AgencyBloc AMS+ vs. Applied Epic

It is web based so you can access the system from anywhere. It is easy to customize

Incentivized

[Applied] Epic is great for holding information but it does take time to enter data correctly if you want to be able to complete reports accurately[.]

Incentivized

• CRM
• SALES
• Customer Service
• data repository

• Account Management - I like the way the system organizes the data for each account. It is easy to search and find any client we are looking for and then once within that record, it is easy to navigate to the necessary policy or screen.
• Task Management - once everyone was trained and on the same page, the ability to move tasks within the system from one person to the next really helps with the "passing the baton" from one team member to another. The task will come right up on the initial screen so the user knows they have something new to do.
• Reporting - the system drives the majority of the reporting we do as an agency and it is great when working within the system.

Incentivized

• Outlook Plug-in. currently it is a two step process. Ideally, drag and move emails to each activity or client would be a real time saver.

Incentivized

• Some of the questions in the applications are repetitive.
• The manual is not especially user-friendly - our agency is working on a new one for easier navigation.
• Better integration with our other software programs would be beneficial to our agency.

Incentivized

It works well.

it is generally easy to use and quiet effective.

great support

I have not necessarily used support from Applied Epic directly, but have gone to my trainer who has gone to support. I am usually able to get an answer relatively quickly, so I can assume the support team is very knowledgeable and prompt with their help.

Incentivized

Not bad for a roll out.

AgencyBloc is so easy to use. User Friendly. Easy navigation between tabs. Information is readily available and not buried under deep information tree. It is probably the best system for small agency

Incentivized

I think it's much easier to use applied epic then TAM. More user-friendly and more intuitive. I feel Applied Epic is a much more productive solution.

Incentivized

• Most Agency Management systems are expensive. AgencyBloc is really affordable.

Incentivized

• Positive - ease of login/home screen.
• Positive - ease of search tool.
• Positive - financial reports.

Incentivized