--- description: Ausführliche Erfahrungsberichte zu Applied Epic mit detaillierten Infos zu Funktionen, Preisen und Bewertungen. Verschaff dir einen schnellen Überblick zu Benutzerfreundlichkeit, Vor- und Nachteilen & vergleiche Applied Epic mit ähnlichen Produkten. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Applied Epic Erfahrungen, Kosten & Bewertungen | GetApp Deutschland 2026 --- Breadcrumb: [Startseite](/) > [Online CRM Systeme](/directory/232/online-crm/software) > [Applied Epic](/software/122115/applied-epic) # Applied Epic Canonical: https://www.getapp.de/software/122115/applied-epic Seite: 1 / 7\ Weiter: [Nächste Seite](https://www.getapp.de/software/122115/applied-epic?page=2) > Applied Epic ist eine cloudbasierte Lösung für das Business Management von Versicherungen, mit der Agenturen Kundenbeziehungen, Verkaufschancen, Buchhaltung, Leistungsverwaltung und mehr verwalten können. Zu den wichtigsten Funktionen gehören Prozessmanagement, Dokumentenspeicherung, Textnachrichten, elektronische Unterschriften und Berichterstattung. > > Bewertung: **4.2/5** von 141 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.2/5** | 141 Nutzerbewertungen | | Bedienkomfort | 3.8/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.2/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 3.7/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.1/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 80% | (8/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Applied Systems - **Region**: University Park, USA - **Gegründet**: 2016 ## Gewerblicher Kontext - **Startpreis**: 1.000,00 $ - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Windows (Desktop), Windows (On-Premise), Linux (On-Premise) - **Unterstützte Sprachen**: Englisch, Französisch - **Verfügbare Länder**: Kanada, Vereinigte Staaten, Vereinigtes Königreich ## Funktionen - API - Abrechnung & Rechnungsstellung - Aktivitäts-Dashboard - Aktivitäts-Verfolgung - Alarmfunktion / Benachrichtigungen - Angebote / Schätzungen - Anpassbare Berichte - Anpassbare Felder - Anpassbare Formulare - Anpassbare Vorlagen - Audit Trail - Aufgabenmanagement - Benutzer-Management - Berechnungen der Kommission - Berichterstattung / Analyse - Berichterstattung und Statistik - Broker/Agent Portal - Buchhaltung - Chancenmanagement - Claims Settlement ## Integrationen (2 insgesamt) - Clarity Wave - Microsoft Outlook ## Optionen für Kundensupport - E-Mail/Helpdesk - Wissensdatenbank - Telefon-Support - Chat ## Category - [Online CRM Systeme](https://www.getapp.de/directory/232/online-crm/software) ## Ähnliche Kategorien - [Online CRM Systeme](https://www.getapp.de/directory/232/online-crm/software) - [Software für Schaden- und Unfallversicherer](https://www.getapp.de/directory/1205/p-c-insurance/software) - [Versicherungssoftware](https://www.getapp.de/directory/664/insurance/software) - [Versicherungseinstufung Software](https://www.getapp.de/directory/1375/insurance-rating/software) ## Alternativen 1. [Jenesis Software](https://www.getapp.de/software/120315/jenesis-software) — 4.7/5 (283 reviews) 2. [EZLynx](https://www.getapp.de/software/122419/ezlynx) — 3.7/5 (73 reviews) 3. [NowCerts](https://www.getapp.de/software/115387/nowcerts) — 4.8/5 (150 reviews) 4. [Macaw](https://www.getapp.de/software/114685/macaw) — 3.6/5 (22 reviews) 5. [A1 Tracker](https://www.getapp.de/software/120575/a1-tracker) — 4.9/5 (79 reviews) ## Nutzerbewertungen ### "Great system" — 5.0/5 > **Verifizierter Rezensent** | *15. März 2019* | Hochschulbildung | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: This is a powerful Agency Management Software. It can do almost anything you need it to do, and the training tools that come with it are very helpful. It can take a while to really understand how to use the system to the fullest, but once you do, it is very powerful. I like how easy it is to route tasks through the system and keep the information organized. > > **Nachteile**: Just that it isn't necessarily intuitive. You can usually figure it out after making a few wrong clicks, and it makes it difficult to mess anything up, but it can sometimes cause some head scratching at first. ----- ### "Worth the switch from TAM" — 4.0/5 > **Verifizierter Rezensent** | *22. März 2019* | Versicherung | Empfehlungsbewertung: 7.0/10 > > **Vorteile**: Epic is much more comprehensive than its predecessor TAM, and a much more interactive user experience. I am able to customize the system much more than before, both on an individual and administrative level. On the admin side, we were able to set various security groups, and select user/department access as visibility which had previously been more difficult in TAM > > **Nachteile**: Customer support is tough, and getting the right answer depends on who answers the call. There was also a large learning curve in the beginning, and the on boarding provided by Applied was not as comprehensive as I believe was necessary. Also, it was sold to us with capabilities for a Benefits system, which is not quite the case and had to be built out on our own. The biggest complaints from our account managers were the number of generated activities and tasks, in addition to system locks. > > We are nearing 8 months post activation and finally starting to see the light at the end of the tunnel and overall benefits. Lots of customization appeal that we hadn’t had before, and the system allows ease of attachments and data sharing that we didn’t have before. Customer support and on boarding/pre configuration could used some improvement. ----- ### "Look around if you want to be happy with your management system" — 3.0/5 > **Jacob** | *21. Dezember 2022* | Versicherung | Empfehlungsbewertung: 0.0/10 > > **Vorteile**: That we no longer have to use it. ......................... > > **Nachteile**: Very Expensive, Do not set up payments for EFT. If you cancel they will take extra payments and tell you that they do not give refunds. This system is very hard to learn. We went to a class that applied put on. We watched the instructor struggle to get the system to do what she wanted. Best part was she called he self an expert at the beginning of the class. > > An Experience that I wish would not have happened. ----- ### "Functional in some ways" — 5.0/5 > **Verifizierter Rezensent** | *19. Juli 2019* | Versicherung | Empfehlungsbewertung: 6.0/10 > > **Vorteile**: It is user friendly. Clear and easy to understand. The reports are nice to have. > > **Nachteile**: The certificate process is redundant. The box checking is ridiculous. Everything takes 3x as long. The accounting is not fun either. ----- ### "Epic rev" — 4.0/5 > **Verifizierter Rezensent** | *8. Mai 2019* | Versicherung | Empfehlungsbewertung: 5.0/10 > > **Vorteile**: I like the following information in regards to the use of Applied Epic: Lookup features, modern look, sign on ease, online training, Sales dashboard. Also I like how the certificates can be renewed and to choose to carry over the holders. > > **Nachteile**: There are several things that can be complicated. For receipts of payments, I do not like having to enter the same information (check \#, payment amount, company) multiple times. The fax is harder to use due to having to choose from information in the system only. The premiums do not show properly on the screen. When attaching a document to an activity, it does not show it also that you attached it. It does not show the company on an activity on the home screen. This is important for me as for some activities you have to check on them in the company and I like to group it together. ----- Seite: 1 / 7\ Weiter: [Nächste Seite](https://www.getapp.de/software/122115/applied-epic?page=2) ## Links - [Auf GetApp anzeigen](https://www.getapp.de/software/122115/applied-epic) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Strukturierte Daten