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Applied Epic Reviews & Insights

Score9.3 out of 10

28 Reviews and Ratings

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Community insights

TrustRadius Insights for Applied Epic are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

Users of Applied Epic rely on the software as a comprehensive account management solution. It allows them to efficiently keep track of various aspects of their business, including clients, insurance policies, accounting, policy submission, correspondence, claims, and contacts. By providing a centralized database, users can easily monitor the status of each account and track completed tasks. This proves invaluable in identifying opportunities for each client and streamlining workflows within the organization. Applied Epic acts as a central agency management system, allowing for the consolidation of documentation, increasing efficiency and reducing the risk of information fragmentation. Its flexibility also accommodates the evolving needs of businesses as they grow their customer base and expand their offerings. With Applied Epic's cloud-based nature, users can confidently store and access valuable data in any volume, ensuring its capture and retention regardless of scale. The software is widely utilized by different departments such as Property & Casualty, Accounting, and Employee Benefits for remitting invoices to clients and managing accounting systems and billing. With its comprehensive features and user-friendly interface, Applied Epic serves as a one-stop-shop solution for all account management needs.

Applied Epic Reviews

3 Reviews
Customer Service

Climb the mountain, you will reach the Peaks

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

Ours is a growing business and it flexes to meet our changing needs as we expand our customer base and our products and services. Finally, there is one place to keep all of the data and reports related to practice, patients and billing. And of course, the cloud makes it possible for us to capture and keep valuable data no matter how much we have.

Pros

  • Excellent support
  • Extremely time-saving
  • User-friendly

Cons

  • On-boarding and training can be arduous
  • It is a pricey solution
  • Report formats can be a bit janky

Likelihood to Recommend

Again, it is good if you are growing because it can manage different sizes of businesses and patient bases. Keeps us organized to have all of our data and reports in one place. The ability to customize is invaluable.
VU
Verified User
C-Level Executive in Professional Services (Medical Practice company, 11-50 employees)
Vetted Review
Applied Epic
1 year of experience

Using Applied Epic

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

Applied Epic is utilized most heavily by our Property & Casualty department as well as our Accounting department. The system is also used by our Employee Benefits team to remit invoices to clients and collect fees. It is our central agency management system and has allowed us to consolidate our storage of documentation as well as streamline workflows across the organization.

Pros

  • 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.

Cons

  • Employee Benefits Agency Management - we found that Epic could not be used to support our EB business and as such now have a bridge between the two systems. It would be fantastic if that was all integrated into one.
  • Contract Management - its hard to management/update account specific contacts especially for large companies that have changed and many points of contact

Likelihood to Recommend

Agency management for larger P&C driven agencies that are looking for standardization across their business. The system really allows you to track and see when activities are being created and completed, where an account is in the marketing process (or renewal process). It also is a great data warehouse when looking to consolidate.
VU
Verified User
Manager in Professional Services (Insurance company, 501-1000 employees)
Vetted Review
Applied Epic
4 years of experience

I like it!

Rating: 7 out of 10
Incentivized

Use Cases and Deployment Scope

Applied Epic is being used across my entire organization. This is our working solution for maintaining our client database. Additionally, we use Applied Epic for our Accounting systems and billing. This also serves as the main reporting tool used to determine financial numbers.

Pros

  • The search feature is extremely easy to use.
  • Easy to read homepage.

Cons

  • There are times when it seems like tasks take longer than they used to; more steps involved.

Likelihood to Recommend

Applied Epic is well suited for handling our accounting and billing needs. The financial reports are very helpful as well. I especially appreciate the lookup/search tool. It is so much easier to use than our previous system!
SB
Sandy Breihan Sinclair
Payroll Coordinator/Administrative Assistant in Human Resources at Daniel and Henry Co (Insurance, 51-200 employees)
Vetted Review
Applied Epic
1 year of experience
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