I find Applied Epic very easy to use once you get the hang of workflows. Data is easy to locate, and the attachments feature is very nice, especially being able to view the first two pages online right up front. It’s helpful to have insured information in two locations now, like emails at the top of the screen and in the bottom left corner, making it convenient to access information at a glance. I fully appreciate the ability to easily copy and paste emails in the online version too. Review collected by and hosted on G2.com.

The online version can be horribly slow at times, even after updating our service to the maximum available for our location. Every time we do a policy cancellation, it quits working, so we have to exit and reenter to finish, which is a huge inconvenience. Entering payment activities involves more steps now, as we have to go to activity detail instead of keying it directly like on the desktop version. A recent update added an extra step when submitting new policies or policy changes, requiring us to select an extra box that seems redundant. Epic quotes often don't work in the online environment, requiring logging out and back in, which I find unacceptable. Review collected by and hosted on G2.com.

I like how simple client accounts are to use for all information regarding policies, accounting, and any attachments relevant to the accounts. This makes Applied Epic valuable for me because all of the information for any client is available in a matter of one or two clicks. It is organized very well to help streamline our processes. Review collected by and hosted on G2.com.

The browser version does not autofill as well as the old desktop version. Also, when deleting forms and endorsements within a policy, I can no longer use the delete button on my keyboard to delete. I have to move my cursor to the 'X' and then delete them. Also, there should be a way to delete all forms and endorsements at one time. Sometimes when I try to send an attachment via email, I cannot drag and attach the attachment to another email. This is useful for when I want to keep an email chain going but need the attachment. Review collected by and hosted on G2.com.

Tracking work flow, reports, information gathering Review collected by and hosted on G2.com.

I absolutely HATE the new AI integration. The information no longer fits on the screen, resulting in a lot of unnecessary scrolling. There is a lot of lag time, especially when creating evidences. It it incredibly cumbersome to delete information when creating marketed apps from existing policies (this use to be much simpler). I can no longer add notes to the activity that is created when an evidence is issued. There is not ONE thing that is better with the recent changes. If I could convince the company to change software, I would happily do so. Review collected by and hosted on G2.com.

I use Applied Epic as my workplace agency management system, and it really makes my job easier. I like that it's easy to navigate and that it offers the ability to search for things. The initial setup was pretty easy too. Review collected by and hosted on G2.com.

When I use the Renewal Manager in Applied Epic, I can only see the current term activities. It would be nice to see the activity that is set up for the renewal I'm working on. Or maybe have an additional column for 'Notes' in the Renewal Manager screen. Review collected by and hosted on G2.com.

I still love that we don't need a separate application for storing files. I also like that you can view other employee's activities if you are asked to help out, no extra permissions needed. It's easy for management to update / add codes as needed and if you need help, Epic is very responsive. Review collected by and hosted on G2.com.

I wish they would quit changing things, and by that, I mean moving settings around. I hate getting used to finding a setting in one place, then they move it and I have to get used to it all over again. Also, when management does change / add / delete a code, I wish we would get a notice of what has been changed, because sometimes management forgets to tell us and we find out when we can't find the old code! Review collected by and hosted on G2.com.

I prefer the Epic online platform. I like the ability to drop email attachments into an activity or account and I love the AI feature to summarize the email exchange with clients Review collected by and hosted on G2.com.

I'm not a fan of the new evidence of insurance and binder sections. They are glitchy and not as user friendly Review collected by and hosted on G2.com.

Easy to use and pretty much straightforward. It's browser based, which is easy to use. Review collected by and hosted on G2.com.

We spend a lot of time attaching emails to client files. I don't know why emails are not automatically attached to the client file once the email address matches the client profile in Epic.

We spend a lot of time doing data entry. Reentering info on applications that has previously been entered. In the age of AI and all the technology available, I know this can be streamlined. Review collected by and hosted on G2.com.

The structured organization compared to other management systems I have used is superior. It's very easy to rely only on the management system and not paper files and its very customizable for your agencies needs. Review collected by and hosted on G2.com.

The biggest disadvantage for me is the inability to toggle between screens within a client, and pop-up windows not being movable to access data underneath them. It would be great to be able to open multiple tabs for one client to access different parts of their file simultaneously. Review collected by and hosted on G2.com.

I like that Applied Epic makes disbursements more clear and precise, and the details are so comprehensive that there's no room for questions. Review collected by and hosted on G2.com.

I find the cash receipts process in Applied Epic to be quite complicated, especially when dealing with cash payments for financing policies through companies like First Insurance Funding. I would like a simpler way to apply these cash payments to client transactions in Epic. Also, the initial setup of Applied Epic was very hard for my team. Review collected by and hosted on G2.com.

love the renewal manager as it keeps me on track for the upcoming renewals.

How the client page is set up to give the most important information when you first pull the client Review collected by and hosted on G2.com.

least helpful - is the search criteria, if not exactly correct, there is no in between to find a client

the biggest downside is not being able to have the renewals listed on the home screen for easier access Review collected by and hosted on G2.com.