# Applied Epic Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Applied Epic the right Online CRM solution for you? Explore 141 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/70671/Applied-Epic/reviews --- Applied Epic 4.2 (141) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Applied Epic Ease of use 3.8 Customer Service 4.2 ## Pros and Cons in Reviews LB Laura B Senior Account ManagerInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “Creating task, digital marketing to clients and client based applications, really brings a new level of customer service.“ December 29, 2025 LB Laura B Senior Account ManagerInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “Losing document writer when we went to the web base version was unfortunate. “ December 29, 2025 LB Laura B Senior Account ManagerInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ December 29, 2025 CG Cody G ITInsurance, 501 - 1,000 employeesUsed the software for: More than 2 years. “Hung up on multiple times with no follow up calls“ February 19, 2025 AM Amanda M Account ManagerInsurance, 11 - 50 employeesUsed the software for: 6-12 months. “The activities are a huge perk for reminders and tasks.“ January 10, 2025 Daniel A Account Services RepresentativeInsurance, 11 - 50 employeesUsed the software for: More than 2 years. “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.“ January 19, 2023 Tammy S Transportation Dept Customer Service ManagerInsurance, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “Having user friendly access to all information in one place.“ February 27, 2025 MG Mark G AgentInsurance, 11 - 50 employeesUsed the software for: 6-12 months. “It will waste your agency time, not save it.“ February 29, 2024 ## Showing most helpful reviews Showing 1-25 of 141 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Summer P. Commercial Insurance Representative Insurance Used the software for: 2+ years ### "Applied Epic for Commercial Insurance" December 4, 2019 4.0 Pros It is user friendly and easy to navigate. Cons 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 Review Source BH Brianne H. Director of Client Services Construction Used the software for: 1-2 years ### "Why Applied Epic over all others" March 8, 2019 4.0 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. Pros 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. Cons 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. Review Source DM Douglas M. Account Executive Insurance Used the software for: 2+ years ### "Best of the Available Agency Management Systems" March 8, 2019 3.0 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. Pros 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. Cons 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. Review Source VR Verified Reviewer Insurance Broker Insurance Used the software for: 2+ years ### "One of the best in the industry " May 24, 2022 5.0 Pros The program is very robust and a great CRM Cons Some of the initial set up and running of reports Review Source Tyler M. Committee Member Insurance Used the software for: 2+ years ### "Best P&C Insurance Tool on the Market" April 20, 2019 5.0 Pros 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. Cons 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. Review Source VR Verified Reviewer Account manager Insurance Used the software for: 2+ years ### "Complicated but efficient " May 13, 2019 4.0 Pros 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. Cons 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. Review Source MPR Merryl Princess R. Executive Assistant Insurance Used the software for: 6-12 months ### "Great Insurance Platform" November 12, 2020 4.0 Overall the product does what we need and offers more than enough data management to help with all of our services. Pros 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. Cons 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. Review Source Ingrid V. Insurance Doctor Insurance Used the software for: 6-12 months ### "All the insurance information you need" March 5, 2020 5.0 All the insurance data that I need can be found here. Licenses, regulations, even outstanding fees appear. Amazing for my everyday work. Pros I can access customer and patient's insurance information as well as confirm current insurance policies and regulations. Cons At first the software interface proved daunting to learn, but after a couple days I got the hang of it. Review Source albert J. Insurance agent Insurance Used the software for: 6-12 months ### "So easy to use" December 11, 2019 5.0 Very good experience with this program nothing bad to say about them. Pros Have all the information about the client, policies, coverage and company in just a couple of clicks. Makes you day very useful Cons Is expensive for the package you choose but if you gone have a lot of business this is the right fit for you. Review Source Dylan S. Insurance Agent / Assistant Office Manager Insurance Used the software for: I used a free trial ### "Modern agency managment system" November 6, 2018 4.0 Overall, we tested the product and