--- title: Applied Epic Reviews meta_title: 'Applied Epic Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1571 reviews by the users' company size, role or industry to find out how Applied Epic works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 1571 scale: '5' date_modified: '2026-07-08' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # Applied Epic Reviews **Vendor:** Applied Systems **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 4.4/5.0 **Total Reviews:** 1,571 ## About Applied Epic Applied Epic® is an AI-powered agency management system built for P&C and Benefits insurance agencies and brokerages. It moves beyond a traditional system of record by embedding automation and intelligence into everyday workflows, helping teams reduce manual work, streamline servicing and submissions, and manage the full customer lifecycle in one connected platform. By unifying sales, service, accounting, and Benefits operations with deep insurer connectivity and an open, scalable architecture, Applied Epic provides a single view of the customer and intelligent workflows that improve productivity across roles and locations. Who is Applied Epic best for? Independent agencies and brokerages managing both P&C and Benefits Multi-location firms standardizing processes after mergers or acquisitions Operations leaders seeking consistent workflows, automation, and reporting across roles Producers, CSRs, account managers, Benefits teams, and back-office staff who need to work in one system How Applied Epic is different: Capabilities AI-augmented workflows reduce manual data entry and repetitive tasks True P&C + Benefits in one AMS with centralized data and automation Built for growth; supports acquisitions, multi-entity structures, and scalable workflows Open architecture with deep insurer connectivity and a broad integration ecosystem Mobile access to accounts, policies, tasks and activities so staff can work from anywhere Security and administration Role-based permissions, audit trails, and granular data controls SSO and MFA options with encryption in transit and at rest Cloud delivery with backup and recovery designed for enterprise reliability Implementation Guided onboarding, data conversion, workflow configuration, and training Phased rollouts that minimize disruption across roles and locations Top problems Applied Epic solves: Fragmented systems and data silos across P&C and Benefits Manual, duplicate data entry for quoting, endorsements, renewals and servicing Slow remarketing and limited carrier connectivity for Personal Lines and Commercial Lines Disconnected accounting workflows and reconciliation processes Limited visibility into pipelines, service workload and financial performance Inconsistent client experience across portal, mobile and communication channels Operational impact you can expect: Reduced double entry through connected workflows and insurer integrations Shortened renewals and remarketing cycles with embedded carrier connectivity Streamlined accounting and commission management with insurance-specific financial tools Improved productivity with AI-assisted and role-based automation Enhanced client satisfaction through self-service access and faster service Increased visibility into production, service performance, and profitability ## Applied Epic Pros & Cons **What users like:** - Users appreciate the **ease of use** of Applied Epic, finding it simple to navigate and train others on. (523 reviews) - Users appreciate the **versatile features** of Applied Epic, enhancing organization, productivity, and facilitating smoother transitions. (215 reviews) - Users value the **efficiency** of Applied Epic, praising its user-friendly design and effective workflow management. (201 reviews) - Users appreciate the **centralized client information** in Applied Epic, enhancing communication and accessibility across the organization. (189 reviews) - Users appreciate the **organization features** of Applied Epic, noting the ease of managing client accounts and tasks. (151 reviews) - Users find that **Applied Epic greatly enhances workflow efficiency** , making tasks easier and significantly boosting productivity. (149 reviews) - Users commend the **responsive customer support** of Applied Epic, appreciating the quick answers and assistance available. (143 reviews) - Intuitive (137 reviews) - Integrations (131 reviews) - Continuous Improvement (118 reviews) **What users dislike:** - Users find the **learning curve steep** with Applied Epic due to complex accounting and reporting processes requiring extensive training. (168 reviews) - Users struggle with the **complex reporting process** in Applied Epic, finding it cumbersome and inefficient for their tasks. (139 reviews) - Users find the **excessive clicking** needed for tasks frustrating, complicating their overall experience with Applied Epic. (127 reviews) - Users find that the **inefficiency** of Applied Epic leads to unnecessary steps and time-consuming tasks. (114 reviews) - Users find the **limited customization options** in Applied Epic frustrating, hindering effective configuration and ease of use. (99 reviews) - Slow Performance (87 reviews) - Complexity (77 reviews) - Users find the **learning difficulty** of Applied Epic challenging, especially when first navigating reports and attachments. (76 reviews) - Poor Reporting (72 reviews) - Poor Usability (67 reviews) ## Applied Epic Reviews ### 1. Best system in the industry! **Rating:** 5.0/5.0 stars **Reviewed by:** Stella L. | Vice President of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** This is truly an all-in-one system that simplifies my life in every way. I find it very intuitive to use. **What do you dislike about Applied Epic?