10 Applied Epic Alternatives

Sophisticated online insurance administration software, Applied Epic enables customers to improve and expedite the operations of brokerages and insurance companies. Prominent for its user-friendly design, Applied Epic enables smooth access on multiple platforms, including cellphones, Linux, Android, and iOS.

With its all-inclusive solution that enhances customers’ financial experiences and its indispensable features—like document storage, communications, and powerful reporting tools—this platform has received industry wide praise.

Additionally, Applied Epic transforms accounting procedures, sales opportunities, customer relationship management, and other financial aspects by acting as a cloud-based management solution for agencies. Furthermore, Applied Epic streamlines complex procedures so that users may effectively handle everything from policy issuance and claim processing to effective document management.

10 Alternatives to Applied Epic

1. AMS360

Vertafore AMS360 is a complete workflow management solution that has been painstakingly designed to meet the requirements of various organizations, including startups and large corporations. This platform, which is designed to function flawlessly in Windows environments, provides customers with end-to-end solutions by combining document management into a single, easily accessible location. Independent agencies can focus on their main business operations while guaranteeing maximum client satisfaction with Vertafore AMS360. With a range of capabilities, such as automated manual operations, optimized accounting procedures, and smooth carrier integration, Vertafore AMS360 enables businesses to increase productivity and efficiency.

2. Applied TAM

Applied TAM is an insurance management system designed specifically for recently founded small and midsize enterprises. The management of several business operations, insurance renewals, marketing initiatives, comprehensive reporting features, and more is made easier by this platform. This system’s integrated MyTAM tool enables users to quickly automate their procedures, improving operational efficiency. Moreover, Applied TAM offers smooth sales integration, making it simple for users to monitor and evaluate sales performance indicators efficiency.

3. AgencyBloc

AgencyBloc is all-inclusive management software designed to help health and life insurance agencies grow and strengthen their businesses. This platform gives users the ability to manage their operations from any location by providing faster commission processing and integrated sales automation tools, as well as instant access to client data and reports. Users of AgencyBloc acquire the adaptability and productivity required to advance their companies safely and successfully.

4. AgencyZoom

AgencyZoom is a one-stop shop for lead management, sales monitoring, customer onboarding, managing Google reviews, and a host of other features. By proactively managing goals and promoting a pleasant work atmosphere, this platform increases productivity and boosts revenue. In addition, it expedites the onboarding process for new customers, automates follow-ups with customers, produces referrals, and does much more, all of which help to boost reservations and income. AgencyZoom provides both basic and sophisticated automation solutions to efficiently optimize the user lifecycle, with a plethora of features designed specifically for Property & Casualty (P&C) agents.

5. Pwave Insurance

Pwave Insurance is a complete solution designed specifically for medical insurance companies across the globe. These businesses frequently face a variety of difficulties in the drawn-out customer claims procedure, which is made worse by the need to physically transfer documents for approval. In order to solve this problem, Pwave Insurance streamlines the claims procedure and enables users to submit claims directly without the need for human participation. This streamlined method improves productivity and speeds up claim processing operations for insurance firms by drastically cutting response times.

6. Sohamlife

SohamLife positions itself as an insurance management solution that is intended to improve and organize users’ operational lifecycles in a better setting. Numerous modules, including underwriting tools, policy administration, and reinsurance management for lapsed periods, are integrated into one adaptable platform. Users can obtain rapid access to vital information on brokers, agents, and policies by utilizing an intercessor management system. In addition, SohamLife makes user segmentation easier by allowing consumers to be categorized and relevant information to be collected. It also helps to differentiate between active and inactive clients.

7. BindHQ

BindHQ is a feature-rich platform that helps agencies run more efficiently by letting users handle their whole process with ease. Users can streamline sales procedures and cut down on binding completion time by utilizing this management solution. Users can improve agency-wide operational efficiency using BindHQ, leading to fruitful expansion. Additionally, users of the site have access to carrier marketplaces, which allows them to quickly offer insurance products straight from the platform.

8. Nowcerts

NowCerts is an innovative agency platform designed to streamline certificate and commission management, providing users with a seamless way to maintain comprehensive records. This platform features a sophisticated tracking system, facilitating prompt payment of employee interests and commissions. Additionally, NowCerts empowers users to effortlessly issue certificates, alleviating the administrative burden on management.

9. Genesis software

The goal of the complete management tool Genesis software is to give users easy access to every facet of the insurance system. Genesis is a flexible platform for agencies, providing a wide range of capabilities like pre-filled forms, carrier management, image and document scanning, reports, and more. It makes the shift to a digital center straightforward and gives users the tools they need to improve customer communication and build better bonds. By means of regular interaction, users can enhance their comprehension of consumers and cultivate significant relationships.

10. EZLynX

As a platform for comparing insurance ratings, EZLynx simplifies the process of comparing data from several firms at once and does away with the need for repetitive data entering. Thanks to its user-friendly stages and intuitive design, the redesigned interface makes it easy for users to navigate through the quote process. With its real-time quoting features and ability to offer full coverage across state carriers, EZLynx presents a unified solution for insurance quoting requirements.