[Home](https://www.selecthub.com/) \> [Insurance Management](https://www.selecthub.com/category/insurance/) \> [Insurance Agency Management Systems](https://www.selecthub.com/c/insurance-agency-management-systems/) \> Applied Epic Categories: * [Insurance Agency Management Systems](https://www.selecthub.com/c/insurance-agency-management-systems/) * [Insurance Software](https://www.selecthub.com/c/insurance-software/) * [...](#) ## What Is Applied Epic? **Industry Specialties:** Insurance Agencies Applied Epic is a cloud-based agency management solution that allows users to monitor all business processes within a single interface. It helps agencies manage enrollment, renewal, claims and billing. Reporting modules generate actionable insights to improve profitability, sales and client retention rates. Predictive analytics provides comprehensive insights into policyholder requirements, new business opportunities and market trends. Users can automate policy exchange with carriers, renewals, sales and commissions processing, claims verifications and documentation. Its integrated and open architecture makes it easy to manage accounts, business processes, customer relationships, policies, financial markets and sales. Machine learning improves operational efficiency by identifying frequent workflows and automatically reassigning obligations. It centrally secures all data and documentation in multiple folder levels for a streamlined viewing, sharing and tracking experience. Its communication module includes text messages and omnichannel customer service to improve customer experience. PRICE $ $ $ $ $ COMPANY SIZE S M L DEPLOYMENT PLATFORM [Contributors](#view-contributors) ![Shauvik Roy]() Written by Shauvik Roy Technical Content Writer [ Read Bio](https://www.selecthub.com/author/shauvik-roy/) ![Pooja Verma]() Edited by Pooja Verma Content Editor [ Read Bio](https://www.selecthub.com/author/pooja-verma/) User Sentiment i ![User satisfaction level icon: great]() Based on 585 reviews: Add your rating: ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() Product Screenshots and Videos ## # Applied Epic is not currently ranked among the top according to the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report. [ Get the Report Now](https://www.selecthub.com/p/insurance-agency-management-systems/applied-epic/?category%5Fslug=insurance-agency-management-systems&product%5Fslug=applied-epic&page%5Ftype=product&from%5Fcategory=1330&slug=applied-epic) ## Applied Epic Pricing Based on our most recent analysis, Applied Epic pricing starts at $1,000 (One-Time). Price $ $ $ $ $ i Starting From $1,000 Pricing Model One-Time Free Trial No ## Training Resources Applied Epic is supported with the following types of training: Documentation In Person Live Online Videos Webinars ## Support The following support services are available for Applied Epic: Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ## Applied Epic Benefits and Insights Why use Applied Epic? ### Key differentiators & advantages of Applied Epic * **Scalable and Flexible Platform:** Configure the platform based on the firm’s needs. Ensure scalability with an open and scalable architecture that supports acquisitions and integrations of third-party apps. * **Common Base of Operations:** Streamline collaboration and productivity with a single centralized platform for all roles, locations and lines of business. * **Remote Access:** Speed up operations by allowing policyholders and agents to access account and policy details, complete quotations, apply for renewals and file claims from any device with an internet connection. * **Improved Client Relations:** Save time and encourage customer loyalty with 24/7 self-service channels with a client portal and mobile app. * **Increased Speed of Service:** Quickly locate specific insureds, documents and leads to avoid delays. ### Industry Expertise Applied Epic is built specifically for the insurance industry, with strong support for Property & Casualty (P&C) and Employee Benefits agencies. Its industry-focused tools make it well suited for agencies handling both commercial and personal insurance lines. ## Applied Epic Reviews Based on our most recent analysis, Applied Epic reviews indicate a 'great' User Satisfaction Rating of 87% based on 585 user reviews from 4 recognized software review sites. ![User satisfaction level icon: great]() 585 reviews 87% of users would recommend this product ### Synopsis of User Ratings and Reviews Based on an aggregate of Applied Epic reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst. #### Pros * **Comprehensive Functionality:** Applied Epic provides a wide range of features that cater to various insurance needs, including policy management, claims processing, billing, and customer relationship management. This comprehensive functionality can streamline operations and improve efficiency for insurance agencies and brokerages. * **Cloud-Based Solution:** As a cloud-based software, Applied Epic offers accessibility and scalability benefits. Users can access the system from anywhere with an internet connection, and the software can easily adapt to the changing needs of a growing business. * **Customization Options:** Applied Epic allows for a high degree of customization, enabling users to tailor the system to their specific workflows and requirements. This flexibility ensures that the software can meet the unique needs of different insurance businesses. * **Integrations:** The software integrates with various third-party applications, such as accounting software, marketing automation tools, and document management systems. These integrations can further enhance efficiency and data flow between different business systems. #### Cons * **Steep Learning Curve:** Applied Epic's interface can be overwhelming for new users due to its extensive customization options and complex workflows. The abundance of features and functions often necessitates comprehensive training, leading to a prolonged onboarding process. * **Performance Issues:** Users frequently report slow loading times and system lags, particularly when handling large datasets or complex tasks. This can hinder productivity and cause frustration, especially for time-sensitive operations. * **Integration Challenges:** Integrating Applied Epic with existing systems and third-party applications can be a complex undertaking. It often requires significant customization and technical expertise, leading to additional implementation costs and potential compatibility issues. #### Researcher's Summary: Reviews of Applied Epic over the past year reveal a robust platform with a steep learning curve. Users frequently mention the extensive customization options as a significant advantage, allowing agencies to tailor workflows and data fields to their specific needs. This flexibility, however, contributes to the complexity of the system, making it challenging for new users to navigate and master. The comprehensive functionality of Applied Epic is often compared favorably to competitors like AMS360 and QQCatalyst, particularly in its ability to handle complex commercial lines and large volumes of data. While users appreciate the depth of features, some find the interface less intuitive than other platforms, leading to a longer onboarding process. Applied Epic's strength lies in its scalability and ability to support the intricate needs of large, independent insurance agencies with diverse portfolios and high-volume operations. ## Key Features * **P&C and Benefits Management:** Get a 360-degree view of property and casualty insurance and benefits within a single application. * **Process Management and Automation:** Use the myEpic tool to implement preconfigured, automated workflows across multiple business processes. * **Sales Automation:** Leverage automated strategies to track, view and forecast sales opportunities in real time. * **Document Management:** Securely store and organize client and vendor information across multiple folder levels. Search for specific documents and track complete version history. * **Omnichannel Policy Information:** Integrate with preexisting customer portals and mobile applications to provide accurate policy information. * **Insurer Connectivity:** Log in to IVANS Exchange via single sign-on to track current and new download connections to ensure insurer and MGA connectivity. * **Marketing:** Market products to the right agents at the exact moment they are searching for markets for new and renewal business, via IVANS Market Appetite. Leverage insights through data analytics dashboards to view agency search views, top agencies and risk profile interest. * **Text Messaging:** Send tailored individual and mass text messages to clients, depending on their locations. * **Outlook Integration:** Integrate with Microsoft Outlook to get unrestricted access to all contacts, emails and attachments. * **Renewal Management:** Expedite renewal processing with the Renewals Manager tool. * **Electronic Signature:** Process applications and renewals faster by sending multiple folders for e-signature at once. * **Data Prefill:** Automatically populate rate quotes with data from