** There’s really nothing to complain about, as things are always evolving. Whenever there are any pain points, they tend to be addressed through ongoing innovation. **What problems is Applied Epic solving and how is that benefiting you?** Accounting reconciliation has become much simpler, and entering data into the system is now easier as well. Finding markets is also more straightforward, and Ivan’s download has resolved many of the issues I was facing. ### 2. Applied Epic Browser **Rating:** 4.0/5.0 stars **Reviewed by:** Vicky B. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Epic is a fully functioning operating system that is clearly organized and easy to use. We appreciate the robust reporting and supporting software add ins Really enjoying the Browser version for a streamlined experience Customer support is a big feature Cross integration to other extensions such as policy works and access24 **What do you dislike about Applied Epic?** Adding new features without fully realizing or utilizing and building on what exists. New is not always the most efficient or what is required **What problems is Applied Epic solving and how is that benefiting you?** Coordination between departments and reporting ### 3. Boosts Efficiency and Simplifies Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** maria R. | CFO **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I appreciate the more efficient workflow structures that Applied Epic offers, which save our account managers and team significant time in completing tasks. The software's ease of navigation simplifies operations, making it a compelling choice for repurchase. Integration with EasyLink and IPFS is also beneficial. **What do you dislike about Applied Epic?** I find the attachments view in the software to be less than ideal. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic enhances efficiency and workflow structure, reducing time for account managers and the team to complete tasks, thereby increasing productivity. ### 4. Epic Browser vs Epic Icon **Rating:** 5.0/5.0 stars **Reviewed by:** Kira D. | Commercial Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Applied Epic?** I absolutely love the fact the browser gives you so many more options that the icon desktop version. The new summary button feature in activities to generate your email for you is a huge timesaver. **What do you dislike about Applied Epic?** I do not like how the icon was super slow, did not have all access like the browser. The icon was outdated. **What problems is Applied Epic solving and how is that benefiting you?** I like the feature if you need help the tech team can just jump right into your computer and you can show them exactly the issue and they are able to fix it usually right away. Most other companies make you email the tech team and you have to wait for an answer. ### 5. Love **Rating:** 4.0/5.0 stars **Reviewed by:** Tabitha T. | P&C Training and Development Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I moved from AMS to Epic in 2020 (5 years ago) and it is much more efficient with marketing and locating documents in history. It does bug me SO MUCH there is not a Refresh button or link on the Activities screen at the account level. **What do you dislike about Applied Epic?** Can be tedious and a lot of steps. Especially with Attachments - renaming them, putting in folders, attach back to activity, etc. NEED A REFRESH BUTTON ON ACTIVITY SCREEN **What problems is Applied Epic solving and how is that benefiting you?** Loving the new AI ### 6. Growth and Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Amee F. | Agency manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** That is grows with our industry. Constantly evolving to keep up with technology. **What do you dislike about Applied Epic?** Some steps I wish you could personalize for your agency. Certain tasks or activities could be used differently . **What problems is Applied Epic solving and how is that benefiting you?** Staff shortages and development .Thr AI is fascinating . ### 7. Easy to Learn and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2025 **What do you like best about Applied Epic?** I like that I was able to learn it very quickly and implement the procedures efficiently. It allows me to use the system like a personal assistant without having to worry and allow me to focus more on my customer needs. I use this system all day and very every application of my work environment from quotes, sales, endorsements to simple reminders. **What do you dislike about Applied Epic?** I would like the ability to Print documents directly to Epic from our print option screen vs having to print a document to pdf and then drag and drop. **What problems is Applied Epic solving and how is that benefiting you?** Applied solves the issue of having to service multiple customer within multiple locations as if they are all under agency. I am able to pull information from a customer I may not know in order to help the quickly. This makes transactions easy to follow and assisting agents in different states and/or locations. ### 8. It’s as much as we make it. **Rating:** 3.5/5.0 stars **Reviewed by:** Dan L. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I love how customizable it is, and how it can be customized to our business. The challenge we have is in the amount of time it takes. Better integrations with Microsoft would be the best way to bring the work all together. **What do you dislike about Applied Epic?** Some of the things that feel like they should be easy are not. For example, having the name of the AM in a template email without listing the whole service team. **What problems is Applied Epic solving and how is that benefiting you?