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Epic – Applied Systems

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The future of agency and brokerage automation is here. Our Epic system incorporates 25 years of know-how in making agencies and brokerages more profitable. But it’s built on the latest technology, to deliver a quantum leap forward in management capability and ease-of-use.

Contact Information:

U.S. Headquarters
Applied Systems Inc.
200 Applied Parkway
University Park, IL 60484 USA

Contact us by Phone:

708.534.5575 (Local)
800.999.5368 (Sales)
800.999.6512 (Support)
FAX 708.534.8016

Contact us by Email:

webmaster@appliedsystems.com
sales@appliedsystems.com (Sales)

62 Customer Reviews

  • Overall Rating44444
    Customer Service55555
    Ease of Use55555
    Value for price44444

    We have been on EPIC for over a year-we previously were on TAM- and the experience has been great. The accounting portion is easy to understand and works smoothly throughout the entire process. Every aspect of the accounting process is stored in EPIC, which makes it easy to track your work if you ever need to go back to look anything up. Working with the download can be tedious at times, but once you get a procedure down, it is much easier. The reports are excellent to work with. You can pretty much extract any piece of information you need from these reports-and you can create and modify all of the reports to your own customizations. In TAM, the reports were rigid and you had to recreate the report criteria every time you needed a specific report. However, in EPIC, you can keep reports stored in your own user area and access them at any time without having to enter the criteria time and time again. There are some issues we have had with EPIC; but we can submit our ideas for improvement to EPIC and they may implement them in a future update. Yes, EPIC can be frustrating at times, but most every problem I have had has been solved. The applied staff is always readily available and helpful to get any questions answered.

  • We have been on EPIC for over a year-we previously were on TAM- and the experience has been great. The accounting portion is easy to understand and works smoothly throughout the entire process. Every aspect of the accounting process is stored in EPIC, which makes it easy to track your work if you ever need to go back to look anything up. Working with the download can be tedious at times, but once you get a procedure down, it is much easier. The reports are excellent to work with. You can pretty much extract any piece of information you need from these reports-and you can create and modify all of the reports to your own customization. In TAM, the reports were rigid and you had to recreate the report criteria every time you needed a specific report. However, in EPIC, you can keep reports stored in your own user area and access them at any time without having to enter the criteria time and time again. There are some issues we have had with EPIC; but we can submit our ideas for improvement to EPIC and they may implement them in a future update. Yes, EPIC can be frustrating at times, but most every problem I have had has been solved. The applied staff is always readily available and helpful to get any questions answered.

  • Overall Rating55555
    Customer Service55555
    Ease of Use44444
    Value for price55555

    We converted to Epic from Tam last June and we couldn’t be happier! The conversion process was very smooth. Our data was already pretty clean so we didn’t have any issues with the conversion. If you want to clean up any data before the conversion, this would be an opportune time. The conversion team was so informative and helpful and Applied support continues to rate very high in my book. Our employees all participated in the training before the conversion which helped greatly after the “go live” date. Epic provides streamlined workflows to complete tasks which save time and money. If issues do come up that we think could be an enhancement, they are usually already requested. This system, like any, works very well if you take the time to learn the attributes and implement those into your agency.

  • I hate epic. I hate the accounting portion. I hate the certificate process. I hate the renewal process. I hate how you have to endorse the policy to correct a spelling or typo error. I hate all the little boxes you have to check. It takes three times as long to do anything. I can get around and I use it just fine. But BE PREPARED…..EVERYTHING will take three times as long and it is MORE that just one more click. I reports are terrible and the expiration lists are the worst. Rolling report.

  • Overall Rating55555
    Customer Service55555
    Ease of Use44444
    Value for price55555

    After years as a System Admin/Accounting Mgr for a 20+ TAM agency, we were sold to one of the top 10 ind. agencies in the US. As a licensed agent, I landed back in Commercial Lines and attended a week of mandatory Epic training. For purposes of consistency between branch offices, that agency’s training guidelines were rigid, very specific and almost unforgiving. My current work, however, is with a single office agency using Epic. Their overall needs are different than my last Epic experience and it’s been refreshing to see Epic “take off” here after their recent migration from Applied’s Vision product. Applied, what an amazing product you have that can manage 1,000+ users keeping data consistent and still give small to mid-sized agencies the flexibility in Epic to customize their own experience. I also can’t say enough good things about their support. Somewhere in these posts I saw a comment about the support team not understanding insurance. What?? I’ve never ever had that impression, even where form integration and commission accounting are concerned. IMHO, it doesn’t get better than this. Thank you, Applied!

