Average Ratings 1 Rating
Average Ratings 0 Ratings
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
The easiest method for gathering insurance payments involves accepting online credit card and ACH transactions. This approach accelerates the collection process, hastens policy binding, and delivers a delightful experience for your clients. Designed specifically for the insurance sector by industry professionals, ePayPolicy offers an uncomplicated solution for agents, brokers, MGAs, and premium finance firms to gather payments electronically. You can seamlessly collect credit card and ACH payments from insured clients through a personalized payment page with a distinctive URL. This system not only facilitates the collection and transfer of funds within the insurance realm but also offers additional functionalities once integrated with your management software. Effortlessly collect digital payments from insured clients and easily transfer them to your broker and MGA partners. ePayPolicy aims to eradicate the need for paper checks, providing a streamlined, insurance-focused solution that allows for efficient digital payment collection and fund distribution throughout the industry. By simplifying these processes, ePayPolicy enhances overall operational efficiency for all parties involved.
API Access
Has API
No
API Access
Has API
No
Integrations
AIM
No
Applied Analytics
No
Applied Mobile
Yes
BindHQ
No
Clarity Wave
Yes
Formstack
Yes
Microsoft Outlook
Yes
MyCarePlan
Yes
Pathway Insurance Software
Yes
RenewalCompass
Yes
Integrations
AIM
Yes
Applied Analytics
Yes
Applied Mobile
No
BindHQ
Yes
Clarity Wave
No
Formstack
No
Microsoft Outlook
No
MyCarePlan
No
Pathway Insurance Software
No
RenewalCompass
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$20 per month
Free Trial
No
Free Version
Yes
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
No
Vendor Details
Company Name
Applied Systems
Founded
1983
Country
United States
Website
www.appliedsystems.com
Vendor Details
Company Name
ePayPolicy
Founded
2014
Country
United States
Website
epaypolicy.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
No
Commission Management
Yes
Contact Management
Yes
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
Yes
Property & Casualty
No
Quote Management
No
Integration
Dashboard
Yes
ETL - Extract / Transform / Load
No
Metadata Management
No
Multiple Data Sources
No
Web Services
No
Payment Processing
ACH Check Transactions
Yes
Bitcoin Compatible
No
Debit Card Support
Yes
Gift Card Management
No
Mobile Payments
Yes
Online Payments
Yes
POS Transactions
No
Receipt Printing
No
Recurring Billing
Yes
Signature Capture
No
Recurring Billing
Customer Portal
Yes
Deferred Billing
No
Discount Management
No
Dunning Management
Yes
Invoice History
No
Multi-Currency
No
Multi-Period Recurring Billing
Yes
Payment Processing
Yes
Recurring Donations
No
Subscription Billing
Yes