Applied Epic
4.4
459
Applied Epic is an agency management platform that allows you to manage your business across all roles and locations for both your P&C and Benefits books of business. It provides a single view of the customer with automated capabilities for each stakeholder in your agency while also supporting integrations and making acquisitions easy using its open and scalable architecture. Applied Epic helps your business grow by embracing technology with an open and flexible platform, giving your P&C and Benefits brokers a single place to operate, empowering your team to work from anywhere, working better with your insurer partners, meeting your customers wherever they are, and streamlining your payments processes.
Strengths
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Comprehensive features
Offers a wide range of features for insurance agencies
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Customizable workflows
Allows users to create and customize workflows to fit their specific needs
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Cloud-based
Accessible from anywhere with an internet connection
Weaknesses
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Steep learning curve
May take time for users to fully understand and utilize all features
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Expensive
May not be affordable for smaller insurance agencies
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Limited integrations
May not integrate with all third-party software used by insurance agencies
Opportunities
- Potential for increased demand for insurance agency software
- Opportunity to expand into new geographic markets
- Opportunity to form partnerships with other software providers to increase integrations
Threats
- May face competition from other established software providers in the industry
- Changes in regulations may require updates to the software
- Potential for data breaches and other cybersecurity threats
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http://www.appliedsystems.com
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Applied Epic Plan
Applied Epic offers a tiered pricing model based on the number of users and features, with additional costs for add-ons and customizations.