Applied Epic Reviews & Insights

Name: Applied Epic
Rating: 9.3 (28 reviews)

Score9.3 out of 10

28 Reviews and Ratings

Get a Demo

Community insights

TrustRadius Insights for Applied Epic are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

Users of Applied Epic rely on the software as a comprehensive account management solution. It allows them to efficiently keep track of various aspects of their business, including clients, insurance policies, accounting, policy submission, correspondence, claims, and contacts. By providing a centralized database, users can easily monitor the status of each account and track completed tasks. This proves invaluable in identifying opportunities for each client and streamlining workflows within the organization. Applied Epic acts as a central agency management system, allowing for the consolidation of documentation, increasing efficiency and reducing the risk of information fragmentation. Its flexibility also accommodates the evolving needs of businesses as they grow their customer base and expand their offerings. With Applied Epic's cloud-based nature, users can confidently store and access valuable data in any volume, ensuring its capture and retention regardless of scale. The software is widely utilized by different departments such as Property & Casualty, Accounting, and Employee Benefits for remitting invoices to clients and managing accounting systems and billing. With its comprehensive features and user-friendly interface, Applied Epic serves as a one-stop-shop solution for all account management needs.

Applied Epic Reviews

6 Reviews

A Great AMS!

Rating: 9 out of 10

Incentivized

January 13, 2025

Use Cases and Deployment Scope

Applied Epic is or Agency Management System(AMS). We use it for our production, and general ledger system. It gives us great reports to analyze our data and gauge our performance. Our client managers use it to help us manage our clients insurance needs. Applied Epic is very robust with many add ons.

Pros

Customizable reports
Stores tons of data
The Applied Epic support team is 2nd to none.

Cons

working with some 3rd party vendors.
Would like some more customization.

Likelihood to Recommend

The accounting side on the general ledger is very straight forward. I like the ease of use. It is user friendly and intuitive for beginners.

Brannon Johnston

Accounting Director in Finance and Accounting at Snellings Walters Insurance Agency (51-200 employees)

Vetted Review

6 years of experience

Applied Epic makes work easier as everything is all in one place

Rating: 8 out of 10

Incentivized

July 20, 2021

Use Cases and Deployment Scope

[Applied Epic] is our agency management system everyone uses.

Pros

Ease of use
Interacts well with Office 365

Cons

Can only run reports to search fields in the Auto & Home app
Contacts cannot be copied into other companies
Cannot make adjustments to disbursements once started

Likelihood to Recommend

[Applied] Epic is great for holding information but it does take time to enter data correctly if you want to be able to complete reports accurately[.]

Verified User

Administrative Assistant in Finance and Accounting (11-50 employees)

Vetted Review

5 years of experience

Applied Epic - Very easy to apply, very easily epic!

Rating: 9 out of 10

Incentivized

November 5, 2019

Use Cases and Deployment Scope

Applied Epic is the account management software that is utilized by my organization. We use it to keep track of our business clients, their insurance policies, accounting, policy submission, correspondence, claims, and contacts. It is basically a one-stop-shop for us to know what the status of each account is, what has been done, and what opportunities we have with each account.

Pros

Very thorough collection of information allows for accounts to be qualified properly
Notification of upcoming tasks keeps everyone on track with renewals of policies
Attachment capabilities allow for items to be filtered per policy type to allow for faster searching

Cons

Some of the questions in the applications are repetitive.
The manual is not especially user-friendly - our agency is working on a new one for easier navigation.
Better integration with our other software programs would be beneficial to our agency.

Likelihood to Recommend

Applied Epic is well suited within an agency where there are many users and lines of business. For us, we have multiple locations and it is easy for two people to go after the same account. With a quick search in Epic, this can be prevented. With an agency as large as ours, it allows for proper timing of renewals and tasks so that customers do not get forgotten and policies are completed on time.

Paige Allar

Insurance Agent at Sihle Insurance Group (51-200 employees)

Vetted Review

1 year of experience

Climb the mountain, you will reach the Peaks

Rating: 9 out of 10

Incentivized

August 1, 2019

Use Cases and Deployment Scope

Ours is a growing business and it flexes to meet our changing needs as we expand our customer base and our products and services. Finally, there is one place to keep all of the data and reports related to practice, patients and billing. And of course, the cloud makes it possible for us to capture and keep valuable data no matter how much we have.

Pros

Excellent support
Extremely time-saving
User-friendly

Cons

On-boarding and training can be arduous
It is a pricey solution
Report formats can be a bit janky

Likelihood to Recommend

Again, it is good if you are growing because it can manage different sizes of businesses and patient bases. Keeps us organized to have all of our data and reports in one place. The ability to customize is invaluable.

Verified User

C-Level Executive in Professional Services (11-50 employees)

Vetted Review

1 year of experience

Using Applied Epic

Rating: 8 out of 10

Incentivized

June 8, 2018

Use Cases and Deployment Scope

Applied Epic is utilized most heavily by our Property & Casualty department as well as our Accounting department. The system is also used by our Employee Benefits team to remit invoices to clients and collect fees. It is our central agency management system and has allowed us to consolidate our storage of documentation as well as streamline workflows across the organization.

Pros

Account Management - I like the way the system organizes the data for each account. It is easy to search and find any client we are looking for and then once within that record, it is easy to navigate to the necessary policy or screen.
Task Management - once everyone was trained and on the same page, the ability to move tasks within the system from one person to the next really helps with the "passing the baton" from one team member to another. The task will come right up on the initial screen so the user knows they have something new to do.
Reporting - the system drives the majority of the reporting we do as an agency and it is great when working within the system.

Cons

Employee Benefits Agency Management - we found that Epic could not be used to support our EB business and as such now have a bridge between the two systems. It would be fantastic if that was all integrated into one.
Contract Management - its hard to management/update account specific contacts especially for large companies that have changed and many points of contact

Likelihood to Recommend

Agency management for larger P&C driven agencies that are looking for standardization across their business. The system really allows you to track and see when activities are being created and completed, where an account is in the marketing process (or renewal process). It also is a great data warehouse when looking to consolidate.

Verified User

Manager in Professional Services (501-1000 employees)

Vetted Review

4 years of experience

I like it!

Rating: 7 out of 10

Incentivized

January 16, 2018

Use Cases and Deployment Scope

Applied Epic is being used across my entire organization. This is our working solution for maintaining our client database. Additionally, we use Applied Epic for our Accounting systems and billing. This also serves as the main reporting tool used to determine financial numbers.

Pros

The search feature is extremely easy to use.
Easy to read homepage.

Cons

There are times when it seems like tasks take longer than they used to; more steps involved.

Likelihood to Recommend

Applied Epic is well suited for handling our accounting and billing needs. The financial reports are very helpful as well. I especially appreciate the lookup/search tool. It is so much easier to use than our previous system!

Sandy Breihan Sinclair

Payroll Coordinator/Administrative Assistant in Human Resources at Daniel and Henry Co (51-200 employees)

Vetted Review

1 year of experience

View profile