Being able to attach emails straight from outlook. The ease of looking up and being able to search up clients & prospects. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Some areas are difficult to use to their full potential, such as the proposal section and the insurance summary generation. Review collected by and hosted on G2.com.

I like that everything makes sense where it's at. More specifically, the interface is intuitive & I can navigate easily. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I find the renewal manager extremely helpful, it keeps me organized and all my accounts are easy to view in one place. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Licensing, implementation, and add-on modules (analytics, additional integrations) can add up quickly, making it a significant investment for smaller agencies. Review collected by and hosted on G2.com.