# Applied Epic Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Applied Epic Software - reviews, pricing plans, popular comparisons to other Online CRM products and more. Source: https://www.capterra.com/p/70671/Applied-Epic --- # Applied Epic Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Applied Epic ## What is Applied Epic? Applied Epic® is an agency management platform that allows agents to manage their business across all roles and locations for both their P&C and Benefits books of business. Applied Epic delivers a single view of the customer across lines of business, roles and locations and provides essential capabilities for each stakeholder within the business to more effectively manage customer relationships, sales opportunities, market appetite search, quoting, financial accounting, reporting, and policy and benefits administration. Using open and scalable architecture, it supports acquisitions and integrations of both Applied and third-party applications to ensure productivity and profitability as the needs of the business change. Use Applied Epic to reduce operating costs and gain greater business insights, increase employee productivity and satisfaction, Build an agile technology strategy on an open and secure platform, and Foster better insurer relationships and save time servicing customers. ## What is Applied Epic used for? [Insurance](https://www.capterra.com/insurance-agency-software/)[Insurance Rating](https://www.capterra.com/insurance-rating-software/)[Online CRM](https://www.capterra.com/online-crm-software/) Overall rating Based on 141 user reviews Reviews sentiment Positive 80% Neutral 11% Negative 9% Starting price $1000 One Time Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Applied Epic alternatives Highest Rated [4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 62% of reviewers rated it above 4 stars [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 55% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/70671/Applied-Epic/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Insurance Policy Management 4.3 (15) 93.33% of 15 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Document Management 3.9 (11) 90.91% of 11 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Policy Management 3.8 (10) 90.00% of 10 reviewers that rated this feature as important or highly important Create, manage, and track policies and procedures within an organization Workflow Management 3.5 (10) 70.00% of 10 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Commission Management 4.0 (9) 77.78% of 9 reviewers that rated this feature as important or highly important Tracking, calculating, and paying commissions and earnings to employees Contact Management 3.8 (9) 88.89% of 9 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Applied Epic 90 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Create, manage, and send invoices or bills to customers Online portal for brokers/agents to add, edit, update or access required information Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Process of submitting and following up on claims with insurance companies Process of paying the insurance sum to the policyholder Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Calculate employees' commissions based on certain rules Tracking, calculating, and paying commissions and earnings to employees Rate insurance claims based on comparative instances Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information A collection of customer information such as contact details, demographics, previous interactions, etc. A website or login for customers to access information Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Defines specific deal parameters to negotiate and secure deals Electronic signing method that validates the authenticity and integrity of a digital document Convert paper files into digital images Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Electronically collect payments for goods or services Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Specialized to handle cases of health or medical insurance based on various factors related to the insurer Form predictions based on past and present data/trends Store, manage and track all forms in a centralized location Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage Create, administer and manage insurance policies for various customers and insurance lines Captures invoice data and maintains comprehensive records for auditing and reporting purposes Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Engage with a lead throughout the sales process by actively providing information Businesses operating within the life and health insurance sectors Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Pay employees in multiple states with correct tax deduction amounts in each Track all opportunities for potential sales and convert them into recurring revenue A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Create, manage, and track policies and procedures within an organization Arrange tasks based on the level of priority or urgency Specialized for companies in property and casualty (P&C) insurance sector Generate quotes or estimates for customers Receive data and information in real time Active reporting of data and metrics Log and store the source of contacts/leads Consolidation of data from multiple sources, products, and systems to manage the reinsurance process. Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Initiate collection and analysis of known risks Set & manage permission levels based on user roles and restrict access to only authorized individuals Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Search and filter data across systems to locate required information by entering keywords or certain criteria At least a username and password is required to access the system Group leads or contacts based on their specific characteristics Online portal through which end users can access the system, manage tasks, or obtain information Allow users to access multiple services after entering their login credentials once Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks SaaS, web-based, online deployment Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.1 (141) 4.1 Based on 141 reviews ## Pricing Value for money 3.7 (89) Basic $1,000 One Time Value for money 3.7 (89) 3.7 Based on 89 reviews ## Integrations [ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Clarity Wave](https://www.capterra.com/p/140551/Clarity-Wave/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.2 (115) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.2 (115) 4.2 Based on 115 reviews ## User reviews Overall rating 4.2 Based on 141 reviews Filter by rating 5(70) 4(43) 3(16) 2(6) 1(6) Mentioned topic Sorted by most recent LB Laura B. Senior Account Manager Insurance ### "Applied EPIC" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 29, 2025 So far it's been good. We are not yet using it to it's full potential but it is capable of so much. Definitely more efficient for big business that have in house staff working of configuration. When the broker/manager is also the tech person, the time it takes to create things there are lots left undone. Pros The ability to have a next level of automation. Creating task, digital marketing to clients and client based applications, really brings a new level of customer service. Cons Downside moving from TAM to EPIC, somethings do feel repetitive. Template setup is cumbersome, loading broker signatures is a process if you aren't super techy. Losing document writer when we went to the web base version was unfortunate. Receipts are unnecessarily long. losing transaction history (albeit it went to an activity) was also a pain point. Switched from [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) TAM was becoming obsolete, we have no choice but to switch. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Office Administrator Insurance ### "Comprehensive agency system — powerful once you know it" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 October 31, 2025 Overall I’ve had a good experience with Applied Epic. For a business ready to invest in training and setup, it gives a lot of value and helps centralize workflows. If you’re in a smaller agency or expecting very minimal setup/training, you might find it takes more time upfront to get real benefit. Pros Applied Epic has been a strong tool for our agency — it brings client info, policy files, documents, tasks and reporting into one system so things don’t feel scattered. I especially like how activities and reminders are built in (they help keep follow-ups from slipping through). Several users say it improved their efficiency compared to older systems. Cons There’s definitely a learning curve: the number of features means it takes some time to really feel comfortable and efficient in it.  Occasionally processes feel slower or “click-heavy” for simpler tasks.  Also, the cost and implementation (especially for smaller brokerages) has been raised as a concern. Switched from [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) Wanted to switch to a more comprehensive platform Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Tammy S. Transportation Dept Customer Service Manager Insurance ### "Epically Epic!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 February 27, 2025 A daily life saver. After 25 years in my industry, (Insurance), it is the most user friendly platform I've used. Pros The consolidation of information and documents for accounts. Having user friendly access to all information in one place. Cons Even after using daily for over 2 years, There are still so many functions that would probably be useful but i haven had the chance to learn them. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CG Cody G. IT Insurance ### "Overpriced Garbage" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 19, 2025 WORST of the worst. Hung up on multiple times with no follow up calls Pros uninstalling it - literally nothing about the software is user or admin friendly. Cons everything, starting with the support team - I've been calling in on the same basic request for months and getting a rope/dope. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AM Amanda M. Account Manager Insurance ### "TAM to Epic System Change" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 10, 2025 Switching from TAM to Epic was a breeze. At first we were very worried with switching systems, but it has been nothing short of the best. It has saved me hours of time daily to produce new business, whilst also auditing myself at the same time. Pros Epic is extremely easy to use, making it the most user friendly system to use. The activities are a huge perk for reminders and tasks. Cons There are certain points where Epic will continually load, but it is generally resolved within a moment. Switched from [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) We made the switch as TAM was getting phased out, but it was the best move we could have made that has truly impacted the agency positively. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JS Jason S. Owner Insurance ### "RIDICULOUS! " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 March 22, 2024 It has been a horrible purchase by our brokerage. It has been a daily problem, time consuming and wasting, and an utter failure. Pros Nothing Cons It is not user friendly, and very time consuming. Switched from [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) The brokerage chose to force it upon the agencies. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MG Mark G. Agent Insurance ### "Pick literally any other system" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 29, 2024 Pros Everything you could want from an AMS is in here somewhere Cons 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. Switched from [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) Forced to by applied after they dropped support for TAM Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. FD France D. Insurance Advisor Insurance ### "Great broker management system" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 15, 2024 Pros Easy to use and variety of services makes it the best software to use Cons I don't have anything bad to say about Epic Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JC Janet C. Account Manager Insurance ### "Account Manager" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 8, 2024 Pros 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. Cons That we did not get proper training on all features that is offered Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AI Aleksandar I. CSR Insurance ### "The best Insurance platform to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 2, 2023 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 Pros How easy was to log in and work. Easy to navigate. Cons Nothing major, sometimes the app log off but you can log in right after. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Popular comparisons [ePayPolicy vs Applied Epic](https://www.capterra.com/compare/70671-198072/Applied-Epic-vs-ePayPolicy)[Jenesis Software vs Applied Epic](https://www.capterra.com/compare/70671-119068/Applied-Epic-vs-Jenesis-Software)[EZLynx vs Applied Epic](https://www.capterra.com/compare/70671-102928/Applied-Epic-vs-EZLynx) [NowCerts vs Applied Epic](https://www.capterra.com/compare/70671-132779/Applied-Epic-vs-NowCerts)[HawkSoft CMS vs Applied Epic](https://www.capterra.com/compare/70671-79412/Applied-Epic-vs-HawkSoft-CMS)[Agency Matrix vs Applied Epic](https://www.capterra.com/compare/50949-70671/Agency-Matrix-vs-Applied-Epic)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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