Applied Epic makes work easier as everything is all in one place
July 20, 2021

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

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Applied Epic

[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
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.

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

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