** Record keeping and Activity Tracking. ### 9. EPIC is a great system **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Applied Epic?** EPIC is very user friendly. Easy to learn and use. Definently covers all the basis has all our company needs to manage our clinets accounts **What do you dislike about Applied Epic?** There are 2 very serious glitches. The Audit (AUDI) Activity, drag & drop and COVI activity F9 to genate BOTH disappear once the activity is closed. If you close these activitues and then you go to view all activities they are no where to be found. To find the activity you have to go to attachments > Acess > Activities > All Activities the re-open the activity Its a HUGE inconvience This still has not been changed - same issues **What problems is Applied Epic solving and how is that benefiting you?** Storing all the clinets information and policies ### 10. You won’t regret it **Rating:** 5.0/5.0 stars **Reviewed by:** Tonya R. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied Epic has modernized the way we do business. We’ve gone from managing stacks of paperwork to working in a truly digital, organized environment—positioning our agency to scale operations confidently and serve our clients more efficiently **What do you dislike about Applied Epic?** Report templates are easily overridden.. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic has modernized the way we do business. We’ve gone from managing stacks of paperwork to working in a truly digital, organized environment—positioning our agency to scale operations confidently and serve our clients more efficientl ### 11. Management system to facilitate growth **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa P. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** We've been using Epic for 4 years. It has enabled us to grow, as we had outgrown our previous provider. **What do you dislike about Applied Epic?** Epic can be a click-heavy system, but the clicks are what enable the data and processes to allow for more robust information **What problems is Applied Epic solving and how is that benefiting you?** This system allows us to follow commissions within the system, which has single-handedly enabled us to bring on more commissionable agents and producers. We are also able to streamline processes using a detailed task approach ### 12. Great AMS **Rating:** 4.0/5.0 stars **Reviewed by:** Taylor R. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Epic has a lot of capabilities for the agency. It works very smoothly for servicing with a lot of information fields. This enables an agency the opportunity to gather the right numbers and details for what the agency is working on. **What do you dislike about Applied Epic?** There are aspects that are clunky and not thought out for the end user. Also, it isn't the smoothest for accounting compared to other AMS. **What problems is Applied Epic solving and how is that benefiting you?** It is providing a source of truth for our agency. ### 13. Challenging Setup and Stability Issues, but Strong Workflow Automation **Rating:** 3.0/5.0 stars **Reviewed by:** Lanette S. **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I appreciate the data integrity and workflow automation provided by Applied Epic. **What do you dislike about Applied Epic?** I find the setup process for Applied Epic extremely difficult. We have also lost proposal templates, and they have been working to restore them for two months. Additionally, I am concerned about the platform's stability and the need to back up all templates, forms, and configuration lists to prevent outages. **What problems is Applied Epic solving and how is that benefiting you?** I find Applied Epic supports data integrity and workflow automation, crucial for efficient operations. ### 14. A big upgrade, but a big adjustment as well. **Rating:** 4.0/5.0 stars **Reviewed by:** Dustin V. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Applied Epic?** It is a clean interface with good workflow (once you get used to it). The integration of desktop Microsoft Applications made it an easy transition from the older Applied system TAM, which was a remote desktop. Customer Support is very helpful and knowledgeable. Since it is a web-based platform it also makes the work from home process easy, as well. The ACORD application input is much more intuitive as well. **What do you dislike about Applied Epic?** The transition from the old system (TAM) was not as smooth as they had promised. It included a lot of clean up of old applications and policy screens that still did not transfer to the new system properly. We also had to move the shared drive from the remote desktop to OneDrive. The proposal system is almost non-exsist. **What problems is Applied Epic solving and how is that benefiting you?** Our agency had been on Applied TAM for 27 years and it was time for a move into the 21st century. We wanted a system that could integrate with modern software and insurance carriers' systems for policy downloads. Overall it has made the process of quoting and updating accounts easier. It has also encouraged us to streamline our old accounts. ### 15. Very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Cierra K. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I love that epic is very detailed, there’s so many sections to add info and be super detailed into a specific section of the account **What do you dislike about Applied Epic?** I am not a huge fan of applied university. Sometimes I need a specific question but you have to look at a whole course to get your answer **What problems is Applied Epic solving and how is that benefiting you?