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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 |
Vertafore Agency Platform is a comprehensive insurance agency software that helps agencies streamline their operations and improve customer service. The platform integrates multiple core functions, including customer relationship management (CRM), policy management, claims processing, and billing. It enables insurance agents to manage customer information in a centralized system, allowing for quic... Read more about Vertafore Agency Platform |
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| Free Trial |
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| Starting Price |
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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 | 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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