Learn why GetApp is free

Applied Epic vs HawkSoft CMS

Applied Epic

4.2 (141)
Learn More

HawkSoft CMS

4.4 (63)
Learn More
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
HawkSoft is an insurance agency management system that offers a comprehensive suite of tools such as client relationship management, claim tracking and auditing, policy management and more.
HawkSoft is an insurance agency management system that offers a comprehensive suite of tools such as client relationship management, claim tracking...

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$250.00/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

4.4 /5
(63)

Ease of Use

4.3/ 5

Features

4.3/ 5

Customer Service

4.6/ 5

Value for Money

4.3/ 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
  • 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 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
  • Property & Casualty
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Reporting
  • Referral Tracking
  • Reinsurance Administration
  • Reminders
  • 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
  • User Management
  • Web-based Deployment
  • Workflow Management

Total features 9

  • 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 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
  • Property & Casualty
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Reporting
  • Referral Tracking
  • Reinsurance Administration
  • Reminders
  • 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
  • User Management
  • Web-based Deployment
  • Workflow Management
  • Clarity Wave
  • Microsoft Outlook
Not provided by vendor

Compare similar products