--- description: Applied Epic : qu'en pensent les utilisateurs ? Lisez les avis clients sur Applied Epic, consultez les prix, tarifs, abonnements et découvrez ses fonctionnalités grâce à Capterra Luxembourg. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Applied Epic - Avis, notes, prix et abonnements - Capterra Luxembourg 2026 --- Breadcrumb: [Accueil](/) > [Assurance](/directory/20035/insurance-agency/software) > [Applied Epic](/software/70671/applied-epic) # Applied Epic Canonical: https://www.capterra.lu/software/70671/applied-epic Page : 1/7\ Suivant: [Page suivante](https://www.capterra.lu/software/70671/applied-epic?page=2) > Conçue pour aider les entreprises de toutes tailles à gérer les relations clients, les politiques, les avantages sociaux, les ventes et la comptabilité financière. > > Conclusion : 142 utilisateurs lui ont donné la note de **4.2/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise Applied Epic ? Plateforme web et sur site de gestion d'agence qui permet aux entreprises de toutes tailles de gérer et de suivre leurs flux de travail ainsi que leurs relations et comptes clients tout en surveillant de nouvelles opportunités commerciales. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.2/5** | 142 Avis | | Simplicité | 3.9/5 | D'après l'ensemble des avis | | Support client | 4.2/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 3.7/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.1/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 80% | (8/10 Probabilité de recommander le produit) | ## À propos de l'éditeur - **Société**: Applied Systems - **Pays**: University Park, É.-U. - **Entreprise fondée en**: 2016 ## Contexte commercial - **À partir de**: 1.000,00 $US - **Public cible**: Auto-entrepreneur, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Déploiement et plateformes**: Cloud, SaaS, web, Windows (ordinateur), Windows (sur site), Linux (sur site) - **Langues**: anglais, français - **Pays disponibles**: Canada, Royaume-Uni, États-Unis ## Fonctionnalités - Administration de la réassurance - Assurance de biens et multirisque - Broker/Agent Portal - Comparateur d'assurances - Devis - Facturation - Gestion des calendriers - Gestion des commissions - Gestion des contacts - Gestion des documents - Gestion des e-mails - Gestion des flux de travail - Gestion des pipelines - Gestion des polices d'assurance - Gestion des réclamations - Gestion des stratégies - Gestion des tâches - Piste d'audit - Portail client - Rapports et analyses - Third-Party Integrations ## Intégrations (2 au total) - Clarity Wave - Microsoft Outlook ## Ressources d'aide - Service client/e-mail - Base de connaissances - Support téléphonique - Chat ## Category - [Assurance](https://www.capterra.lu/directory/20035/insurance-agency/software) ## Catégories connexes - [Assurance](https://www.capterra.lu/directory/20035/insurance-agency/software) - [Logiciels CRM en ligne](https://www.capterra.lu/directory/30072/online-crm/software) - [Logiciels d'assurance habitation](https://www.capterra.lu/directory/31282/p%26c-insurance/software) - [Classement des assurances](https://www.capterra.lu/directory/20037/insurance-rating/software) ## Logiciels similaires 1. [ePayPolicy](https://www.capterra.lu/software/198072/epaypolicy) — 4.9/5 (258 reviews) 2. [Jenesis Software](https://www.capterra.lu/software/119068/jenesis-software) — 4.7/5 (284 reviews) 3. [EZLynx](https://www.capterra.lu/software/102928/ezlynx) — 3.7/5 (75 reviews) 4. [NowCerts](https://www.capterra.lu/software/132779/nowcerts) — 4.8/5 (150 reviews) 5. [Macaw](https://www.capterra.lu/software/167497/macaw) — 3.6/5 (22 reviews) ## Avis ### "Could be a great AMS software, but it's mediocre at best." — 3.0/5 > **Daniel** | *19 janvier 2023* | Assurance | Taux de recommandation : 7.0/10 > > **Avantages**: I like how robust the software is in organizing client policy information, documents, and the numerous integrations it has with IVANS and insurance carriers which are useful for marketing business. > > **Inconvénients**: The UI is clunky and requires LOTS of mouse clicking to get to different parts of a policy. Sending emails through the Outlook integration is sometimes a chore as well. > > Overall, Applied Epic is the leader in insurance agency management systems and it does many things right. However, from a