went with another system that made more sense for our smaller agency. (less than 5 employees) Pros This system is fast and efficient to keep all your clients information organize and within the click of the mouse. Cons Applied Epic is rather expensive for smaller agencies. Review Source KW Katherine W. VP - General Manager Insurance Used the software for: 2+ years ### "Applied EPIC 2018" March 14, 2019 5.0 I've used Applied products before, and EPIC with a prior agency. When we moved to EPIC with my current agency, we were coming from an antiquated system, that was very cumbersome and not at all user friendly. We also had to have separate rating system, separate document management system, and were unable to download with most carriers. Now with EPIC, we download with most of our carriers, documents and rating are all handled within EPIC. It has really made servicing our clients much more efficient. Finding information is also greatly improved. Everyone is very happy we made the switch. I do recommend Applied EPIC to everyone! Pros It's user friendly. New staff can get up and running within a short time. They have great on-boarding training on-line. The product can be set up the way the agency wants to use it. After the online training is completed, we just need to fill in the agency specifics for our agency. Everything is contained in the one product. Client and Policy details, document management, rating for PL, follow up system, etc. We don't need several different systems and try to get them to work with each other, it's all in one. No system is perfect. But EPIC met all of our needs, and handles our needs the best out of all the ones we looked into. The User Group is great! Very helpful when questions come up and you need help from other agents on how to handle problems/issues. A great resource. They are also responsive when there are problems or issues, they get fixes done pretty quickly. Cons No system is perfect. There are some documents that we would like to use in EPIC that have check boxes, but when we put them in EPIC, the check box functionality is disabled. The reporting can be a bit overwhelming as a new user. It takes time and working with it to get comfortable. There are other hiccups as well, but overall, we're still very happy with our decision. Review Source NB Nichole B. Agency Business Consultant Insurance Used the software for: 2+ years ### "Applied Epic " October 12, 2022 5.0 Pros Makes life as an agent so much simpler. It allows for ease of use, tracking the client and their needs, as compared to paper and pencil. Cons There honestly is nothing that I don't like. Review Source KT Kathryn T. Commercial Account Manager Insurance Used the software for: 2+ years ### "EPIC- Convoluted Workflow- Dressed Up Old Engine Developed before the Internet" October 3, 2020 2.0 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. Pros Nested Folder display easily customized. Easy correction of wrongly attached attachments. Cons 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. Reason for choosing Applied Epic Corporate mandate. Review Source PC Patti C. Business Manager/Administrator Insurance Used the software for: 1-2 years ### "Applied Epic is a Must Have for our Office" April 1, 2019 5.0 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. Pros 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. Cons 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. Review Source DS Dee S. Director of Marketing Insurance Used the software for: 1-2 years ### "EPIC Review from Marketing Perspective" March 8, 2019 3.0 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. Pros 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. Cons 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. Review Source DD Danielle D. Account manager Insurance Used the software for: 2+ years ### "A Must Have for Agents that do alot of Marketing" October 14, 2019 5.0 I like the product. It's like TAM 2.0. It's a must have if you are doing alot of marketing within your agency. Pros I love the marketing capabilities. You are easily able to input and track which markets you have sent accounts out to and what has come back. It helps alot when you are working with a team and someone needs to handle your accounts when you are out of the office. Cons Sometimes the fields and screens can be confusing especially when you are still learning the software. It helps when the administrator can remove unnecessary steps/screens you don't need to use. Review Source NC Nick C. Commercial Client Associate Insurance Used the software for: 6-12 months ### "Hard to learn, clunky user interface, limited viewing options" May 24, 2021 2.0 Pros It had the features needed to do the job. Integrates microsoft outlook with Epic. Filter functions works great. Cons The user interface is not very intuitive; when viewing some tabs containing a lot of information, there seems to be a lot of blank space, and instead the system forces users to scroll a very small window to view the contained information (such as commercial occupant units, different insurers on risk). The