What users are saying about
7 Ratings
3 Ratings
7 Ratings
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Score 8.7 out of 101
3 Ratings
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Score 8.1 out of 101

Likelihood to Recommend

Applied Epic

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.
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Applied TAM

A new thing we love about TAM is the opportunity section. You can create an opportunity for your producer when you get a prospect -and it really keeps track of the progress and also his book of business. This is one area that works well for my department. I love the search/filter as well. This program is SO user-friendly. It's a great tool all around no matter which department you are in.
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Pros

Applied 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
Paige Allar profile photo

Applied TAM

  • TAM saves my work by letting me attach documents directly to policies or activities so I can have it for documentation or to review at a later time.
  • I also love the expiration report. It lets you know which accounts are coming up for renewal so you can be prepared to talk with your clients.
  • Creating activities is another another plus. It keeps my work organized and also is a great reminder when something is coming due or needs attention.
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Cons

Applied Epic

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

  • After I attach something there is always a pop up telling me that "doc" has been attached. It pops up at the bottom of my screen and I constantly have to "x" out of it. It's not too big of a deal-just an inconvenience.
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Support

Applied Epic

Applied Epic 7.0
Based on 1 answer
I have not necessarily used support from Applied Epic directly, but have gone to my trainer who has gone to support. I am usually able to get an answer relatively quickly, so I can assume the support team is very knowledgeable and prompt with their help.
Paige Allar profile photo

Applied TAM

No score
No answers yet
No answers on this topic

Alternatives Considered

Applied Epic

Applied Epic was more robust than some of the other systems we looked at. It had the ability to be configured to work with very large fortune 1000 companies all the way down to personal lines business which was advantageous for us.
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Applied TAM

I've used applied tam and EPIC. I believe EPIC is the NEW TAM? I love both products. I think Epic is a little bit more user-friendly and less clicking. TAM wanted to make an "activity" for everything-where Epic I feel like the choice is yours, which really frees up some clutter/space on my home screen. I love both products though.
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Return on Investment

Applied Epic

  • Positive - ease of login/home screen.
  • Positive - ease of search tool.
  • Positive - financial reports.
Sandy Breihan Sinclair profile photo

Applied TAM

No answers on this topic

Pricing Details

Applied Epic

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Applied TAM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

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