Applied Epic Erfahrungen

Best P&C Insurance Tool on the Market

Vorteile:

Epic is an easy tool to use whether you’re using the service side, admin/reporting side or using the accounting features. Since working at my current company, I’ve used it for all three. It’s structured and easy to train on.

Nachteile:

I wish that Epic had a better Benefits setup. I’m hopeful that with the recent purchase of TechCanary Applied will be able to provide a better Benefits tool.

Tough to learn, lots of great tools

Kommentare: After getting used to the new work flow created with this platform I thought it was great for lead management and reminders for daily tasks. It was not the most friendly for the sales process when it came to wanting to quickly go through your work flow.

Vorteile:

I think the managerial positions like this platform a bit more than the day-to-day salesman. It can run a lot of useful reports and does a great job with lead management.

Nachteile:

It took a while to learn and get into a good work flow. There are a lot of extra steps added in the sales process to appropriately document that I think could be better streamlined.

Best of the Available Agency Management Systems

Kommentare: Over all I think EPIC s ok, but it clearly does not live up to its name as being "EPIC"
Personally I think that Vision did many things better then EPIC, specifically when it comes to search ability of attachments.

Vorteile:

I like how EPIC has built upon its predecessors TAM, Applied and Vision so that some of your past experience on their older systems can be applied to the new system. Attachments and emails are very easy to add to the system to be stored.

Nachteile:

Many features in EPIC are worse than they were in previous versions. 1 - Attachment Folders were much better in Vision then Epic. Easier to find files than it is now 2 - canceling a policy in Epic does not change the expiration date on the policy in Epic as it historically did in Vision. 3- The attachment sorting and search function is worse now then in Vision. 4 - Many functions within policy acords such as import and export are not accessible from some screens that they should be accessible. 5 - System still lacks any real visual way for tracking in process items in ways that are popular with software and program developers. 6- System lacks the ability to easily store underwriter contacts information on a global level 7- Sending emails from within Epic lack most of the functionality within Outlook including signatures.

I used this program at a different job.

Vorteile:

This is, by far, the best Insurance Agency Management Software! Everything is easily accessed. Great integration with email services. Extremely organized layout. I miss using this product and will certainly advocate it at every step I am able.

Nachteile:

I dislike the fact that my current employer is not using this fantastic program. As mentioned above, I will advocate for the use of this product at every step! Great job Applied.

Why Applied Epic over all others

Kommentare: Transitioning from Applied Agency Manager (TAM) to Epic was not a quick process, it was often times painful but I can honestly say 18 months later, it is worth it from all angles (service, production and management). The support network (which you must choose on your own to use) in place to assist you in any avenue is superior to all other products I am aware of, you just have to make sure you are taking advantage of them.

Vorteile:

My most favorite parts of the software center around the built in workflows and the ability to keep the "story" of an item, the account, a renewal etc. all together in one place. It takes a lot of time to set the system up correctly when you migrate to Applied Epic, but 18 months later, we have received wonderful feedback from an outside consultant about how we are using the system properly, the way it was intended. If you are not using it the way it was meant to be used, you are not going to reap the benefits of what the software really are.

Nachteile:

My least favorite piece of the software are the reports/report layouts. It takes a lot of practice, use and analytical thinking to piece together the reports you need into a format that is most useful for you. It is rare that one report will provide the information needed but rather a combination/review of two or more reports to get to the data you really want...such as retention. That being said, I do believe Applied has helped eliminate the reporting frustration through their Applied Analytics tool.

Could be a great AMS software, but it's mediocre at best.

Kommentare: Overall, Applied Epic is the leader in insurance agency management systems and it does many things right. However, from a technical standpoint, the software is not as streamlined as it could be which causes many headaches for users who want a quicker workflow when servicing policies, managing documents, and processing transactions.

Vorteile:

I like how robust the software is in organizing client policy information, documents, and the numerous integrations it has with IVANS and insurance carriers which are useful for marketing business.

