Applied Epic

All the insurance information you need

Kommentare: All the insurance data that I need can be found here. Licenses, regulations, even outstanding fees appear. Amazing for my everyday work.

Vorteile:

I can access customer and patient's insurance information as well as confirm current insurance policies and regulations.

Nachteile:

At first the software interface proved daunting to learn, but after a couple days I got the hang of it.

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.

Look around if you want to be happy with your management system

Kommentare: An Experience that I wish would not have happened.

Vorteile:

That we no longer have to use it. .........................

Nachteile:

Very Expensive, Do not set up payments for EFT. If you cancel they will take extra payments and tell you that they do not give refunds. This system is very hard to learn. We went to a class that applied put on. We watched the instructor struggle to get the system to do what she wanted. Best part was she called he self an expert at the beginning of the class.

One of the best in the industry

Vorteile:

The program is very robust and a great CRM

Nachteile:

Some of the initial set up and running of reports

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.

Functional in some ways

Vorteile:

It is user friendly. Clear and easy to understand. The reports are nice to have.

Nachteile:

The certificate process is redundant. The box checking is ridiculous. Everything takes 3x as long. The accounting is not fun either.

Great Insurance Platform

Kommentare: Overall the product does what we need and offers more than enough data management to help with all of our services.

Vorteile:

It takes some time to learn the system, but the more I use it the more I like it. My agency has been running with this since I came on board and it has some really great features.

Nachteile:

As much as I like the product it does require thorough training. I had to take thorough notes and spend quite a few hours of due diligence to figure out some of the basic functions.

So easy to use

Kommentare: Very good experience with this program nothing bad to say about them.

Vorteile:

Have all the information about the client, policies, coverage and company in just a couple of clicks. Makes you day very useful

Nachteile:

Is expensive for the package you choose but if you gone have a lot of business this is the right fit for you.

Great system

Vorteile:

This is a powerful Agency Management Software. It can do almost anything you need it to do, and the training tools that come with it are very helpful. It can take a while to really understand how to use the system to the fullest, but once you do, it is very powerful. I like how easy it is to route tasks through the system and keep the information organized.

Nachteile:

Just that it isn't necessarily intuitive. You can usually figure it out after making a few wrong clicks, and it makes it difficult to mess anything up, but it can sometimes cause some head scratching at first.

Modern agency managment system

Kommentare: Overall, we tested the product and went with another system that made more sense for our smaller agency. (less than 5 employees)

Vorteile:

This system is fast and efficient to keep all your clients information organize and within the click of the mouse.

Nachteile:

Applied Epic is rather expensive for smaller agencies.

Epic will transform the way your agency operates.

Kommentare: Overall Epic is what I would consider the best in the industry. They continue to reinvest in the platform and build or acquire companies that will complement the platform. They have purchased IVANS to help with download which works well with Epic. Indio was recently purchased to help with application completion and eSignatures as well as vehicle, drivers, and equipment schedule reviews. Epic is fast and lightweight to install and use on Windows computers. We have had a really great experience using this software and we have no plans of switching from Applied Systems Epic anytime soon or probably ever.

Vorteile:

We used Applied Systems TAM for many years and Epic was such a needed upgrade. With Epic all of the limitation and hurdles you had in TAM were gone and a ton of new features were instantly available. The product keeps getting better year after year. The 2019 release brought in lot of new tools one of which was being able to change producer commission with a reassign utility. Doing something like this in the past was days worth of work and payroll to get it done. Now it is done in moment. There is also lots of cloud features available in Epic with sales automation dashboard, Indio sync, CSR24 integration. Epic also works great over the internet. We recently had to send all of our employees home to work and Epic is working just as good as it did in the office. I can’t say enough good things about Applied Systems Epic. It is a great platform for your agency to use and grow with.

Nachteile:

The biggest down side to Epic is the amount of time and money it takes to migrate from your old management system to Epic. Even if you were starting out brand new there is a lot of initial software configuration required to get the system up and running. Things like when these system events happen what else should happen, and activity defaults need to be configured, the list goes on and on. However, Applied System will assist with this initial setup for a fee. I do recommend you use them for setup or find an expect that has worked with Epic before. Getting Epic setup properly in the beginning will keep you from having a lot of other problems and save time in the future. Employee training is also a big hurdle to over come when switching or going live on Epic. Make sure your employees take the time to do all of the training ahead of time it will help a lot. It took us about a year to have all of the staff comfortable using Epic. With all of this being said changing management systems is always going to have similar issues.

Pro Epic

Kommentare: I have been very happy with Epic and its ease of use. Coming from a much older operating system this one is amazing!!! The help that is available by just giving them a call is also fantastic. Applied is great at getting back to you with any issues and offering solutions and fixing the issue.

Vorteile:

It is ever evolving. I love that Epic understands what we as users need and what the experience our customer need and want to have. I love that the system has many AUTO features that can work in the background. The fact that I don't have to drag and drop emails in all day is awesome. You send the direct from Epic and the email is automatically attached. I like the text feature. That is not utilized in our office however I do think it is something that can and should be used.

