Eclipse is a cloud-based agency management software designed to help small to large insurance firms manage policies, customers, claims, documentation, accounting and reporting. The platform enables users to process company, as well as producer commissions and financial transactions.
Eclipse is a cloud-based agency management software designed to help small to large insurance firms manage policies, customers, claims, documentation,...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 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
  • Knowledge Base
  • Phone Support
  • Chat

Starting from

US$0.01/one-time

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$1,000.00/one-time

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.9 /5
(33)

Ease of Use

4.8/ 5

Features

4.6/ 5

Customer Service

4.8/ 5

Value for Money

4.7/ 5

Overall rating

4.2 /5
(139)

Ease of Use

3.8/ 5

Features

4.1/ 5

Customer Service

4.2/ 5

Value for Money

3.8/ 5

Total features 31

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Billing & Invoicing
  • Broker/Agent Portal
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Cancellation Tracking
  • Claims Management
  • Claims Settlement
  • Claims Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commercial Lines
  • Commission Calculations
  • Commission Management
  • Comparative Insurance Rating
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customer Accounts
  • Customer Database
  • Customer Portal
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deal Management
  • Digital Signature
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Email Templates
  • For Auto Insurance
  • For Disability Insurance
  • For Health/Medical Insurance
  • For Homeowners Insurance
  • Forecasting
  • Forms Management
  • Insurance Management
  • Insurance Policy Management
  • Insurance Policy Processing
  • Insurance Rating
  • Invoice Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Life & Health
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-State
  • Multiple Line Rating
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Policy Issuance
  • Policy Management
  • Prioritization
  • Property & Casualty
  • Quotes/Estimates
  • Rating Engine
  • Real-Time Data
  • Real-Time Reporting
  • Referral Tracking
  • Reinstatement Tracking
  • Reinsurance Administration
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Role-Based Permissions
  • SSL Security
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Secure Login
  • Segmentation
  • Self Service Portal
  • Single Sign On
  • Status Tracking
  • Task Management
  • Territory Management
  • Third-Party Integrations
  • Underwriting Management
  • User Management
  • Web-based Deployment
  • Workflow Management

Total features 95

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Billing & Invoicing
  • Broker/Agent Portal
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Cancellation Tracking
  • Claims Management
  • Claims Settlement
  • Claims Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commercial Lines
  • Commission Calculations
  • Commission Management
  • Comparative Insurance Rating
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customer Accounts
  • Customer Database
  • Customer Portal
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deal Management
  • Digital Signature
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Email Templates
  • For Auto Insurance
  • For Disability Insurance
  • For Health/Medical Insurance
  • For Homeowners Insurance
  • Forecasting
  • Forms Management
  • Insurance Management
  • Insurance Policy Management
  • Insurance Policy Processing
  • Insurance Rating
  • Invoice Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Life & Health
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-State
  • Multiple Line Rating
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Policy Issuance
  • Policy Management
  • Prioritization
  • Property & Casualty
  • Quotes/Estimates
  • Rating Engine
  • Real-Time Data
  • Real-Time Reporting
  • Referral Tracking
  • Reinstatement Tracking
  • Reinsurance Administration
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Role-Based Permissions
  • SSL Security
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Secure Login
  • Segmentation
  • Self Service Portal
  • Single Sign On
  • Status Tracking
  • Task Management
  • Territory Management
  • Third-Party Integrations
  • Underwriting Management
  • User Management
  • Web-based Deployment
  • Workflow Management
  • Clarity Wave
  • Formstack Sign
  • Microsoft Outlook
  • QuickBooks Online Advanced
  • TeamUp
  • Twilio
  • Clarity Wave
  • Formstack Sign
  • Microsoft Outlook
  • QuickBooks Online Advanced
  • TeamUp
  • Twilio