Applied Epic

Applied Epic enables agencies to manage their property and casualty and benefits business in a single application.

Languages supported: English, French

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

9.0/10 (Expert Score) ★★★★★
Product is rated as #13 in category Insurance Agency Management Software
Ease of use
8.3
Support
9.3
Ease of Setup
9.2

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Applied Epic is the industrys most technologically advanced, flexible and secure cloud-based agency management system, providing powerful automation capabilities and a greater level of visibility across an entire book of business. The system offers a single, open application with integrated capabilities to efficiently manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes.

Applied Epic
Applied Epic

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Customer Reviews

Applied Epic Reviews

Jen F.

Advanced user of Applied Epic
★★★★★
Applied EPIC has some fantastic features and Applied is working to improve it constantly.

What do you like best?

Reporting is wonderful - so much information available. Marketing Module for P&C is very slick. ABD integration - would love to see more and more benefit use options. Our agency is dedicated to utilizing as much as EPIC has to offer to achieve our goals.

What do you dislike?

how the Proofs of insurance section works. it's clunky. Entering information for a certificate or evidence of insurance does not flow in a sensible way in my opinion. Even when you have been doing them for a while, you still have to stop and think about what info goes where. i dislike not having good options to utilize EPIC for crop insurance.

What problems are you solving with the product? What benefits have you realized?

We are able to house all our review generating divisions (except Crop ) in EPIC. This provides time saving and generates options for the Director of Finance when budgeting and projecting. We are owning our data a little more each day and i do not believe we would be able to do so as quickly on another system.

Review source: G2.com

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