** They don’t have a lot of AI within epic itself but they are releasing a lot of new products right now ### 16. A Significant Upgrade from Our Previous Management System **Rating:** 5.0/5.0 stars **Reviewed by:** Dawn L. | Marketing Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2025 **What do you like best about Applied Epic?** Our agency started using Applied Epic last year, and it has already proven to be a significant upgrade from our previous management system. Its advanced tools have improved our office’s efficiency and service, and we’ve only begun to explore its full potential. We’re excited to see how it continues to streamline our processes, helping us deliver even better coverage and service to our customers! **What do you dislike about Applied Epic?** I wish some of the reports pulled easier and that all of the criteria was available in a drop down and you did not have to go within the software to pull certian aspects. Also I wish some of the customer info was displayed with a simple click and it seems that you have to click around for info that was displayed easily on other managmnet sysytems. **What problems is Applied Epic solving and how is that benefiting you?** I am not aware of any issues solved however representatives have been helpful when I have had issues the affect my work. ### 17. Good BMS with regular improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Hugo L. | Vice-président opérations/ Vice president operations, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I appreciate how Epic continues to improve each year. While it may not be perfect, it is a comprehensive system that manages to address most of our needs. **What do you dislike about Applied Epic?** The Epic form and Epic quote are slow to improve, particularly when it comes to the French output document. **What problems is Applied Epic solving and how is that benefiting you?** The automation of adding notes to activities has been very helpful. It streamlines the process and saves time, making it much easier to keep everything organized. ### 18. Applied Epic Review **Rating:** 4.0/5.0 stars **Reviewed by:** Christine S. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I feel like Epic has a wide variety of capabilities and especially the reports options to make tracking easier in multiple departments within our agency **What do you dislike about Applied Epic?** I feel like some processes in Epic are a lot of steps that can be cut out as well as when trying to search for a client I feel like the search options are very rigid **What problems is Applied Epic solving and how is that benefiting you?** Epic solves us having a lot of our information in one place ### 19. EPIC - New Beginning:-) **Rating:** 5.0/5.0 stars **Reviewed by:** Nadine M. | Office Administration Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** As a new user, it is truly defining what speed and accuracy is all about. So totally enjoying the usage, **What do you dislike about Applied Epic?** Just that I am not able to edit a receipt for payment without having to void the initial receipt. **What problems is Applied Epic solving and how is that benefiting you?** It is allowing me to have more control of the system, and how users are using it on a daily basis. The audit mechanism that it has shown me so far, is quite impressive. ### 20. 6 months in! **Rating:** 3.5/5.0 stars **Reviewed by:** Lauren W. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** Ability to customize the layouts of reports, invoices & checks. Many reports options. Very responsive support teams. **What do you dislike about Applied Epic?** Lots of clicks. System isn't too friendly day for a wholesaler. Can't journal entry on a client a count. **What problems is Applied Epic solving and how is that benefiting you?** We are only 6 months into Epic so we are still in the midst of the change, but seeing lots of opportunities for automation & customization in various areas that will save lots of admin work. ### 21. Effortless Performance **Rating:** 5.0/5.0 stars **Reviewed by:** Arelys R. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Applied Epic?** I have tried many systems in the past and I can tell you that Applied Epic has been the best. All the way to how their system performs to their customer service. They make your everyday work a little easier. Would not want it any other way! **What do you dislike about Applied Epic?** Integration may be a little difficult at first but like every other learning experience, you get better at it over time. **What problems is Applied Epic solving and how is that benefiting you?** The Applied system makes it easy for us insurance agents to manage and service the accounts. The download into the system has been a gift send from God as it saves us so much time! ### 22. Applied Epic Review - Applied net 2025 **Rating:** 4.0/5.0 stars **Reviewed by:** Kendall B. | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I like how well commercial and personal lines accounts connect. I also like that it is user friendly enough for newer employees to navigate **What do you dislike about Applied Epic?** Recently, it has been quite slow for people on my team. I do not like that downloads clear out estimated commission. That has become a big issue on my team. **What problems is Applied Epic solving and how is that benefiting you?** Epic holds all of our client data and policies. This replaced image right when our agency was acquired. ### 23. Use it! **Rating:** 5.0/5.0 stars **Reviewed by:** Leslie B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** If it’s used as it’s designed you can get everything you need to efficiently manage your agency data and provide the best service for your insureds. It’s designed to help protect your E&O all while operating in a best practices manner. **What do you dislike about Applied Epic?