--- description: Busca información actualizada sobre Applied Epic. Lee opiniones verificadas y descubre sus funciones, características, precios y usabilidad. Compara Applied Epic con productos similares hasta encontrar la opción adecuada. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Applied Epic: precios, funciones y opiniones | GetApp España 2026 --- Breadcrumb: [Inicio](/) > [Software CRM online](/directory/232/online-crm/software) > [Applied Epic](/software/122115/applied-epic) # Applied Epic Canonical: https://www.getapp.es/software/122115/applied-epic Página: 1 de 7\ Siguiente: [Página siguiente](https://www.getapp.es/software/122115/applied-epic?page=2) > Applied Epic es una solución de gestión de empresas de seguros basada en la nube que ayuda a las corredurías de seguros a gestionar las relaciones con los clientes, las oportunidades de ventas, la contabilidad, la administración de beneficios y más. Sus principales funciones incluyen gestión de procesos, almacenamiento de documentos, mensajería, firma electrónica y creación de informes. > > Veredicto: 141 usuarios lo han valorado con **4.2/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Estadísticas y valoraciones rápidas | Métrica | Valoración | Detalles | | **En general** | **4.2/5** | 141 Opiniones | | Facilidad de uso | 3.8/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.2/5 | Basado en las opiniones generales | | Relación calidad-precio | 3.7/5 | Basado en las opiniones generales | | Funcionalidades | 4.1/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 80% | (8/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Applied Systems - **Ubicación**: University Park, EE. UU. - **Constitución**: 2016 ## Contexto comercial - **Precio inicial**: 1000,00 US$ - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Windows (desktop), Windows (local), Linux (local) - **Idiomas admitidos**: francés, inglés - **Países disponibles**: Canadá, Estados Unidos, Reino Unido ## Funcionalidades - API - Acceso móvil - Administración de reaseguros - Alertas y notificaciones - Almacenamiento de documentos - Análisis de evolución de ventas - Arrastrar y soltar - Automatización de marketing - Autorizaciones basadas en roles - Base de datos de clientes - Base de datos de contactos - Broker/Agent Portal - Búsqueda/filtro - Campos personalizables - Captura de clientes potenciales - Claims Settlement - Clasificación de seguros - Clasificación de seguros comparada - Clasificación de varias líneas - Conexión segura ## Integraciones (en total: 2) - Clarity Wave - Microsoft Outlook ## Opciones de asistencia - E-mail/Help Desk - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software CRM online](https://www.getapp.es/directory/232/online-crm/software) ## Categorías relacionadas - [Software CRM online](https://www.getapp.es/directory/232/online-crm/software) - [Software para corredurías de seguros](https://www.getapp.es/directory/1205/p-c-insurance/software) - [Software de seguros](https://www.getapp.es/directory/664/insurance/software) - [Software para clasificación de seguros](https://www.getapp.es/directory/1375/insurance-rating/software) ## Alternativas 1. [Jenesis Software](https://www.getapp.es/software/120315/jenesis-software) — 4.7/5 (283 reviews) 2. [EZLynx](https://www.getapp.es/software/122419/ezlynx) — 3.7/5 (73 reviews) 3. [NowCerts](https://www.getapp.es/software/115387/nowcerts) — 4.8/5 (150 reviews) 4. [Macaw](https://www.getapp.es/software/114685/macaw) — 3.6/5 (22 reviews) 5. [A1 Tracker](https://www.getapp.es/software/120575/a1-tracker) — 4.9/5 (79 reviews) ## Opiniones ### "Great system" — 5.0/5 > **Usuario verificado** | *15 de marzo de 2019* | Educación superior | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: This is a powerful Agency Management Software. It can do almost anything you need it to do, and the training tools that come with it are very helpful. It can take a while to really understand how to use the system to the fullest, but once you do, it is very powerful. I like how easy it is to route tasks through the system and keep the information organized. > > **Desventajas**: Just that it isn't necessarily intuitive. You can usually figure it out after making a few wrong clicks, and it makes it difficult to mess anything up, but it can sometimes cause some head scratching at first. ----- ### "Worth the switch from TAM" — 4.0/5 > **Usuario verificado** | *22 de marzo de 2019* | Seguros | Valoración de la recomendación: 7.0/10 > > **Puntos a favor**: 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 > > **Desventajas**: 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. > > We are nearing 8 months post activation and finally starting to see the light at the end of the tunnel and overall benefits. Lots of customization appeal that we hadn’t had before, and the system allows ease of attachments and data sharing that we didn’t have before. Customer support and on boarding/pre configuration could used some improvement. ----- ### "Look around if you want to be happy with your management system" — 3.0/5 > **Jacob** | *21 de diciembre de 2022* | Seguros | Valoración de la recomendación: 0.0/10 > > **Puntos a favor**: That we no longer have to use it. ......................... > > **Desventajas**: Very Expensive, Do not set up payments for EFT. If you cancel they will take extra payments and tell you that they do not give refunds. This system is very hard to learn. We went to a class that applied put on. We watched the instructor struggle to get the system to do what she wanted. Best part was she called he self an expert at the beginning of the class. > > An Experience that I wish would not have happened. ----- ### "Functional in some ways" — 5.0/5 > **Usuario verificado** | *19 de julio de 2019* | Seguros | Valoración de la recomendación: 6.0/10 > > **Puntos a favor**: It is user friendly. Clear and easy to understand. The reports are nice to have. > > **Desventajas**: The certificate process is redundant. The box checking is ridiculous. Everything takes 3x as long. The accounting is not fun either. ----- ### "Epic rev" — 4.0/5 > **Usuario verificado** | *8 de mayo de 2019* | Seguros | Valoración de la recomendación: 5.0/10 > > **Puntos a favor**: I like the following information in regards to the use of Applied Epic: Lookup features, modern look, sign on ease, online training, Sales dashboard. Also I like how the certificates can be renewed and to choose to carry over the holders. > > **Desventajas**: There are several things that can be complicated. For receipts of payments, I do not like having to enter the same information (check \#, payment amount, company) multiple times. The fax is harder to use due to having to choose from information in the system only. The premiums do not show properly on the screen. When attaching a document to an activity, it does not show it also that you attached it. It does not show the company on an activity on the home screen. This is important for me as for some activities you have to check on them in the company and I like to group it together. ----- Página: 1 de 7\ Siguiente: [Página siguiente](https://www.getapp.es/software/122115/applied-epic?page=2) ## Enlaces - [Ver en GetApp](https://www.getapp.es/software/122115/applied-epic) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Datos estructurados