LexisNexis. ## Limitations At the time of this review, these are the limitations according to user feedback: * Cannot rename multiple files at once. * The accounting function requires third-party integrations to be effective. * The platform is more geared towards commercial lines of business than personal. * Building and running custom reports is complicated. ## Suite Support Professionals and subject matter experts provide 24/7 customer support. Visit the community forum to ask questions, check open cases, troubleshoot, review billing information, and more. _mail\_outline_Email: Not specified. _phone_Phone: Not specified. _school_Training: Visit the Applied University portal for online product training via over 3,000 instructor-led courses. Request on-site, hands-on training for a more personalized approach. _local\_offer_Tickets: Visit the dedicated support portal to submit a ticket. ## Head-to-Head Comparison ![Applied Epic Software Tool]() vs * [Agency Advantage](https://www.selecthub.com/insurance-agency-management-systems/applied-epic-vs-agency-advantage/) * [Agency Matrix](https://www.selecthub.com/insurance-agency-management-systems/agency-matrix-vs-applied-epic/) * [agencybloc](https://www.selecthub.com/insurance-agency-management-systems/agencybloc-vs-applied-epic/) * [AgencyPro](https://www.selecthub.com/insurance-agency-management-systems/applied-epic-vs-agencypro/) * [AgencyZoom](https://www.selecthub.com/insurance-agency-management-systems/agencyzoom-vs-applied-epic/) * [AgentCubed](https://www.selecthub.com/insurance-agency-management-systems/applied-epic-vs-agentcubed/) * [AMS360](https://www.selecthub.com/insurance-agency-management-systems/ams360-vs-applied-epic/) * [Better Agency](https://www.selecthub.com/insurance-agency-management-systems/applied-epic-vs-better-agency/) * [Broker Buddha](https://www.selecthub.com/insurance-agency-management-systems/applied-epic-vs-broker-buddha/) * [BrokerEdge](https://www.selecthub.com/insurance-agency-management-systems/applied-epic-vs-brokeredge/) * [CSR24](https://www.selecthub.com/insurance-agency-management-systems/applied-epic-vs-csr24/) * [EZLynx](https://www.selecthub.com/insurance-agency-management-systems/ezlynx-vs-applied-epic/) * [Gen4](https://www.selecthub.com/insurance-agency-management-systems/applied-epic-vs-gen4/) * [HawkSoft](https://www.selecthub.com/insurance-agency-management-systems/hawksoft-vs-applied-epic/) * [Jenesis](https://www.selecthub.com/insurance-agency-management-systems/applied-epic-vs-jenesis/) * [Layr](https://www.selecthub.com/insurance-agency-management-systems/applied-epic-vs-layr-insurance/) * [NextAgency](https://www.selecthub.com/insurance-agency-management-systems/applied-epic-vs-nextagency/) * [NowCerts](https://www.selecthub.com/insurance-agency-management-systems/applied-epic-vs-nowcerts/) * [QQCatalyst](https://www.selecthub.com/insurance-agency-management-systems/qqcatalyst-vs-applied-epic/) * [Sircon](https://www.selecthub.com/insurance-agency-management-systems/sircon-vs-applied-epic/) * [Smart Agent](https://www.selecthub.com/insurance-agency-management-systems/applied-epic-vs-smart-agent/) * [Veruna](https://www.selecthub.com/insurance-agency-management-systems/applied-epic-vs-veruna/) ## About the Contributors The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content. [ ](https://www.selecthub.com/author/shauvik-roy/) Written by [Shauvik Roy](https://www.selecthub.com/author/shauvik-roy/) Technical Content Writer Shauvik Roy is a Market Analyst at Selecthub. He writes content for the insurance, risk management and legal domains. Hailing from the city of Kolkata, he has a Master's Degree in English from the University of Hyderabad. When he's not busy pitting one software against another, you will find him playing video games, reading sci-fi books or tinkering with his PC. [See Full Bio](https://www.selecthub.com/author/shauvik-roy/) [ ](https://www.selecthub.com/author/pooja-verma/) Edited by [Pooja Verma](https://www.selecthub.com/author/pooja-verma/) Content Editor Pooja Verma is a Content Editor and Technical Content Writer at SelectHub. She has over 5 years of experience covering software categories like CRM, marketing automation, supply chain management and endpoint security. Pooja earned a literature degree from Miranda House, DU and also holds a Master’s in Journalism from Symbiosis Institute of Media and Communication in India. [See Full Bio](https://www.selecthub.com/author/pooja-verma/) Your review has been submitted and should be visible within 24 hours. 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