--- 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 CRM en ligne](/directory/30072/online-crm/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 : 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 du vendeur - **Entreprise**: Applied Systems - **Pays**: University Park, É.-U. - **Entreprise fondée en**: 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 CRM en ligne](https://fr.capterra.ca/directory/30072/online-crm/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 (258 reviews) 3. [Jenesis Software](https://fr.capterra.ca/software/119068/jenesis-software) — 4.7/5 (284 reviews) 4. [EZLynx](https://fr.capterra.ca/software/102928/ezlynx) — 3.7/5 (75 reviews) 5. [NowCerts](https://fr.capterra.ca/software/132779/nowcerts) — 4.8/5 (150 reviews) ## Avis ### "Reliable Platform for Managing Insurance Operations" — 5.0/5 > **michael** | *20 août 2026* | Assurance | Taux de recommandation : 10.0/10 > > **Avantages**: Applied Epic provides a comprehensive platform for managing the day-to-day operations of an insurance brokerage. It does a good job of keeping client, policy, document, activity, and renewal information organized in one place. The workflow and automation capabilities can help reduce manual administrative work, particularly around renewals, follow-ups, and routine servicing tasks. Having a centralized system also makes it easier for different team members to access the information they need and maintain continuity when accounts are transferred between staff. > > **Inconvénients**: The system can feel complex and sometimes requires a significant amount of training for new users. Some workflows are not as intuitive as they could be, and completing certain tasks can involve more steps than expected, especially after the new update that came out. > > Overall, our experience with Applied Epic has been positive. The platform offers a broad range of functionality and supports many of the workflows required to operate an insurance brokerage efficiently. The biggest learning curve is getting users comfortable with the system and making sure workflows are configured properly. Once users are familiar with it, Applied Epic provides a solid foundation for managing commercial insurance business and keeping information organized. ----- ### "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. ----- 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