--- description: ¿Qué piensan los usuarios de Applied Epic? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de Applied Epic gracias a Capterra Chile. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Applied Epic - Opiniones, precios y características - Capterra Chile 2026 --- Breadcrumb: [Inicio](/) > [Software de seguros](/directory/20035/insurance-agency/software) > [Applied Epic](/software/70671/applied-epic) # Applied Epic Canonical: https://www.capterra.cl/software/70671/applied-epic Página: 1 de 7\ Siguiente: [Página siguiente](https://www.capterra.cl/software/70671/applied-epic?page=2) > Diseñado para empresas de todos los tamaños, con el objetivo de ayudar a administrar las relaciones con los clientes, las políticas, los beneficios, las ventas y la contabilidad financiera. > > Veredicto: 141 usuarios lo han valorado con **4.2/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Applied Epic? Plataforma de gestión de agencias basada en la web y de instalación local que permite que empresas de todos los tamaños gestionen y lleven un seguimiento de los flujos de trabajo, las relaciones con los clientes y las cuentas, a la vez que supervisan si existen nuevas oportunidades de negocio. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | 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 | | Funciones | 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**: US$1.000,00 - **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 ## Funciones - Administración de reaseguros - Broker/Agent Portal - Clasificación de seguros comparada - Creación de informes/análisis - Daños y accidentes - Facturación - Gestión de calendarios - Gestión de comisiones - Gestión de contactos - Gestión de correo electrónico - Gestión de documentos - Gestión de flujos de trabajo - Gestión de políticas - Gestión de pólizas de seguros - Gestión de reclamaciones - Gestión de tareas - Gestión del pipeline - Portal de clientes - Presupuestos y estimaciones - Registro de auditoría - Third-Party Integrations ## Integraciones (en total: 2) - Clarity Wave - Microsoft Outlook ## Opciones de asistencia - E-mail/Help Desk - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software de seguros](https://www.capterra.cl/directory/20035/insurance-agency/software) ## Categorías relacionadas - [Software de seguros](https://www.capterra.cl/directory/20035/insurance-agency/software) - [Software CRM online](https://www.capterra.cl/directory/30072/online-crm/software) - [Software para corredurías de seguros](https://www.capterra.cl/directory/31282/p%26c-insurance/software) - [Software para clasificación de seguros](https://www.capterra.cl/directory/20037/insurance-rating/software) ## Alternativas 1. [Jenesis Software](https://www.capterra.cl/software/119068/jenesis-software) — 4.7/5 (283 reviews) 2. [EZLynx](https://www.capterra.cl/software/102928/ezlynx) — 3.7/5 (73 reviews) 3. [NowCerts](https://www.capterra.cl/software/132779/nowcerts) — 4.8/5 (150 reviews) 4. [Macaw](https://www.capterra.cl/software/167497/macaw) — 3.6/5 (22 reviews) 5. [HawkSoft CMS](https://www.capterra.cl/software/79412/hawksoft-cms) — 4.5/5 (64 reviews) ## Opiniones ### "Applied Epic for Commercial Insurance" — 4.0/5 > **Summer** | *4 de diciembre de 2019* | Seguros | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: It is user friendly and easy to navigate. > > **Puntos en contra**: 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 marzo de 2019* | Construcción | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 marzo de 2019* | Seguros | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 > **Usuario verificado** | *24 de mayo de 2022* | Seguros | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: The program is very robust and a great CRM > > **Puntos en contra**: 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 | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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. ----- Página: 1 de 7\ Siguiente: [Página siguiente](https://www.capterra.cl/software/70671/applied-epic?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.cl/software/70671/applied-epic) ## Esta página se encuentra disponible en los siguientes idiomas | Local | 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 | | ----- ## Datos estructurados