Applied Epic

Applied Epic

Applied Systems
5.0 out of 5 stars
Applied Epic ePayPolicy

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Applied Epic:

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.
ePayPolicy:

About

The Simplest Way to Collect Insurance Payments. Accept credit card and ACH payments online. Speed up receivables, bind policies faster, and provide an experience your clients will love. Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents, brokers, MGAs, and premium finance companies to collect credit card and ACH payments. Easily collect credit card and ACH payments from insureds using your own branded payment page and unique URL. Collect and send funds across the insurance industry and utilize additional features after integrating your management system. Easily collect digital payments from insureds and pass them along to your broker and MGA partners with ease. ePayPolicy is on a mission to eliminate paper checks. Our simple, insurance-centric solution lets you collect digital payments and send funds across the industry.
Applied Epic:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
ePayPolicy:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Applied Epic:

Audience

Agencies in need of an insurance agency management software
ePayPolicy:

Audience

MGAs, independent agents, brokers, premium finance firms
Applied Epic:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
ePayPolicy:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Applied Epic:

API

Offers API Not Supported
ePayPolicy:

API

Offers API Not Supported
Applied Epic:

Screenshots and Videos

ePayPolicy:

Screenshots and Videos

Applied Epic:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
ePayPolicy:

Pricing

$20 per month
Free Version Supported
Free Trial Not Supported
Applied Epic:

Reviews/Ratings

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

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
Applied Epic:

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.
Applied Epic:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
ePayPolicy:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Applied Epic:

Company Information

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

Company Information

ePayPolicy
Founded: 2014
United States
epaypolicy.com
Applied Epic:

Alternatives

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ePayPolicy:

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Applied Epic:
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ePayPolicy:
Applied Epic:
ePayPolicy:
Applied Epic:
ePayPolicy:
InsureEdge

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Applied Epic:
ePayPolicy:
Applied Epic:

Categories

ePayPolicy:

Categories

Applied Epic:

Insurance Agency Management Features

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

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Supported
Contact Management Supported
Document Management Not Supported
Insurance Rating Not Supported
Life & Health Not Supported
Policy Management Supported
Property & Casualty Not Supported
Quote Management Not Supported

Integration Features

Dashboard Supported
ETL - Extract / Transform / Load Not Supported
Metadata Management Not Supported
Multiple Data Sources Not Supported
Web Services Not Supported

Payment Processing Features

ACH Check Transactions Supported
Bitcoin Compatible Not Supported
Debit Card Support Supported
Gift Card Management Not Supported
Mobile Payments Supported
Online Payments Supported
POS Transactions Not Supported
Receipt Printing Not Supported
Recurring Billing Supported
Signature Capture Not Supported

Recurring Billing Features

Customer Portal Supported
Deferred Billing Not Supported
Discount Management Not Supported
Dunning Management Supported
Invoice History Not Supported
Multi-Currency Not Supported
Multi-Period Recurring Billing Supported
Payment Processing Supported
Recurring Donations Not Supported
Subscription Billing Supported
Applied Epic:

Integrations

AIM Not Supported
Applied Analytics Not Supported
Applied Mobile Supported
BindHQ Not Supported
Clarity Wave Supported
Formstack Supported
Microsoft Outlook Supported
MyCarePlan Supported
Pathway Insurance Software Supported
RenewalCompass Supported
Sonant Supported
Vertafore AMS360 Not Supported
vBots Supported
ePayPolicy:

Integrations

AIM Supported
Applied Analytics Supported
Applied Mobile Not Supported
BindHQ Supported
Clarity Wave Not Supported
Formstack Not Supported
Microsoft Outlook Not Supported
MyCarePlan Not Supported
Pathway Insurance Software Not Supported
RenewalCompass Not Supported
Sonant Not Supported
Vertafore AMS360 Supported
vBots Not Supported
Applied Epic:
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ePayPolicy:
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