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Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

AMS360

Vertafore

Applied TAM

Applied Systems

Epic

Vertafore Sagitta

Vertafore Agency Platform

EZLynx Agency Management

Salesforce Sales Cloud

Salesforce

Epic EpicCare EMR

OnBase

Hyland

### Agency Management
User feedback on Applied Epic's agency management capabilities is generally positive, with many users praising its efficiency in organizing client information, tracking accounts, and managing policies. The system's ability to streamline workflows and enhance accountability among staff members has been highlighted as a significant benefit. However, some users have expressed minor frustrations with certain aspects, such as the need for more streamlined processes for policy renewals and account updates. Despite these minor drawbacks, the overall consensus is that Applied Epic's agency management features contribute positively to operational efficiency and client service within insurance agencies.

### Policy Handling
User consensus seems to be that Applied Epic's policy management capabilities receive mixed reviews. While some users appreciate the ease of accessing policy details and the ability to track renewals efficiently, others find certain aspects cumbersome, such as the process of issuing certificates or evidence of coverage. Additionally, there are concerns about discrepancies in premiums and challenges in entering commission information. The system's functionality in handling policy changes and managing coverage details seems to be a point of contention among users, with some finding it efficient and others suggesting room for improvement in streamlining processes.

### Client Management
Users generally praise Applied Epic's robust client management capabilities. They appreciate the ease of tracking client needs, organizing client information, and utilizing the client portal for efficient communication and document access. While some users encountered minor issues during the transition from TAM to Epic, overall, the system's ability to centralize client data, streamline processes, and enhance client interactions is well-received. The platform's features like detailed client notes, client history tracking, and the ability to store all client data in one place contribute to improved client management efficiency. Despite a few drawbacks such as manual client name corrections and occasional system lockouts, users find Applied Epic's client management tools valuable for maintaining organized client records and providing excellent service.

### Document Management
Users generally praise Applied Epic's document management capabilities. They appreciate the ease of attaching and retrieving documents, as well as the organization and accessibility of client files. The system's ability to store all documents in one location and automatically pull information contributes to accuracy and efficiency in daily tasks. While some users find certain features lacking, such as commercial downloads and integration with third-party software, overall, the document management functionality in Applied Epic is seen as a valuable asset for streamlining workflows and improving productivity.

### Workflow Optimization
Users express mixed opinions about Applied Epic's workflow optimization capabilities. While some appreciate the system's ability to streamline processes and create consistent workflows, others find it cumbersome with too many steps to complete tasks efficiently. The software's customization options allow for tailored workflows, but transitioning from other systems may require additional clicks to complete actions. Despite some challenges, users highlight the value of integration with other tech tools to enhance workflow efficiency.

### Integration and Automation
Users consistently praise Applied Epic's robust integration and automation capabilities. They highlight the ease of access to client information, streamlined workflows, and the ability to automate various processes, allowing for more proactive agency operations. The platform's integration with other tech-enhancing products like Indio, DocuSign, and AMA is lauded for enhancing efficiency and productivity. Additionally, the automated reports and real-time data insights provided by Applied Epic are commended for saving time and improving decision-making processes. Despite some users mentioning areas for improvement, the overall sentiment towards Applied Epic's integration and automation features remains positive.

### Marketing and Communications
Users generally appreciate the marketing and communications capabilities of Applied Epic, citing features like automated reports, drip marketing email campaigns, and integrated email marketing tools. While some users find the system to be clunky and in need of improvements, particularly in the marketing automation module, others highlight the ease of use in sending emails, organizing client information, and managing marketing campaigns efficiently. The ability to streamline marketing efforts, track submissions, and save time through the system's marketing tools is a common theme among user feedback. Despite some concerns about certain functionalities, users acknowledge the system's potential for enhancing marketing and communications tasks within their agencies.

### Reporting and Analytics
User sentiment regarding Applied Epic's reporting and analytics functionalities appears to be varied. While some users appreciate the customization options and robustness of the system, others find the reports cumbersome and challenging to navigate. There are mentions of difficulties in creating specific reports and a learning curve associated with accessing and interpreting the data. Additionally, there are concerns raised about the cost implications and the need for more user-friendly interfaces in certain aspects of the reporting process. Despite these challenges, users acknowledge the potential benefits of detailed reporting in improving business practices and facilitating growth.

