cancel out, then go back in

I wish there was webinars/trainings that is like Applied 101 for new hires. The Applied University is very hard to use to figure out how to just use EPIC for day to day operations

The new modernized screens do not let you use the "delete" key on the keyboard to delete forms or remarks - this makes our job take longer

the new Auto ID card, we cannot edit all ID cards in one single click, we have to individually update each one. Review collected by and hosted on G2.com.

I like how detailed Applied Epic is because it allows me to put in a lot of notes. It's very easy to access, which makes managing my tasks and everything that needs to be done quite seamless. I find that it's a very well-made system to stay on top of things. Review collected by and hosted on G2.com.

I find it annoying that I can't delete an activity in Applied Epic. It would be better if at least there was an option to edit activities. If deleting isn't possible for audit purposes, having the ability to edit would help, like adding a date and an additional note. Otherwise, I have to create a whole new activity to move forward. Review collected by and hosted on G2.com.