  • Well, I can say that the latest update to EPIC has made some GREAT improvements. After a 2 hours phone interview where they kept saying, “We never thought of that.” They have actually made some great imporvements. Don’t get me wrong, EPIc still has some issues, but they are working on it.

  • Overall Rating22222
    Customer Service55555
    Ease of Use11111
    Value for price22222

    Dan,
    I can honestly say that is new to me. We are heading into the last quarter of our second year on EPIC (and as you can see from past posts, I am NO FAN of EPIC.)and that is the one thing I have to say is consistent with Applied Systems, is the customer care is ALWAYS been great, EVEN in our prior Applied Systems VISION days. the are quick to act on problems, and have always been here for us. (We are a 50+ users so maybe that has some thng to do with it, I would hope not though. EPIC has its faults, don’t get me wrong. We have several procedures that were previously two or three “clicks” of the mouse, that now take easily 5 to 8. BUT once you learn them. they get quicker. Their biggest problem is the lack of consistency (One section operates differently than another. I would assume that come from different people who do not communicate with each other. The next biggest hurdle is the lack of actual insurance knowledge. (Yes, they are all licensed insurance people, but lets get real. The licensing course is some thing they should teach in high school.) Even the trainers who have been here, as great as they are, REALLY have no understanding of the insurance industry.
    But keep at it. EPIC is about as good as they get for mnaking sure you follow all the rules and guidelines.

  • Overall Rating22222
    Customer Service22222
    Ease of Use22222
    Value for price22222

    We recently went to Applied Epic and it’s been very frustrating in the overall experience. We started the process in April of 2016 and still don’t have a firm grip on the system. They don’t want to give us a credit for taking off csr24. We asked for it to be off over four months and still haven’t received a credit. The area manager seems not to care. She told us that we have office hours for a year and that starts when we start the process which was in April. Come 2017 we had no access to Office hours. The manager said she will give us three months free. Hate to say it, you didn’t do us a favor because if you stick to your guidelines we have office hours till April 2017 which would make it a year. We have purchased some other stuff like barcodes and have no ideal how to use it or even shown how to use it. If I could go back, I would never have gone with Applied.

  • Overall Rating33333
    Customer Service55555
    Ease of Use11111
    Value for price22222

    I can ‘t really comment on the accounting portion, as i do not use it all that much. Accounting and billing are handled by a different department. I hear that it is “different” than some. I think it maybe that EPIC (Like Vision) is designed to “follow the letter of the rules”, not necessarily how we would like it to operate. It a good system. It’s a great company, customer service is GREAT. Yes, EPIC has some issues. But really that is what they are. Issues. Not really problems. Its just that those issues push me over the edge some days.

  • I’m a user that is considering EPIC. I have 12 people within the agency and we specialize in transportation. I’ve seen a lot of comments in regards to the difficulty of the accounting system. May I get some specific examples from some of you in regards to the accounting difficulties. Does it not track something properly?

  • any 3-5 user agency can tell how much they had to pay for Epic?

    thank you.

  • Koedred, I just want to THANK YOU for taking time to write all your issues in regards to Epic. Thank you ! who ever says stop is probably employed by Epic or doesn’t have anything to compare it to.

    Do you think I can contact you directly, since you been in insurance for a while I bet you could point me to the right direction better that any sales reps .

    yan.425@yahoo.com

  • Yes, you do. Bu t that is an Applied Systems issue. They are very hard and fast to “actual” accounting rules that in all honesty most of us don’t know. I will give them that, they are not a “Lets get alot of work done in a short amount of time with a small staff. EPIC especially. EPIC easily requires 30% more time/staff than Applied Systems VISION did. I complain about this system. A LOT. Truth is people complain about any system until it is replaced. One thing on this system, is “HELP” or “KNOWLEDGEBASE” Ummm hey Asslied Pystems, why on earth do I have to LOGIN to help, it I access it right from the EPIC screen?????? Really????? That has got to be the dumbest thing I have ever seem.

  • I am using Epic 2016 and the accounting system is so confusing to me. There are so many steps to enter a single transaction it takes me a long time to process a daily deposit! I am not an accountant and fell like I need to be one to use this system!

