Overview
What is Applied Epic?
Applied Epic is a cloud-based insurance agency management system from Applied Systems, described as advanced and scalable by the vendor, with available integrations with many 3rd party applications.
Applied Epic makes work easier as everything is all in one place
Applied Epic - Very easy to apply, very easily epic!
Climb the mountain, you will reach the Peaks
Using Applied Epic
I like it!
Pricing
What is Applied Epic?
Applied Epic is a cloud-based insurance agency management system from Applied Systems, described as advanced and scalable by the vendor, with available integrations with many 3rd party applications.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
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What is Applied Epic?
Applied Epic Video
Applied Epic Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |
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Reviews and Ratings
(26)Community Insights
- Business Problems Solved
- Recommendations
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.
Users commonly recommend the following about Applied Epic:
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Get proper training and invest time in learning the system. Users suggest taking training courses up front and on time, as well as availing all the training possibilities offered by Applied. They recommend thoroughly reviewing and trial running the software to ensure it meets business needs.
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Join the Applied Client Network and get involved with the local User Group. Users highly recommend joining the Applied Client Network for refining and customizing the system, as well as connecting with other users. They suggest getting involved with the local User Group to enhance knowledge and learn from others' experiences.
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Embrace change and be patient during the learning curve. Users advise giving oneself ample time, around a year, to become fully comfortable with Applied Epic. They acknowledge that learning the system, especially in the accounting area, can be challenging but stress the importance of being patient and allowing time for thorough understanding. They also encourage being open to change and embracing the learning curve.
Overall, users emphasize the benefits of Applied Epic for managing high volumes of records and information, acknowledging that it requires adjustments but is worth it for its capabilities. They also recommend seeing a demo of the product and attending conferences to gain a better understanding of its features.
Attribute Ratings
Reviews
(1-5 of 5)- Ease of use
- Interacts well with Office 365
- 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
- Drag & Drop capability from Outlook
- Storage of all data in one place
- With Epic online users can work from home.
- We were able to reduce IT expenses
- Allowed users to start working from home when Covid started
Applied Epic - Very easy to apply, very easily epic!
- 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
- 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.
- Positive impact on efficiency.
- Positive impact on communication abilities.
- Positive impact on success ratio.
Climb the mountain, you will reach the Peaks
- Excellent support
- Extremely time-saving
- User-friendly
- On-boarding and training can be arduous
- It is a pricey solution
- Report formats can be a bit janky
- Has taken some human power time to get up to speed.
- Yet, our bottomline has been positively impacted.
- I've actually gotten compliments from clients and patients about how organized everything is!
Using Applied Epic
- 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.
- 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
- Consolidated from multiple systems to one for P&C - reduced spend on maintenance of those systems and centralized our support making life easier for IT.
- Positive impact on the time spent actually putting information into the system. Previously TAM was used and that system was hard to navigate and use.
I like it!
- The search feature is extremely easy to use.
- Easy to read homepage.
- There are times when it seems like tasks take longer than they used to; more steps involved.
- Positive - ease of login/home screen.
- Positive - ease of search tool.
- Positive - financial reports.