Nachteile:

The UI is clunky and requires LOTS of mouse clicking to get to different parts of a policy. Sending emails through the Outlook integration is sometimes a chore as well.

Applied Epic for Commercial Insurance

Vorteile:

It is user friendly and easy to navigate.

Nachteile:

It would be nice to be able to search for a customer by partial policy number if you do not have access to the full policy number. Also, it seems to crash quite a bit

The best Insurance platform to use

Kommentare: We worked for one of the biggest Insurance companies in US, Assured partners. We have all the documents needed in the platform, it was very easy to find them, dowload, upload etc. We sis policy checking, endorsements, reconciliations. The app was pretty quick.0

Vorteile:

How easy was to log in and work. Easy to navigate.

Nachteile:

Nothing major, sometimes the app log off but you can log in right after.

Account Manager

Vorteile:

If you were using a different software as far as transitioning over was very easy. There are a lot of features that EPIC has. I like that policies can be downloaded into EPIC. Also, your mail it attached directly into EPIC to attach to a client file, and you don't have to have the paper mail on our desk.

Nachteile:

That we did not get proper training on all features that is offered

Complicated but efficient

Vorteile:

We upgraded from Applied Vision and it is a much more modern program. Takes a solid year to learn the program effectively and is hard to teach new users because there are so many functions. Overall it is definitely an upgrade.

Nachteile:

Hard to learn and there are so many “activities” that I feel are unnecessary. Too many steps to go through to do a simple task.

Pick literally any other system

Vorteile:

Everything you could want from an AMS is in here somewhere

Nachteile:

Epic is one of the most outdated, clunky, and un-user friendly software systems out there. You will spend the majority of the day clicking from screen to screen, not actually accomplishing anything. The software requires extensive training just to be able to be used at the most basic level. It will waste your agency time, not save it.

Our company recently transferred to Applied Systems EPIC and it has streamlined our whole company.

Kommentare: It benefits our whole company by helping us streamline our processes and implement strategies that benefit us and our clients in so many ways.

Vorteile:

We recently changed over to EPIC. It did have a few bumps along the way but the customer support was A+ and they sent us support to train us in person which was a HUGE help so that we could all train and learn properly and have a real person explain things to us. The program does help us streamline our processes and keep up with our clients so much easier. We can send out emails for business as well as to send holiday and birthday greetings/coupons and out clients do appreciate it. We can keep track of notes on each client as we service them and attaching documents couldn't be easier! We needed something like this and the name EPIC is perfect for this program.

Nachteile:

There are the usual bumps along the way when you are learning a new program, but the customer service is what really made the transition smooth.

EPIC Review from Marketing Perspective

Kommentare: I've been using the system since 12/19/18 and feel I could be more productive than what I am. I don't feel I'm using the system as well as I could. I was disappointed with the training. I am more a hands-on learner vs. watching someone show us how to do things on the screen.

Vorteile:

I primarily use the marketing tools. I like where you can send out submissions all at once and can personalize each cover memo. I feel that I do not use the system as well as I could. At times I feel there are more steps than are necessary. However, this could because I'm not using as well as I should.

Nachteile:

I feel the system could have better search capabilities. In our previous system with Applied you could do a multi search such as looking for submission; endorsements; experience mods, etc. all at the same time.

Epic Review

Kommentare: Epic has been great for our agency because we can customize things for our program. We write a specialty insurance program, so other softwares don't work for us. Epic does work for us because we have the customizable features that we can gear for what we need.

Vorteile:

I like the customizable features you have the ability to do. I like how it does not look you in to a set way of doing things. As well as Custom Forms, they are truly so beneficial to specialty programs.

Nachteile:

One of the cons is the cost of the software. It is a big pill to swallow, but if you use the features, it is well worth it in the end.

Applied Epic-an improved software

Kommentare: I feel Epic has saved a lot of time with processing and improved overall quality of work processed.