technical standpoint, the software is not as streamlined as it could be which causes many headaches for users who want a quicker workflow when servicing policies, managing documents, and processing transactions. ----- ### "Why Applied Epic over all others" — 4.0/5 > **Brianne** | *8 mars 2019* | Logiciels de construction | Taux de recommandation : 9.0/10 > > **Avantages**: My most favorite parts of the software center around the built in workflows and the ability to keep the "story" of an item, the account, a renewal etc. all together in one place. It takes a lot of time to set the system up correctly when you migrate to Applied Epic, but 18 months later, we have received wonderful feedback from an outside consultant about how we are using the system properly, the way it was intended. If you are not using it the way it was meant to be used, you are not going to reap the benefits of what the software really are. > > **Inconvénients**: My least favorite piece of the software are the reports/report layouts. It takes a lot of practice, use and analytical thinking to piece together the reports you need into a format that is most useful for you. It is rare that one report will provide the information needed but rather a combination/review of two or more reports to get to the data you really want...such as retention. That being said, I do believe Applied has helped eliminate the reporting frustration through their Applied Analytics tool. > > Transitioning from Applied Agency Manager (TAM) to Epic was not a quick process, it was often times painful but I can honestly say 18 months later, it is worth it from all angles (service, production and management). The support network (which you must choose on your own to use) in place to assist you in any avenue is superior to all other products I am aware of, you just have to make sure you are taking advantage of them. ----- ### "Best of the Available Agency Management Systems" — 3.0/5 > **Douglas** | *8 mars 2019* | Assurance | Taux de recommandation : 8.0/10 > > **Avantages**: I like how EPIC has built upon its predecessors TAM, Applied and Vision so that some of your past experience on their older systems can be applied to the new system. Attachments and emails are very easy to add to the system to be stored. > > **Inconvénients**: Many features in EPIC are worse than they were in previous versions. 1 - Attachment Folders were much better in Vision then Epic. Easier to find files than it is now 2 - canceling a policy in Epic does not change the expiration date on the policy in Epic as it historically did in Vision. 3- The attachment sorting and search function is worse now then in Vision. 4 - Many functions within policy acords such as import and export are not accessible from some screens that they should be accessible. 5 - System still lacks any real visual way for tracking in process items in ways that are popular with software and program developers. 6- System lacks the ability to easily store underwriter contacts information on a global level 7- Sending emails from within Epic lack most of the functionality within Outlook including signatures. > > Over all I think EPIC s ok, but it clearly does not live up to its name as being "EPIC" Personally I think that Vision did many things better then EPIC, specifically when it comes to search ability of attachments. ----- ### "One of the best in the industry" — 5.0/5 > **Utilisateur vérifié** | *24 mai 2022* | Assurance | Taux de recommandation : 9.0/10 > > **Avantages**: The program is very robust and a great CRM > > **Inconvénients**: Some of the initial set up and running of reports ----- ### "Applied Epic for Commercial Insurance" — 4.0/5 > **Summer** | *4 décembre 2019* | Assurance | Taux de recommandation : 8.0/10 > > **Avantages**: It is user friendly and easy to navigate. > > **Inconvénients**: It would be nice to be able to search for a customer by partial policy number if you do not have access to the full policy number. Also, it seems to crash quite a bit ----- Page : 1/7\ Suivant: [Page suivante](https://www.capterra.lu/software/70671/applied-epic?page=2) ## Liens - [Afficher sur Capterra](https://www.capterra.lu/software/70671/applied-epic) ## Cette page est disponible dans les langues suivantes. | Langue | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Données structurées