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November 05, 2019
Applied Epic - Very easy to apply, very easily epic!
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.
- 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.
August 01, 2019
Climb the mountain, you will reach the Peaks
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.
- 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
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.
- 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.
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.
- 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
Applied Epic Scorecard Summary
About 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.
Categories: Insurance Agency Management
Applied Epic Technical Details
| Operating Systems: | Unspecified |
|---|---|
| Mobile Application: | No |