# 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:** 1,563 ## About Applied Epic Applied Epic® is an agency management platform that allows you to manage your business across all roles and locations for both your P&C and Benefits books of business. Applied Epic provides a single view of the customer with automated capabilities for each stakeholder in your agency while also supporting integrations and making acquisitions easy using its open and scalable architecture. Applied Epic Helps Your Business Grow: Embrace technology with an open and flexible platform. Applied Epic® makes bringing on acquired agencies easy and delivers reliable integrations between Applied and third-party applications to guarantee productivity and profitability as your business needs change. Give your P&C and Benefits brokers a single place to operate. All roles, locations, and lines of business – both P&C and Benefits – can be managed in Applied Epic while giving flexibility for staff to operate with other applications that exchange data directly with Applied Epic. Empower your team to work from anywhere in a system they'll love. In just a few clicks, agency staff can view account and policy details, complete a quote, file a claim, and remarket a renewal, all while on the go. Work better with your insurer partners. Connect with insurer partners from your daily workflow to save time servicing customers. Without leaving your core system, you can find the best products quickly and easily and exchange policy details with both Personal and Commercial Lines rating capabilities. Meet your customers wherever they are. With the ability to seamlessly integrate with your online client portal and mobile app, you can help customers help themselves through 24/7 access to the policy information in your management system. Streamline your payments processes. Give your clients a superior payment experience with the insurance industry’s most versatile digital payments platform. ## Applied Epic Pros & Cons **What users like:** - Users find Applied Epic to be **super user-friendly** , significantly streamlining tasks and enabling paperless operations. (534 reviews) - Users value the **extensive features** of Applied Epic that enhance organization and streamline productivity for account management. (215 reviews) - Users highlight the **impressive efficiency** of Applied Epic, enhancing daily operations and agency management seamlessly. (201 reviews) - Users value the **flexible visibility into data** that Applied Epic provides, enhancing trust and targeting cleanup efforts. (195 reviews) - Users find that **Applied Epic greatly enhances workflow efficiency** , making tasks easier and significantly boosting productivity. (153 reviews) - Users value the **organization capabilities** of Applied Epic, enhancing efficiency in managing clients and documents. (151 reviews) - Users commend the **responsive customer support** of Applied Epic, appreciating the quick answers and assistance available. (143 reviews) - Intuitive (140 reviews) - Integrations (133 reviews) - Continuous Improvement (118 reviews) **What users dislike:** - Users face a **steep learning curve** with Applied Epic, citing insufficient training and complex configurations as major challenges. (173 reviews) - Users find the **reporting process overly complex** , hindering efficiency and making task management more difficult. (139 reviews) - Users express frustration with **excessive clicking** , finding it cumbersome to complete tasks efficiently. (130 reviews) - Users find **inefficiency** in Applied Epic, as certain tasks require excessive steps and time-consuming processes. (114 reviews) - Users feel **limited customization options** in Applied Epic hinder their ability to effectively adapt the software to their needs. (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. Amazing digital experience **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel J. | Agency Systems Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Dashboards. I absolutely love the insights they provide and the supportive education provided to learn them. **What do you dislike about Applied Epic?** Limitation around core insurance coverage (being able to export auto deductibles) **What problems is Applied Epic solving and how is that benefiting you?** Analytics ### 2. Successful Agency Management with a Complex Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Sheila Z. **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I appreciate that Applied Epic is very good for agency management and the renewal process, especially for personal lines. The transfers are seamless, making it easy to keep up with renewals and planning. **What do you dislike about Applied Epic?** The setup process for Applied Epic was quite difficult initially. This was primarily because there was a lack of knowledge about how to proceed, which made it a challenging experience. Another issue I encounter is the excessive number of clicks required to complete a workflow, which makes the software cumbersome to use. **What problems is Applied Epic solving and how is that benefiting you?** I find Applied Epic enhances agency management and simplifies the renewal process, especially for personal lines, making it easy to keep up with renewals and planning. ### 3. Solid AMS with many capabilities **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Epic can be easily customized for various workflows across various lines of business. Applied is a trustworthy, time tested company which is important when managing sensitive data. **What do you dislike about Applied Epic?** Certain aspects of the system, especially when it comes to modifying established workflows, accounting, or structural elements, can be quite complex to handle. Additionally, some of the basic utilities lack the robustness I would expect, and development efforts seem to be directed more toward introducing new features rather than improving the existing ones. **What problems is Applied Epic solving and how is that benefiting you?