  • Overall Rating11111
    Customer Service55555
    Ease of Use11111
    Value for price11111

    Than you Kitty. Believe me I am in the user group for EPIC. We don’t need “How to” training or :Why to”training. We have had Applied Systems here many many time over the last 2 years. Our issue is not with how to use the system, but that it had taken things that took 10 mins in APPLIED SYSTEMS VISION to 45 mins to do the same thing in APPLIED SYSTEMS EPIC. here is an example. Applied Systems Vision INCLUDED the ISO CLM. But, the “New and Improved” Super Great APPLIED SYSTEMS EPIC does not! Luckily It transferred over, but it no longer get updated. This is just one thing in a long line, that they keep saying is an improvement.
    As Agency Management Systems go EPIC Is good. BUT it isa tattle-tail system. Its main intent is to point fingers as to who did what and when.
    AND after a year, our access to the virtual training library was cut off.

  • We switched from Applied Tam to Hawksoft 3 years ago and have never looked back. I can’t believe we rode that old horse for as long as we did. Work flows are so much smoother and intuitive, and attachments of documents, emails, and photos are a breeze. Program updates are absolutely simple and seamless. Customer support is great, 3 years and almost no software issues at all.

  • I encourage any user of any management system to connect with their user group. If you are in need of “how to” explanations, or “why to” set things up in a particular fashion, the peer-to-peer user group network is vital to your success. As a Vertafore product user – i.e. AMS360 / Sagitta / QQ – you are AUTOMATICALLY a member of NetVU. We just need to get you credentials to take advantage of our online forums, chapters, online / virtual training opportunities, and more! Call 800-456-7799 or email info@netvu.org to get connected.

  • Overall Rating11111
    Customer Service11111
    Ease of Use11111
    Value for price11111

    Your right Nightmare. That is exactly what this system is. It is designed by and for people who are agency manages. NOT the people who actually use it to try and accomplish something.

  • I Have to say that this system is the most horrendous agency management system, it is more of a big brother system, everything about this system is cumbersome and an absolute nightmare.

  • Overall Rating22222
    Customer Service55555
    Ease of Use11111
    Value for price33333

    Thanks Txlayins. I appreciate the offer. Insurance people do stick together. I’m not having a problem doing things in EPIC. In fact, I am a trainer for it. It’s just that I feel they over sell it. Applied Systems VISION did much more of the “processing work” side of things EXTREMELY better. EPIC is a system designed with bean counters and sales in mind. But they sell it a a workflow enhancer, and lead management to believe staffing can be lowered. When in fact, we have had to hire 5 more people in the last six months We are compiling a list and currently have over 100 different operations that in VISION were 1 or 2 click procedures that now take 5 to 8 clicks, and when we call Applied, That’s how it is and they know nothing about how VISION works. Thank you for the offer, I may take you up on it in the future, Just to see what work-a-rounds you have come up with too. Applied systems has put several of ours on the knowledge base and of our over 50 requests for enhancements, we have been told we are not the only large agency asking for these. We almost went with AMS360, glad to know that at least EPIC was the better choice there.

  • We moved to Epic from AMS360 – first six months was tough but it was well worth it in the end. Koedred, maybe I can help you. What is your email or phone number?

  • REALLY!!!!. but also, you’re right. I apologize. To everyone else now and in the future, just read what is here. If your system in 20+yrs old, this is a step up. If its not and you have time. PLEASE Evaluate all other systems, and MAKE SURE you get it in writing that you can opt out of EPIC before you make a $500,000 mistake..

  • Overall Rating44444
    Customer Service44444
    Ease of Use44444
    Value for price44444

    Koedred,

    Really? Are you going to post a review here every time you have a bad day? Your rambling is really getting old. If you don’t like Epic, go tell your supervisor. If they won’t change, go get a new job using a system you like. Does your agency know you’re wasting so much time bitching and complaining instead of getting your work done?

  • Here’s a great example – CAUSES OF LOSS CHOICES

    There are BASIC, BROAD AND SPECIAL FORMS per ISO (80% of the larger carriers out there use these forms. CP1030 – CAUSES OF LOSS – SPECIAL FORM. Applied, in there HI AND MIGHTY “We know insurance, we’re all licensed agents!” Gives theses choices for Causes of loss – BASIC, BROAD and SPECIAL (including theft).
    I know its a little detail, but its this kind of crap that annoys the OCD part of me to death. It’s SPECIAL. Only SPECIAL. SPECIAL already includes theft. Only one carrier out of 70 or so that I use uses SPECIAL (Including Theft) and That’s Selective. When I asked if we could add our own or have that changed, I was told ‘NOPE, That’s the way it is supposed to be.” When I asked “well then, why doesn’t CP1030 read that way.” They looked at me and said whats CP1030? – REALLY?

    OMG

  • BigBanker – RUN. Find something else

  • Looking for some feedback on timing of payments for a conversion from TAM Online to Epic. We are considering signing and are now told after two months courtship process that 100% of the approximate $45,000 fee for additional named licenses, training, conversion and licensing fees are due upon signing even though we expect to go live in March of 2017. Nice free loan to Applied in my eyes when $20k of that alone will not be “earned” by Applied until February of 2017. Am I the only one who has a problem with this? Financing was offered but starts from the date I sign the contract – again free loan to Applied. Would appreciate any feedback others have in their experience in this matter.

  • And here’s a new one. Applied University, the tutorials shut off after the initial startup. So if there is something you don’t do often, and need a refresh on. Cough up some more money please to have the tutorials turned back on. UMMMM….EXCUSE ME!!!!! WHY IS THERE A TIME LIMIT ON USAGE REFERENCE MATERIALS??????
    ON A SYSTEM I AM PAYING TO USE.

  • OK, here we go. You used to be able to name an attached with (@#$%#$%^) Symbols in them We use an XX:XXXX method for naming. Well. you can’t do that any more with the latest (2016) update released. Now when you hit the “:” (semi-colon), an error message pops up and says “You can’t use /@#$%&* when naming.” And they tell you the same thing when you call for help. UMMMM yes you can stupid. This is not a “file” name. It is just a visual identifier hooked to a file name. NOW we have to attached the item, and then go back and “edit the attachment name.” One MORE extra step now. Thanks Applied!!! Way to show you don’t care and have no idea what you are doing.

  • OK, I do have to say, Applied Systems ON-LINE CHAT techs are tops. EVEN under VISION, I couldn’t have had better support. Even now with EPIC, they are still GREAT ITs and work with you awesomely.

  • Cindy, I couldn’t agree more. I hear the same complaints in our offices, especially the double and triple entry. The whole system is a EPIC nightmar5e. And the sad part is, there is truly NO REASON at all for this to be the case.

  • I will reiterate this system is about as intuitive as a brick in the sidewalk… Double and triple entry, really people?
    Acord forms are atrocious and requires a 125 to be completed for each policy, WHY ON EARTH? Why don’t your let the user decide if a new 125 is needed or at least let it pull through without going through some big ordeal you’ve created.
    Beware a simple address change will take you up to 30 to 1 hour on a large account and much of the time the old address will still appear after it was completely deleted at the account level. WHY?
    The reports that EPIC is “known” for have become a management nightmare across our region.

    Just noting a few issues, but I assure you this is ONLY a few.

    Stone age system for sure!!!

