Applied Epic vs Vertafore AMS360
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Overview
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
- Chat
AMS360 is an agency management software, which helps independent insurance agencies, brokers and businesses of all sizes manage policies, renewals, customer retention, employee productivity, and more. Users can create custom workflows to assign tasks, track progress, and streamline staff activities.
AMS360 is an agency management software, which helps independent insurance agencies, brokers and businesses of all sizes manage policies, renewals,...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Images
Pricing
Starting from
US$1,000.00/one-time
- Free Version
- Free Trial
- Subscription
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
3.8/ 5Features
4.1/ 5Customer Service
4.2/ 5Value for Money
3.7/ 5Ease of Use
3.2/ 5Features
3.5/ 5Customer Service
3.3/ 5Value for Money
3.2/ 5Features
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
- Claims Management
- Claims Settlement
- Client Management
- Client Portal
- Collaboration Tools
- Commercial Lines
- Commission Calculations
- Commission Management
- Comparative Insurance Rating
- Configurable Workflow
- Contact Database
- Contact Management
- Customer Database
- Customer Portal
- Customizable Branding
- Customizable Dashboard
- 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 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 Management
- Prioritization
- Project Workflow
- Property & Casualty
- Quotes/Estimates
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Reinsurance Administration
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Secure Login
- Segmentation
- Self Service Portal
- Single Sign On
- Status Tracking
- Task Management
- Template Management
- Territory Management
- Third-Party Integrations
- User Management
- Web-based Deployment
- Workflow Configuration
- Workflow Management
Total features 19
- 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
- Claims Management
- Claims Settlement
- Client Management
- Client Portal
- Collaboration Tools
- Commercial Lines
- Commission Calculations
- Commission Management
- Comparative Insurance Rating
- Configurable Workflow
- Contact Database
- Contact Management
- Customer Database
- Customer Portal
- Customizable Branding
- Customizable Dashboard
- 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 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 Management
- Prioritization
- Project Workflow
- Property & Casualty
- Quotes/Estimates
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Reinsurance Administration
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Secure Login
- Segmentation
- Self Service Portal
- Single Sign On
- Status Tracking
- Task Management
- Template Management
- Territory Management
- Third-Party Integrations
- User Management
- Web-based Deployment
- Workflow Configuration
- Workflow Management
Integrations
- AgencyZoom
- Agentero
- Clarity Wave
- Formstack Sign
- Microsoft Outlook
- Prophix
- ePayPolicy
- AgencyZoom
- Agentero
- Clarity Wave
- Formstack Sign
- Microsoft Outlook
- Prophix
- ePayPolicy
