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| Review & Ratings |
No reviews available |
No reviews available |
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| Description |
Applied Epic is a comprehensive insurance agency management software designed to streamline various business processes. Its user-friendly interface allows for easy navigation, making it accessible for all levels of users. Key features include centralized customer information, which improves client relationship management by providing a holistic view of client data. The software supports efficient ... Read more about Applied Epic |
Indio is a comprehensive Insurance Agency Software designed to streamline and enhance the operations of insurance agencies, ensuring efficient client management, policy administration, and sales processes. This robust platform offers a wide range of features, including client relationship management (CRM), policy management, claims processing, document management, and detailed reporting, ensuring ... Read more about Indio |
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| Free Trial |
NA |
NA |
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| Starting Price |
NA |
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| Category Features | |||
| Online CRM Software | |||
| Customizable Templates | |||
| Sales Trend Analysis | |||
| Calendar Management | |||
| Lead Capture | |||
| Workflow Management | |||
| Interaction Tracking | |||
| Opportunity Management | |||
| Performance Metrics | |||
| Email Management | |||
| Pipeline Management | |||
| Calendar Sync | |||
| Email Marketing | |||
| Task Management | |||
| Forecasting | |||
| Campaign Management | |||
| Contact Management | |||
| Document Storage | |||
| Social Media Integration | |||
| Collaboration Tools | |||
| Sales Reports | |||
| Web-based Deployment | |||
| Lead Management | |||
| Internal Chat Integration | |||
| Lead Generation | |||
| Lead Qualification | |||
| Marketing Automation | |||
| Quotes/Estimates | |||
| Referral Tracking | |||
| Reporting/Analytics | |||
| Territory Management | |||
| Deal Management | |||
| Lead Nurturing | |||
| Role-Based Permissions | |||
| Artificial Intelligence | |||
| Insurance Software | |||
| Insurance Rating | |||
| Contact Management | |||
| Insurance Policy Management | |||
| Document Management | |||
| Claims Management | |||
| Self Service Portal | |||
| Property & Casualty | |||
| Commission Management | |||
| Policy Management | |||
| Life & Health | |||
| Workflow Management | |||
| Audit Trail | |||
| Quotes/Estimates | |||
| Activity Tracking | |||
| Artificial Intelligence | |||
| Insurance Rating Software | |||
| For Personal Insurance | |||
| Multiple Line Rating | |||
| Claims Management | |||
| MGA Administration | |||
| Commercial Lines | |||
| Comparative Insurance Rating | |||
| Customizable Reports | |||
| Carrier Upload | |||
| Broker/Agent Portal | |||
| Multi-State | |||
| Artificial Intelligence | |||
| P&C Insurance Software | |||
| Billing & Invoicing | |||
| Commission Management | |||
| Insurance Rating | |||
| Claims Management | |||
| Document Management | |||
| Reinsurance Administration | |||
| Quotes/Estimates | |||
| Customer Portal | |||
| Underwriting Management | |||
| Third-Party Integrations | |||
| Broker/Agent Portal | |||
| Insurance Policy Management | |||
| Property & Casualty | |||
| Reporting/Analytics | |||
| Artificial Intelligence | |||
| Other Information | |||
| Deployment | Cloud Hosted | Cloud Hosted | |
| Devices Supported | Web-Based, Windows, Linux | Web-Based, | |
| Pricing Model | Contact Vendor | Contact Vendor | |
| Support | Email, Phone, Chat, Knowledge Base | Email, Phone, Chat | |
| Target Company Size |
Self-Employed,
Small-Business,
Midsize-Business,
Large-Enterprise-Business
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Self-Employed,
Small-Business,
Midsize-Business,
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