Applied Epic vs Agentero

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Our analysts compared Applied Epic vs Agentero based on data from our 400+ point analysis of Insurance Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Applied Epic is a cloud-based agency management solution that allows users to monitor all business processes within a single interface. It helps agencies manage enrollment, renewal, claims and billing. Reporting modules generate actionable insights to improve profitability, sales and client retention rates. Predictive analytics provides comprehensive insights into policyholder requirements, new business opportunities and market trends. Users can automate policy exchange with carriers, renewals, sales and commissions processing, claims verifications and documentation. Its integrated and open architecture makes it easy to manage accounts, business processes, customer relationships, policies, financial markets and sales.

Machine learning improves operational efficiency by identifying frequent workflows and automatically reassigning obligations. It centrally secures all data and documentation in multiple folder levels for a streamlined viewing, sharing and tracking experience. Its communication module includes text messages and omnichannel customer service to improve customer experience.
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Agentero combines an intuitive agency management system with purpose-built client interaction inclusions to help insurers reach their full potential. Agents can create an innovative digital ecosystem by automating client maintenance, renewals, referrals and bookkeeping. Its extensive library of industry-specific raters delivers timely quotes to agents. Predictive models monitor enterprise data in real time.

Its user-friendly command center aims to ease the integration of third-party extensions. Policyholders get continuous access to all their policy information, documentation, claims support and more through its multi-device user interface. Its dashboard visualizes growth-oriented statistics.
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Chromebook
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Product Assistance

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Knowledge Base
24/7 Live Support
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Product Insights

  • Scalable and Flexible Platform: Configure the platform based on the firm’s needs. Ensure scalability with an open and scalable architecture that supports acquisitions and integrations of third-party apps. 
  • Common Base of Operations: Streamline collaboration and productivity with a single centralized platform for all roles, locations and lines of business. 
  • Remote Access: Speed up operations by allowing policyholders and agents to access account and policy details, complete quotations, apply for renewals and file claims from any device with an internet connection. 
  • Improved Client Relations: Save time and encourage customer loyalty with 24/7 self-service channels with a client portal and mobile app. 
  • Increased Speed of Service: Quickly locate specific insureds, documents and leads to avoid delays. 
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  • Improve Cash Flow: Get actionable insights into leads and referrals with a data-fuelled pipeline that identifies cross-selling and upselling opportunities. 
  • Faster Quotations: Significantly cut down wait times for clients by providing agents with direct access to the latest carrier information. 
  • Optimize Business Operations: Save time and resources using automated tools to streamline communication and perform daily repetitive tasks. 
  • Increase Client Satisfaction: Improve engagement levels by providing clients with a direct line of communication. 
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  • P&C and Benefits Management: Get a 360-degree view of property and casualty insurance and benefits within a single application. 
  • Process Management and Automation: Use the myEpic tool to implement preconfigured, automated workflows across multiple business processes. 
  • Sales Automation: Leverage automated strategies to track, view and forecast sales opportunities in real time. 
  • Document Management: Securely store and organize client and vendor information across multiple folder levels. Search for specific documents and track complete version history. 
  • Omnichannel Policy Information: Integrate with preexisting customer portals and mobile applications to provide accurate policy information. 
  • Insurer Connectivity: Log in to IVANS Exchange via single sign-on to track current and new download connections to ensure insurer and MGA connectivity. 
  • Marketing: Market products to the right agents at the exact moment they are searching for markets for new and renewal business, via IVANS Market Appetite. Leverage insights through data analytics dashboards to view agency search views, top agencies and risk profile interest. 
  • Text Messaging: Send tailored individual and mass text messages to clients, depending on their locations. 
  • Outlook Integration: Integrate with Microsoft Outlook to get unrestricted access to all contacts, emails and attachments. 
  • Renewal Management: Expedite renewal processing with the Renewals Manager tool. 
  • Electronic Signature: Process applications and renewals faster by sending multiple folders for e-signature at once. 
  • Data Prefill: Automatically populate rate quotes with data from LexisNexis. 
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  • Sales and Pipeline: Track potential leads and sales opportunities in real time. Provide agents and underwriters with the right information at the right time necessary to maximize return on investment. 
  • Predictive Algorithms: Process anonymized data from agency and third-party sources to optimize the renewal and application process. Work out tailored policy recommendations for individual clients and identify coverage gaps. 
  • Carriers: Tap into a vast network of digital carriers to access the latest insurance products and quotes. Featured carriers include Hippo, Branch, Clearcover, Openly and more. 
  • Mobile App: Provide clients with a self-service option accessible through the mobile application. Insureds get 24/7 access to policy documentation, insurance and claims support. 
  • Workflow Automation: Create automated workflows for repetitive client maintenance tasks, such as emails, referrals and schedules. 
  • Dashboard: Leverage a customizable dashboard to gain complete visibility into client metrics, agent performance, analytics, reports and pipeline performance. 
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Product Ranking

#16

among all
Insurance Software

#36

among all
Insurance Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Applied Epic
Agentero
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Billing Management Claims Management Commissions Tracking Dashboards And Reporting Platform Capabilities Policy Management Quote Management Underwriting And Rating Management 89 58 97 100 91 89 70 65 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 585 reviews
Excellent User Sentiment 16 reviews
87%
of users recommend this product

Applied Epic has a 'great' User Satisfaction Rating of 87% when considering 585 user reviews from 4 recognized software review sites.

