What I like most about Applied Epic is the mapping in ACORD forms. I’ve used other AMSs before, and their mapping was poor, so this has been a noticeable improvement for me. Review collected by and hosted on G2.com.

What I dislike about Applied Epic is the number of activities it generates. I understand why they’re used, but for my agency we don’t see a need for an activity to be created for certain tasks or actions, even if it’s running in the background. Review collected by and hosted on G2.com.

This has greatly improved my workflow. The drag-and-drop feature makes it quick & easy to attach documents. Updating & editing customer demographics is very easy. The commission calculation function is very handy as well. Review collected by and hosted on G2.com.

There is no coy & paste feature. We look at a listing of our clients' policy numbers & have to write one down on a piece of paper then go to the carrier website to type it in. It would be much easier if we could copy & paste. Review collected by and hosted on G2.com.

I find Applied Epic very user-friendly and easy to teach to new employees. Instead of taking months to train a new employee, we can do it in a matter of days, especially with Applied University. Review collected by and hosted on G2.com.

Because ours is in the cloud, we get quite a few errors and have to re-log in to Applied. We also found the initial setup was not easy. Review collected by and hosted on G2.com.

Easy to use, has all the tech that you need, and it is growing with the AI additions as well. Very straightforward and intuitive. Haven't used anything else in our agency and never will. Review collected by and hosted on G2.com.

Want to be able to have AI integration to download docs to the policies themselves. Review collected by and hosted on G2.com.

I like how we can keep on clients files in one system and makes it easy to be able to search each client up. We can also email straight from outlook to Epic. It supports everyone in our team. Review collected by and hosted on G2.com.

I don't really like the Epic platform through the website, it has made it harder to get things done at a quicker pace. Review collected by and hosted on G2.com.

I find Applied Epic easy to use and user-friendly, except for creating reports. It has enhanced my job performance by reducing the time I spend on tasks. I no longer need to enter all rates manually into a spreadsheet or wait to receive quotes from carriers, which was very time-consuming. It's easy to learn and makes creating comparisons straightforward. Review collected by and hosted on G2.com.

When I need to create a report, such as a client listing with certain criteria, it has an outdated way of having to request the report, as far as putting the specific requirements into the request. I'd like to request a report and choose via a checkmark or whatever the criteria I need. Review collected by and hosted on G2.com.

Browser based for easy implementation. Integrations with the carriers including Real Time and Download are very important. Review collected by and hosted on G2.com.

Updated and modernized screens are not productive. They were designed without input from the actual users. User experiences are important. In some workflows, we have found that some tasks take 3-4 times longer. Continues to increase and any enhancements require additional cost versus improving and maintaining the product. Continues to increase and any enhancements require additional cost versus improving and maintaining the product. Review collected by and hosted on G2.com.

I like that Applied Epic is easy to use and efficient, saving us time with very little error. We can count on it to help with everyday tasks. Creating and processing Certificates of Insurance (COIs) is very easy, and the attachment sections of each account make it straightforward to attach all correspondence. Review collected by and hosted on G2.com.

I find EPI's a little cumbersome, and I need to make more manual edits. Review collected by and hosted on G2.com.

I really like the support you receive when you don't know something. I also find the ability to take payments from clients through the Applied Pay portal very useful. It provides our clients a place to make their payments instead of us doing it for them or having them send payments by mail. Review collected by and hosted on G2.com.

I find the accounting process in Applied Epic involves too many steps to get one thing done. Specifically, I think that receipts and disbursements should be combined into one step. Also, the initial setup of Applied Epic was a bit challenging since none of us had worked with Applied before. Review collected by and hosted on G2.com.

i can find things relatively easy for the most part i can't see why this is not worth the price but i am not on a management level to make that distinction i can't see why this is not worth the price but i am not on a management level to make that distinction i can't see why this is not worth the price but i am not on a management level to make that distinction Review collected by and hosted on G2.com.

the 15 minutes wait that is required for the changes to be in force Review collected by and hosted on G2.com.