Name: Applied Epic
Rating: 4.17 (141 reviews)

Applied Epic vs ePayPolicy

QuickBooks Online

Square Payments

Fortis

Workee

Applied TAM

Oracle Insurance

Compare Applied Epic and ePayPolicy based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Applied TAM is a cloud-based agency management software that helps small to midsize insurance businesses manage daily operations and administrative tasks. The platform enables organizations to streamline risk management, insurance renewals, marketing, compliance tracking, and other operations via a unified portal.

Smarter booking and AI-powered sales automation for med spas, wellness clinics, and beauty studios. Workee helps you fill your calendar, reduce no-shows, and grow revenue — all in one easy-to-use platform.

Oracle Insurance is an insurance policy and HIPAA compliance management software that helps businesses manage claims adjudication, policy processing, member enrollment, and more from within a unified platform. It allows staff members to utilize a rules-based policy administration tool to configure group insurance products, set up life insurance policies, manage calculations, and handle business underwritings.

Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.

Access Controls/Permissions

Accounting

Accounting Integration

Activity Dashboard

Activity Tracking

Alerts/Notifications

Audit Trail

Billing & Invoicing

Broker/Agent Portal

Calendar Management

Calendar Sync

Campaign Management

Claims Management

Claims Settlement

Client Management

Client Portal

Collaboration Tools

Commercial Lines

Commission Calculations

Commission Management

Comparative Insurance Rating

Configurable Workflow

Contact Database

Contact Management

Customer Database

Customer Portal

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Data Import/Export

Deal Management

Digital Signature

Document Imaging

Document Management

Document Storage

Document Templates

Drag & Drop

Electronic Payments

Email Management

Email Marketing

Email Templates

For Auto Insurance

For Disability Insurance

For Health/Medical Insurance

For Homeowners Insurance

Forecasting

Forms Management

Insurance Management

Insurance Policy Management

Insurance Rating

Invoice Management

Lead Capture

Lead Generation

Lead Management

Lead Nurturing

Life & Health

Lifecycle Management

Marketing Automation

Mobile Access

Monitoring

Multi-State

Multiple Line Rating

Opportunity Management

Performance Metrics

Pipeline Management

Policy Management

Prioritization

Property & Casualty

Quotes/Estimates

Real-Time Data

Real-Time Reporting

Referral Tracking

Reinsurance Administration

Reminders

Reporting & Statistics

Reporting/Analytics

Risk Assessment

Role-Based Permissions

Sales Reports

Sales Trend Analysis

Search/Filter

Secure Login

Segmentation

Self Service Portal

Single Sign On

SSL Security

Status Tracking

Task Management

Territory Management

Third-Party Integrations

User Management

Web-based Deployment

Workflow Management

Applied Epic

Linux

Web-based

Windows

Marketing manager

I think the managerial positions like this platform a bit more than the day-to-day salesman. It can run a lot of useful reports and does a great job with lead management.

Quality Assurance

I enjoy the tasks that you can place inside each activity to remind you of your step in the process. The home screen is amazing to work off of everyday.

Manager 

This system also does not allow for errors. Once data is entered it is really hard, inconvenient or not able to be fixed.

Senior System Admin

Software has a clean logical layouts. Ease of navigation is big to help with the training of new users.

Elearning Specialist

Great support to make our roll out possible. Good advice along the way to help us overcome hurdles.

Medical Biller

I really liked that there was more than one way to get something done on the program. And the customer service was excellent.

Insurance Processor

The certificate process is redundant. The box checking is ridiculous.

Director of Client Services

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.

Account manager 

Sometimes the fields and screens can be confusing especially when you are still learning the software.

Account Manager

Epic is extremely easy to use, making it the most user friendly system to use. The activities are a huge perk for reminders and tasks.

Insurance Broker 

Great product for integrating all of our work.

Customer Service Representative

Great integration with email services. Extremely organized layout.

Assistant

Customer service is extremely helpful. There are so many different things you can do with Applied that it makes me wonder how we managed before we had it.

They continue to reinvest in the platform and build or acquire companies that will complement the platform. They have purchased IVANS to help with download which works well with Epic.

President

Many features that were promised are either not available in Canada or simply do not exist. You should also have a staff of IT professionals on call to sort out the various problems that arise.

Commercial Account Manager

Horrific learning curve for new users. Investors owning Applied also own chunks of large insurance brokerages have made it appear as the top product.

Report layouts can be a little difficult to line up properly. I don't like the an activity under a broker can not have Further Action to take send a letter, however a client can.

Agent

Integration with other software is faulty. New windows create clutter.

Applied Epic screenshot: Applied Epic Dashboards

Applied Epic screenshot: Applied Epic Workflow

Applied Epic screenshot: Applied Epic User Experience

Applied Epic screenshot: Applied Epic Attachments

Applied Epic screenshot: Applied Epic Market Appetite (Powered by Ask Kodiak)

Freelancers

Large Enterprises

Mid Size Business

Small Business

QuickBooks Online is an all-in-one online business software designed to help manage business finances. The platform is built to scale businesses, unlocking insights and providing the functionality of a larger team, all on one integrated platform.

Square Payments is an online payment processing solution which integrates with Square hardware & POS software to allow businesses to accept payments

Fortis delivers embedded payment solutions for ERP and software platforms, enabling secure, seamless acceptance of credit, ACH, and digital wallets—online, in-app, or in person—while improving cash flow and simplifying invoicing and billing.

ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions, access electronic receipts, and control user permissions.

ACH Payment Processing

Alerts/Escalation

Audit Management

Batch Processing

Compliance Management

Credit Card Processing

Dashboard

Data Security

Debit/Credit Card Processing

Dunning Management

Email Reminders

Integrations Management

Invoice Processing

Mobile Payments

Multi-Period Recurring Billing

Multiple Payment Options

Online Payments

Partial Payments

Payment Fraud Prevention

Payment Gateway Integration

Payment Links

Payment Processing

PCI Compliance

Receipt Management

Recurring Invoicing

Recurring/Subscription Billing

Refund Management

Transaction History

Transaction Monitoring

ePayPolicy

It's been an effective solution for our clients. Yes, it could be better, but for now it works and is convenient for our clients.

Agency Principal

They are so easy to work with; everything is very intuitive. I've only really needed to engage with service a few times, but they were super helpful and accommodating.

Director

Absolutely pleased with it and the time that we save using it. The epay url for our clients that we can insert into emails is also a huge win.

team manager 

The epaypolicy is a very easy app and usefull accept four big credit cards and make the transactions very quick and secure the experience so far is perfect.

IT Systems Manager

As the only vendor at the time which integrated with our Vertafore product I initially felt captive in selecting them, but they are a delight to work with and our customers love it as well.

It's easy to add and send money to and from people. I also really like being able to see the step by step progress of each transaction it makes the process feel transparent and secure.

Owner

From the ease of onboarding, to clients paying our office to paying our own invoice via epay it all has been super easy. Our representative [sensitive content hidden.

Office Manager

Overall we have had a great experience and like how much it has simplified receiving payments.

Applied Epic vs ePayPolicy Comparison (2026)

Applied Epic vs ePayPolicy Comparison (2026)

Applied Epic

ePayPolicy

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives