Applied Epic is an online insurance management software that lets users streamline and enhance the operations of insurance agencies and brokerages. This platform offers a user-friendly interface allowing users to access multiple devices, including smartphones, Linux, Android, and iOS.
Applied Epic has become popular in the industry as it provides an end-to-end solution that enhances users’ financial experience and offers key features, including document storage, messages, and reporting.
In addition, it’s a cloud-based management system for agencies that helps agencies manage customer relationships, sale opportunities, accounting, and other financial benefits. Moreover, Applied Epic simplifies complex workflows, allowing users to efficiently handle tasks like policy issuance, claims processing, and document management.
Features
- Insurance management software
- Access using multiple devices
- Seamless customer-engaging experience
- Process management and document storage
- Simplifies complex workflow
- Accessible
- Friendly interface
- Accounting management
- Quick solution
Similar to Applied Epic
There are up to 11 Applied Epic Alternatives. It has features like Management and Online. The best alternative to Applied Epic is Genesis software, which is Paid. The other best apps like Applied Epic are AMS, Applied TAM, and AgencyBloc.
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Applied Epic Information
11 Best Applied Epic Alternatives
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1AMS360
Vertafore AMS360 is a workflow management tool designed for agencies. It streamlines accounting, automates processes, and enhances client relationships, enabling growth and efficiency.
2Applied TAM
Applied TAM is an insurance management system for small businesses. It automates workflows, tracks sales performance, and simplifies policy renewals and marketing operations.
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3AgencyBloc
AgencyBloc is a comprehensive management software tailored for life and health insurance agencies. It streamlines operations by integrating commission processing and sales automation tools. With this platform, users can securely manage their businesses from anywhere and instantly access data and client reports.
4AgencyZoom
AgencyZoom is a dynamic platform designed to manage leads, track sales, onboard customers, and gather Google reviews. By setting goals and fostering a positive team environment, it enhances sales performance. Additional features include automatic customer follow-ups, referral generation, and seamless onboarding for new businesses, all powered by advanced tools widely adopted by P&C agents.
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5Pwave Insurance
Pwave Insurance offers innovative solutions for medical insurance providers worldwide. It simplifies the claims process by enabling direct submissions, eliminating manual approvals, and significantly reducing turnaround times for insurance companies.
6Sohamlife
SohamLife is a robust insurance management system that optimizes business lifecycle operations. It includes modules for underwriting, policy administration, and reinsurance. The platform also provides an intermediary management system to quickly access brokers, agents, and policies.
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7BindHQ
BindHQ is an all-encompassing agency management platform designed to boost sales and efficiency. It enhances productivity by streamlining workflows, providing instant access to markets, and enabling users to sell insurance products effortlessly.
8Nowcerts
NowCerts simplifies agency management by offering features like commission tracking, certificate issuance, and payment management. It relieves administrative burdens, allowing users to focus on business growth.
9Genesis software
Genesis Software is a versatile insurance management tool offering features like reporting, carrier management, and document handling. It transforms agencies into digital hubs, fostering better customer relationships and engagement.
10EZLynx
EZLynx is a comparative insurance rating platform that streamlines the quoting process by allowing users to compare data from multiple companies simultaneously. Its updated interface supports real-time quoting and simplifies carrier integration.
11Agency Matrix
Agency Matrix provides insurance agencies with tools for managing files, personnel, payments, invoicing, and reporting. Its user-friendly interface supports financial activities, automated email reporting, and integration with other systems.