  • leighred – First, I think you are an Applied Systems rep.
    Secondly, I have worked in the insurance industry for 30yrs now. I started December 7, 1986 at AENTA and Travelers, I worked in underwriting and helped to design their computer policy systems (back in the days of writing code in COBOL, FORTRAN, BASIC, and PASCAL.
    A. Applied Systems owns Vertafore, and has for several years now. So are their trainers good or bad?
    B. No one who did the EPIC(failure) Training here for 2 months knew anything about VISION. (What????? It’s your product too, how can you not know about or ever even not seen it????)
    C. We did extensive clean up for 5 months. (Although you would have thought it would have been easier going from one Applied Systems product to another.
    D. EPIC(Failure) is simply a modified ‘MS Outlook Engine” working as a face over an Excel Spreadsheet Data holder.
    E. No I am not trying to force new workflows into our “shiny new system.” As I said, I come from Applied Systems VISION platform, and I loved that, and EPIC is easily 10yrs behind the design and ideology used in that system.
    1.) VISION keeps a running list of Locations, Vehicles, Equipment, Drivers, Schedules, etc. VISION allowed automatic renumbering AND MOVED ALL RELATED DATA!!!! with one click of teh “Automatic Renumber” button. No such thing in EPIC(Failure) You know what they told me? In EPIC, you have to “export” your locations, renumber them in the excel spreadsheet, and then import it back, less the location coverage information. This way you know who renumbered them and when. Why I said. So they can be fired it they make a mistake that causes an E&O Claim against the agency. Must have heard that 500 times during training.
    2,.) Another issue, VISION allows you to select everything you want on a report and the order you want it displayed in, and generates the report. It Literally took me 1 minute and 47 secs to create a report that a training spent close to 4 hours showing me how to set up. You literally have to place every piece of information where you want it to display on the report. VISION simply made the report. And when I showed him how quickly it could be done in VISION, he literally said to me, “We’re not allowed to look at VISION.” Are you kidding me.
    No matter what you say. If you like EPIC, you like it. Its great that it works for you. But Coming from VISION (A system that did Everything EPIC does and more, It is easy to see that EPIC is a a designed as a tattletale system designed to do nothing other than keep track of who to point the finger at if something goes wrong.. NOT how to service your customers more effectively and quickly, with less hassle.
    Don’t get me wrong, EPIC has some good points, if your coming from the 20yr old Delphi, or AMS, etc. but when your used to driving a Lamborghini, or a Rolls Royce, even the new Cadillac the old chevy drivers are raving about, just doens’t cut it.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    I have used nearly every system in the industry since 1992 & Epic by far is the best from a management and audit standpoint. The users who have posted negative comments either did no pre-conversion cleanup or are trying to force old workflows into their new shiny system, instead of revamping their workflows to take advantage of the benefits offered by Epic. Applied System trainers are exceptional as well, when compared to Vertafore.

  • Overall Rating11111
    Customer Service22222
    Ease of Use11111
    Value for price11111

    OK, so now that we are in 8 months. The applied university tutorials are shut down to use. Now that we’ve learned the basics of the system and have time (very little) to actually state making proposal and form templates, The instructions are turned off!!!! Why those ……………………………..

  • I just had to remove the insured’s Veh ID numbering system because some idiot programmer designed the system to not like the way the insured numbered them. Support told me to adjust the vehicle numbering to conform and them let the Insured, who owns the cars, and pays us over $500,000 a year to amend their number format to fit ours? Really???? They informed me to get a new system or they would find a new agent.

    Huh, imagine that.

  • WOW, ok. Now, I EXPORTED a vehicle list from EPIC(Failure) and did absolutely NOTHING to it but try to import it into a new auto policy with no vehicles. There are 66 Vehicles on the spreadsheet. EPIC has decided that it only want to add 16. EPIC tells me there are errors on rows on the spreadsheet and it needs to be fixed. Ummm……. EPIC made the spreadsheet. Now I have a spreadsheet that wont load in EPIC. they system that created it?

    Really? Can we go back to VISION please.

  • OMFG! You can”t choose the Cause of Loss “Ordinance or Law Coverage A, Coverage B or Coverage C???? Only Ordinance or Law Coverage – Earthquake. Do these “We’re all Licensed Agents!!!” morons even know what we do? I’ve got news for you Applied Systems EPIC (Failure) reps……… A high school kid could pass the agent exam. As a matter of fact, I have always said that it should be a required course to graduate.

    And there is nowhere to add Cause of Loss Codes. Because the ones they provide are nothing used by any company I work with.

  • OMFG!!!!!!!!!!!!! Today they issued an “UPDATE” changed the entire look from what we had gotten used to to some crappola version. Attachment Descriptions can no longer have punctuation in them. There are a few editable lines that are now “grayed” out, giving the appearance that they cannot be updated. They really should just crash this whole ……… systems and overwrite it with VISION. That REALLY REALLY was a much more efficient system. And to the people who design the system from (at least 50) the people who ACTUALLY have to work with they system (NOT the CEOs, CFOs, VPs or even the producers….. STOP TRYING TO HELP ME!!!!! You are making our jobs 10x more laborous than they already were!!!!!!!!!!!

