Applied Systems, Inc.

Applied Epic

4.0 /10

What is Applied Epic?

Power your brokerage with the only system in the industry that has integrated capabilities to manage personal, commercial, scheme and benefits and sales in a single application. As the world’s most widely used brokerage management system, Applied Epic®’s integrated and open architecture provides essential capabilities for your brokerage to better manage customer relationships, sales opportunities, market access, financial accounting, reporting, business processes, and policy and benefits administration.

Company Details

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Applied Epic Ratings

Real user data aggregated to summarize the product performance and customer experience.

66 Likeliness to Recommend

100 Plan to Renew

64 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

+9 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Applied Epic?

29% Negative

28% Neutral

43% Positive

Cons

Commodity Features
Under Delivered
Less Generous

Feature Ratings

Average 56

Communication Management

Risk and Fraud Assessment

Claims Management

Workflow Management

Document Management

Fraud Management

Analytics and Reporting

Compliance Management

Policy Management

Financial Management System

Audit Management

Vendor Capability Ratings

Average 58

Business Value Created

Ease of IT Administration

Quality of Features

Product Strategy and Rate of Improvement

Ease of Implementation

Breadth of Features

Ease of Customization

Availability and Quality of Training

Usability and Intuitiveness

Ease of Data Integration

Vendor Support

Applied Epic Reviews

Jaime G.

Role: Industry Specific Role
Industry: Insurance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jan 2022

Definitely gets the job done!

Likeliness to Recommend

8 /10

What differentiates Applied Epic from other similar products?

Coming from a background of using TAM, Epic far out performs TAM in every way but it should.

What is your favorite aspect of this product?

The intuitiveness is great! So much easier to use than TAM

What do you dislike most about this product?

The reports can be tricky at times, which can lead to frustration.

What recommendations would you give to someone considering this product?

Definitely go for it if you've been using TAM, it is so much easier to use!

Pros

Continually Improving Product
Effective Service
Client Friendly Policies
Includes Product Enhancements

Cons

Less Reliable
Vendor's Interest First

Role: Operations
Industry: Electronics
Involvement: Vendor Selection and Purchasing

Validated Review

Anonymous Reviewer

Submitted Jan 2020

This product works well

Likeliness to Recommend

7 /10

Pros

Enables Productivity
Efficient Service
Client Friendly Policies
Client's Interest First

Applied Epic

What is Applied Epic?

Company Details

Need Assistance?

Applied Epic Ratings

66 Likeliness to Recommend

100 Plan to Renew

64 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+9 Net Emotional Footprint

How much do users love Applied Epic?

Cons

Feature Ratings Average rating of all product features, some of which may not be shown below

Communication Management Includes verbal and non-verbal information sharing, multiple languages, and a goal-oriented objective.

Risk and Fraud Assessment Includes the ability to document, mitigate, and respond to project risk conditions across the portfolio and detect instances of potential fraudulent claims.

Claims Management Includes claims processing, eligibility verification, paper claims mailing, claims denials management, and electronic claims submission.

Workflow Management Includes ability to support flexible and comprehensive workflow-based capabilities.

Document Management Includes features such as check-in/check-out and versioning controls on documents and artifacts.

Fraud Management Includes identity theft protection, fraud alerts, payer authentication, and fraud investigations.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Compliance Management Includes compliance controls, compliance rules engine, and compliance monitoring.

Policy Management Solution centralizes policies, standards, and procedures mapped to regulations or best-practices (PCI-DSS, ISO/IEC, HIPAA, etc.) with built-in templates.

Financial Management System Includes planning, forecasting, invoicing, and cash flow management.

Audit Management Includes data security, audit reports, and revision control.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Applied Epic Reviews

Jaime G.

Definitely gets the job done!

Likeliness to Recommend

Pros

Cons

This product works well

Likeliness to Recommend

Pros

Feature Ratings

Communication Management

Risk and Fraud Assessment

Claims Management

Workflow Management

Document Management

Fraud Management

Analytics and Reporting

Compliance Management

Policy Management

Financial Management System

Audit Management

Vendor Capability Ratings

Business Value Created

Ease of IT Administration

Quality of Features

Product Strategy and Rate of Improvement

Ease of Implementation

Breadth of Features

Ease of Customization

Availability and Quality of Training

Usability and Intuitiveness

Ease of Data Integration

Vendor Support