Pour qui ?

Applied is the leading global provider of cloud-based software that powers the business of insurance. Our solutions help automate every size organization from a single user to enterprise accounts.

Notes moyennes

79 avis
  • Note globale 4.5 / 5
  • Facilité d'utilisation 4 / 5
  • Service client 4 / 5
  • Fonctionnalités 4 / 5
  • Rapport qualité-prix 4 / 5

Informations sur le produit

  • Version gratuite Non
  • Version d'essai gratuite Non
  • Déploiement Cloud, SaaS, web
    Installation (Windows)
  • Formation Formation présentielle
    Formation en ligne en direct
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Applied Systems
  • http://www.appliedsystems.com/
  • Fondé en 1983

En savoir plus sur Applied Epic

Applied Epic is the industrys most technologically advanced, flexible and secure cloud-based agency management system, providing powerful automation capabilities and a greater level of visibility across an entire book of business. The system offers a single, open application with integrated capabilities to efficiently manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes.


Applied Epic - Fonctionnalités

  • Assurance de biens et multirisque
  • Classement des assurances
  • Gestion des commissions
  • Gestion des contacts
  • Gestion des devis
  • Gestion des documents
  • Gestion des réclamations
  • Gestion des stratégies
  • Santé et vie

Avis les plus utiles sur Applied Epic

Applied EPIC 2018

Traduire avec Google Translate Publié le 14/03/2019
Katherine W.
VP - General Manager
Assurance, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
Note globale
5 / 5
Facilité d'utilisation
4 / 5
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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!

Avantages: 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.

Inconvénients: 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.

Why Applied Epic over all others

Traduire avec Google Translate Publié le 08/03/2019
Brianne H.
Director of Client Services
Construction, 13-50 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
Note globale
4 / 5
Facilité d'utilisation
4 / 5
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

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