Applied Epic

Applied Epic

Applied Systems
WorkSmart

WorkSmart

Vertafore
+

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About

The management system is the backbone of your agency so you need a system with the capabilities to manage your entire business and the flexibility to grow as you do. Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire agency across all roles, locations and lines of business, including both P&C and benefits. Our Applied Epic software is browser-native so your team is able to easily access data, minimize software management and more quickly realize the value of new capabilities. Build your agency on a system that automates back office operations, keeps your front office sales team connected, and integrates with customer service and insurer connectivity technologies. Give employees a simple, intuitive user experience. In just a few clicks, they can view account and policy details, complete a quote, file a claim, and remarket a renewal.

About

Each EZLynx product integrates with our comparative rater and agency management system to provide a single platform. Bundle products to increase efficiency or purchase them separately. EZLynx provides innovative insurance software that helps streamline your agency’s workflow. You can bundle products to supercharge your agency's productivity or purchase products individually to meet the unique needs of your business. Each product integrates with our comparative rater and agency management system to provide a single platform to manage customers through their full life cycle. From real-time home and auto quoting on your insurance agency website to email marketing, EZLynx has a solution for you. The cloud-based system allows agents to maximize client acquisition and client servicing through the full client life cycle. Find each of your customer's quotes, policies, and documents in one place.

About

WorkSmart is Vertafore’s enterprise content and workflow management solution designed specifically for insurance agencies. It helps agencies operate efficiently and manage large volumes of work by providing a comprehensive view of their workflows. With a modernized interface, WorkSmart makes every employee’s job easier within the easy-to-use and intuitive system. Best practice workflows and key integrations allow employees to get more done in less time. It enables collaboration on workflows remotely, allowing agencies to service customers quickly. WorkSmart provides insights into where processes work and where bottlenecks are, helping agencies understand and improve their operations. It ensures data security and software updates, giving agencies peace of mind. WorkSmart integrates with Vertafore’s AMS360, Sagitta, and BenefitPoint management systems, aligning work with staff’s areas of expertise.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Agencies in need of an insurance agency management software

Audience

Insurance Agency solution for businesses

Audience

Insurance agencies requiring a tool to streamline their document and workflow management processes, enhancing efficiency, compliance, and customer service through a centralized, secure system

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Applied Systems
Founded: 1983
United States
www.appliedsystems.com

Company Information

EZLynx
Founded: 2003
United States
www.ezlynx.com

Company Information

Vertafore
Founded: 1969
United States
www.vertafore.com/products/worksmart

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions

Alternatives

Verity

Verity

VRC Insurance Systems
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
Surefyre

Surefyre

Vertafore
MGA Systems

MGA Systems

Vertafore
Applied Rater

Applied Rater

Applied Systems
ImageRight

ImageRight

Vertafore
TurboRater

TurboRater

Insurance Technologies

Categories

Categories

Categories

Insurance Agency Features

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

Insurance Agency Features

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

Insurance Underwriting and Rating Features

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

Integrations

Aline
Applied Mobile
Axis LMS
BenefitPoint
Canopy Connect
Clarity Wave
Dial Your Leads
Formstack
Microsoft Outlook
MyCarePlan
Nekton.ai
Pathway Insurance Software
SPLICE Dialog Suite
Sagitta
Simplii
Sonant
Vertafore AMS360
vBots

Integrations

Aline
Applied Mobile
Axis LMS
BenefitPoint
Canopy Connect
Clarity Wave
Dial Your Leads
Formstack
Microsoft Outlook
MyCarePlan
Nekton.ai
Pathway Insurance Software
SPLICE Dialog Suite
Sagitta
Simplii
Sonant
Vertafore AMS360
vBots

Integrations

Aline
Applied Mobile
Axis LMS
BenefitPoint
Canopy Connect
Clarity Wave
Dial Your Leads
Formstack
Microsoft Outlook
MyCarePlan
Nekton.ai
Pathway Insurance Software
SPLICE Dialog Suite
Sagitta
Simplii
Sonant
Vertafore AMS360
vBots
Claim Applied Epic and update features and information
Claim Applied Epic and update features and information
Claim EZLynx and update features and information
Claim EZLynx and update features and information
Claim WorkSmart and update features and information
Claim WorkSmart and update features and information