** Epic offers features that cover nearly all the essential needs of operating an insurance agency, including customer management, prospecting, claims, accounting, analytics, vendor management, carrier management, and producer and broker management. Applied also offers many add ons that provide additional capabilities. Having a single vendor for all these services is not only convenient but it means that changes to any of the systems will consider the related platforms. ### 4. Applied Epic is a robust agent management system with powerful integrations. **Rating:** 4.0/5.0 stars **Reviewed by:** Amy W. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied Epic is a comprehensive agent management system that offers strong integration features. Its extensive configuration options equip administrators with the necessary tools to support every department within an agency. Applied understands that agencies rely on Epic as their central source of data, and numerous enhancements have been made to ensure that other Applied products integrate smoothly, ultimately improving service delivery. **What do you dislike about Applied Epic?** Using Epic can occasionally feel challenging, primarily due to its extensive range of features. Training new employees, even those who already have experience in the insurance field, often takes considerable time. **What problems is Applied Epic solving and how is that benefiting you?** This is a robust database that effectively supports all agency servicing activities, including managing attachments and processes. ### 5. Use Applied Epic!! **Rating:** 5.0/5.0 stars **Reviewed by:** Angelina S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** What I appreciate most about Applied Epic is that all of our client information is centralized and accessible to every user. This means that no matter who is interacting with a client, anyone can answer questions confidently since everyone has real-time access to the same file. Additionally, Epic has automated our marketing emails, which has improved our ability to communicate with clients. **What do you dislike about Applied Epic?** I have no complaints about Epic; there is nothing I dislike about it. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic has made it much easier for us to send automated marketing emails. Now, we can keep our clients informed about upcoming closures, share holiday greetings, and provide important policy updates efficiently. ### 6. No More Paper! **Rating:** 5.0/5.0 stars **Reviewed by:** Dawn S. | Personal Lines Manager, Training Manager & Customer Service Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Applied Epic?** I like that Epic allows for not only storage for policies but the ability to communicate to other co-workers via activities. I also love that we can send an email from Epic and it attaches itself! **What do you dislike about Applied Epic?** The downside of using Epic is Reports are clunky. They're just not user friendly, even with the update. With the limited time I have during the day, I don't have any extra time to learn how to use them well. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic solves many things! Every client is right at your fingertips, every file is attached, no more searching through a file to find a piece of paper. No more paper getting lost or accidentally shredded! No more leaving messages for each other on sticky notes or voice mails. Epic just makes all aspects of agency management better! ### 7. Accounting Manager Onboarding and Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Barbara W. | Enterprise (> 1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I love Epic being a one stop shop platform integrating accounting, IT, Payroll (commissions), etc. In accounting, Epic is preferable due to the ease of reconciliations and data validation allowing for a streamlined month end close. **What do you dislike about Applied Epic?** The benefits portal is not accounting user friendly and Agency Bloc seems to be the go to for the end user. Also, more resources should be put into the benefits portal making Epic a truly one stop AMS system. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic is solving the policy financing flow of data. Also, there has been a lot of emphasis on Applied Pay and streamlining the flow of that data. ### 8. Epic Experience with Applied Epic – A Game Changer for Insurance Professionals **Rating:** 5.0/5.0 stars **Reviewed by:** Ankur C. | Assistant General Manager Sales Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** As an active user, I can confidently say that Applied Epic is an exceptional platform that truly simplifies day-to-day insurance operations. The interface is intuitive, workflow automation is seamless, and the integration across multiple modules makes managing policies, claims, and client communications incredibly efficient. It has significantly improved productivity and reduced manual effort. Overall, I’d rate it 9.5/10 — a near-perfect solution for agencies aiming for operational excellence and digital transformation! **What do you dislike about Applied Epic?** Sometimes the system feels a bit slow when handling large data or multiple tabs simultaneously. **What problems is Applied Epic solving and how is that benefiting you?** It streamlines insurance operations by centralizing client, policy, and accounting data in one integrated platform ### 9. Frequent Technical Issues and Poor Support Undermine Useful Features **Rating:** 0.5/5.0 stars **Reviewed by:** Bessie J. | Office Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 03, 2025 **What do you like best about Applied Epic?** I like that I can send emails from the application and issue ID cards. **What do you dislike about Applied Epic?