  • Couldn’t agree more. If we had know, we would have stayed with VISION and purchased the required upgraded servers, etc. We did have to do most of the conversion work here also. We did have people hear for a week, but everything is an additional cost. YES, AGREED. EVERYTHING takes 3 times longer in EPIC “Reduce the clicks” WHAT?????????????? Don’t see it. Oh well

  • Our agency converted to EPIC from AMS about four months ago. No one likes EPIC! Let me backtrack to close to a year prior when their sales team came in with their artful deception team. Every question thrown at them they assured EPIC could do, handle, or do better. They also said there would be very little problems with the conversion. After the sale was done about 80% of the conversion work was put on the agency. Yes EPIC staff walks you through it but basically throws you to the wolves. With conversion completed and working several months in the system the verdict is it SUCKS! There are major problems with everything not pulling over. Finding things is a nightmare. We are putting existing accounts in EPIC as if they were never there to begin with. What a waste of time! Everything you do in EPIC will take three times as long as it did in AMS. It is a very difficult system with things being all over the place. Attachments are completely separate from activities. If you attach an email that has attachments it is not put in the activity note. You have the activity note in one place and the email with the attachments will go someplace else. And get this, the email is one attachment and each document within the email will attach separately. What a nightmare if you are ever called into a deposition! Be warned also that certificates and Acord apps cannot be amended. AMS gave us the ability to do that. There is no snapshot option of coverages like AMS so time is wasted looking for the information. And nowhere to show additional and return premiums on endorsements and audits. So when your client calls for this information, good luck! If you have an agency that is heavy with customer service this is not the system for you. If you have AMS and are thinking of converting to EPIC, in a word – DON’T!

  • And so it continues. In Vision, once you listed an auto, location, piece of equipment, it was there in a data file. You could delete all the equipment in a schedule and them re-add it without having to retype in all the info, you just choose the piece of equipment, auto or location from a list. NOT WITH EPIC. GL ISO Classification descriptions. They are in VISION. Not in EPIC. Umm I thought EPIC was supposed to easier and an improvement????? It’s not in any way, shape or form. Come on you EPIC deengineers, lets hear some explanations about why EPIC (failure) is so many YEARS behind VISION. No guts?

  • OMG, it still continues. We have had an issue with certain emails attached in the past to APPLIED VISION and migrated over to APPLIED EPIC(failure). They have finally found the problem. They are email we RECEIVED from people using Microsoft Outlook Express, and we attached them. Now WE have to figure out and find a program that will open these? ??????? They worked fine in VISION,!!!!!!!! And why do we have to find a program???? All we did is attached them VISION made the file type choice.

  • Well, another month has gone by. And I have to say. I still feel the same. This system is not user or work related.

  • I could not agree more!!! It’s a horrible environment to work in and was definately not designed for the people working it.

    Slow, cumbersome, convoluted and apps/marketing is horrendous.

  • Overall Rating11111
    Customer Service55555
    Ease of Use11111
    Value for price11111

    Let me tell you. We bought the whole dog and pony show. Now we know. We would not have switched from APPLIED SYSTEMS VISION if we had know. EVERYTHING in EPIC takes a phenomenally longer time, and is more cumbersome than anything in APPLIED VISION. The major thing with EPIC is noting activities. Who did what when. If an agency makes a mistake, why do fingers have to be pointed? We’re all adults. REALIZE, people make mistakes. Do we have to point a finger and say “oh…this was your fault. Unless you are some time of unsympathetic overbearing boss, (which is exactly what EPIC is designed to make.)
    Also, You are locked into doing things they way they want you to. You don’t have a choice. Examples:
    1.) I am enter a location for use on a policy. I have just had to enter it in several different spots in the system to get it to print on the apps. In VISION, there was an account “Location Date Base.” Once you entered an address, you could pull it into any policy, anytime. NOT with EPIC. EPIC is a 10 year step backwards from VISION. In VISION, you could complete ACORD apps they way you needed them completed. With EPIC, your are forced to complete them to ACORD standards, which are coding based on the International Architects Standards. What????? Creating reports. I literally timed designing a report from scratch in EPIC, and it took 2+Hours. In Vision, it took 1 minute and 47 seconds to create the same report. No system is perfect and EPIC is better than the rest (I guess)but its sad that APPLIED EPIC is 10yrs behind APPLIED VISION. If you are a computer programmer, giving people some of this may seem like a good idea, but when you have to use the system everyday to process work. It’s not such a great thing.

  • Awful technical support, will never recommend Epic as a solution for Agency management.

  • We had TAM for many years, the system was fine, we switched to Epic and are starting to get used to it.

    so i can say, we are doing fine with both.

    what is important tough is the the billing and contract with this company. you should read the Epic contract with a million eyes as they are including so many additional charges that were never around in TAM. they charges a close to FIVE THOUSAND for the trainers travel expenses. they are charging twice as much for live link for Epic Vs. TAM. they start charging for online training (which was for free in TAM) and that’s a year after signing of contract (not after your staff can actually understand the training and see the system)

    i am not sure what is next, but i suggest to all ZOOM in very close before you sign the contract.

