Applied Epic

Applied Epic

Applied Systems
INSIS

INSIS

Fadata
+
+

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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

Winning and satisfying today's empowered consumers means having the right process foundations for your digital business. Fadata’s connected software solutions keep you ahead of the game. Insurers today are looking for the right digital business foundations, including the flexibility to respond quickly to new business opportunities, easy connectivity and other capabilities to help them stay ahead of the competition. Fadata’s insurance process platform, INSIS, is the most advanced and comprehensive solution available across all major lines of business. INSIS helps you release products more rapidly, drive engagement with your customers and partners, make processes faster and more efficient, and strengthen operational control and compliance. Capabilities are integrated on a single, highly flexible platform.

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

Insurers and companies searching for an insurance management solution to optimize their business operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

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

Pros & Cons from Real Users

Pros

  • It is a platform that has become our central work system, in our company we seek to improve work management day by day and Applied Epic has been the star platform for this, it provides its platform to develop our daily work, opening up a fairly large space to improve the relationship with our customers, it perfectly integrates various functions allowing us to take information management to the next level, with the messaging system we can provide assistance to all users. Likewise, it has been the messenger manager that we needed, through its platform we have managed to manage accounting and boost sales, it creates an ideal and easy-to-use space, we do not need to be experts to know that Applied Epic has the necessary functions for each aspect, we even feel that it is much more intuitive than any other tool. It allows the customization of the platform, it has given us comfort and a user experience according to what we need, in addition to the fact that the customer support is quite attentive to any questions we have. It has the right and necessary tools, it doesn't have too many to leave us confused or lacking, with everything it offers we have been able to manage our work perfectly.

Cons

  • It has been the ideal tool for our work, it has hit the spot with everything we needed for our work management, the only thing we have come across is that it lacks greater automation, saving so many unnecessary procedures and making the tools and options much more efficient without so much process. For the rest, in my opinion it is a simple tool to use, and it has been ideal for what we need it for in my work.

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

Fadata
Founded: 1990
Bulgaria
www.fadata.eu/process-platform

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions

Alternatives

AdInsure

AdInsure

Adacta
Verity

Verity

VRC Insurance Systems
InsureEdge

InsureEdge

Damco Solutions
InsurancePlus Software Series

InsurancePlus Software Series

United Systems and Software

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

Claims Processing Features

Adjustor Management
Case Management
Claim Resolution Tracking
Co-Pay & Deductible Tracking
Compliance Management
Customer Management
Electronic Claims
Forms Management
Paper-Based Claims
Payor Management
Policy Administration

Insurance Policy Features

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Integrations

Applied Mobile
Clarity Wave
Formstack
Microsoft Outlook
MyCarePlan
Pathway Insurance Software
RenewalCompass
Sonant
vBots

Integrations

Applied Mobile
Clarity Wave
Formstack
Microsoft Outlook
MyCarePlan
Pathway Insurance Software
RenewalCompass
Sonant
vBots
Claim Applied Epic and update features and information
Claim Applied Epic and update features and information
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Claim INSIS and update features and information