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Insurance agency management software

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Applied Epic Overview

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 policy and benefits administration, enhancing operational productivity. Advanced reporting tools offer valuable insights, aiding in informed decision-making. Applied Epic also integrates seamlessly with other applications, ensuring smooth data flow across systems. Its cloud-based deployment offers flexibility and scalability, suitable for agencies of any size. Applied Epic simplifies insurance management, fostering growth and efficiency.

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Applied Epic Screenshot & Video

Contact Details

  • Vendor Name Applied Systems
  • Founded 2016
  • Location United States
  • Employees 1000+

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • Windows Windows
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English, French

Industries

Information Services, Information Technology & Services

Applied Epic Features

  • Arrow Icon Customizable Templates
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Calendar Management
  • Arrow Icon Lead Capture
  • Arrow Icon Workflow Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Opportunity Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Email Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Calendar Sync
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Forecasting
  • Arrow Icon Campaign Management
  • Arrow Icon Contact Management
  • Arrow Icon Document Storage
  • Arrow Icon Social Media Integration
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Web-based Deployment
  • Arrow Icon Lead Management
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Lead Generation
  • Arrow Icon Lead Qualification
  • Arrow Icon Marketing Automation
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Referral Tracking
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Territory Management
  • Arrow Icon Deal Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon For Personal Insurance
  • Arrow Icon Multiple Line Rating
  • Arrow Icon Claims Management
  • Arrow Icon MGA Administration
  • Arrow Icon Commercial Lines
  • Arrow Icon Comparative Insurance Rating
  • Arrow Icon Customizable Reports
  • Arrow Icon Carrier Upload
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Multi-State
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Commission Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Claims Management
  • Arrow Icon Document Management
  • Arrow Icon Reinsurance Administration
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customer Portal
  • Arrow Icon Underwriting Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Property & Casualty
  • Arrow Icon Reporting/Analytics

Applied Epic Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Top Applied Epic Alternatives

View all Applied Epic Alternatives

HealthSherpa

Guidewire

EZLynx

ePayPolicy

Applied Epic FAQs

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 policy and benefits administration, enhancing operational productivity. Advanced reporting tools offer valuable insights, aiding in informed decision-making. Applied Epic also integrates seamlessly with other applications, ensuring smooth data flow across systems. Its cloud-based deployment offers flexibility and scalability, suitable for agencies of any size. Applied Epic simplifies insurance management, fostering growth and efficiency.

  • No, Applied Epic does not offer a free version.

  • No, Applied Epic does not offer any free trial.

  • No, Credit Card details are not required for the Applied Epic trial.

  • No, Applied Epic does not offer an API.

  • Applied Epic offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Applied Epic offers training with the following options:
    • In-person , Webinar , Documentation

  • Applied Epic supports the following languages:
    • English , French

  • Following are the typical users of the Applied Epic:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Applied Epic supports the following deployment:
    • Cloud Hosted

  • Applied Epic supports the following devices and operating systems:
    • Web-Based , Windows , Linux

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