--- description: Tudo sobre Applied Epic: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Applied Epic - Preço, avaliações e classificação - Capterra Portugal 2026 --- Breadcrumb: [Home](/) > [Sistemas de Seguros](/directory/20035/insurance-agency/software) > [Applied Epic](/software/70671/applied-epic) # Applied Epic Canonical: https://www.capterra.pt/software/70671/applied-epic Page: 1 / 7\ Seguinte: [Next page](https://www.capterra.pt/software/70671/applied-epic?page=2) > Desenvolvida para empresas de todos os tamanhos para ajudar a gerenciar relacionamentos com clientes, políticas, benefícios, vendas e contabilidade financeira. > > Verdict: Rated **4.2/5** by 141 users. Top-rated for **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa Applied Epic? Plataforma de gestão de agências via Internet e no local, que permite que empresas de todos os tamanhos gerenciem e acompanhem fluxos de trabalho, relacionamentos com clientes e contas, ao mesmo tempo em que supervisionam novas oportunidades de negócios. ## Quick Stats & Ratings | Metric | Classificação | Detail | | **Geral** | **4.2/5** | 141 Avaliações | | Praticidade | 3.8/5 | Based on overall reviews | | Suporte ao cliente | 4.2/5 | Based on overall reviews | | Relação qualidade/preço | 3.7/5 | Based on overall reviews | | Recursos | 4.1/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Applied Systems - **Location**: University Park, EUA - **Founded**: 2016 ## Commercial Context - **Preço inicial**: 1000,00 US$ - **Target Audience**: Profissional autônomo, 2 - 10, 11 - 50, 51 - 200, 201 - 500, 501 - 1 000, 1 001 - 5 000, 5 001 - 10 000, 10 000+ - **Deployment & Platforms**: Nuvem, SaaS, baseado na web, Windows (desktop), Windows (local), Linux (local) - **Idiomas**: francês, inglês - **Available Countries**: Canadá, Estados Unidos, Reino Unido ## Recursos - Administração de resseguros - Broker/Agent Portal - Classificação comparada de seguros - Cobrança e faturamento - Gerenciamento de contatos - Gerenciamento de documentos - Gerenciamento de e-mails - Gestão de apólices de seguro - Gestão de calendários - Gestão de comissões - Gestão de políticas - Gestão de reclamações - Gestão de tarefas - Gestão do fluxo de trabalho - Gestão do pipeline - Orçamentos/estimativas - Patrimonial & contra acidentes - Portal do cliente - Registro de auditoria - Relatórios e análise de dados - Third-Party Integrations ## Integrations (2 total) - Clarity Wave - Microsoft Outlook ## Opções de suporte - Email/Help Desk - Base de conhecimento - Suporte por telefone - Bate-papo ## Category - [Sistemas de Seguros](https://www.capterra.pt/directory/20035/insurance-agency/software) ## Categorias relacionadas - [Sistemas de Seguros](https://www.capterra.pt/directory/20035/insurance-agency/software) - [Software CRM Online](https://www.capterra.pt/directory/30072/online-crm/software) - [Software de Seguro P\&C](https://www.capterra.pt/directory/31282/p%26c-insurance/software) - [Software de Classificação de Seguros](https://www.capterra.pt/directory/20037/insurance-rating/software) ## Alternativas 1. [ePayPolicy](https://www.capterra.pt/software/198072/epaypolicy) — 4.9/5 (247 reviews) 2. [Jenesis Software](https://www.capterra.pt/software/119068/jenesis-software) — 4.7/5 (283 reviews) 3. [EZLynx](https://www.capterra.pt/software/102928/ezlynx) — 3.7/5 (74 reviews) 4. [NowCerts](https://www.capterra.pt/software/132779/nowcerts) — 4.8/5 (150 reviews) 5. [Macaw](https://www.capterra.pt/software/167497/macaw) — 3.6/5 (22 reviews) ## Avaliações ### "Applied Epic for Commercial Insurance" — 4.0/5 > **Summer** | *4 de dezembro de 2019* | Seguros | Recommendation rating: 8.0/10 > > **Vantagens**: It is user friendly and easy to navigate. > > **Desvantagens**: 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 de março de 2019* | Construção | Recommendation rating: 9.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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 de março de 2019* | Seguros | Recommendation rating: 8.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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 > **Avaliador Verificado** | *24 de maio de 2022* | Seguros | Recommendation rating: 9.0/10 > > **Vantagens**: The program is very robust and a great CRM > > **Desvantagens**: Some of the initial set up and running of reports ----- ### "Best P\&C Insurance Tool on the Market" — 5.0/5 > **Tyler** | *20 de abril de 2019* | Seguros | Recommendation rating: 8.0/10 > > **Vantagens**: Epic is an easy tool to use whether you’re using the service side, admin/reporting side or using the accounting features. Since working at my current company, I’ve used it for all three. It’s structured and easy to train on. > > **Desvantagens**: I wish that Epic had a better Benefits setup. I’m hopeful that with the recent purchase of TechCanary Applied will be able to provide a better Benefits tool. ----- Page: 1 / 7\ Seguinte: [Next page](https://www.capterra.pt/software/70671/applied-epic?page=2) ## Links - [View on Capterra](https://www.capterra.pt/software/70671/applied-epic) ## This page is available in the following languages | Locale | 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 | | ----- ## Structured Data