AE
Applied Epic
Applied Epic is a comprehensive agency management system designed for independent insurance agencies.
Our verdict
Who it's for
Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.
Who should look elsewhere
Specific pricing details are not publicly available, requiring direct contact for quotes
Pros
- +Leverages insurance-specific AI for tailored automation and insights
- +Consolidates multiple agency functions into a single, integrated platform
- +Improves productivity by reducing manual data entry and system switching
- +Enhances customer experience with mobile and self-service options
- +Used by a significant number of top-performing insurance agencies
Cons
- −Specific pricing details are not publicly available, requiring direct contact for quotes
- −Requires integration with existing agency workflows, which may involve a learning curve
- −The full benefits are realized with comprehensive adoption across the agency
Key features
- ✓AI-driven workflow automation for insurance-specific tasks
- ✓Centralized management for all lines of business and agency roles
- ✓Single view of clients and prospects across the agency
- ✓Data centralization and analytics for informed decision-making
- ✓Applied Mobile app for agents to access information remotely
- ✓Applied CSR24 for customer self-service and 24/7 access to insurance information
- ✓Online collaborative forms for applications and submissions
- ✓Integration with Applied Benefits Designer and Applied Marketing Automation
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Contact Sales | — | month | — |