** The Master Marketing Submission when sending out to carriers seems very clunky and hard to convince others to use it. **What problems is Applied Epic solving and how is that benefiting you?** Helps keep service personnel mostly using the system in same manner. ### 24. No System Is Perfect.....But Applied Epic Is Close! **Rating:** 5.0/5.0 stars **Reviewed by:** Jodi W. | Training & Development Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Applied Epic?** As a user for about six years, we are thrilled with Epic and its functionality. The ease of finding information to service our clients efficiently is what I like best. Applied constantly looks for ways to improve and welcomes user feedback; this is greatly appreciated. **What do you dislike about Applied Epic?** There is inconsistency in the formats for dropdowns in certain areas when selecting employees. For example, some are by first name, while others are by last name. We would also like to see an area in contacts where the customer's Medicare number could be added. We use level of education for discount purposes and currently enter this into comments. This would be an excellent field to have in contacts too. I assign lessons to staff and do not like that I cannot remove a lesson that was accidentally set. **What problems is Applied Epic solving and how is that benefiting you?** The format in which recommendations are submitted. We have logged several recommendations over the past, and we never receive feedback. This change will hopefully help this. ### 25. Best Management System **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa H. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Applied Epic?** What I like best about Applied Epic is how streamlined it makes managing client accounts and insurance policies. It brings everything together in one place, so I don’t have to jump between different systems. The workflow automation is a huge time-saver, and the reporting features are pretty solid too. It just makes the whole process smoother and more organized, which helps keep things running efficiently. **What do you dislike about Applied Epic?** Nothing! We would recommend it to anybody! **What problems is Applied Epic solving and how is that benefiting you?** Oh, Applied Epic really nails it when it comes to cutting down on time-wasting! It’s solving the whole “too many systems to juggle” problem by putting everything in one place—client info, policies, documents, everything! No more switching back and forth. Plus, the automation is a game-changer. I don’t have to manually track things anymore, which means less chance for error and way less stress. It’s made my workflow so much faster and smoother. Honestly, it’s like having a personal assistant! ### 26. This is the perfect program for all of your insurance agent needs **Rating:** 5.0/5.0 stars **Reviewed by:** Dalton D. | Customer Service Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Applied Epic?** READ!!! Epic is extremley user friendly and I highly recomend their software to everyone. Applied Epic is my #1 most utilized program as an insurance agent. I use Applied Epic all day, everyday. The program automatically formats information onto forms that every broker/carrier accepts (and usually require). It also assists with reminding you of existing client renewals, needs, and many more things. A major thing that agencies have with other programs is ease of implementation. When you have an issue or question, customer support is always available and answeres right away. When you switch to Applied epic and expierience the ase of integration it brings, you will wish you made the choice sooner. I wish this company created all softwares across the board. This is the only program that claims to be user friendly.. and ACTUALLY IS! Applied Epic is the #1 insurance progam in the world and is a MUST have software for insurance agencies. **What do you dislike about Applied Epic?** Nothing, absolutely zero dislikes when using applied. Everything you need works, and is very easy to use. **What problems is Applied Epic solving and how is that benefiting you?** The program is able to put all information onto forms we utlized for all of our needs. From quoting, claims, billing, certificates, reminders, you name it. Everything an insurance agency needs, is under this program. Applied Epic has every form you will need while writing insurance, and also helps automatically complete forms with client information. ### 27. Robust Program **Rating:** 5.0/5.0 stars **Reviewed by:** Kaity S. | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** The program lets me do what I need to do to be a better insurance professional. Download is amazing! Important to really dive into the capabilities. Set up renewal download activities for download! Former AMS360 user and I would never go back! **What do you dislike about Applied Epic?** There’s not many. A lot of activity codes, takes a lot of learning to use the system to your benefit! **What problems is Applied Epic solving and how is that benefiting you?** Separate window for open activity vs same window. ### 28. All inclusive system. **Rating:** 4.5/5.0 stars **Reviewed by:** Michel T. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** Epic provides a multi functional platform for users in the insurance industry. As part of the accounting team it’s design does help us to track commissions **What do you dislike about Applied Epic?