Applied Epic

¿Quién usa Applied Epic?

Plataforma de gestión de agencias basada en la web y de instalación local que permite que empresas de todos los tamaños gestionen y lleven un seguimiento de los flujos de trabajo, las relaciones con los clientes y las cuentas, a la vez que supervisan si existen nuevas oportunidades de negocio.

¿Qué es Applied Epic?

Sistema de gestión de agencias, de instalación local o basado en la nube, que proporciona capacidades de automatización para el negocio. El sistema ofrece una aplicación única y abierta con capacidades integradas para la gestión de las relaciones con los clientes, la administración de políticas y beneficios, la automatización de ventas y los procesos de contabilidad financiera.

Información sobre Applied Epic

Applied Systems

http://www.appliedsystems.com/

Fundada en 1983

Resumen de precios de Applied Epic

Applied Epic no está disponible en versión gratuita y no ofrece prueba gratis.


Versión gratuita

No

Prueba gratis

No

Applied Epic: implementación y asistencia

Asistencia

  • Horas laborables
  • En línea

Implementación

  • En la nube, SaaS, web
  • Instalado: Windows

Formación

  • En persona
  • En vivo en línea
  • Seminarios web
  • Documentación

Funciones de Applied Epic

  • Clasificación de seguros
  • Daños y accidentes
  • Gestión de comisiones
  • Gestión de contactos
  • Gestión de documentos
  • Gestión de presupuestos
  • Gestión de pólizas de seguros
  • Gestión de reclamaciones
  • Vida y salud

Lista completa de Programas para corredores de seguros

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Opiniones de Applied Epic

Todas las opiniones

Calificación general

4.2/5

Evaluación media

Facilidad de uso 3.9
Atención al cliente 4.3
Funcionalidades 4.1
Relación calidad-precio 3.9

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¡Escribe una reseña!
Tyler M.
Committee Member
Seguros, 201-500 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    5 /5
  • Facilidad de uso
    5 /5
  • Características y funcionalidades
    5 /5
  • Asistencia técnica
    Sin valoración
  • Relación calidad-precio
    Sin valoración
  • Probabilidad de recomendación
    8/10
  • Fuente de la reseña 
  • Publicado el 20/4/2019

"Best P&C Insurance Tool on the Market"

Puntos a favor: 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.

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 20/4/2019
Colle H.
Marketing manager
Seguros, 11-50 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    4 /5
  • Facilidad de uso
    3 /5
  • Características y funcionalidades
    5 /5
  • Asistencia técnica
    3 /5
  • Relación calidad-precio
    Sin valoración
  • Probabilidad de recomendación
    6/10
  • Fuente de la reseña 
  • Publicado el 8/11/2020

"Tough to learn, lots of great tools"

Comentarios: After getting used to the new work flow created with this platform I thought it was great for lead management and reminders for daily tasks. It was not the most friendly for the sales process when it came to wanting to quickly go through your work flow.

Puntos a favor: I think the managerial positions like this platform a bit more than the day-to-day salesman. It can run a lot of useful reports and does a great job with lead management.

Contras: It took a while to learn and get into a good work flow. There are a lot of extra steps added in the sales process to appropriately document that I think could be better streamlined.

  • Fuente de la reseña 
  • Publicado el 8/11/2020
Douglas M.
Account Executive
Seguros, 51-200 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    3 /5
  • Facilidad de uso
    2 /5
  • Características y funcionalidades
    2 /5
  • Asistencia técnica
    4 /5
  • Relación calidad-precio
    2 /5
  • Probabilidad de recomendación
    8/10
  • Fuente de la reseña 
  • Publicado el 8/3/2019

"Best of the Available Agency Management Systems"

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 8/3/2019
Michael L.
Customer Service Representative
Seguros, 51-200 empleados
Ha utilizado el software durante: Más de un año
  • Calificación global
    5 /5
  • Facilidad de uso
    5 /5
  • Características y funcionalidades
    5 /5
  • Asistencia técnica
    4 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 23/8/2019

"I used this program at a different job."

Puntos a favor: 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.

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 23/8/2019
Wayne P.
CTO
Seguros, 51-200 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    5 /5
  • Facilidad de uso
    5 /5
  • Características y funcionalidades
    5 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    3 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 14/4/2020

"Epic will transform the way your agency operates."

Comentarios: Overall Epic is what I would consider the best in the industry. They continue to reinvest in the platform and build or acquire companies that will complement the platform. They have purchased IVANS to help with download which works well with Epic. Indio was recently purchased to help with application completion and eSignatures as well as vehicle, drivers, and equipment schedule reviews. Epic is fast and lightweight to install and use on Windows computers. We have had a really great experience using this software and we have no plans of switching from Applied Systems Epic anytime soon or probably ever.

Puntos a favor: We used Applied Systems TAM for many years and Epic was such a needed upgrade. With Epic all of the limitation and hurdles you had in TAM were gone and a ton of new features were instantly available. The product keeps getting better year after year. The 2019 release brought in lot of new tools one of which was being able to change producer commission with a reassign utility. Doing something like this in the past was days worth of work and payroll to get it done. Now it is done in moment. There is also lots of cloud features available in Epic with sales automation dashboard, Indio sync, CSR24 integration. Epic also works great over the internet. We recently had to send all of our employees home to work and Epic is working just as good as it did in the office. I can’t say enough good things about Applied Systems Epic. It is a great platform for your agency to use and grow with.

Contras: The biggest down side to Epic is the amount of time and money it takes to migrate from your old management system to Epic. Even if you were starting out brand new there is a lot of initial software configuration required to get the system up and running. Things like when these system events happen what else should happen, and activity defaults need to be configured, the list goes on and on. However, Applied System will assist with this initial setup for a fee. I do recommend you use them for setup or find an expect that has worked with Epic before. Getting Epic setup properly in the beginning will keep you from having a lot of other problems and save time in the future. Employee training is also a big hurdle to over come when switching or going live on Epic. Make sure your employees take the time to do all of the training ahead of time it will help a lot. It took us about a year to have all of the staff comfortable using Epic. With all of this being said changing management systems is always going to have similar issues.

  • Fuente de la reseña 
  • Publicado el 14/4/2020