Item: Applied Epic
Rating: 9
Author: Paige Allar

Overall Satisfaction with Applied Epic

Use Cases and Deployment Scope

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.

Pros and Cons

Pros

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

Cons

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.

Return on Investment

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

Alternatives Considered

Unfortunately, I have not worked with any other account management software like Applied Epic so I would not be able to comment on the usefulness of it versus another product. I do know that our organization likes the capabilities of Applied Epic so much that they do not plan to switch anytime soon.

Support Rating

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.

Key Insights

Do you think Applied Epic delivers good value for the price?

Not sure

Are you happy with Applied Epic's feature set?

Yes

Did Applied Epic live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Applied Epic go as expected?

I wasn't involved with the implementation phase

Would you buy Applied Epic again?

Yes

Likelihood to Recommend

Applied Epic is well suited within an agency where there are many users and lines of business. For us, we have multiple locations and it is easy for two people to go after the same account. With a quick search in Epic, this can be prevented. With an agency as large as ours, it allows for proper timing of renewals and tasks so that customers do not get forgotten and policies are completed on time.

Comments

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Applied Epic - Very easy to apply, very easily epic!