  • Overall Rating11111
    Customer Service11111
    Ease of Use22222
    Value for price22222

    They are STILL working out bugs. My favorite is when they “update” the hosted environment. In our case we have set up numerous automated tasks and emails for our clients and renewals. So far during each “update” many of the automated processes just suddenly stop working.

    In most instances it has been easier for us to simply recereate wheels than to wait for Applied to figure out what was wrong. Ususally we get to the answer first.

  • Overall Rating44444
    Customer Service55555
    Ease of Use44444
    Value for price44444

    We used TAM for 25 years, converted to EPIC in 2011.

    Pros
    – Online environment is stable. We have less downtime than we had on a LAN. It’s not 100% but its better that before.
    – Onsite training, online training, phone in and chat support. I’m amazed by reviews here that say the tech support is awful. I think, are they working with the same Applied Systems I work with?
    – Configuration flexibility to build efficient workflows but with E&O lockdown – who did what when

    Cons
    – I think they are still working out the bugs in their data migration, so take this part of the process slow, and check your sample data very very throroughly.

  • Overall Rating33333
    Customer Service11111
    Ease of Use33333
    Value for price22222

    The technical support is awful… Your whole agency may be down for hours before you logged call gets serviced. The past six month we have only seen service decrease despite the ridiculous cost of their mandatory support. Every update results in data loss of some sort and we don’t have access to personal lines email addresses. Integration with online services is very hit or miss and management at applied seems unconcerned with negative customer feedback. Be careful!

  • We have evaluated EPIC with demo data and are pleaseed with what it could do for commercial and personal lines. A large part of our business (60%) is in Employee Benefits. All the servicing of those clients is done through another product (Sage SalesLogix) and not TAM like the rest of our agency. Does anyone know of an agency that is currently using EPIC to service the employee benefits portion of their business. If so I would love to talk to them to get their input on how it works.
    trsonber@w3ins.com

  • Our experience with Epic has been great. Like most agencies, we pride ourselves on service. To provide the level of service we want, we need to be more and more efficient – Epic has allowed us to do that. I’m very impressed with the way the system was designed. The design and testing was clearly given enormous thought – these people had the experience and know-how to think as an agency employee. The end result is a system that does whatever you want it to do. It has the workflows built in so you can be consistent and efficient. The people at Applied have been wonderful. Not only are they helpful, but they work hard and solve any issues that come up. We are very pleased at our agency with Epic.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    We have been on EPIC for over 2 years now and have absolutely no regrets. The change from TAM to EPIC was definitely the right choice for our agency. EPIC has so many features associated with activities that are far more advanced over any other management system that you couldn’t even compare. We were a Beta Agency for EPIC and sure there were minor issues to be worked out, but there is no company in business today that could possibly give better customer service than APPLIED.

    Tony and Leroy, I am not sure who you worked with, but we had awesome training in house and online. We have actually hired a part-time employee and she is learning through the online web training provided for EPIC. I think alot of times human beings resist change and that could be some of the issue for your agencies. If you work through your difficulties, you will absolutely love this system.

    My hat goes off to the Applied employees and the EPIC system for a product very well designed.

  • Overall Rating44444
    Customer Service55555
    Ease of Use55555
    Value for price44444

    We were a start up company in 2009 and decided on Epic as our data management system. Epic is much better than other products out there, including Sagitta. It has an intuitive nature which meanst that a novice user can easily go through the steps quickly and figure out what information goes where. We love the On Line Chat feature as well as the Applied Systems Epic Help feature which is like an online users manual that is contstantly updated. When we have suggestions on how the system can be improved for the end user, they have a process in place to get those changes made. This is refreashing compared to the other systems out there that make us conform to them (even though the system was created by IT not account managers). Overall, we are very happy with Epic and feel we made exactly the right choice.

  • We have been on Epic for 2 years now! What a journey it has been coming from TAM. So many great features that have helped us keep our data organized better and made our customer service easier. Certainly any change takes some time getting used to the new way to do things. We like the way policies are organized and history or expired policies are so easy to track all that happened in connection with the life of that policy. It’s so easy to find things now – associated activities, attachments, transactions, all with the click of a button instead of filtering or typing in search parameters. My service staff finds it very easy to look up data when on the phone with clients and with Real Time can access the company websites for anything we might not have in Epic. (which, with download is not too much!)

