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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

APP Tech pioneered the incident-based approach to claims and risk management. Since 2003, we’ve delivered integrated technology solutions to hundreds of customers across North America — to improve claims-management efficiency and scalability, increase visibility, shorten response times, lower premiums, and prevent risk events. Cloud Claims by APP Tech is a top-rated risk management and claims software solution. IMS is a purpose-built software solution for self-insureds, TPAs, and companies who want to track their claims and losses. It helps users manage the entire claim lifecycle, from the initial incident report to issuing payments and collections. It offers a variety of features that allow users to have complete control over their claims, as well as risk information. These include incident management and claims management, workgroup tools as well as reporting, insurance tracking, and many other features. We’re proud of our 100 percent implementation-success rate and excellent customer-retention rate, a result of our commitment to understanding our clients’ needs and rolling out solutions that work for them.

API Access

Has API No 

API Access

Has API Yes 

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

$2,500 per month
Annual subscription includes: web-based access to claims data; claims, document, and policy management; workflow automation; reporting; unlimited cloud-based data storage; and unlimited technical support. System onboarding and 4 hours of web-based training at $1000. Initial data conversion is charged on an as needed basis. Data feed integrations are also available, e.g., carriers, HR, fleet inventory, etc.
Free Trial Yes 
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 No 
Mac No 
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) No 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Applied Systems

Founded

1983

Country

United States

Website

www.appliedsystems.com

Vendor Details

Company Name

APP Tech

Founded

2002

Country

Connecticut, United States

Website

apptechllc.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

Claims Processing

Adjustor Management Yes 
Case Management Yes 
Claim Resolution Tracking Yes 
Co-Pay & Deductible Tracking Yes 
Compliance Management Yes 
Customer Management Yes 
Electronic Claims Yes 
Forms Management Yes 
Paper-Based Claims Yes 
Payor Management Yes 
Policy Administration Yes 

Incident Management

Audit Trail Yes 
Corrective Actions (CAPA) Yes 
Disaster Recovery Yes 
IT Incident Management Yes 
Incident Reporting Yes 
OSHA Compliance Yes 
Root-Cause Diagnosis Yes 
Safety Management Yes 
Task Management Yes 
Ticket Management Yes 

Insurance Claims Management

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

P&C Insurance

Billing & Invoicing Yes 
Broker / Agent Portal Yes 
Claims Management Yes 
Commission Management No 
Customer Portal No 
Document Management Yes 
Insurance Rating No 
Marketing Automation No 
Policy Management Yes 
Quote Management No 
Reinsurance Administration Yes 
Underwriting Management No 

Risk Management

Alerts/Notifications Yes 
Auditing Yes 
Business Process Control No 
Compliance Management Yes 
Corrective Actions (CAPA) No 
Dashboard Yes 
Exceptions Management No 
IT Risk Management Yes 
Internal Controls Management No 
Legal Risk Management No 
Mobile Access Yes 
Operational Risk Management Yes 
Predictive Analytics No 
Reputation Risk Management No 
Response Management No 
Risk Assessment Yes 

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