I love how detailed reports can be! And I love that it's easy to be able to speak with someone if there are any issues. Review collected by and hosted on G2.com.

Sometimes, it can be a little overwhelming with how many clicks you have to make to do certain things. Review collected by and hosted on G2.com.

I like the quick fixes and frequent maintenance performed by IT on Applied Epic. It's reassuring to know that these updates are regular to help keep everything running smoothly. The initial setup was easy enough, which made getting started with Applied Epic straightforward. Review collected by and hosted on G2.com.

I find the processing time when updating an accord, creating an activity, or saving a document could be faster. Review collected by and hosted on G2.com.

I like the reporting aspect of Applied Epic because it lets me see how effectively my staff are tending to their daily tasks. Review collected by and hosted on G2.com.

I find Applied Epic way too clicky, with too many steps required to get one thing accomplished. To create an activity and then do all the updates before you can move forward is too complicated. The initial setup wasn't easy at all. There is no way to track emails except relying on staff to drag/drop into attachments Review collected by and hosted on G2.com.

I really like that Applied Epic has all of our customer information at our fingertips. I appreciate the amount of information it can hold in a customer file and how it is efficiently broken down into different sections. This organization means we aren't spending hours searching for a document. Review collected by and hosted on G2.com.

I don't like if an app is in processing status you aren't able to correct a certificate of insurance. It definitely took some getting used to and how to properly use the system. Review collected by and hosted on G2.com.

I love all the functions. Grabbing all kinds of ACORD forms that I didn't even know existed. The integrations are nice, we use a premium finance company thats nicely integrated. Review collected by and hosted on G2.com.

Some of my work feels duplicative. Also sometimes, to access one thing, you have to do one thing first. For example, you can't delete a policy if you have an activity open. So i have to go back into the activity, delete the policy, then re-open the activity if need be.

Thats kind of annoying. Review collected by and hosted on G2.com.

I'm still learning and getting used to it but Applied seems to go out of their way to offer assistance when needed. Review collected by and hosted on G2.com.

So far it appears to be WAY more complicated and offer lots of things that I don't need in my job Review collected by and hosted on G2.com.

I like to be able to find everything needed for the client. Love the ability to share the app with the clients so they have access to their account 24/7. Review collected by and hosted on G2.com.

Sometimes it’s difficult to find all the notes that other agents have added to a client’s folder. Review collected by and hosted on G2.com.

I like the connectivity with other programs, such as Outlook and DocuSign. Review collected by and hosted on G2.com.

While it’s definitely a positive that it’s highly customizable, there are times when there are simply too many ways to do the same thing, and that can end up being confusing. Review collected by and hosted on G2.com.

being able to work remotely, or anywhere, within Epic Review collected by and hosted on G2.com.

For our agency, CSR24 is not helpful. Our office prides itself on the service we provide our customers, and making them do their own paperwork would make our customers want to go somewhere else for service. Review collected by and hosted on G2.com.

Applied is very user friendly. There are a lot of options that you can do and use if for. The user guides are classes are very helpful. Review collected by and hosted on G2.com.

Some things take too many steps to process. I would like for some of the functions to be a little easier to complete. Review collected by and hosted on G2.com.