--- description: Applied Epic : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités. 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 Canada 2026 --- Breadcrumb: [Accueil](/) > [Logiciels pour compagnie d'assurance](/directory/20035/insurance-agency/software) > [Applied Epic](/software/70671/applied-epic) # Applied Epic Canonical: https://fr.capterra.ca/software/70671/applied-epic Page : 1/7\ Suivant: [Page suivante](https://fr.capterra.ca/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 : 141 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** | 141 Avis | | Simplicité | 3.8/5 | 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 du vendeur - **Entreprise**: Applied Systems - **Pays**: University Park, É.-U. - **Fondé**: 2016 ## Contexte commercial - **À partir de**: 1 000,00 $ US - **Public cible**: Travailleur autonome, 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 courriels - Gestion des documents - 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/courriel - Base de connaissances - Support téléphonique - Chat/Clavardage ## Category - [Logiciels pour compagnie d'assurance](https://fr.capterra.ca/directory/20035/insurance-agency/software) ## Catégories connexes - [Logiciels pour compagnie d'assurance](https://fr.capterra.ca/directory/20035/insurance-agency/software) - [Logiciels CRM en ligne](https://fr.capterra.ca/directory/30072/online-crm/software) - [Logiciels d'assurance habitation](https://fr.capterra.ca/directory/31282/p%26c-insurance/software) - [Logiciels d'assurance](https://fr.capterra.ca/directory/20037/insurance-rating/software) ## Logiciels similaires 1. [Macaw](https://fr.capterra.ca/software/167497/macaw) — 3.6/5 (22 reviews) 2. [ePayPolicy](https://fr.capterra.ca/software/198072/epaypolicy) — 4.9/5 (247 reviews) 3. [Jenesis Software](https://fr.capterra.ca/software/119068/jenesis-software) — 4.7/5 (283 reviews) 4. [EZLynx](https://fr.capterra.ca/software/102928/ezlynx) — 3.7/5 (73 reviews) 5. [NowCerts](https://fr.capterra.ca/software/132779/nowcerts) — 4.8/5 (150 reviews) ## Avis ### "Applied EPIC" — 5.0/5 > **Laura** | *29 décembre 2025* | Assurance | Taux de recommandation : 9.0/10 > > **Avantages**: The ability to have a next level of automation. Creating task, digital marketing to clients and client based applications, really brings a new level of customer service. > > **Inconvénients**: Downside moving from TAM to EPIC, somethings do feel repetitive. Template setup is cumbersome, loading broker signatures is a process if you aren't super techy. Losing document writer when we went to the web base version was unfortunate. Receipts are unnecessarily long. losing transaction history (albeit it went to an activity) was also a pain point. > > So far it's been good. We are not yet using it to it's full potential but it is capable of so much. Definitely more efficient for big business that have in house staff working of configuration. When the broker/manager is also the tech person, the time it takes to create things there are lots left undone. ----- ### "Comprehensive agency system — powerful once you know it" — 4.0/5 > **Utilisateur vérifié** | *31 octobre 2025* | Assurance | Taux de recommandation : 9.0/10 > > **Avantages**: Applied Epic has been a strong tool for our agency — it brings client info, policy files, documents, tasks and reporting into one system so things don’t feel scattered. I especially like how activities and reminders are built in (they help keep follow-ups from slipping through). Several users say it improved their efficiency compared to older systems. > > **Inconvénients**: There’s definitely a learning curve: the number of features means it takes some time to really feel comfortable and efficient in it.  Occasionally processes feel slower or “click-heavy” for simpler tasks.  Also, the cost and implementation (especially for smaller brokerages) has been raised as a concern. > > Overall I’ve had a good experience with Applied Epic. For a business ready to invest in training and setup, it gives a lot of value and helps centralize workflows. If you’re in a smaller agency or expecting very minimal setup/training, you might find it takes more time upfront to get real benefit. ----- ### "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 ----- ### "Why Applied Epic over all others" — 4.0/5 > **Brianne** | *8 mars 2019* | 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. ----- Page : 1/7\ Suivant: [Page suivante](https://fr.capterra.ca/software/70671/applied-epic?page=2) ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/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