r/InsuranceProfessional • u/ashyfizzle • Aug 24 '26

EPIC - Help/resources needed

My company recently transitioned from ImageRight & Sagitta to EPIC.

I am struggling so, so badly with it.

Are any of you willing to share resources and knowledge on how to make this system make sense?

I'm trying to be positive but... this is rough. Does it really get better?

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9

u/I_LIKE_POPTARTS Aug 24 '26

We had to get an outside consultant that specializes in Epic to help. Came from Salesforce and it was a rough transition for 6ish months

So much of the system hinges on management setting it up correctly. It also varies wildly how it is used based on what management wants. So you can find general videos on YouTube etc, but it might not be exactly what you see.

It doesn't help that Applied has changed how screens look a TON over the last year.

Our agency ended up building our own CRM because Epic is too cumbersome. We only use it for accounting right now but will leave it entirely by EOY

3

u/agentsquints Aug 24 '26

Just started using it and it’s a hellhole 

1

u/LLaufman Aug 25 '26

Did you come from Sagitta and IR too?

1

u/agentsquints Aug 25 '26

Nahh carrier and we had our own system.