AgentSync vs. Applied Epic

AgentSync

AgentSync

1 Reviews and Ratings

Applied Epic

Applied Epic

28 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
AgentSync	Score 9.0 out of 10	N/A	AgentSync aims to build a frictionless producer management tool that removes barriers to innovation, enables efficiency and scaling, and lets each stakeholder focus on doing their job better. AgentSync boasts a modern approach to managing onboarding, contracting, licensing verification and ongoing compliance management. AgentSync takes a customer-centric approach to building their producer management system. Stating that it is built on modern and flexible infrastructure, the vendor says…	N/A
Applied Epic	Score 9.4 out of 10	N/A	Applied Epic is a cloud-based insurance agency management system from Applied Systems, described as advanced and scalable by the vendor, with available integrations with many 3rd party applications.	N/A

Pricing

AgentSync

Applied Epic

Editions & Modules

No answers on this topic

No answers on this topic

Offerings

Pricing Offerings
AgentSync	Applied Epic
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	AgentSync	Applied Epic
Considered Both Products	AgentSync No answer on this topic	Applied Epic BJ Brannon Johnston Accounting Director Chose Applied Epic I've never used any products similar to Applied Epic. The other GL's I've used in the past it compares favorable to. I've used Microsoft Great Plains and AS400. Incentivized Helpful? Verified User Anonymous Chose Applied Epic We upgraded from [Applied] Tam to [Applied] Epic as we were needing new servers. The cost was a huge factor and the fact that Applieds data is backed up by them and updates are done by them, it was a huge cost and time saver for us. Incentivized Helpful? PA Paige Allar Insurance Agent Chose Applied Epic Unfortunately, I have not worked with any other account management software like Applied Epic so I would not be able to comment on the usefulness of it versus another product. I do know that our organization likes the capabilities of Applied Epic so much that they do not plan … Incentivized Helpful? Verified User Anonymous Chose Applied Epic I think it's much easier to use applied epic then TAM. More user-friendly and more intuitive. I feel Applied Epic is a much more productive solution. Incentivized Helpful? Verified User Anonymous Chose Applied Epic Applied Epic was more robust than some of the other systems we looked at. It had the ability to be configured to work with very large fortune 1000 companies all the way down to personal lines business which was advantageous for us. Incentivized Helpful?

User Ratings
	AgentSync	Applied Epic
Likelihood to Recommend	- (0 ratings)	9.0 (0 ratings)
Usability	- (0 ratings)	9.0 (0 ratings)
Support Rating	- (0 ratings)	7.0 (0 ratings)

User Testimonials
	AgentSync	Applied Epic
Likelihood to Recommend	No answers on this topic	Agency management for larger P&C driven agencies that are looking for standardization across their business. The system really allows you to track and see when activities are being created and completed, where an account is in the marketing process (or renewal process). It also is a great data warehouse when looking to consolidate. Incentivized Verified User Anonymous Read full review
Pros	No answers on this topic	Very thorough collection of information allows for accounts to be qualified properly Notification of upcoming tasks keeps everyone on track with renewals of policies Attachment capabilities allow for items to be filtered per policy type to allow for faster searching Incentivized PA Paige Allar Insurance Agent Read full review
Cons	No answers on this topic	Can only run reports to search fields in the Auto & Home app Contacts cannot be copied into other companies Cannot make adjustments to disbursements once started Incentivized Verified User Anonymous Read full review
Usability	No answers on this topic	It is very user friendly. You can go from beginner to efficient user in a short period of time. I like the option of a desktop application as well as the web app Incentivized BJ Brannon Johnston Accounting Director Read full review
Support Rating	No answers on this topic	I have not necessarily used support from Applied Epic directly, but have gone to my trainer who has gone to support. I am usually able to get an answer relatively quickly, so I can assume the support team is very knowledgeable and prompt with their help. Incentivized PA Paige Allar Insurance Agent Read full review
Alternatives Considered	No answers on this topic	We upgraded from [Applied] Tam to [Applied] Epic as we were needing new servers. The cost was a huge factor and the fact that Applieds data is backed up by them and updates are done by them, it was a huge cost and time saver for us. Incentivized Verified User Anonymous Read full review
Return on Investment	No answers on this topic	Has taken some human power time to get up to speed. Yet, our bottomline has been positively impacted. I've actually gotten compliments from clients and patients about how organized everything is! Incentivized Verified User Anonymous Read full review
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