** Too many times there are technical issues and they are not easily able to reach to get support. Epic Rater is also not the best due to not working about 25-30% of the time. **What problems is Applied Epic solving and how is that benefiting you?** As an agency, it keeps log of our clients we write but overall there are too many steps for something that should be simple. ### 10. Helpful for Account Management with Seamless Features **Rating:** 4.0/5.0 stars **Reviewed by:** Regina S. **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** I enjoy using Applied Epic as an account manager because it keeps everything organized. It helps with smooth transitions if someone else takes over my position by clearly showing where to find open activities. I find the features like changing ownership, the attachment feature with AI, and summaries very useful. Upgradable automatic attaching and filling are appealing for enhancing productivity. **What do you dislike about Applied Epic?** When it freezes **What problems is Applied Epic solving and how is that benefiting you?** I find Applied Epic organizes all tasks in one place, ensuring seamless transitions if someone takes over my role. It provides features like changing ownership, AI-assisted attachments, and summaries, enhancing efficiency in my account manager position. ### 11. Perfect for Small Agencies, Continues to Impress **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa K. **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I appreciate the expansive and consistent improvement of features in Applied Epic, which makes it a wonderful tool. The training resources significantly eased the transition for my seasoned staff. I am impressed with how well it accommodates the needs of our small agency, providing all necessary customer service modules. Its integration with our own systems works seamlessly, enhancing workflow efficiency. Overall, its comprehensive features and adaptability make it a product I would repeatedly choose. **What do you dislike about Applied Epic?** N/a **What problems is Applied Epic solving and how is that benefiting you?** I find the product's features better than TAM, and the ongoing updates and comprehensive customer service modules cater well to our small agency needs. ### 12. The most robust management system available **Rating:** 5.0/5.0 stars **Reviewed by:** Dachi S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied Epic has truly been a game changer in my accounting career. Having used several other management systems before discovering Applied Epic, I can say it has completely transformed the way I manage my work. Now, I depend on the system more than ever to help me pinpoint areas that require my attention. **What do you dislike about Applied Epic?** Haven't found anything negative yet. This system is so much more evolved than competition. **What problems is Applied Epic solving and how is that benefiting you?** The Applied Epic reporting tool has addressed many challenges I faced as an accounting consultant. I can now utilize internal data directly, eliminating the need to export information and perform manual tasks. ### 13. Applied Epic is User Friendly and Effective **Rating:** 4.5/5.0 stars **Reviewed by:** Gena M. | Executive Client Leader, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Whether you are working in commercial lines, personal lines, benefits or surety, Applied Epic has resources and integrations to support the insurance industry. The expertise and enthusiasm of their support team are unmatched. While some upgrades and enhancements may take longer to be rolled out, it’s nice to know they are constantly striving to elevate the product and make client service seamless. **What do you dislike about Applied Epic?** Character limitations can limit use at times, and there are certain functions (like invoicing, and Evidences of Insurance) that can be less user friendly. **What problems is Applied Epic solving and how is that benefiting you?** Data management, making sure our applications, activities and attachments are staying organized. ### 14. So robust I have yet to find an end to it's utility or the increase to our company's efficiency. **Rating:** 3.5/5.0 stars **Reviewed by:** Geoffrey B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** The possibilities of use along with the industry specific expertise they bring. It seems that every time I find it lacking in something, they are already working on implementing changes to fix the issue. **What do you dislike about Applied Epic?** Like anything else, until you really know how to use it, I feel like I am not using it to the fullest. But I am getting better! **What problems is Applied Epic solving and how is that benefiting you?** Simply, AI integration. We all know this is where the industry is going and Epic keeping themselves on the cutting edge allows me to focus on my job, knowing I will not be left behind. ### 15. Improved Usability for Smaller Companies **Rating:** 4.0/5.0 stars **Reviewed by:** Christina R. **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I love Applied Epic and find it still good after years of use since 2015. The product benefits us with the flexibility to decide how we want to use it. I enjoy the Epic reports and Epic accounting, especially now with a smaller company where integrations have been better. **What do you dislike about Applied Epic?** {"Setting up the software for the first time was horrible, especially in a larger company context.","Integrations were challenging when with a big company."} **What problems is Applied Epic solving and how is that benefiting you?