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Insurance Software
Applied Epic reviews and summary
Applied Epic is a leading, enterprise-grade agency management system from Applied Systems, available both on-premise and in the cloud. It provides comprehensive automation capabilities for insurance businesses through a single, open application. The system integrates a wide range of critical functions, including customer relationship management (CRM), policy and benefits administration, sales automation, and full financial accounting. This all-in-one approach is designed to create a unified workflow, break down data silos, and provide a holistic view of the agency's operations, clients, and financial performance. Applied Epic is built for medium to large insurance agencies, brokerages, and financial services firms that require a powerful, scalable, a...
Best for
Applied Epic is built for medium to large insurance agencies, brokerages, and financial services firms that require a powerful, scalable, and fully integrated management platform. It suits organizations with complex needs that span sales, service, and accounting.
Starting price
Pricing not listed
Category
Insurance Software
Vendor
Applied Systems
Key takeaways
Our verdict
Applied Epic is a heavyweight contender in the agency management space, offering unparalleled depth and breadth of functionality. Its integrated nature and scalability make it a premier, albeit substantial, investment for larger agencies seeking a single system to run their entire business.
Quick facts
Applied Epic at a glance
Overall rating
4.2/5
Reviews
125
Starting price
Pricing not listed
Vendor
Applied Systems
Founded
2016
Location
United States
Category
Insurance Software
Ratings
Applied Epic ratings
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Decision notes
Applied Epic pros and cons
Potential strengths
- Integrates CRM, policy administration, sales automation, and accounting into one system, which reduces the need to switch between disconnected tools.
- Available in both on-premise and cloud deployment options, giving agencies flexibility based on their IT strategy and compliance requirements.
- Built for scale, with a track record of serving medium to large insurance agencies and brokerages with complex operational needs.
Points to verify
- The value for money rating is lower than other categories, so confirm that the total cost of ownership fits your agency's budget and expected ROI.
- Ease of use ratings are on the lower side, so plan for adequate training time and check what onboarding support the vendor includes.
- Verify that the deployment option you prefer (cloud or on-premise) supports any state-specific regulatory or data residency requirements your agency faces.
Buyer fit
Who uses Applied Epic?
Applied Epic is built for medium to large insurance agencies, brokerages, and financial services firms that require a powerful, scalable, and fully integrated management platform. It suits organizations with complex needs that span sales, service, and accounting.
Feature research
Applied Epic features
These are common features buyers compare in Insurance Software. Product-specific availability should be confirmed with the vendor.
Insurance Claims Oversight
Workflow for filing and tracking the status of reimbursement requests with insurance providers.
Sales Commission Tracking
Monitor sales commissions and incentive earnings for staff members.
Centralized Contact Database
A searchable database for organizing contact details, addresses, and social profiles.
Centralized Document Control
Gather, store, and distribute documents within a unified hub to improve data accessibility for all stakeholders.
Policy Administration
Develop, oversee, and manage insurance policies for diverse clients and policy types.
Insurance Rating Engine
Calculate and manage insurance rates based on various factors and risk assessments.
Life & Health
Comprehensive insurance solutions for life and health coverage, tailored to individual needs.
Property & Casualty
Robust insurance services covering property damage and casualty liabilities for businesses and individuals.
Quotation & Estimating
Generate professional price quotes and maintain a history of all sent proposals.
Pricing
Applied Epic pricing
Starting price
Pricing not listed
Visit Website
Pricing can change. Confirm current plans and terms with the vendor.
Compare
Applied Epic alternatives
Compare Applied Epic with other Insurance Software tools that buyers often evaluate.
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HealthSherpa by HealthSherpa
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Agency Matrix by ITC
Agency Matrix is a cloud-based agency management system from ITC aimed at independent insurance agencies that want robust functionality without a premium price. It covers policy ad...
ACAExpress by ACAExpress
ACAExpress is a specialized, revolutionary enrollment platform dedicated to helping insurance agents navigate the Affordable Care Act (ACA) marketplace. Its core promise is to enab...
HawkSoft CMS by HawkSoft
HawkSoft Customer Management System (CMS) is a long-established leader in agency management software, serving thousands of independent agencies since 1995. Created by agents for ag...
EZLynx by EZLynx
EZLynx provides a unified, cloud-based platform that serves as a single source of truth for independent insurance agents. It integrates three critical components: a full agency man...
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FAQ
Applied Epic FAQs
Applied Epic is an enterprise-grade agency management system from Applied Systems that combines CRM, policy and benefits administration, sales automation, and financial accounting into a single platform.
It is built for medium to large insurance agencies, brokerages, and financial services firms that need a fully integrated management platform.
Customer relationship management, policy and benefits administration, sales automation, financial accounting, workflow management, and reporting.
Yes, it is available both as a cloud-based SaaS solution and as an on-premise deployment, giving agencies flexibility in how they manage their infrastructure.
Applied Systems offers email help desk, phone support, chat, and a knowledgebase. Training includes in-person sessions, live online training, webinars, documentation, and videos.
User ratings for ease of use are moderate, which suggests that the platform's depth of functionality comes with a learning curve that agencies should budget training time for.
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