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Naylor AMS vs Applied Epic

Naylor AMS

4.1 (38)
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Applied Epic

4.2 (141)
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Naylor is a cloud-based Association Management Software (AMS) solution that couples membership, event and committee management with hosted website design.
Naylor is a cloud-based Association Management Software (AMS) solution that couples membership, event and committee management with hosted website...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
View profile
Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.
Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities,...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
View profile

Starting from

US$195.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$1,000.00/one-time

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.1 /5
(38)

Ease of Use

3.8/ 5

Features

3.6/ 5

Customer Service

4.2/ 5

Value for Money

4/ 5
Read all reviews

Overall rating

4.2 /5
(141)

Ease of Use

3.8/ 5

Features

4.1/ 5

Customer Service

4.2/ 5

Value for Money

3.7/ 5
Read all reviews

Total features 68

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Application Management
  • Approval Process Control
  • Attendance Tracking
  • Audit Trail
  • Billing & Invoicing
  • Broker/Agent Portal
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Chapter Management
  • Claims Management
  • Claims Settlement
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commercial Lines
  • Commission Calculations
  • Commission Management
  • Committee Management
  • Communication Management
  • Comparative Insurance Rating
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Content Publishing Options
  • Credit Card Processing
  • Customer Database
  • Customer Portal
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deal Management
  • Digital Signature
  • Document Classification
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Dues Management
  • Electronic Forms
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Email Reminders
  • Email Templates
  • Event Calendar
  • Event Management
  • Event Scheduling
  • Event Ticketing
  • File Sharing
  • For Auto Insurance
  • For Disability Insurance
  • For Health/Medical Insurance
  • For Homeowners Insurance
  • Forecasting
  • Forms Management
  • Full Text Search
  • Fundraising Management
  • Insurance Management
  • Insurance Policy Management
  • Insurance Rating
  • Invoice Management
  • Job Board
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Life & Health
  • Marketing Automation
  • Member Accounts
  • Member Communication
  • Member Communities
  • Member Database
  • Member Directory
  • Member Portal
  • Member Types
  • Membership Management
  • Membership Renewals
  • Mobile Access
  • Monitoring
  • Multi-State
  • Multiple Line Rating
  • Newsletter Management
  • Opportunity Management
  • Payment Processing
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Policy Management
  • Prioritization
  • Property & Casualty
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Reporting
  • Recurring/Subscription Billing
  • Referral Tracking
  • Registration Management
  • Reinsurance Administration
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Role-Based Permissions
  • SEO Management
  • SSL Security
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Secure Login
  • Segmentation
  • Self Service Portal
  • Single Sign On
  • Status Tracking
  • Tagging
  • Task Management
  • Territory Management
  • Text Editing
  • Third-Party Integrations
  • User Management
  • Version Control
  • Video Support
  • WYSIWYG Editor
  • Web-based Deployment
  • Website Integration
  • Website Management
  • Workflow Management

Total features 95

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Application Management
  • Approval Process Control
  • Attendance Tracking
  • Audit Trail
  • Billing & Invoicing
  • Broker/Agent Portal
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Chapter Management
  • Claims Management
  • Claims Settlement
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commercial Lines
  • Commission Calculations
  • Commission Management
  • Committee Management
  • Communication Management
  • Comparative Insurance Rating
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Content Publishing Options
  • Credit Card Processing
  • Customer Database
  • Customer Portal
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deal Management
  • Digital Signature
  • Document Classification
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Dues Management
  • Electronic Forms
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Email Reminders
  • Email Templates
  • Event Calendar
  • Event Management
  • Event Scheduling
  • Event Ticketing
  • File Sharing
  • For Auto Insurance
  • For Disability Insurance
  • For Health/Medical Insurance
  • For Homeowners Insurance
  • Forecasting
  • Forms Management
  • Full Text Search
  • Fundraising Management
  • Insurance Management
  • Insurance Policy Management
  • Insurance Rating
  • Invoice Management
  • Job Board
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Life & Health
  • Marketing Automation
  • Member Accounts
  • Member Communication
  • Member Communities
  • Member Database
  • Member Directory
  • Member Portal
  • Member Types
  • Membership Management
  • Membership Renewals
  • Mobile Access
  • Monitoring
  • Multi-State
  • Multiple Line Rating
  • Newsletter Management
  • Opportunity Management
  • Payment Processing
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Policy Management
  • Prioritization
  • Property & Casualty
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Reporting
  • Recurring/Subscription Billing
  • Referral Tracking
  • Registration Management
  • Reinsurance Administration
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Role-Based Permissions
  • SEO Management
  • SSL Security
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Secure Login
  • Segmentation
  • Self Service Portal
  • Single Sign On
  • Status Tracking
  • Tagging
  • Task Management
  • Territory Management
  • Text Editing
  • Third-Party Integrations
  • User Management
  • Version Control
  • Video Support
  • WYSIWYG Editor
  • Web-based Deployment
  • Website Integration
  • Website Management
  • Workflow Management
  • BigCommerce
  • Clarity Wave
  • Constant Contact
  • Higher Logic Thrive
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft Outlook
  • Path LMS by Blue Sky eLearn
  • QuickBooks Online Advanced
  • Sibyl
  • Sibyl IoT
  • SurveyMonkey
  • BigCommerce
  • Clarity Wave
  • Constant Contact
  • Higher Logic Thrive
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft Outlook
  • Path LMS by Blue Sky eLearn
  • QuickBooks Online Advanced
  • Sibyl
  • Sibyl IoT
  • SurveyMonkey

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