** Epic allows us to decide how to use it, enhancing our decision-making autonomy. Integrations improved in a smaller company, making the software more functional. ### 16. Commercial Lines Trainer and Auditor **Rating:** 5.0/5.0 stars **Reviewed by:** Barbie A. | Commercial Lines Training and Audit Leader, Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** There are SO many aspects of Epic that I love. If I have to pick just a couple it would be the E&O protection built in to the system, and as a trainer the data the system can provide to ensure seamless training and feedback for our staff and managers. **What do you dislike about Applied Epic?** I dislike that the Service Summary Rows do not house the premium difference. **What problems is Applied Epic solving and how is that benefiting you?** I don’t have any current issues that they have been able to help with. But in the last few years they have assisted with many questions. Their customer support is awesome. ### 17. Commercial Lines Director **Rating:** 5.0/5.0 stars **Reviewed by:** Stefanie W. | Commercial Lines Experience Director, Enterprise (> 1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** very informative, session variety, pacing, and the app experience. All have been great **What do you dislike about Applied Epic?** Nothing so far, everybody and the sessions have been great! **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic helps centralize all client, policy, and accounting information in one system, improving communication and consistency across our Commercial Lines teams. It reduces manual processes by automating renewals, certificates, and policy documentation, allowing our staff to focus more on client service and retention. The platform’s activity tracking and reporting features have also enhanced accountability and visibility across departments, helping us streamline workflows and ensure timely follow-up on key tasks. ### 18. Operational Wins through Applied Epic **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa C. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** Applied Epic’s browser-based interface has been a game-changer for our team. It’s fast, intuitive, and allows for seamless access across devices, which has improved our workflow and flexibility. The new add-ins—especially RENEWAL Insights and Benefits Account Info—are incredibly valuable. These enhancements provide deeper visibility into client data and streamline our ability to deliver personalized service. Epic continues to evolve in ways that support operational efficiency and strategic decision-making. **What do you dislike about Applied Epic?** Reporting can be complex and sometimes requires workarounds to get the insights we need. **What problems is Applied Epic solving and how is that benefiting you?** Epic is assisting us in streamlining and standardizing our operational efficiencies. ### 19. Best Agency Management System Around **Rating:** 5.0/5.0 stars **Reviewed by:** Kristi C. | Insurance Agency Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Applied Epic?** It is easy to use. You are able to easily access all client information with just the click of a mouse. Anytime I have a question, all I have to do is go to Applied Community, and chat with someone at Customer Support. **What do you dislike about Applied Epic?** There are some kinks that need to be worked out. Like, when you are adding a COI holder, and you search for the company, sometimes it won't hold your selection, and you have to do it all over again. Some emails will not drag and drop into Epic, which is a total pain if one of those emails is from one of your busiest customers. **What problems is Applied Epic solving and how is that benefiting you?** It is solving the need for filing cabinets, notebooks, pens, and so much more. ### 20. Commercial Lines Training & Audit Specialist **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I like that Applied Epic is user friendly and set up in a way that is easy to to follow and easy to learn. I like the Applied Epic Add-Ins in Outlook and how Microsoft word integrates into Epic Templates. I also love the Attachment Preview in Epic Browser **What do you dislike about Applied Epic?** I don’t like that you can’t start phone calls and record and transcribe them from Epic. I also wish that if you start an email in Epic that it doesn’t automatically write back to Epic in that it automatically attaches the email without having to open the Attachment To screen and it would be amazing if epic copied the reply as a note or automatically summarized it as a note **What problems is Applied Epic solving and how is that benefiting you?** Mapping from Indio Acord Apps to the Epic app ### 21. Epic is efficient, great for workflow, and reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Mary F. | Sr Accounting Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I work in accounting, and I find that Epic is excellent for managing workflow processes and enhancing efficiency. The reporting features are impressive, allowing you to customize reports to cover any aspect of the business you wish to analyze. There are many opportunities to gain valuable insights into your business with this tool. **What do you dislike about Applied Epic?** There are some great features available at an additional cost/contract that I wish were available as an inclusive value add. **What problems is Applied Epic solving and how is that benefiting you?** Organizing policy/client details that’s easily accessible. Financial data processing and commission tracking, as well as reporting options. ### 22. The best **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha E. | Operations manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** The support that it offers. Never leaves you hanging in a lurch or to only figure things out on your own. They’re with you all the way. **What do you dislike about Applied Epic?** Reporting layouts and the many options and ways to do it **What problems is Applied Epic solving and how is that benefiting you?