Financial Services Cloud vs Applied Epic
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Overview
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
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
Images
Pricing
Starting from
US$300.00/month
- Free Version
- Free Trial
- Subscription
Starting from
US$1,000.00/one-time
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4/ 5Features
4/ 5Customer Service
4.7/ 5Value for Money
4.3/ 5Ease of Use
3.8/ 5Features
4.1/ 5Customer Service
4.2/ 5Value for Money
3.7/ 5Features
Total features 146
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Billing & Invoicing
- Borrower Management
- Broker/Agent Portal
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Carrier Upload
- Case Management
- Claims Management
- Claims Settlement
- Claims Tracking
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commercial Lines
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Credit Reporting
- Customer Database
- Customer Management
- Customer Portal
- Customer Statements
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Visualization
- Deal Management
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Claims
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- Expense Tracking
- Financial Analysis
- Financial Management
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Life Insurance
- For Personal Insurance
- Forecasting
- Forms Management
- HIPAA Compliant
- Insurance Management
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Invoice Management
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Life & Health
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-State
- Multiple Line Rating
- Opportunity Management
- Outsource Processing
- Paper-Based Claims
- Payment Collection
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Policy Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Prioritization
- Process/Workflow Automation
- Property & Casualty
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Reinsurance Administration
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Segmentation
- Self Service Portal
- Single Sign On
- Status Tracking
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- User Management
- Visual Analytics
- Visual Presentation
- Web-based Deployment
- Workflow Management
Total features 95
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Billing & Invoicing
- Borrower Management
- Broker/Agent Portal
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Carrier Upload
- Case Management
- Claims Management
- Claims Settlement
- Claims Tracking
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commercial Lines
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Credit Reporting
- Customer Database
- Customer Management
- Customer Portal
- Customer Statements
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Visualization
- Deal Management
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Claims
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- Expense Tracking
- Financial Analysis
- Financial Management
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Life Insurance
- For Personal Insurance
- Forecasting
- Forms Management
- HIPAA Compliant
- Insurance Management
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Invoice Management
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Life & Health
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-State
- Multiple Line Rating
- Opportunity Management
- Outsource Processing
- Paper-Based Claims
- Payment Collection
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Policy Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Prioritization
- Process/Workflow Automation
- Property & Casualty
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Reinsurance Administration
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Segmentation
- Self Service Portal
- Single Sign On
- Status Tracking
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- User Management
- Visual Analytics
- Visual Presentation
- Web-based Deployment
- Workflow Management
Integrations
- Chargent
- Clarity Wave
- Microsoft Outlook
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Concur
- Sage Intacct
- Salesforce Sales Cloud
- Workato
- Xero
- Chargent
- Clarity Wave
- Microsoft Outlook
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Concur
- Sage Intacct
- Salesforce Sales Cloud
- Workato
- Xero
