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.
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BindHQ
Score 7.0 out of 10
Mid-Size Companies (51-1,000 employees)
BindHQ’s agency operating system aims to enable technology-driven MGAs, MGUs & Wholesalers to bind more business and expand their revenue. BindHQ’s cloud-based platform reduces total cost of ownership with no hardware or servers to maintain, reduced upfront capital expenditures, and once the user is live, product upgrades are continuous, and automatic. BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares…
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.
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.
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 …
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.
When comparing these to BindHQ, without a doubt, it is MUCH easier to navigate through AR and AP modules, applying cash, issuing checks, viewing policies, working remotely (no remote desktop), Gmail features with attaching emails to policies. But the main takeaway with what …
AIM was our platform before BindHQ. I was not with Scottish when we made the transition but I had used AIM with a previous employer.
BindHQ is far more user friendly and simply put its easier to see. Let me elaborate, the setup is clear, and built for the user. Other platforms …
From a workflow standpoint, BindHQ keeps better organization of the account in a timeline manner better than OnBase. In comparing AIM and Image Right, being a single entry system gives the advantage of better workflow to BindHQ. At the moment, the reporting I would give a …
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.
UX - User friendly layout in particular the search feature – BHQ offers a modern 21st century take on an insurance system with users quickly and intuitively picking up the key functions of BHQ. I particularly love the robust search function. I use it daily to track down accounting information such as check #’s, vendors, & memos.
Bank Reconciliation – The bank reconciliation module has saved me tremendous time (no excel recs!), plus it is super simple. Just select the bank account, the date, and final balance then it is point & click for the reconciled items. I particularly appreciate pulling a .csv file to review those large cumbersome deposits that have over 100+ entries to them.
Bill Payment – It is quick and easy to handle bill payments to vendors from selecting the vendor to choosing your expense GL and finally payment options. It is simple & clean.
The system is relatively young and accommodates basic reporting features at the moment. For example, currently, I'm not able to produce agency-level and account level data using reporting tool, which makes reviewing an individual agency partners performance a little more challenging. However, the support desk willl send me custom reports if I communicate what I need.
In the past, the support team has been less than responsive but they have improved over the last 6 months.
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
BHQ is a user friendly, lightweight program that runs anywhere you have internet access! I use it at home, the office, or even at a nearby coffeeshop. It's hard to beat that kind of mobile work lifestyle particularly in the current world climate
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.
It was hit-or-miss in the past but they seem to have taken steps to improve this. As of the past 6 months, they've been pretty quick to patch bugs and fix issues when we report them
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.
When comparing these to BindHQ, without a doubt, it is MUCH easier to navigate through AR and AP modules, applying cash, issuing checks, viewing policies, working remotely (no remote desktop), Gmail features with attaching emails to policies. But the main takeaway with what outshines than any other agency management system out there is the smooth transition from moving from AR to AP modules. You just can’t find that anywhere.
Positive - By streamlining our workflow processes it has allowed our production teams to focus more on production and generating more business and not on backend data entry and time wasting functions that we had with previous systems.
Positive - Production teams are now able to work together seamlessly on a single account regardless of employee location allowing for remote working to function without any time restraints
