Applied Epic vs. Ebix SmartOffice

[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[.]

Incentivized

It is excellent for account opening, document aggregation and storage, tracking and correspondence. It is lacking in its interface and is often not intuitive or user friendly. I have had difficulty running specialized reports in the past and have had to call customer service for issues that should be easy to solve on one's own. There sometimes be a tremendous delay when interfacing with other programs like Microsoft Word.

Incentivized

• 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.

Incentivized

• organized
• user friendly
• effective
• helpful
• transparent

Incentivized

• 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.

Incentivized

• The interface could be more user friendly
• Some of its functionality is hard to use and/or hard to find
• There are alot of field that we do not use that do not appear to be able to be deleted
• It can sometimes be difficult to add new functionality

Incentivized

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.

Incentivized

I think it's much easier to use applied epic then TAM. More user-friendly and more intuitive. I feel Applied Epic is a much more productive solution.

Incentivized

While we have considered making a change we did not see the merit in considering any other companies. Additionally, the pricing is so attractive it is hard for other companies to compete for our business. At no point in the last 10 years have we seriously considered making a change

Incentivized

• Positive - ease of login/home screen.
• Positive - ease of search tool.
• Positive - financial reports.

Incentivized

• organization
• productivity
• effeciency

Incentivized