** More care needs to be made to help accounting with some of its more tedious processes. Would like to see more click through relationships between segments In the GL side. **What problems is Applied Epic solving and how is that benefiting you?** It’s aiding us with workflow generation and the community helps with best practices. ### 29. Using Applied Systems to Navigate Business Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer P. | Commercial Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied Epic allows you to have one central location to store all agency/client work, accounting, integration with carriers through download, and reduction E&O exposures. **What do you dislike about Applied Epic?** The speed of the browser when internet is slow. I have a staff who do not have fiber or live in the country and browser tends to be slower than desktop verison. **What problems is Applied Epic solving and how is that benefiting you?** Epic is allowing our agency to become quicker and proficient within our workflows. ### 30. Epic Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica A. | Senior Application Support Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I appreciate how easy Epic is to use, as well as its ability to integrate information with other systems I work with. **What do you dislike about Applied Epic?** The process of getting changes implemented in the systems can be quite slow, and there are times when information does not flow smoothly between products. **What problems is Applied Epic solving and how is that benefiting you?** It's helpful to have a central location for storing our agency's data, as well as the ability to integrate with other platforms. ### 31. Great Time **Rating:** 5.0/5.0 stars **Reviewed by:** Sabrina R. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** The classes have been very informative and helpful. I’m so excited to learn more about the AI systems coming out. **What do you dislike about Applied Epic?** Data inputting in applications. I’m excited to see the changes being made to consolidate the number of clicks and touches that you we will have to do in the future to get to a submission. **What problems is Applied Epic solving and how is that benefiting you?** Data entry! And the advancing technology. I’m so excited about the submission flow. ### 32. Great system to drill down to all policy levels **Rating:** 4.5/5.0 stars **Reviewed by:** Sara B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Each transaction on an agency bill allows you to view the full history of account activity associated with it. **What do you dislike about Applied Epic?** Not made for mga, have to find work around. The client contact she'll does not connect directly to the agent shell (broker( so updates have to be done manually **What problems is Applied Epic solving and how is that benefiting you?** Working on an error with batch processing statements. And they have logged in to try and help with the error ### 33. Why I like applied epic **Rating:** 5.0/5.0 stars **Reviewed by:** Arnela L. | Sr. Associate, AMS conversions, Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I appreciate how easy the system is to use, as well as its reporting features. It provides me with valuable insight into what is happening in both accounting and payables. **What do you dislike about Applied Epic?** The system often experiences lag, and at times, the pages fail to load properly. Implementing some system optimizations would likely help improve performance. **What problems is Applied Epic solving and how is that benefiting you?** It helps streamline workflows, manage policy details, and ensures that all data is kept together. ### 34. On going on EPIC **Rating:** 4.0/5.0 stars **Reviewed by:** keira s. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Epic is very good; there are still things to improve and learn, but it’s functional. **What do you dislike about Applied Epic?** I don’t like that in many cases we have to wait for new updates to make improvements. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic is helping to organize workflows, centralize client information, and improve efficiency in daily operations. It makes it easier to access data, track tasks, and communicate across departments, which saves time and reduces errors. ### 35. Endless Insurance AMS Opportunities **Rating:** 3.5/5.0 stars **Reviewed by:** Laysie V. | Enterprise (> 1000 emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** I’ve just recently began diving into Applied Epic and have found the online resources, training and knowledge articles are extremely helpful for someone trying to ramp themselves up in the tool. **What do you dislike about Applied Epic?** I feel like there is an opportunity to retain more data within the Epic Quotes tool. **What problems is Applied Epic solving and how is that benefiting you?** Providing a tool for our accounting team to be able to easily go to a single tool for commissions. ### 36. SVP P&C Operations **Rating:** 4.5/5.0 stars **Reviewed by:** Shellie C. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Having multiple clients open, that it's activity based and it's widely used among our peers. **What do you dislike about Applied Epic?** Running reports is not as easy as our prior system. **What problems is Applied Epic solving and how is that benefiting you?** I'm in management, I need to pull reports and back up staff, I use the dashboards and like what that offers for quick snapshots, but would like more from reports. I'm looking forward to what I heard is coming this morning. ### 37. Great System **Rating:** 4.5/5.0 stars **Reviewed by:** Amanda F. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** It’s easy to learn and use and if you’re unsure of something the help options are great. **What do you dislike about Applied Epic?** There are some areas that takes a little more time to ultimately understand the functionalities like the transactions area **What problems is Applied Epic solving and how is that benefiting you?** I work on the accounting side and don’t have any specific problems to mention but I find the system to be easy to use and makes my workload go smooth ### 38. Robust Accounting Functions with Helpful Support **Rating:** 4.0/5.0 stars **Reviewed by:** Chareese H. **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I appreciate the very helpful support from Applied, especially when needing to clean up transactions. The accounting functions and reports in Applied Epic are most useful in my role and would influence my decision to repurchase. **What do you dislike about Applied Epic?** I would like more of the new options to be made free and available to current members. **What problems is Applied Epic solving and how is that benefiting you?** The product's accounting functions and supportive customer service aid in transaction cleanups. ### 39. Overall Review **Rating:** 3.5/5.0 stars **Reviewed by:** Breanna H. | Customer Service Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Applied Epic?** What I like about Applied Epic is it's organization and easy access to different tabs. I have a place for all the information that is needed to create an account for what I am needing to get done. **What do you dislike about Applied Epic?** What I dislike about Applied Epic is sometimes it does show too much, and it takes forever to find an account. And sometimes it is hard to get a hold of IT when needed. **What problems is Applied Epic solving and how is that benefiting you?** It is solving the organization of our clients and their policies, being able to share the accounts over different accounts and platforms, and employees. ### 40. Chief Technology Officer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Sports | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Applied Epic brings everything into one ecosystem—policy management, accounting, and customer servicing—without needing separate tools. It’s highly configurable and integrates well with APIs, which makes automation and data syncing much smoother. Most importantly, it standardizes workflows across teams, creating operational consistency and reducing dependency on manual processes. **What do you dislike about Applied Epic?** Applied Epic’s interface feels dated and unintuitive, making navigation and training time-consuming. It also lacks flexibility for quick customization, often requiring vendor involvement for even minor changes. **What problems is Applied Epic solving and how is that benefiting you?** The data fragmentation problem by combining policy administration, accounting, CRM, billing, and reporting into one system, it prevents the overhead and errors of moving information between disconnected tool ### 41. Applied Epic is great! **Rating:** 5.0/5.0 stars **Reviewed by:** Kacie O. | Staff Development Director , Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Epic is extremely intuitive and user-friendly. The system offers numerous configuration options, allowing you to tailor it to your agency’s specific needs. Applied is always working to improve and enhance Epic, which I really appreciate. I love using it! **What do you dislike about Applied Epic?** There isn't anything that comes to mind except the cost of adding features. **What problems is Applied Epic solving and how is that benefiting you?** Continuing to streamline process' which in turn helps make our jobs easier. ### 42. Amazing Applied **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley U. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I live that Applied takes user feedback and almost instantly begins working on solutions. Everything we suggest is considered. They really let the users drive what is prioritized in many cases! **What do you dislike about Applied Epic?** Something do not always feel complete before moving on to something new - example is applied analytics and now release of dashboards **What problems is Applied Epic solving and how is that benefiting you?** Used for all agency management, employee benefits, PL, CL and integrations ### 43. Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Anytime I called in for help I receive the best service and the follow up is very helpful! **What do you dislike about Applied Epic?** Nothing is perfect, but everything either works as expected or can be fixed if there are any issues. **What problems is Applied Epic solving and how is that benefiting you?** The reports and dashboards are useful features that help me better understand and visualize my data. They make it easier to track progress and identify trends. ### 44. Integration Challenges, Yet Highly Recommendable **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsie C. **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I appreciate the direct bill download feature of Applied Epic. Additionally, I am highly likely to recommend this software to others, rating it a 10 out of 10. **What do you dislike about Applied Epic?** I find that website optimization for accounting is not as smooth during onboarding as it should be. There's a sense that the initial setup process could be more streamlined to meet expectations better. **What problems is Applied Epic solving and how is that benefiting you?** n/a ### 45. User friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Desi B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** The software is extremely user-friendly, making it simple to navigate and also easy to train others on. **What do you dislike about Applied Epic?