A Great AMS!
January 13, 2025

A Great AMS!

Brannon Johnston | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Applied Epic

Applied Epic is or Agency Management System(AMS). We use it for our production, and general ledger system. It gives us great reports to analyze our data and gauge our performance. Our client managers use it to help us manage our clients insurance needs. Applied Epic is very robust with many add ons.

Pros

  • Customizable reports
  • Stores tons of data
  • The Applied Epic support team is 2nd to none.

Cons

  • working with some 3rd party vendors.
  • Would like some more customization.
  • It is light years ahead of TAM which we upgraded from. When talking to our peers I feel we don't run into the same issues/challenges as them with other AMS's.
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.
I've never used any products similar to Applied Epic. The other GL's I've used in the past it compares favorable to. I've used Microsoft Great Plains and AS400.

Do you think Applied Epic delivers good value for the price?

Yes

Are you happy with Applied Epic's feature set?

Yes

Did Applied Epic live up to sales and marketing promises?

Yes

Did implementation of Applied Epic go as expected?

I wasn't involved with the implementation phase

Would you buy Applied Epic again?

Yes

The accounting side on the general ledger is very straight forward. I like the ease of use. It is user friendly and intuitive for beginners.

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