--- description: Review of Applied Epic Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Applied Epic | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Insurance Rating Software](/directory/3377/insurance-rating/software) > [Applied Epic](/software/441710/applied-epic) # Applied Epic Canonical: https://www.softwareadvice.co.nz/software/441710/applied-epic Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.co.nz/software/441710/applied-epic?page=2) > Applied Epic is an agency designed to help insurance agencies improve their processes, offering a multitude of benefits and capabilities catering to unique business needs. The platform provides a single view of your entire agency, encompassing all roles, locations, and lines of business. Businesses can adapt and evolve alongside their business with a flexible system that supports acquisitions and integration of both Applied and third-party applications, ensuring productivity and profitability. Users can centralize their agency operations by managing all aspects of your business within a single platform, empowering staff with the flexibility to engage with other applications seamlessly. With Applied Epic, organizations can enable their teams to work from anywhere with an intuitive user interface that allows employees to access and manage account details, submit claims, and perform other tasks effortlessly. Seamlessly connect with insurer partners within workflows to streamline customer service, find the best products quickly, and share policy information efficiently. The platform supports integration with numerous online client portals and mobile apps to ensure access to policy information and meet customers on various platforms. Applied Epic offers unique screens to capture benefits-specific data, including plan information, rates, coverages, and eligibility criteria and automate workflows to enhance consistency and efficiency across users and locations. Teams can streamline finance and accounting operations with insurance-specific solutions designed for efficiency and reporting. The solution also provides real-time access to policy information at every stage of the policy lifecycle to deliver prompt and accurate service and centralizes new business opportunities and renewals in one system, integrating with CRM technologies for a comprehensive customer view. Additionally, businesses can streamline document organization and access based on agency's guidelines, allowing for easy retrieval and management. Applied Epic includes market access and quoting functionality to help users identify markets for risks directly from the system, reducing redundant data entry and enhancing efficiency in quoting. Its insurer connectivity feature facilitates information exchange seamlessly with insurer partners to receive policy-related documents and updates directly in the management system. Built-in reporting and data analytics allow managers to leverage management system data to gain valuable business insights and optimize employee productivity and relationships. > > Verdict: Rated **4.2/5** by 141 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 141 Reviews | | Ease of Use | 3.8/5 | Based on overall reviews | | Customer Support | 4.2/5 | Based on overall reviews | | Value for Money | 3.7/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Applied Systems - **Location**: University Park, US - **Founded**: 2016 ## Commercial Context - **Starting Price**: US$1,000.00 - **Pricing Details**: Contact Applied Systems for pricing details. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise) - **Supported Languages**: English, French - **Available Countries**: Canada, United Kingdom, United States ## Features - API - Access Controls/Permissions - Accounting - Accounting Integration - Activity Dashboard - Activity Tracking - Alerts/Notifications - Audit Trail - Billing & Invoicing - Broker/Agent Portal - Calendar Management - Calendar Sync - Campaign Management - Claims Management - Claims Settlement - Client Management - Client Portal - Collaboration Tools - Commercial Lines - Commission Calculations ## Integrations (2 total) - Clarity Wave - Microsoft Outlook ## Support Options - Email/Help Desk - Knowledge Base - Phone Support - Chat ## Category - [Insurance Rating Software](https://www.softwareadvice.co.nz/directory/3377/insurance-rating/software) ## Related Categories - [Insurance Rating Software](https://www.softwareadvice.co.nz/directory/3377/insurance-rating/software) - [Claims Management Software](https://www.softwareadvice.co.nz/directory/3405/claims-management/software) - [Online CRM Software](https://www.softwareadvice.co.nz/directory/387/online-crm/software) - [P\&C Insurance Software](https://www.softwareadvice.co.nz/directory/4290/p%26c-insurance/software) - [Insurance Agency Software](https://www.softwareadvice.co.nz/directory/4506/insurance/software) ## Alternatives 1. 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After 25 years in my industry, (Insurance), it is the most user friendly platform I've used. ----- ### "Applied EPIC" — 5.0/5 > **Laura** | *29 December 2025* | Insurance | Recommendation rating: 9.0/10 > > **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. > > 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. ----- ### "Pro Epic" — 5.0/5 > **Katie** | *26 November 2019* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: 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. > > **Cons**: 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. > > 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. ----- ### "Comprehensive agency system — powerful once you know it" — 4.0/5 > **Verified Reviewer** | *31 October 2025* | Insurance | Recommendation rating: 9.0/10 > > **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. > > 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. ----- ### "TAM to Epic System Change" — 5.0/5 > **Amanda** | *10 January 2025* | Insurance | Recommendation rating: 10.0/10 > > **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. > > 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. ----- Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.co.nz/software/441710/applied-epic?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/441710/applied-epic) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data