Nachteile:

My least favorite thing is also a Pro but some times can be a huge flaw. Cloud based!!! Great for most of the time But.... the moment the internet goes out we are dead in the water and can not answer any calls.

EPIC- Convoluted Workflow- Dressed Up Old Engine Developed before the Internet

Kommentare: Poorly instructed migration requiring tiered demographics, poor training and user manual requiring numerous updates and rewrites, limited application integration for modern lines, poor download capture with limited data. Cost- quality poor.

Vorteile:

Nested Folder display easily customized. Easy correction of wrongly attached attachments.

Nachteile:

Marketing module is absurdly combersome. Mapping of data fields to proposal is absurdly constructed. Antiquated database developed in 1989-1992 originally designed for back-end insurance company use, repackaged for agencies is an exorbetently priced, heavily indexed, string written shell and a space intensive dinosaur that server farms have to double mirror to handle and local servers just croak. Downloads invariable set to append wind up overwriting critical data. The accounting function is old dual entry so that report filters have to be carefully selected or used from canned reports then exported to Excel in pieces, then combined for real capture of receivables/ commission data. Horrific learning curve for new users. Investors owning Applied also own chunks of large insurance brokerages have made it appear as the top product. However, savy users will not drink the cool-aid or say the emperor has on new clothes.

Applied Epic is a Must Have for our Office

Kommentare: Applied holds a conference every year. This conference allows agencies to learn new things, new tips & tricks. The number of learning sessions offered during the 4 day event is unbelievable. In addition, Applied has it's own client support group called Applied Client Network. This network allows anyone to reach out for help from other end users. Of course Applied has its own IT Dept, but sometimes it's nice to talk something thru with other agencies.

Vorteile:

We transitioned to Applied Epic from another Applied product, and our office loves it. Epic is truly a windows based program and can integrate with different products and software from other vendors. Plus it can be customized to your agency's specific needs. It's a must have for any agency looking to remain relevant in our digit world.

Nachteile:

Applied Epic has some built in "hard" limitations. I understand that those limitations are built into the program to keep everything consistent, I just wish that as the system admin I could override certain things and make it do what I want it to do.

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.

The best Agency Management System

Kommentare: The reporting in epic is top notch. The reports give us a great advantage in running our business.

Vorteile:

The reporting capability. I chose this product over others because accurate reporting is most important to us. Also the customer service is live and immediate. They are great.

Nachteile:

I don't like that I can't get a report (like I had in TAM) where it annualizes 6 month policies for me. I have to pull the entire book of business into a spreadsheet and annualize the 6 month policies myself. I don't understand why TAM could do it but Epic can't, it's ridiculous.

Applied Epic: Easy to Use

Kommentare: I work in Epic all day long in my position. I have used Epic for almost 6 years now and I think its a great tool.

Vorteile:

I like that it is easy to search through attachment as activities. there are multiple filter you can use. It is also very easy to attach emails and other documents.

Nachteile:

We have several large clients that have 200+ locations so it is difficult listing that many locations on the Epic property app. We are able to do it but it isn't as easy to read and you cant search within the app.

Easy to use and great to work in

Kommentare: Overall outstanding

Vorteile:

It makes tracking our accounts easy and it is very user friendly

Nachteile:

Tedious to do accords- other software much easier on this particular feature

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 User Review

Kommentare: Overall good product. But expensive!

Vorteile:

Great for managing accounts, lots of updates needed!

Nachteile:

Not enough keyboard shortcuts, no way to pass along ideas to software engineers to improve, No way to organize reports, home policies don't have enough details, declaration pages should download too, some auto violations don't show enough details, not enough default options when it comes to viewing.

Good system to get a quick price indication from a number of companies.

Kommentare: Fast price indication and a point in the right direction for which carrier to go to.

Vorteile:

Transfer data input into agency management system. Quick buttons take you to the google map, Zillow and the property appraiser website.

Nachteile:

Tends to lock up and stop working. RCE is much higher than most of my carriers. The Home Estimates shows only a few of my carriers.

EPIC is great for working anywhere

Kommentare: I have been working on EPIC for 4 years, switched from TAM, very easy to use and E&O friendly.

Vorteile:

I like that you can't make any changes without it being documented in the system and that you can do searches in the attachments & activities

Nachteile:

I do not like to email option within EPIC or the proof of Insurance options, it can be quite confusing

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 Thoughts from an Account Manager

Vorteile:

Plenty of tools to keep you organized. Issuing proof of coverage is easy, and I really like the renew certificate/evidence feature that pulls expiring proofs forward.

Nachteile:

Some workflows have a few extra steps or activities that are not always applicable, but you have to work through them anyway.

Great product for integrating all of our work

Vorteile:

Integrates all of our work (invoicing, documents, letters, attachments, etc) in one place

Nachteile:

Can be slow/ freeze at times and have delayed uploading for documents