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Average Ratings 0 Ratings

Total
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features
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support

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Description

A robust management system is essential for your agency as it serves as its foundation, necessitating a platform that can efficiently oversee your entire operations while adapting to your growth. Applied Epic® stands out as the most widely utilized management software globally, providing comprehensive oversight of your agency across various roles, locations, and lines of business, which includes both property and casualty as well as benefits. With our browser-native Applied Epic software, your team can effortlessly access vital data, reduce software maintenance demands, and swiftly harness the advantages of new features. Construct your agency on a platform that streamlines back-office functions, keeps your front office sales team in sync, and seamlessly integrates with customer service and insurer connectivity solutions. Ensure that your staff enjoys a user-friendly experience, allowing them to efficiently access account and policy information, generate quotes, submit claims, and handle renewals with just a few clicks. This efficiency not only enhances productivity but also boosts employee satisfaction as they navigate their tasks with ease.

Description

Engineered to empower users with complete control over the setup of new products and services, this system enables management without IT assistance, allowing for the definition of business processes and protocols in real-time. Our comprehensive insurance software solutions across the enterprise deliver highly tailored CRM features along with readily available add-ons for both Insurance and Brokerage sectors. The system ensures that all workflows are automated, promoting adherence to established business practices among staff. Every action and piece of data is meticulously tracked and can be easily accessed from a centralized source, facilitating straightforward analysis. As you endeavor to convert potential leads into loyal clients, it is crucial to uphold detailed records for each client and sales. By accurately capturing and maintaining essential policy information—such as effective dates, renewal rates, premiums, plans sold, carriers, and additional specifics—agents can not only provide exceptional service to clients but also effectively monitor and enhance their sales performance. Furthermore, this level of organization fosters deeper client relationships and promotes sustained business growth.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Applied Mobile Yes 
Clarity Wave Yes 
Formstack Yes 
Microsoft Outlook Yes 
MyCarePlan Yes 
Pathway Insurance Software Yes 
RenewalCompass Yes 
Sonant Yes 
vBots Yes 

Integrations

Applied Mobile No 
Clarity Wave No 
Formstack No 
Microsoft Outlook No 
MyCarePlan No 
Pathway Insurance Software No 
RenewalCompass No 
Sonant No 
vBots No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Applied Systems

Founded

1983

Country

United States

Website

www.appliedsystems.com

Vendor Details

Company Name

Broksy

Founded

2016

Website

broksy.com

Product Features

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating Yes 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

Insurance Claims Management

CRM No 
Claims tracking No 
Customer portal No 
Document management No 
EDI data exchange integrations No 
Electronic claims No 
Fraud management No 
Reporting No 

Product Features

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management No 

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