Item: Applied Epic
Rating: 8
Author: Verified User

Overall Satisfaction with Applied Epic

Use Cases and Deployment Scope

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

Pros and Cons

Pros

Ease of use
Interacts well with Office 365

Cons

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

Most Important Features

Drag & Drop capability from Outlook
Storage of all data in one place
With Epic online users can work from home.

Return on Investment

We were able to reduce IT expenses
Allowed users to start working from home when Covid started

We upgraded from [Applied] Tam to [Applied] Epic as we were needing new servers. The cost was a huge factor and the fact that Applieds data is backed up by them and updates are done by them, it was a huge cost and time saver for us.

Key Insights

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

Yes

Are you happy with Applied Epic's feature set?

Yes

Did Applied Epic live up to sales and marketing promises?

Yes

Did implementation of Applied Epic go as expected?

Yes

Would you buy Applied Epic again?

Yes

Other Software Used

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

Likelihood to Recommend

[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[.]

Comments

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Applied Epic makes work easier as everything is all in one place