Applied Epic

(22)
3.9 out of 5 stars

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

Work for Applied Epic?

Learning about Applied Epic?

We can help you find the solution that fits you best.

Applied Epic Reviews

Write a Review
Filter Reviews
Filter Reviews
  • Ratings
  • Company Size
  • User Role
  • User Industry
  • For Category
Ratings
Company Size
User Role
User Industry
For Category
Showing 22 Applied Epic reviews
LinkedIn Connections
Applied Epic review by <span>Amber B.</span>
Amber B.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Capable Management System

What do you like best?

Epic has extremely robust capabilities. You can customize it to work best for your agency. Applied seems to consider their client's requests. I have seen them implement many changes that have been requested by a large number of users. They have an awesome user group and offer peer-led classes.

What do you dislike?

The robust capabilities and customization options can be a hindrance. Sometimes you don't know what you need to be doing to get the information you want from Epic. This can be extremely frustrating.

Recommendations to others considering the product

My greatest piece of advice would be to take most of the training AFTER implementation. We spent a lot of time before launching trying to imagine how we'd want the system setup but really had no idea what to focus on. I think some training at launch would be good followed by training at least a few months in. Epic can do great things if you use it correctly!

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

Compared to our former management system, the documenting and technical offerings of Epic have greatly helped our agency. Attaching emails and other documents is extremely easy. Many sort options are available as are quick access buttons. All of these things add up to greater efficiencies.

Sign in to G2 Crowd to see what your connections have to say about Applied Epic
Headshots
Applied Epic review by Agency
Agency
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Decent System for Small Accounts

What do you like best?

I like that I can easily find accounts with EPIC using the policy number, name, address, or code. I like that it is easy to track policy changes and activity on an account. It's nice that we can have so many contacts listed for an account as well. Invoicing is easy but the system can get confusing at times (not always sure what name will show up on the invoice or which transactions will end up on the same page). I really like how easy it is to attach items.

What do you dislike?

I do not like the way that the transaction screen filters out everything. I always have to filter by "billed to name contains.." which is annoying. I do no not like that there is no renumber button to help keep large lists/schedules organized. I do not like that when I create a master marketing submission with multiple policies, the other named insured schedule ends up with a ton of duplicates. I do not like how I have to go to every single subject in a property app to change the deductible, coverage form, etc. There should be a way to do that quickly. When we change carriers, sometimes the property deductible for every single subject changes. It can be really annoying when you have an account with 20+ locations!

Recommendations to others considering the product

I would say that this is a decent program for smaller accounts. However, it becomes quite cumbersome if you have large accounts with huge property, auto, or driver schedules. It does not handle very large pieces of data well and you end up relying on Excel a lot for those things. They don't even have a renumber button, which is absolutely ridiculous when you have a list of 50 vehicles and need to delete 1 in the middle. The cert system can also be quite clunky and confusing, but it's fine if you only have a few certs to issue. Again, with large accounts, it gets out of hand.

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

EPIC integrates accounting, client and prospect management, proofs, account marketing, and document/record-keeping

What Property & Casualty Policy Administration Systems solution do you use?

Thanks for letting us know!
Applied Epic review by <span>Allison H.</span>
Allison H.
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

Applied EPIC Review

What do you like best?

EPIC is fairly easy to use once you go through the online tutorials. I like that there are multiple ways to get to the same area as opposed to having to use a specific route. The program looks pleasing and is not too cluttered.

What do you dislike?

I wish there was more customization on the user level. For instance, I wish that if you set a follow up activity as urgent, I wish there was a way to have it show up in color on the front screen. Some of the business lines should be more customized based on that type of coverage. Some lines are too generic and there are not spaces to put some of the policy information other than in rearks.

Recommendations to others considering the product

Test several options before settling on EPIC. I feel there may be other more complete products on the market. Epic is on its way to being better but has a ways to go.

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

It is a benefit to have all client data in one place. Multiple users can find the same information on each client.

Applied Epic review by <span>Katie D.</span>
Katie D.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Great if users consistently update

What do you like best?

It's a way to house all our client's policies and for all service representatives to be able to access on a daily basis.

What do you dislike?

Takes a long time to open the application. Search functionality isn't the greatest. Many manual updates need to be made in the system to keep the information active.

Recommendations to others considering the product

It is good for simple clients where they do not have a great number of subsidiaries or policies. For the smaller accounts, the EPIC system works well. For larger accounts, with numerous service representatives, subsidiaries, dbas, etc., it doesnt work as well.

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

Easy way to store copies of policies. Allows numerous users to access the application and individual accounts.

Applied Epic review by <span>Nirali P.</span>
Nirali P.
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

Epic Software Review

What do you like best?

It is a very technologically advanced software that gives a much greater level of visibility of the finance books. If one learns the software they can do a lot with it. The system offers a way to efficiently manage many different aspects of a business, everything from customer relations to the recording numbers.

What do you dislike?

To really get its worth, one must learn it and work with quite a bit to get good at it. It may not be a quick, easy learn but definitely worth the time.

Recommendations to others considering the product

A software that can really change the efficiency level's for most companies. it maybe difficult to learn fully, but well worth the time. Highly recommend trying it!

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

We were able to efficiently manage policy/benefits admin work and our accounting processes all in one software. All aspects of the accounting process is stored, making tracking work much more available and easy.

Applied Epic review by <span>Agid V.</span>
Agid V.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Bulky Agency Management System

What do you like best?

Certain features are simple and when configured correctly, can be used to streamline process. Activities are a good way to standardize procedures within your agency.

What do you dislike?

It is slow and not very pretty to look at. It could benefit from utilizing a different framework to make it more efficient for users.

Recommendations to others considering the product

Take some time to get used to the configuration and setups before beginning to set up your database. It can be very painful to have to go back and retroactively set up many accounts after finding a better way of doing things.

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

Agency Management

Processes and Workflow

Allocation of work

Database management

Kate avatar
Kate from G2 Crowd

Learning about Applied Epic?

I can help.
* We monitor all Applied Epic reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.