par Applied Systems
Pour qui ?
On-premise & web-based agency management platform that enables businesses of all sizes to manage & track workflows, customer relationships, & accounts while monitoring new business opportunities.
Notes moyennes94 avis
- Note globale 4.5 / 5
- Facilité d'utilisation 4 / 5
- Service client 4.5 / 5
- Fonctionnalités 4 / 5
- Rapport qualité-prix 4 / 5
Informations sur le produit
- Version gratuite Non
- Version d'essai gratuite Non
Cloud, SaaS, web
Formation en ligne en direct
Support en horaire de bureau
Informations sur l'éditeur
- Applied Systems
- Fondé en 1983
En savoir plus sur Applied Epic
On-premise and cloud-based agency management system, providing automation capabilities to the business. The system offers a single, open application with integrated capabilities to 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
Publié le 14/03/2019
Applied EPIC 2018
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.
Publié le 08/03/2019
Why Applied Epic over all others
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.
Publié le 06/03/2019
Highs and Lows
Commentaires: Applied has the best support and if you don't think that is important try living without it after you become accustom to having it, I did and spent several thousand dollars to come back to Applied. The speed and quality of the answers from their staff is second to none. The cost of Applied is not cheap but neither is the quality of the product and service. Except for a short while ( which I regret) we have been using them since 1990 and I can't ever see us leaving.
Avantages: The software is very comprehensive and will do virtually anything you need to do for your agency except payroll. The work flow is logical and records all information you need to provide service to your clients as well as protect the agency from E&O. Downloads work very well and save a lot of time.
Inconvénients: It has a lot of controls some of what I think is redundancy. I may feel this way because we are a small agency and it is built to serve all. I would like to see a payroll section, Quick books seems to be able to handle it with no problem at a low cost.
Publié le 23/08/2019
I used this program at a different job.
Avantages: 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.
Inconvénients: 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.
Publié le 05/03/2019
Worth the switch but you need patience
Commentaires: Our president loves the sales pipeline. It gives him the opportunity to visually SEE what the sales people are doing on a weekly basis which he loves. If you want to grow your sales and see exactly what's going on with each sales opportunity then EPIC is the way to go.
Avantages: I like that with the sales part of EPIC, you can customize to exactly how your agency handles it's sales pipeline... it's NOT one size fits all... you can adjust how many stages in the sales pipeline, what the stages are called, reasons for not getting a sale, etc. I also like the quick reports. I have so many people who ask me for reports all the time. I don't want them to access to run reports but I can set up the report they want and send that report to them so they can run it whenever they want.
Inconvénients: On the accounting side, it's very unforgiving... you have to do things exactly EPIC's way and that can be VERY confusing in the beginning since its so different from TAM especially how commissions are entered. So you must be patient, go slowly and don't try to rush because then you create more problems. Also, make sure your accounting dept is fully involved in the configuration... ours wasn't and it created a lot of problems in the beginning that we're still sorting out.