    From an accounting standpoint, I like the reconciliation process and find it so easy to be paperless because all your statements and reports can be stored easily in Epic to find later. We are audited annually and our auditors think it’s great that everything is documented in Epic.

  • Leroy, did you join ASCNet? Attend any of the local user group meetings on EPIC? Before you run, I strongly recommend you join ASCNet for the help from other EPIC users.

  • Overall Rating55555
    Customer Service55555
    Ease of Use44444
    Value for price55555

    We have been on Epic for over 2 years now. We were on TAM prior to that. We did a lot of research on all the management systems out there including pricing and customer service before choosing TAM. We didn’t think anything could beat it! Well something did, Epic. Even though still somewhat new its an awesome product with unbeatable features that I would recommend to any agency of any size. Even more important than a product is customer service. We have been an Applied customer for 14 years. They STILL provide excellent customer service.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    We were an existing TAM user and converted to Epic. And we love it. In my opinion, this system was written for ease of customer service, and E&O protection. Everything you do is recorded in the system. Every document or form you do is attached to the file. The marketing section is exactly how you market a submission to a carrier. I am finding that it is very quick to respond and takes very little time to process anything.

    We went thru on line training (which was excellent), and had an in house trainer for 10 days. We spent some time and effort to make sure the system was set up the way we wanted. We hit our target date exactly and have not looked back since. The help attached to the program gives step by step instructions for everything.

    I wouldn’t hesitate to change to Epic again.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    Wow – I have been on Epic for over 2 years and love it – would never go back to TAM. We have not experienced the slowness Tony talked about-may be related to his office’s internet connection. Speed for us is the same as when we ran TAM locally. As an owner of my agency, I like the ability to “lock” down workflows and provide consistency of workflows throughout the agency.

    We also have not experienced any of the issues Leroy has had. I dont understand the problems he had with policy codes, but that should have been able to be cleared immediately.

    for Leroy – Training is provided for all agencies new to Epic. How much training and who is included in the training goes back to agency owners and how much addtional training they were willing to invest in. Applied Systems support is great. The help file in Epic is one of the best I’ve seen with interactive tutorials to explain almost every workflow in the system.

  • Overall Rating11111
    Customer Service33333
    Ease of Use11111
    Value for price11111

    Epic is nightmare. Stay away from it. It is very very slow. You have to wait like 3 minutes before it spits out your printed ID card or cert. It is way over priced for what you get. This should be applied’s least expense software but they sell it like it the best in the industry and charge you huge like $550 per month for two user system. Stay way from Epic.

  • Our firm made a move to EPIC reluctantly but our President wanted it. We had absolutely no up front education but were given the passwords to the Applied Systems website and said to learn it.

    Applied botched our conversion from a prior system. Many of our notes and records were lost. So we must now maintain our old system as well as EPIC.

    Additionally policy type codes were messed up so we could not download our commercial lines the first year and had to manually remove all the commercial policies then enter them manually at renewal.

    Our accounting sub codes were botched so our accounting is a nightmare.

    About 3 months into the conversion, Applied had server issues and many non-related agencies that utilized the Epic Online experienced lost documents / letters only to find out documents and letters had been sent to other agencies. Yes, I had an agency’s documents from out of state, on my system.

    We have lost over 100 hundred documents that Applied cannot find.

    I cannot enumerate the countless small program shortcomings that still exist. It is a nightmare.

    Try doing applications for a new client and when you view the ACORD apps, another client’s name is on the ACORD, not the client you are working on.

    All of this is exacerbated by Applied’s nonchalant attitude.

    I am working as fast as I can to get away from it.

  • Overall Rating55555
    Customer Service55555
    Ease of Use44444
    Value for price55555

    I purchased Epic for my start-up agency in Dec 2009 after careful review of several systems. I had been on TAM while a producer at a large agency. Epic is a great product. While probably more geared towards any agency larger than a one-man start-up, I wanted to invest in it early, knowing I will grow my agency and be thankful that I invested in the top of the line early on. Epic allows me to prolong my first hire as long as possible due to it’s maximum efficency. Love the web-based aspect of it. Love the streamlined workflows and ease of use. It is still in its early stages so there are always things that will be improved. Applied is open to suggestions on updates and changes, and usually integrates them after customer feedback. Online chat for help is always very helpful.

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