Applied Epic

La facilité de trouver des clients, les SMS, pouvoir programmer des rapports simples à envoyer aux courtiers automatiquement.

Ce programme est de base américain et anglais. Les formulaires CSIO sont ajoutés comme étant des formulaires personnalisés, limitant ainsi les critères pour produire des rapports élaborés. La langue de production de police et les informations de base sont basés sur la langue de l'utilisateur et non-pas la langue du client. Si vous oubliez de changer la langue, vous risquez d'envoyer une facture au client dans la mauvaise langue.

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

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.

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.

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.