** Lots of new AI innovation that will help back in processes and extinguishing fires ### 23. An agency management system for all seasons **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied Epic offers a high level of configurability, making it adaptable to nearly any business line or process. The configuration tools allow you to design workflows and customize them to fit your specific business needs. Epic is highly scalable, and the ongoing development of new APIs is opening up fresh opportunities on a regular basis. Continuous investment in developing relevant features further enhances the value for users. **What do you dislike about Applied Epic?** Applied Epic is not the most user-friendly system, but Applied continues to make steady improvements to the overall experience. Additionally, while the project to provide APIs is advancing, it has been ongoing for quite some time. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic serves as our agency management system for our extensive franchise network, acting as the foundation for our data and operational processes. ### 24. Epic has been great for our agency but sometimes enhancements are rolled out before its truly ready. **Rating:** 4.0/5.0 stars **Reviewed by:** Kristin T. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I like how user friendly it is. I also appreciate that our feedback is taken into account when we are in need of additional enhancements. **What do you dislike about Applied Epic?** Our tech team is often hesitant on adoption of new enhancements due to "bugs" that remain at time of rollout. I wish the bugs were worked through more so we weren't so excited at convention when rollouts are announced, then our tech team has us wait anyway. **What problems is Applied Epic solving and how is that benefiting you?** Im very excited for the announcements in the keynote today of ABB, Bridge and additional dashboards. ### 25. Effortless Stability with Applied Epic **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa A. **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I love Epic for its ease of use and stability over the six to eight years I have used it. The integration of Applied Pay removes the stress of collecting money from insurance. Additionally, the setup process was very straightforward. **What do you dislike about Applied Epic?** There was a mention of a process taking 'a little longer' which may imply some dissatisfaction with the speed or efficiency of a particular aspect of the service. **What problems is Applied Epic solving and how is that benefiting you?** I find Applied Epic easy to use and stable, with Applied Pay reducing stress related to insurance money collection. ### 26. Initially Tough, but Ultimately User-Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca D. | Personal Lines Department Manager **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I find Applied Epic's step-by-step process easy to understand and it ensures every task is completed before moving on, which prevents errors. Working with Traney was incredibly helpful during setup, providing clear instructions. I also appreciate the integration of software like Ivan, which simplifies information downloads. The ease of using the platform makes it highly appealing. **What do you dislike about Applied Epic?** I found it difficult to learn the new steps when setting up Applied Epic. **What problems is Applied Epic solving and how is that benefiting you?** I find the step-by-step process in Applied Epic ensures completeness and accuracy, preventing errors and missed steps. ### 27. Ease of finding items **Rating:** 4.0/5.0 stars **Reviewed by:** Crystal F. | HR, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** That I can have all my attachments associated with the policy and activities **What do you dislike about Applied Epic?** Onboarding new employees. Workflows are very cumbersome **What problems is Applied Epic solving and how is that benefiting you?** Pr/br commissions. To be able to pull reports and run the payables with success ### 28. IT Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2025 **What do you like best about Applied Epic?** Lots of functionality, built in E&O. From an IT helpdesk its very easy to trace who did what in EPIC. **What do you dislike about Applied Epic?** Lots of clicks to do simple tasks - one such example is being able to copy and paste a policy number - you have to click deep into the pol line to do this - this one simple fix to be able to copy a pol number right from the pol screen would save hundreds of hours over the course of a year for every single Applied user across the world! **What problems is Applied Epic solving and how is that benefiting you?** We came from TAM, EPIC is much more robust in all areas of the product allowing us to automate some tasks that were not available to us in TAM ### 29. New Migration Client **Rating:** 4.0/5.0 stars **Reviewed by:** Rae A. | Operations and IT Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Applied Epic?** I love all features and capabilities that EPIC has. We just went live with them Monday so we are really new with them. Everyone has been so helpful in getting set up and answering questions. I felt very supported during this how migration process. **What do you dislike about Applied Epic?** So my biggest issue at this point is the order of items in the migration process. I think Downloads, Accounting and Domain info should be touched on sooner in the process incase the agency needs to make corrections or changes. **What problems is Applied Epic solving and how is that benefiting you?** Epic has allowed us to be on a browser based program instead of a remote desktop and it has alot more capabilities in servicing our clients in ways that works for them. ### 30. Director of Account Managers **Rating:** 4.5/5.0 stars **Reviewed by:** Kyane M. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I appreciate that Applied is always attentive to feedback and works to enhance the software, helping to advance our industry. While the process hasn't always been smooth, I feel they have acknowledged these challenges and made significant progress. **What do you dislike about Applied Epic?** Managing it is challenging. It really requires more than just one person to keep up with the configuration, or perhaps even a dedicated department. **What problems is Applied Epic solving and how is that benefiting you?** They have helped me organize my client data more effectively, which in turn makes it easier for me to understand my marketing team. ### 31. Enhanced Data Insights and Integrity **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica C. | Enterprise (> 1000 emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** Epic Dashboards gives quick and flexible visibility into our agency’s data. Visibility into our data quality allows us to target specific clean up efforts. This allows me to trust the insights on dashboards. **What do you dislike about Applied Epic?** I wish the the UI was more modern looking and navigation was a bit more intuitive. **What problems is Applied Epic solving and how is that benefiting you?** Applied Epic is one of the few AMS platforms that support the Employee Benefits vertical of our agency. We have been able to digitize our service processes in this vertical due to Applied Epic’s capabilities. ### 32. Epic organization **Rating:** 4.0/5.0 stars **Reviewed by:** Alli L. | Life specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I like how I can find a lot of client information in one place **What do you dislike about Applied Epic?** I’ve had a hard time scanning documents into epic and making sure the documents get inform names. I also find having the notes section should have an area for life client information **What problems is Applied Epic solving and how is that benefiting you?** Scanning ### 33. Lots of events and a ton of things to learn **Rating:** 4.5/5.0 stars **Reviewed by:** Josh S. | Inside Sales Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Applied Epic?** I love all the different features that Epic offers with dashboards and reports and automated emails to clients. I also like opportunities and leads for new business **What do you dislike about Applied Epic?** The one thing I don’t like about Epic is that there is so many different ways to do things it can be confusing to people **What problems is Applied Epic solving and how is that benefiting you?** A problem it is causing is entering so much information can take time and one way it is benefiting my agency is that everything is in the clients account once it’s created. ### 34. Great tool to keep things moving! **Rating:** 4.5/5.0 stars **Reviewed by:** Jaclyn W. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Applied Epic?** Being able to utilize Epic to cross communicate with my Service Team and Sales Team has been paramount for our agency. **What do you dislike about Applied Epic?** At times it can be tedious with reporting, it would be nice to just be able to create reports from scratch, and that may be an unknown to myself as a new user. **What problems is Applied Epic solving and how is that benefiting you?** The email bridge is going to be amazing. I am also excited about Epic Max—specifically the search function. This will be a great tool for my service team. ### 35. EPIC has been great **Rating:** 4.5/5.0 stars **Reviewed by:** Gene P. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** EPIC has made our processing simpler and more consistent than our previous AMS. EPIC is easy to configure and manage for our users. We have been able to gain insights into information thru reports. **What do you dislike about Applied Epic?** EPIC doesn’t audit data quality as well as we would like. **What problems is Applied Epic solving and how is that benefiting you?** EPIC provides many options for configuring our processes and provides good access for our users to manage their customer accounts. Our users have gone from having desks covered in paper to clear desks and more leisure time. ### 36. The Top AMS **Rating:** 3.5/5.0 stars **Reviewed by:** Logan M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** It allows us to work from a consistent workflow which allows us to measure when our agency inefficiencies occur. This allows us to be more efficient and efficient. **What do you dislike about Applied Epic?** There is a very steep price that comes with using the best agency system. There are also a lot of updates that occur which can be difficult to keep our staff trained properly. **What problems is Applied Epic solving and how is that benefiting you?** It allows us to have an agency wide consistent workflow. As well as measure where and what needs to be improved. ### 37. Great place for networking and joint problems solving of common insurance issues **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda E. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** Applied to epic is super customizable and really a great agency management system. When the proper training is provided on the system, it really does save so much time and is very efficient. **What do you dislike about Applied Epic?** There’s so much too epic. It takes a while to figure out exactly how you want to use it or need to use it. **What problems is Applied Epic solving and how is that benefiting you?** Integration of AI with automatic payments, including payment links has been a great way to speed up collection of monies and increase efficiencies and processing ### 38. Epic review 2025 **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Applied Epic?