Applied Epic Reviews & Product Details

The way the technology continues to evolve is truly impressive. Their investment in AI has elevated the platform to a whole new level. We can now integrate nearly all of our Office 365 applications and Adobe tools without any issues. Epic has significantly reduced the amount of routine work for our account managers, enabling us to serve our clients more quickly and with greater insight. I couldn't imagine a better system—one that makes adapting to change feel both natural and effortless. We also receive great customer support. Each of the features and new additions come with great success teams that make implementation less scary. Review collected by and hosted on G2.com.

While the price may seem a bit intimidating at first, the amount of time saved in other aspects really makes it worthwhile. Review collected by and hosted on G2.com.

Applied Epic has made our workflows more efficient and they continually are improving it to add more features to help with efficiency. We were on Applied TAM before so I've only ever used Applied products but there are functions that would take me an hour plus in TAM that I can get done in 20-30 minutes in Epic. I also like how customizable it is with setting up which system events trigger activities and which do not. Review collected by and hosted on G2.com.

Some of the steps aren't consistent. For example: sumbitting a change request on a package policy requires that you highlight each line you don't want to submit and click a radio button that changes it to "not submitted," yet in Update Stage to Submitted, you can just uncheck boxes on the lines you don't want to submit and finish out. Review collected by and hosted on G2.com.

Applied Epic is, in my opinion, one of the best insurance management systems available today. The platform is incredibly user-friendly, making day-to-day tasks smoother and more efficient for both staff and customer service teams.

One of the standout features is the excellent support provided. The staff and customer service representatives are always responsive, helpful, and quick to troubleshoot any technical issues that arise. It's clear that there's a dedicated team continuously working behind the scenes to improve the system, consistently incorporating the latest and most effective technology and they actually understand our industry.

Overall, Applied Epic delivers a top-tier experience and sets a high standard in insurance management systems! Review collected by and hosted on G2.com.

Not necessarily a dislike - would love to see the ability to upload an excel in the utility area to allow users to more quickly run workload reassignments. Review collected by and hosted on G2.com.

I love the accounting features including the default/recurring entries. The Serivce Summary Rows also tell a story of the poilicy from effective to expiration date which saves so much time vs looking at activiites to try and figure out what is going on with the policy. The filter and search features in attachments is also a huge time saver. SMS texting integration has been huge for us and being able to store the messages between our staff and the client for E&O protection. Real time works great with most all of our companies. I have automated alot of our processes that used to be done manually, for example Ivans download and expiration reports. The renewal manager has been very helpful to our commercial lines staff when marketing accounts to various brokers and companies. Dashboards make it very easy to plan your day and see exactly how the staffs workload is for a particular period of time. The built in sales management using opportunites has allowed us to track a quote from start to the sale. This gives a great look at where our new business is coming from and why we are not Review collected by and hosted on G2.com.

It would also be great if you could create folders in reports to organize your reports. Review collected by and hosted on G2.com.

Epic has helped our agency grow in that the systems in place are very replicable across locations and easy to train. new inexperienced ataff are onboarded much more quickly than ever before. Reporting functions are phenomenal, and applied support is always available when we have questions. I also appreciate the integrations with other products, like raters, CRMs, phone systems and other similar InsureTech products. Epic's marketing submissions have been such a help in organizing our commercial and agriculture accounts, making it simple to organize and track individual carriers or LOBs while also reducing duplicate entry. Review collected by and hosted on G2.com.

My #1 gripe is the inability to search notes on Activities. You can only search the title of the activity.

Also - It is a very “clicky” system, and some process feel inefficient for those with experience. There are a lot of steps to perform simple changes. It can feel frustrating and stifling for those wanting to just "get it done", resulting in incomplete transactions within Epic. This is specific to our Producers who are not detail oriented people like our Servicers, but still leads to incomplete or missing data. Review collected by and hosted on G2.com.

It's easy to keep track of renewals using the "Renewals Manager". If the service summary rows are used correctly, you can see what's occurred with the account. Accessing documents for a particular policy or in a specific folder is easy. Email templates within Epic save a ton of time by not having to retype the same verbiage or having to generate a form letter to copy the verbiage and paste into an email. Also having the email automatically attached in Epic is a time saver. Review collected by and hosted on G2.com.

You can't use the same activity code for dragging and dropping, system generated and F9. The system could be maintained cleaner and easier if you could assign the same activity code regardless of how you're attaching a document. Review collected by and hosted on G2.com.

Applied Epic proves to be quite useful for generating certificates, especially once you have set up the necessary templates and holders, making the process efficient and fast. The logging and notes system on the platform is also convenient, allowing for easy recording of updates and task-related details. The extra space provided is particularly beneficial when managing more complex accounts.

Customer Support is generally fast -- someone is always there to follow up on the case Review collected by and hosted on G2.com.

When it comes to combining invoices, the process involves several steps and lacks a straightforward "merge" feature, which makes it quite time-consuming, especially if you need to manage a large number of transactions. I use this frequently, so any downtime or slow performance has an immediate effect on my productivity, particularly when I need to open attachments. Additionally, there isn't a dedicated deadline popup for following up on cancellations—reminders are only visible on the home page. Review collected by and hosted on G2.com.

It has some good tools for P&C insurance, and I do like the continuing efforts to make it smarter and easier to use, especially integration of AI enhancements. Review collected by and hosted on G2.com.

I work primarily with health and Medicare policies, and I need real solutions, not workarounds in a system that is built by and for people who work in P&C and seem to think health refers solely to employee benefits, with little to no understanding of the individual health market or Medicare. Review collected by and hosted on G2.com.

Applied Epic is always advancing in Technology and with AI becoming a large part of day to day processes Applied Epic is continually added in New features with AI and other new features updates that benefit the end users. Review collected by and hosted on G2.com.

We are on browser now and and need to look at some browser settings but seems slower loading screens than think client and the connection suite doesn't always update properly. Updates from Microsoft break the Applied Epic Add-in for Outlook and word. Review collected by and hosted on G2.com.

I find the online tutorials very helpful, particularly those on workflows, adding clients, and commissions, making the setup easy. Workflows ensure nothing is missed during implementation and renewal processes. The exceptional data management enhances client communication and data analysis for renewals. I value policy tracking for extracting data for cost comparisons and revenue analysis for segmenting clients effectively. Applied Epic's integration capabilities, including email, document generation, and open enrollment materials, significantly boost day-to-day efficiency. The software's versatility in handling various aspects of the insurance business is outstanding. Review collected by and hosted on G2.com.

I find the left side menus in the policies a little confusing when adding lines of coverage. I feel the hierarchy could be shown as a static flow chart rather than it flipping back and forth from service to policy flow charts. Review collected by and hosted on G2.com.