I like that it is easy to use, and makes work easy. Review collected by and hosted on G2.com.

It can sometimes be very slow and freeze, and using the upload center is just an extra step that takes time. Review collected by and hosted on G2.com.

I would say the document search works pretty good. As long has you have own keywords you use for the company, everyone can easily follow up when the main contact is missing. Review collected by and hosted on G2.com.

Old interface. It just looks old. They should do better job at making it pretty. Review collected by and hosted on G2.com.

The only thing that I like is that you can filter what you are seeing. Review collected by and hosted on G2.com.

Everything. It is so old fashioned. The color scheme. It's just been a nightmare to work with. I cannot wait for our new program. Review collected by and hosted on G2.com.

It is very easy to navigate, reports are fairly basic to figure out, I like the simplicity how to find clients; enter notes, attach files to that client. Review collected by and hosted on G2.com.

I dislike not being able to which of our agencies clients belong to. If they aren't with us, we can only see their name. Review collected by and hosted on G2.com.

Applied really has all the bells and whistles that any agent would ever need. It is the complete package. I like that all my customers are stored in one spot. They also have tons of reports that you can run, so you know what is going on with your customers. I also like the ease of attaching files, so I can keep all my important documents attached to each customer. Review collected by and hosted on G2.com.

Unfortunately with all the bells and whistles it is easy to not fully use the whole system. I feel the worse part is the available training on the product. Review collected by and hosted on G2.com.

The best part of it is the ease of use - it is extremely easy to use and function as an agency when we have this tool to help us. It also is always available - something we didn't have with our old program due to frequent updates, error messages, malfunctions, etc. It is smooth! Review collected by and hosted on G2.com.

I dislike that I don't feel I am using it to the fullest that I can as an agency. I feel there are missing details such as activity types, ACORD/document functions, and some of it feels very retro - like I am working in the stone ages on a DOS computer! Review collected by and hosted on G2.com.

I love that I can do fax, email, print, scan right from one spot. The ability to attach emails, docs, & pics in each customers specific file is one of the most useful features I have ever used in a professional capacity. I love that I can bounce between multiple customers at once without interference! It is a multi tasking tool! Review collected by and hosted on G2.com.

There are so many extra time wasting steps that you have to go through at times. And finding the notepad can be tough. Review collected by and hosted on G2.com.

I think the idea they have is easy to understand Review collected by and hosted on G2.com.

slow, old fashioned. many technical issues need to be updated Review collected by and hosted on G2.com.

I like the processes the system uses. Not to complicated and very user friendly, I like the amount of information it stores Review collected by and hosted on G2.com.

I dislike the antiquity of the program. Feels very outdated compared to its counterparts. Review collected by and hosted on G2.com.

Activities that can be added on to, previous entries cannot be changed but notes and additions can be added to make the history of an account very easy to follow! Review collected by and hosted on G2.com.

Less integrations than Vertafore products, but still highly competitive Review collected by and hosted on G2.com.