** I like the ease of finding multiple accounts for the one client. How you can add activities and tasks and they auto save. I like the marketing capabilities. I like how Indio provides access to supplemental apps and the ease of adding a new one. The automation of Indio is great. I like CSR 24 Certificates for ease of adding forms and not having to input Cert info wording every time you do a cert. I like CSR 24 for client access. **What do you dislike about Applied Epic?** Configuration is the biggest downfall. Applied does not provide enough training on how to configure your Epic. Training hours are provided but basically you have to try and fail before you find out what you need training on. Very pour at stating how to configure your Epic. When transferring over communication on this topic was terrible. Should have configurations set up as a sample for Small, Medium, Large, single location, multi-location agencies as a guide. If they have this they never mention. Should have classes at their convention geared to agencies that have transitioned after 1yr, 2yr, 3yr. Agents sell insurance, they do not know all the capabilities of Epic and how it can help them. Classes can go from basic to more advanced. Even such items as how to configure sending out birthday emails. Not every agency has an IT/Marketing/Tech dept that knows how to do things. Classes can also be geared toward Account Managers on tips of what can make their processing easier. **What problems is Applied Epic solving and how is that benefiting you?** Communication with clients through Marketing automation, CSR 24 and Indio ### 39. CSR **Rating:** 5.0/5.0 stars **Reviewed by:** Christine N. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Applied Epic?** Enhanced dashboards and data visualization: Epic Dashboards provide insightful visualizations of agency data, allowing users to better understand business trends, employee workload, and carrier relationships. These dashboards can be customized to specific user roles and offer direct links to client accounts for quick action. **What do you dislike about Applied Epic?** A consistent design system and fewer clicks can make navigation easier and more intuitive for users **What problems is Applied Epic solving and how is that benefiting you?** The software is very comprehensive and will do virtually anything you need to do for your agency except payroll ### 40. Outstanding Product - Everything we needed and more! **Rating:** 5.0/5.0 stars **Reviewed by:** Debbie D. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2024 **What do you like best about Applied Epic?** Applied Epic is user-friendly and has all the features we need in an Agency Management System. Set up is very flexible and can be done according to the specific needs of the organization, department, and/or individual. The training library is huge. Those videos are very helpful both for new and existing users and take a lot of the education burden off existing personnel. Context-sensitive help is comprehensive and easy to follow. Activities allow us to add tasks, which are very helpful with new employees and for those not as familiar with insurance. There are multiple ways to file and locate documents, which allows us to set things up in a way that works best for us. Reports are outstanding and although there's a learning curve they provide us with all the information we need, both for service teams and management. Applied Pay is one of our favorite features - we can include a link for electronic payment on our invoices and clients can easily submit payment to us. Our service team uses Epic all day every day and it is essential in helping us provide outstanding customer service to our clients. **What do you dislike about Applied Epic?** Because Epic is so rich in features the initial learning curve can be daunting - however, the Applied team(s) assisting with setup are excellent in determining the entity's needs and getting things done in a way that works for each organization. **What problems is Applied Epic solving and how is that benefiting you?** Ease of documenting all activity on client accounts and later being able to retrieve that information. This enables us to provide outstanding client service. ### 41. Excellent workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Suzanne S. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Applied Epic?** I’ve worked on both side of insurance. The client management and accounting. Applied Epic has done a great job making the workflow seamless between both sides. It helps complete work ins timely manner and accurately. I appreciate the integration of applied pay and now the option to finance right when making payment. **What do you dislike about Applied Epic?** It can be frustrating when actions are locked. While it makes sense, that is frustrating! **What problems is Applied Epic solving and how is that benefiting you?** Applied pay and financing to make payment more seamless and to the correct account ### 42. 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. ### 43. 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 ### 44. 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. ### 45. 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. ### 46. 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 ### 47. 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 . ### 48. 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. ### 49. 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. ### 50. 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 ## 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=2§ion=pricing&secure%5Bexpires_at%5D=2026-05-30+22%3A20%3A53+-0500&secure%5Bsession_id%5D=cc5bc06a-9da6-4002-a5b5-9845899dc5bc&secure%5Btoken%5D=fb397eaa3c9cd84886e97543ad953f1b3ff0fcd9e4fa6939f0872553f8aa2c60&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 (921 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (686 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (559 reviews)