### Sales and Renewals
Users have highlighted various aspects of Applied Epic's sales and renewals functionalities. While some appreciate the platform's lead management, reminders, and sales tracking capabilities, others have expressed concerns about the complexity and learning curve associated with the sales process. The ability to manage customer relationships, sales opportunities, and financial accounting within a single system has been praised, indicating a level of efficiency in service delivery. Additionally, users have noted the system's clear and easy-to-use management features, such as accurate sales reporting and task logging. However, challenges have been mentioned in terms of product familiarity and the need for consistent support from sales representatives. The integration of accounting features, SMS texting, and real-time automation has been beneficial for many users, streamlining processes and enhancing productivity in sales and renewals management.

### Financial Management
User feedback on Applied Epic's financial management capabilities is a mixed bag, with some users finding the system cumbersome and inefficient for tasks like entering receipts and disbursements. There are concerns about the complexity of billing processes and challenges in correcting errors in transactions. However, others appreciate the system's efficiency in accounting tasks, such as searching for checks and receipts. The ability to reconcile commissions and manage accounts effectively is highlighted as a positive aspect of the financial management features in Applied Epic.

### Compliance and Auditing
Users have expressed satisfaction with Applied Epic's compliance and auditing features, highlighting the platform's ability to streamline annual benefit renewals, manage marketing tasks, and track customer service issues effectively. The system's auditing capabilities have been particularly lauded for enhancing workflow management and ensuring staff adherence to defined procedures. Additionally, users appreciate the reporting functionalities that enable tailored reports and consistent data capture for compliance purposes.

### Customer Service and Support
Users consistently praise Applied Epic's exceptional customer service and support features. The majority of reviewers highlight the prompt and efficient responses from the support team, emphasizing the ease of accessing assistance whenever needed. Additionally, users appreciate the platform's user-friendly interface, which enhances their overall experience with the system. While some users mention occasional issues or areas for improvement, the general sentiment remains positive towards Applied Epic's customer service and support capabilities.

### Staff Training and Support
User feedback on Applied Epic's staff training and support capabilities varies, with some praising the thorough training resources and excellent support, while others mention challenges in the learning curve and the need for more comprehensive initial training. Reviewers appreciate the availability of support options, such as 24/7 phone and chat support, as well as the efficiency of the online chat feature for quick issue resolution. The platform's online training resources and on-demand support videos are highlighted as valuable tools for continuous learning and skill development. While some users find the system's accounting area challenging to grasp, they acknowledge the benefits of investing time and effort into mastering the platform for optimal utilization. Additionally, the community-driven approach to sharing ideas and the responsive nature of the support staff contribute positively to the overall user experience.

### Client Portal Features
Users consistently highlight the user-friendly nature of Applied Epic's client portal features, emphasizing its role in streamlining processes and improving client satisfaction. The ability to easily access and manage documents, make policy change requests, and facilitate communication with clients has been a significant advantage for many users. Additionally, the integration of documents through the portal for insureds has been a particularly well-received feature, contributing to a more efficient workflow and enhanced customer service.

Users commonly recommend the following about Applied Epic:

1. 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.

2. 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.

3. 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.

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 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.

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

Zinnia SmartOffice

Beginner

Advanced

BlueMind

Applied Epic

Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.

Insurance Agency Management

Insurance

Snellings Walters Insurance Agency

Accounting Director

Likelihood to Recommend

Usability

Support Rating

Connecting the Business of Insurance

Technology is changing the way we live, work and play, connecting our world like never before. Mobile access to information allows us to stay connected on the go, changing the way we consume information and interact with others. Watch now to see how the digital transformation of the insurance industry enables us to live for today and dream for a better tomorrow.

for more information visit our website:
https://www1.appliedsystems.com/en-us

Applied Epic 2024-12-23 09:01:25

Insurance Agent

Applied Epic 2019-11-04 08:29:28

Microsoft 365

Dialpad Connect

Tungsten Power PDF

Applied Epic 2021-07-09 09:36:22

Paycor

Payroll Coordinator/Administrative Assistant

Applied Epic 2018-01-16 10:19:45

Advanced Application Analyser, discontinued

Applied Epic 2019-07-30 17:47:43

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Take longer

Run reports

Steps involved

Search fields

Employee benefits

Make adjustments

Contract management

New one

Easier navigation

Software programs

Search and find

Excellent support

Easy to navigate

Time saving

Task management

Search feature

Ability to move

Easy to use

Upcoming tasks

Move tasks

Home

Insurance Agency Management Systems

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.

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

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

It is light years ahead of TAM which we upgraded from. When talking to our peers I feel we don't run into the same issues/challenges as them with other AMS's.

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.

Positive impact on efficiency.
Positive impact on communication abilities.
Positive impact on success ratio.

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

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

Microsoft 365 (formerly Office 365), Kofax Power PDF (formerly Nuance), Dialpad Talk

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.

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

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

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!

Applied Epic

Overview

What is Applied Epic?