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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.I like it!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.,7,Positive - ease of login/home screen. Positive - ease of search tool. Positive - financial reports.,PaycorUsing Applied EpicApplied 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,8,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.,
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Applied Epic
5 Ratings
Score 8.2 out of 101
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Applied Epic Reviews

Applied Epic
5 Ratings
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Score 8.2 out of 101
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Sandy Breihan Sinclair profile photo
January 16, 2018

Applied Epic Review: "I like it!"

Score 7 out of 10
Vetted Review
Verified User
Review Source
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 well suited for handling our accounting and billing needs. The financial reports are very helpful as well. I especially appreciate the lookup/search tool. It is so much easier to use than our previous system!
Read Sandy Breihan Sinclair's full review
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June 08, 2018

User Review: "Using Applied Epic"

Score 8 out of 10
Vetted Review
Verified User
Review Source
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
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 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.

Applied Epic Technical Details

Operating Systems: Unspecified
Mobile Application:No