98%
of users recommend this product

Agentero has a 'excellent' User Satisfaction Rating of 98% when considering 16 user reviews from 2 recognized software review sites.

4.5 (330)
n/a
4.23 (130)
4.88 (8)
4.2 (120)
4.9 (8)
3.9 (5)
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Awards

SelectHub research analysts have evaluated Applied Epic and concluded it earns best-in-class honors for Commissions Tracking and Dashboards and Reporting.

Commissions Tracking Award
Dashboards and Reporting Award

Agentero stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Comprehensive Functionality: Applied Epic provides a wide range of features that cater to various insurance needs, including policy management, claims processing, billing, and customer relationship management. This comprehensive functionality can streamline operations and improve efficiency for insurance agencies and brokerages.
Cloud-Based Solution: As a cloud-based software, Applied Epic offers accessibility and scalability benefits. Users can access the system from anywhere with an internet connection, and the software can easily adapt to the changing needs of a growing business.
Customization Options: Applied Epic allows for a high degree of customization, enabling users to tailor the system to their specific workflows and requirements. This flexibility ensures that the software can meet the unique needs of different insurance businesses.
Integrations: The software integrates with various third-party applications, such as accounting software, marketing automation tools, and document management systems. These integrations can further enhance efficiency and data flow between different business systems.
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Easy-to-Use Interface: Users appreciate the straightforward and intuitive design of the Agentero platform, making it simple to navigate and find the information they need.
Comprehensive Coverage Options: Agentero offers a wide range of insurance products, catering to diverse needs, such as health, life, and auto insurance.
Competitive Pricing: Users have reported finding competitive rates on Agentero, often saving money compared to other insurance providers.
Excellent Customer Support: Agentero's customer service team is known for its responsiveness and helpfulness, providing timely assistance when needed.
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Steep Learning Curve: Applied Epic's interface can be overwhelming for new users due to its extensive customization options and complex workflows. The abundance of features and functions often necessitates comprehensive training, leading to a prolonged onboarding process.
Performance Issues: Users frequently report slow loading times and system lags, particularly when handling large datasets or complex tasks. This can hinder productivity and cause frustration, especially for time-sensitive operations.
Integration Challenges: Integrating Applied Epic with existing systems and third-party applications can be a complex undertaking. It often requires significant customization and technical expertise, leading to additional implementation costs and potential compatibility issues.
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Limited Coverage Options: Some users have reported that Agentero's plans don't offer enough coverage for their needs, particularly for things like liability or medical expenses. For example, a user might find that their plan doesn't cover certain types of accidents or injuries, leaving them with a significant out-of-pocket expense.
High Deductibles: Many users have complained about the high deductibles associated with Agentero's plans. This means that policyholders have to pay a substantial amount out of pocket before their insurance kicks in, making it difficult to afford necessary medical care or repairs.
Confusing Policies: Some users have found Agentero's policies to be difficult to understand, making it challenging to know what they're covered for and what their responsibilities are. This can lead to confusion and frustration when filing a claim.
Poor Customer Service: Several users have reported negative experiences with Agentero's customer service. They've described long wait times, unhelpful representatives, and difficulty getting their questions answered. This can be particularly frustrating when dealing with a complex issue like insurance.
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Reviews of Applied Epic over the past year reveal a robust platform with a steep learning curve. Users frequently mention the extensive customization options as a significant advantage, allowing agencies to tailor workflows and data fields to their specific needs. This flexibility, however, contributes to the complexity of the system, making it challenging for new users to navigate and master. The comprehensive functionality of Applied Epic is often compared favorably to competitors like AMS360 and QQCatalyst, particularly in its ability to handle complex commercial lines and large volumes of data. While users appreciate the depth of features, some find the interface less intuitive than other platforms, leading to a longer onboarding process. Applied Epic's strength lies in its scalability and ability to support the intricate needs of large, independent insurance agencies with diverse portfolios and high-volume operations.

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User reviews from the past year suggest that Agentero might just be the golden ticket for independent insurance agents seeking a platform that simplifies their workflow and boosts their bottom line. Users rave about Agentero's intuitive interface, highlighting its ease of use compared to more cumbersome alternatives. One user, a former captive agent, praised Agentero for offering the "choice and simplicity" they had been searching for, effectively merging the best of both worlds. Another user emphasized the platform's efficiency, stating that Agentero "has taken the insurance industry by storm" with its streamlined approach to carrier access and business operations.However, it's not all sunshine and rainbows. Some users expressed a desire for expanded instant quoting capabilities, specifically for auto, renters, and supplemental insurance lines. This suggests that while Agentero excels in certain areas, there's room for improvement in terms of comprehensive coverage across all insurance products. Agentero seems to be a perfect fit for independent insurance agents who are looking to ditch the clunky systems of the past and embrace a more modern, efficient way of managing their business. Its user-friendly design, coupled with its focus on simplifying complex tasks, makes it a valuable tool for agents who want to streamline their workflow and dedicate more time to what truly matters: their clients.

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