The software integrates very well with Outlook, and the drag-and-drop function is vital. I also really appreciate being able to attach documents, such as pertinent endorsements, to certificates of liability so they automatically print with the certificate every time. Review collected by and hosted on G2.com.

Two years ago I learned Applied TAM and then our agency switched to Epic. I see the struggle of those making this change that had used TAM for decades. The issue is that the format is just similar enough that they need Epic to work the same way and it does not. There are significant issues with the flow. Instead of the drag-and-drop onto a file that allows you to choose an appropriate activity, you must first create an activity. It would have been better if it either mirrored the previous system or completely broke away from it for those that used TAM. Also, just when you get comfortable with the way the system works, they implement changes that don't seem to make sense. Such as, the recent change on the COIs added an extra step. There are Acord forms, such as the Cancellation Request and Statement of Values, that were fully integrated in TAM and we have to completely type them out on Epic (backwards is never good). The new Outlook is not compatible with Epic so you can't drag-and-drop from it. In the Transactions system, there is no way to do a MEM bill that won't hit the accounting side. We used these regularly so now it must be typed out every month as well. This causes issues with remembering to send agency bills monthly. Review collected by and hosted on G2.com.

Keeping client information private and secure. Review collected by and hosted on G2.com.

Not always user friendly.

1) it times out or doesn't load, from page to page and it temporarily removes all information input in the system causing cardiac issues

2) for commercial accounts, it no longer shows the full name anywhere at the top of the screen if its a long one, old one did.

3) when sending change request & claims through epic, they have locked the box so i cannot move it around this matters when i send claims in and its blocking the policy number.

4)Can't adjusts sections to make them bigger or smaller anymore to see more info at a time. Like if I have a list of drivers, I can't expand the section to see all of them at the same time anymore.

5)When renewing certs, the WC "per statute" box unchecks itself when you go to the new year Review collected by and hosted on G2.com.

EPIC is a one-stop shop for our agency. It stores our prospect and insured client information, our vendors, our companies, and our employee information. The integration with third-party companies is great and we love the other Applied products such as Indio, CSR24, Analytics, etc. Review collected by and hosted on G2.com.

We have a unique niche in the horse world insuring animal mortality. It would be nice if EPIC played "nicer" with custom applications & forms needed for this type of business as well as other unique commercial products like Cyber, D&O, Professional, etc. We have created our own custom forms to capture the data important to our agency but it cannot integrate with Indio or other third-party programs at this time. Review collected by and hosted on G2.com.

I like how Applied Epic helps me keep track of policies, follow-ups needed, and contact information. I really appreciate the daily activities feature because it helps me plan my day and ensure I don't forget anything important. I know exactly what I need to do each day at a glance, and it’s great that I have the option to push tasks out if I'm not ready or look ahead if I have spare time. Review collected by and hosted on G2.com.

Recently, the primary contact information is dropped out of sight and I have to click on it to see it when I'm not in contacts. I don't care for that. Also, they've added a line below the ribbon showing contact info, which is not usually helpful because it does not include the phone which is the one thing I usually need. I'd like that banner removed and the primary box in the lower left corner back up where it used to be. Review collected by and hosted on G2.com.

It's easy to use and helps me work efficiently. I honestly prefer the desktop version as the browser has too many glitches. Review collected by and hosted on G2.com.

I am unable to send something to e-sign without having to close out the person's account. I have to go to another screen to enter the payment amount. When I am creating an activity or endorse/revise, I am unable to go back to the person's account to look up information. After clicking details on an endorse/revise activity, it takes me directly to the policy tab versus the activity. Review collected by and hosted on G2.com.

The system courses that teach users how to use every part of the system are very beneficial when i don't know where to find something or do something. They help me get work done faster and with less effort. I can also easily access outside links, which results in a lighter workload overall. Review collected by and hosted on G2.com.

Navigating it can feel confusing and, at times, a bit troubling. There’s definitely a learning curve, and getting comfortable with it takes time. Review collected by and hosted on G2.com.

I find Applied Epic tremendously useful as a central hub for all client and policy data, effectively building a single unified client record. I appreciate its capability to eliminate reliance on paper documents by keeping a digital copy of all activities, which streamlines our operations. I like that Applied Epic truly functions as a one-stop shop for insurance agencies, offering an extensive product lineup under one roof. I also value that it is always adding or updating features, often based on user feedback, which helps keep the platform up-to-date and responsive to our needs. Review collected by and hosted on G2.com.

Some updates seem to be pushed out in haste before they are fully vetted and ready for agent use. Sometimes, it feels as though we are the unwitting beta testers of new products. Review collected by and hosted on G2.com.

I like the layout of the activities on my Epic Profiles. It works well for all my co-workers! We can integrate and see each others notes and things, which makes it easier to be able to know what the customer said. Review collected by and hosted on G2.com.

Epic could improve on some of the layout looks under contacts, I don't like how it doesn't autosave information I update on the contacts... which makes my job a little harder. It's also slower when trying to attach large files, which I don't like. Review collected by and hosted on G2.com.

I like the ease of use, the drag & drop feature allows me to save much more time & how simple it is to create Activities. Review collected by and hosted on G2.com.

One thing I dislike is that you are not able to delete items (for example if you accidentally attach something to the wrong account you cannot just delete it, you can move it, but you cannot delete it). Another thing is I do not know of an easier way to attach a document to an email, I have to send the document as an email & then attach that pdf to my email. Review collected by and hosted on G2.com.

I appreciate Applied Epic's detailed use in notes applications and its integrations into Outlook and phone systems. It helps with AI integrations and automates activities for renewals and company downloads, which I find valuable. Review collected by and hosted on G2.com.

Reading the notes can be difficult sometimes when looking for items. I would love a search bar to search keywords within activities. Additionally, the renewals manager needs a compare prior vs renewal term section. Currently, it only lets you see the latest activities, and I want something that generates a comparison of prior term premium vs renewal term premium on the renewals manager screen without having to go into the actual policy. Review collected by and hosted on G2.com.