Applied Epic

Applied Epic

Applied Systems
InsureEdge

InsureEdge

Damco Solutions
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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

InsureEdge is an end-to-end Insurance Software designed to help insurance businesses gain maximum value through its comprehensive modules. The highly customizable and configurable solution boasts of the industry’s best insurance processing functionalities. Suitable for multiple lines of insurance businesses, InsureEdge can effectively and efficiently manage and streamline workflows to boost performance, profitability, and accuracy. It supports a variety of everyday operations through back office automation and other modules including customer relationship management, policy administration, claims processing, and more. As a flexible and scalable insurance software, InsureEdge is the key to future proofing your business.

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 that need an integrated and scalable insurance technology platform to optimize their 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 4.2 / 5
ease 4.1 / 5
features 4.3 / 5
design 4.0 / 5
support 4.6 / 5

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.

Pros & Cons from Real Users

Pros

  • Incredible set of powerful features and functionalities to help increase productivity.
  • The software offers several advanced features and the support team is highly responsive and accommodating.
  • I love how customizable and flexible the software is. This allows us to streamline several workflows and processes.
  • InsureEdge is highly reliable and offers useful modules. I particularly love the claims management module as it has helped us streamline claims.
  • As an insurance agency owner, I cannot think of a better product to streamline all departments and systems. Damco’s insurance agency management software offers the perfect balance between performance and security. I am extremely pleased with the software.

Cons

  • Nothing comes to my mind. The software is pretty satisfactory.
  • We tweaked the solution to our liking and have no complaints so far.
  • Navigating the platform was a bit confusing at first but it was easy to catch up and get the hang of the dashboard.
  • I have not had any problems with the software.
  • InsureEdge is a robust agency management software with a host of features. It offers several customization options as well.

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

Damco Solutions
Founded: 1996
United States
www.damcogroup.com/insurance/insureedge-insurance-software

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions

Alternatives

iNube

iNube

iNube Software Solutions
Verity

Verity

VRC Insurance Systems
AUSIS

AUSIS

Artivatic.ai

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 Claims Management Features

Claims tracking
CRM
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

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

P&C Insurance Features

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
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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