** At times, it can be slow when used in the browser, which leads to some delays. **What problems is Applied Epic solving and how is that benefiting you?** I really appreciate the email summaries, as they help ensure that all brokers record their notes in a consistent way. This feature also saves a lot of time. ### 46. Applied Epic is the standard for a reason. **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan B. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** The ability for our employees to get the job done right is imperative. The ability to do it easily and with speed is where epic steps in. The processes and tools available in epic make everything better. **What do you dislike about Applied Epic?** It does have a bit of a learning curve to overcome. **What problems is Applied Epic solving and how is that benefiting you?** AI tools to help processes get done faster and with less tedious work. ### 47. Amazing Tool and services **Rating:** 5.0/5.0 stars **Reviewed by:** Pushpendra S. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** Applied Epic has been a reliable system for managing our agency operations efficiently. The workflow automation and reporting tools are strong, but improving system speed and reducing occasional sync delays with carrier downloads would make the experience even better. Overall, it’s been a valuable platform for our daily operations. **What do you dislike about Applied Epic?** None complain … amazing tool always fun to use **What problems is Applied Epic solving and how is that benefiting you?** Nothing ### 48. Easy to use, quick efficient assistance **Rating:** 4.5/5.0 stars **Reviewed by:** Mandy M. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Epic is straightforward and user-friendly. Whenever I have a question, I can either search the knowledge base or chat with someone for help. I always feel confident that I can quickly get the assistance I need to overcome any obstacles. **What do you dislike about Applied Epic?** At times, it feels like the simplest fixes end up taking the most time to put in place. **What problems is Applied Epic solving and how is that benefiting you?** N=A ### 49. Manager, AMS Conversion **Rating:** 5.0/5.0 stars **Reviewed by:** Angelique F. | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** The constant development and keeping up with technology. **What do you dislike about Applied Epic?** The limitations on system events when it comes to brokerages/ agencies with more than 1 structure in the environment. **What problems is Applied Epic solving and how is that benefiting you?** Some workflow automations and the integrated products we have used now being built out within Epic. Example we use Cumulate for DB reconciliation which is now being built out within Epic ### 50. Informative and Intentional **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda F. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I mostly appreciate the reporting features and dashboards. They make it easier to analyze data and track progress, which I find quite useful. **What do you dislike about Applied Epic?** The speed in the browser is good, and I appreciate the way policies and apps are structured. However, it takes too many clicks to access the information I need. **What problems is Applied Epic solving and how is that benefiting you?** Increased analysis and data migration. ## Applied Epic Discussions - [What is the best way to implement Best Practices?](https://www.g2.com/discussions/25557-what-is-the-best-way-to-implement-best-practices) - 1 comment, 1 upvote - [What is the best way to implement Best Practices for reports on renewal and new business retention?](https://www.g2.com/discussions/24564-what-is-the-best-way-to-implement-best-practices-for-reports-on-renewal-and-new-business-retention) - 2 comments, 1 upvote - [Accounting - Does your agency reconcile direct bill commission statements?](https://www.g2.com/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements) - 4 comments, 1 upvote - [Is there a way to add taxes and fees so that it carries over into the invoicing section?](https://www.g2.com/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section) - 3 comments, 1 upvote - [What is Applied Epic used for?](https://www.g2.com/discussions/what-is-applied-epic-used-for) - 1 comment - [View Applied Epic pricing details and edition comparison](https://www.g2.com/products/applied-epic/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-09+13%3A57%3A23+-0500&secure%5Bsession_id%5D=7483e29a-4e86-444d-b50a-42a710f33149&secure%5Btoken%5D=6c70b4839d9d5063828d890b7bfda95b78800c7393591f435f1cb09b1731e890&format=llm_user) ## Applied Epic Integrations - [Applied CSR24](https://www.g2.com/products/applied-csr24/reviews) - [Applied Marketing Automation](https://www.g2.com/products/applied-marketing-automation/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Indio](https://www.g2.com/products/indio/reviews) - [Ivans Bookroll](https://www.g2.com/products/ivans-bookroll/reviews) - [Ivans Download](https://www.g2.com/products/ivans-download/reviews) - [Ivans Exchange](https://www.g2.com/products/ivans-exchange/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Sendoso](https://www.g2.com/products/sendoso/reviews) - [Tarmika](https://www.g2.com/products/tarmika/reviews) ## Applied Epic Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top Applied Epic Alternatives - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (937 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (700 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (606 reviews)