Ratings and Reviews 1 Rating

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Service Center Reviews & Ratings
    93 Ratings
    Company Website
  • Elation Health Reviews & Ratings
    85 Ratings
    Company Website
  • Macaw AMS Reviews & Ratings
    5 Ratings
    Company Website
  • Crelate Reviews & Ratings
    672 Ratings
    Company Website
  • Imorgon Reviews & Ratings
    5 Ratings
    Company Website
  • TeleRay Reviews & Ratings
    6 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • Epicor Connected Process Control Reviews & Ratings
    4 Ratings
    Company Website
  • Quaeris Reviews & Ratings
    6 Ratings
    Company Website

What is Applied Epic?

The management system of your agency serves as its essential backbone, crucial for overseeing every facet of your operations while promoting growth. Is Applied Epic®—the leading management platform globally—your solution? It provides a comprehensive overview of your agency’s various roles, locations, and business lines, encompassing both property and casualty as well as benefits. Our Applied Epic software is browser-based, enabling your team to swiftly access important data and streamline software management. Your agency can thrive on a system that automates backend processes, maintains connectivity for your sales team, and integrates effortlessly with technologies for customer service and insurance connectivity. By offering employees a straightforward and user-friendly experience, they can easily view account and policy details, request quotes, file claims, and handle renewals—all in just a few clicks. This efficiency not only enhances productivity but also allows your agency to respond more effectively to client needs.

What is AgentSync?

AgentSync develops contemporary insurance infrastructure aimed at simplifying complexities and enhancing efficiencies in managing producers and ensuring compliance. By refining your processes for broker onboarding, contracting, licensing, appointing, and compliance, AgentSync’s user-focused design, integrated APIs, automation features, and exceptional customer support help you expand your business, deliver a remarkable experience to producers, and avoid regulatory infractions. The cornerstone of AgentSync’s offerings, Manage, helps to minimize compliance-related expenses and proactively averts regulatory issues. This tool streamlines the often cumbersome administrative tasks involved in confirming that agents possess the necessary appointments and state licenses for selling insurance. Through the automation of these functions, AgentSync significantly alleviates the intricacies associated with the insurance sales process, allowing businesses to operate more smoothly.

Media

Media

Integrations Supported

Applied Mobile
Clarity Wave
Docusign
Formstack
Microsoft Outlook
MyCarePlan
Pathway Insurance Software
Salesforce
Sonant
Varicent
Verified First
vBots

Integrations Supported

Applied Mobile
Clarity Wave
Docusign
Formstack
Microsoft Outlook
MyCarePlan
Pathway Insurance Software
Salesforce
Sonant
Varicent
Verified First
vBots

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Applied Systems

Date Founded

1983

Company Location

United States

Company Website

www.appliedsystems.com

Company Facts

Organization Name

AgentSync

Date Founded

2018

Company Location

Denver, Colo.

Company Website

agentsync.io

Categories and Features

Insurance Agency

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

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Categories and Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Agency

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

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Popular Alternatives

Macaw AMS Reviews & Ratings

Macaw AMS

Nest Innovative Solutions

Popular Alternatives

InsureEdge Reviews & Ratings

InsureEdge

Damco Solutions
Verity Reviews & Ratings

Verity

VRC Insurance Systems
DXC Assure Reviews & Ratings

DXC Assure

DXC Technology