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Applied Epic vs InsuredMine

Applied Epic

4.2 (141)
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InsuredMine

4.7 (23)
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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
View profile
InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.
InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include...

Deployment

  • Cloud-based
  • On-premise

Support Options

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

Starting from

US$1,000.00/one-time

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$89.00/month

  • Free Version
  • Free Trial
  • Subscription

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

Overall rating

4.7 /5
(23)

Ease of Use

4.7/ 5

Features

4.7/ 5

Customer Service

4.9/ 5

Value for Money

4.7/ 5
Read all reviews

Total features 95

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Billing & Invoicing
  • Broker/Agent Portal
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Cancellation Tracking
  • Case Management
  • Churn Management
  • Claims Management
  • Claims Settlement
  • Claims Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commercial Lines
  • Commission Calculations
  • Commission Management
  • Communication Management
  • Comparative Insurance Rating
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Creation
  • Content Management
  • Customer Accounts
  • Customer Database
  • Customer Experience Management
  • Customer Portal
  • Customer Segmentation
  • 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
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • For Auto Insurance
  • For Disability Insurance
  • For Health/Medical Insurance
  • For Homeowners Insurance
  • Forecasting
  • Forms Management
  • Insurance Management
  • Insurance Policy Management
  • Insurance Rating
  • Interaction Tracking
  • Invoice Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Life & Health
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-Channel Communication
  • Multi-State
  • Multiple Line Rating
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Policy Issuance
  • Policy Management
  • Prioritization
  • Property & Casualty
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Referral Tracking
  • Reinstatement Tracking
  • Reinsurance Administration
  • Relationship Tracking
  • 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
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • User Management
  • Visual Analytics
  • Web-based Deployment
  • Widgets
  • Workflow Management

Total features 99

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Billing & Invoicing
  • Broker/Agent Portal
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Cancellation Tracking
  • Case Management
  • Churn Management
  • Claims Management
  • Claims Settlement
  • Claims Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commercial Lines
  • Commission Calculations
  • Commission Management
  • Communication Management
  • Comparative Insurance Rating
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Creation
  • Content Management
  • Customer Accounts
  • Customer Database
  • Customer Experience Management
  • Customer Portal
  • Customer Segmentation
  • 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
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • For Auto Insurance
  • For Disability Insurance
  • For Health/Medical Insurance
  • For Homeowners Insurance
  • Forecasting
  • Forms Management
  • Insurance Management
  • Insurance Policy Management
  • Insurance Rating
  • Interaction Tracking
  • Invoice Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Life & Health
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-Channel Communication
  • Multi-State
  • Multiple Line Rating
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Policy Issuance
  • Policy Management
  • Prioritization
  • Property & Casualty
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Referral Tracking
  • Reinstatement Tracking
  • Reinsurance Administration
  • Relationship Tracking
  • 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
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • User Management
  • Visual Analytics
  • Web-based Deployment
  • Widgets
  • Workflow Management
  • Applied Epic
  • Clarity Wave
  • HawkSoft CMS
  • Microsoft Outlook
  • NowCerts
  • Vertafore AMS360
  • Vertafore Agency Platform
  • Zapier
  • Applied Epic
  • Clarity Wave
  • HawkSoft CMS
  • Microsoft Outlook
  • NowCerts
  • Vertafore AMS360
  • Vertafore Agency Platform
  • Zapier

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