Vorteile:

I enjoy the tasks that you can place inside each activity to remind you of your step in the process. The home screen is amazing to work off of everyday.

Nachteile:

The transition. It took some time to get used to. Many of the things I struggled with in the beginning have been solved with upgrades to the system.

Have all your Customers in one spot. Great Product easy to use

Kommentare: I think a system like this is necessary. Will be the first thing to open & it stays open the whole day. All customers, policies, notes, follow-ups in one easy place. Can send emails or faxes from the system.

Vorteile:

This is the first thing I open when I get to work & it stays open the whole day. All customers, policies, notes, follow-ups in one easy place. Can send emails or faxes from the system.

Nachteile:

No cons, system works and any problems are handled promptly & professionally.

Applied Epic

Kommentare: Overall, Applied Epic has been very easy to use and definitely makes my job easier as I use it in my day to day operations.

Vorteile:

I like that I can upload everything to Applied Epic, so that I don't have to store any documents on my computer - and I can access it from anywhere.

Nachteile:

Sometimes it has moments where things freeze up, but it is definitely less frequent than it used to be. No other complaints.

Buyer Beware

Vorteile:

feture Rich and the account side is awesome...when it works

Nachteile:

Unless you have a dedicated STAFF to handle this beast, RUN AWAY! My personal favorite is when they perform "updates" that typically create more bugs than they fix. This product is without a doubt one of the biggest mistakes we made when starting the agency.

EPIC Review

Kommentare: My overall experience with Applied Epic has been great.

Vorteile:

I like that it is very easy to use. All of our insured's information is help in one place and it is extremely convenient for updates to insured's information.

Nachteile:

There really isn't anything that I like least about this software. I am thankful that this is what our company uses.

Epic is EPIC

Vorteile:

The ease of access, such as being able to email directly from within the system, keeping all files in one place and how it is all organized. At first glance in the quicklinks, able to access company portals directly through Epic.

Nachteile:

It is geared to the United States. Other than that, not much else.

Excellent Program

Vorteile:

Allows you to be very detailed. Very easy to service accounts, manage policies, certificates, and accounting.

Nachteile:

One suggestion would be to allow us to create signatures when faxing/emailing certificates vs having to type out a whole email each time. That would be a big time saver.

Good Management System

Vorteile:

It is a great way to keep all your clients together when you have multiple systems and carriers. If you write direct with popular companies the policies will download from the carrier directly which is nice.

Nachteile:

They are tons of different features with is good but you end up not using everything to it's fullest capabilities. In the accounting portion of the system it is very hard to undo something if you make a mistake.

Is this the Epic choice for you?

Vorteile:

Latest broker management software on the market, with many options and a lot of personalizable options from reporting to dashboard. Automating certain tasks become a reality and for those not yet paper fre.. here's your opportunity! Commercial and personal lines one-stop shop. From receiving the eDocs and downloads to connecting with AppliedRatingServices (previously CompuQuote), it's a definite win.

Nachteile:

Long term set-up with all the meetings to program seemed excessive, then the training and transition to the new system.. It was a much longer start-to-finish than originally planned and still adjusting to make it fit best. Very complicated reporting set up, also. Once all is set up, though, it's really a great BMS and has everything we need including a great support team.

My life is forever easier

Kommentare: When our agency changed DMS's I was THRILLED. I love hearing about all the tricks and helpful hints that Applied can do for us. It is truly a life saver and makes our lives so much easier.

Vorteile:

VERY user-friendly and if used correctly it really helps our workflows feel smoother and less stressful.

Nachteile:

Sometimes when it is stalling or not working correctly we literally can't do anything until it is fixed. We depend very much on this system.

Epic Review - 2019

Kommentare: It's been a great experience so far

Vorteile:

I like the ease of working within the software program, online/email connectivity, centralized tasking, etc

Nachteile:

lock-outs, time-outs, extended time to log into Epic after updates, etc