transaction screen seems overly complicated and functions such as adjusting transaction types after creating the transactions, revising transactions after financing them are absent. Review Source KD Kim D. Account Manager / Accounting Insurance Used the software for: 2+ years ### "Applied Epic Review" March 15, 2019 5.0 Overall, I have not had any major problems with Applied Epic. It is not hard to learn how to utilize all the Applied Epic offers in our everyday business. Pros I like the ease of navigating in Applied Epic. I do accounting as well as account manager on the insurance side. The general ledger is thorough on disbursements and generating deposits. I also like that we can generate accurate accounting reports. Cons A small problem I have is not being able to delete an attachment or activity. Review Source AV Amber V. Account Manager Insurance Used the software for: 6-12 months ### "Better for P & C than employee benefits " February 6, 2020 3.0 While I'm sure that the information it required was beneficial to someone in the company, it frustrated account management staff due to the length of time needed for one/any kind of task. Pros It's in depth information that you could supply on both the client and then any client contacts pertaining to the group. I like that you could check off if the client prefers phone calls over emails, etc. Cons The system is geared towards P & C Benefits, not for employee benefits. Many of the fields are not necessary in the benefit world and vice versus many fields that could/should be available are not. Each section took a long time to complete. For example, entering in any notes or loading in employee's enrollment forms - you would have to input specific fields in order proceed to next specific field. If you didn't know a field or it didn't apply, you cannot leave it blank - something must be input. On the same thread, it seems you have to by-pass three info screens in order to input ONE easy thing. Each task is overwhelmed with info needed to be input. Review Source SB Shelly B. Marketing Associate Insurance Used the software for: 2+ years ### "Applied EPIC " July 25, 2019 5.0 I have had no issues in using EPIC at this time. Pros My favorite thing about EPIC is the marketing platform! I love that you can tailor each submission for each carrier. Cons I would like to see a way to label multiple lines of the same type of coverage to differentiate each one in the master marketing submission. This would make it easier to choose the correct application when dividing into individual submissions. Review Source AS Amanda S. Receptionist Insurance Used the software for: 2+ years ### "Applied Epic" April 9, 2020 5.0 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. Pros 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. Cons Sometimes it has moments where things freeze up, but it is definitely less frequent than it used to be. No other complaints. Review Source TB Teela B. Manager Used the software for: 1-2 years ### "This system is capable to do a lot but is not user friendly." December 12, 2017 3.0 Pros I do like that this program allows my agents to organize all of our clients information in one area. They are able to set up follow-up and work them accordingly. As an office manager I can see what they are doing by just running a report. The companies Applied partners with that allow downloads is great. My staff doesn't have to enter information in manually. Cons The program is able to do a lot but the training and resources are complicated and hard to use. The customer support staff are not as knowledgeable about all the capabilities of the program. This system also does not allow for errors. Once data is entered it is really hard, inconvenient or not able to be fixed. Review Source MC Melanie C. Personal Lines Account Manager Insurance Used the software for: 2+ years ### "CRS review" March 5, 2019 5.0 very helpful and easy to use. Pros everything I need at my finger tips. several search options are helpful. barcoding is a breeze. love 'links' Cons downloads and invoicing post on different days, but I think that's a insurer download delay. hard to reset passwords in applied community. slow speed when sending email attachment in EPIC. Review Source LD L D. Assistant Account Manager Insurance Used the software for: 2+ years ### "Great Product!" September 17, 2019 5.0 Our agency has really boomed since we moved to this product!! It really is easy to use! Pros I love the ease of use and the functionality of this program! I also like the options of filing and organizing within the program. Cons Evidence of Property certificates are not very user friendly. I also don't like that I can't amend notes added. Review Source JG Jacqueline G. Account Manager Insurance Used the software for: 2+ years ### "Epic Thoughts from an Account Manager" March 8, 2019 5.0 Pros 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. Cons Some workflows have a few extra steps or activities that are not always applicable, but you have to work through them anyway. 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