TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Applied Epic

    Score9.4 out of 10
    N/AApplied Epic is a cloud-based insurance agency management system from Applied Systems, described as advanced and scalable by the vendor, with available integrations with many 3rd party applications.N/A

    LeO

    N/AN/ALeO is a personable 24/7 customer service solution for the insurance industry powered by AI. LeO helps agents and brokers simplify the way they interact with consumers.N/A
    Pricing
    Applied EpicLeO
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Applied EpicLeO
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsContact vendor for pricing information.
    More Pricing Information
    User Ratings
    Applied EpicLeO
    Likelihood to Recommend
    9.0
    (6 ratings)
    -
    (0 ratings)
    Usability
    9.0
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    7.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Applied EpicLeO
    Likelihood to Recommend
    Applied Systems
    [Applied] Epic is great for holding information but it does take time to enter data correctly if you want to be able to complete reports accurately[.]
    Incentivized
    Read full review
    LeO
    No answers on this topic
    Pros
    Applied Systems
    • Account Management - I like the way the system organizes the data for each account. It is easy to search and find any client we are looking for and then once within that record, it is easy to navigate to the necessary policy or screen.
    • Task Management - once everyone was trained and on the same page, the ability to move tasks within the system from one person to the next really helps with the "passing the baton" from one team member to another. The task will come right up on the initial screen so the user knows they have something new to do.
    • Reporting - the system drives the majority of the reporting we do as an agency and it is great when working within the system.
    Incentivized
    Read full review
    LeO
    No answers on this topic
    Cons
    Applied Systems
    • Some of the questions in the applications are repetitive.
    • The manual is not especially user-friendly - our agency is working on a new one for easier navigation.
    • Better integration with our other software programs would be beneficial to our agency.
    Incentivized
    Read full review
    LeO
    No answers on this topic
    Usability
    Applied Systems
    It is very user friendly. You can go from beginner to efficient user in a short period of time. I like the option of a desktop application as well as the web app
    Incentivized
    Read full review
    LeO
    No answers on this topic
    Support Rating
    Applied Systems
    I have not necessarily used support from Applied Epic directly, but have gone to my trainer who has gone to support. I am usually able to get an answer relatively quickly, so I can assume the support team is very knowledgeable and prompt with their help.
    Incentivized
    Read full review
    LeO
    No answers on this topic
    Alternatives Considered
    Applied Systems
    I think it's much easier to use applied epic then TAM. More user-friendly and more intuitive. I feel Applied Epic is a much more productive solution.
    Incentivized
    Read full review
    LeO
    No answers on this topic
    Return on Investment
    Applied Systems
    • Consolidated from multiple systems to one for P&C - reduced spend on maintenance of those systems and centralized our support making life easier for IT.
    • Positive impact on the time spent actually putting information into the system. Previously TAM was used and that system was hard to navigate and use.
    Incentivized
    Read full review
    LeO
    No answers on this topic
    ScreenShots