What users are saying about
19 Ratings
6 Ratings
19 Ratings
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Score 8.3 out of 100
6 Ratings
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Score 8 out of 100

Attribute Ratings

  • BindHQ is rated higher in 2 areas: Likelihood to Recommend, Support Rating

Likelihood to Recommend

8.0

Applied Epic

80%
5 Ratings
9.2

BindHQ

92%
5 Ratings

Usability

Applied Epic

N/A
0 Ratings
9.1

BindHQ

91%
1 Rating

Support Rating

7.0

Applied Epic

70%
2 Ratings
8.1

BindHQ

81%
2 Ratings

Likelihood to Recommend

Applied Systems

[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[.]
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Owsy LLC

BindHQ is great for the insurance industry. Scenarios in which it is used in accounting:
1. Looking up policies and seeing if they have been paid.
2. Sending out statements and allowing for review of those statements in an organized function. It provides Agency Bill/Direct Bill, Receivables/Payables, Open/Closed.
3. It allows for us to post/offset and make decisions based on producer, carriers, finance companies and agents directions.
Scenarios where it is less appropriate.
1. Outside of the insurance field. But just saying that as for right now. It does not mean that this kind of platform is not usable for other industries, but it would need to be modeled to fit each industry. It has all the core structures needed to help organize and run a business.
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Pros

Applied Systems

  • 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.
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Owsy LLC

  • The option for us to CC the BindHQ email to file our correspondence with agents, carriers etc. is my first point for convenience. It is important for us to document just about every piece of every conversation we have and that option makes it seamless to operate efficiently and diligently.
  • It is easy to navigate. Simple as that. The layout is aesthetic and well spaced. The pertinent information pertaining to individual accounts is accessible and placed right across the top of the page.
  • The ability to move from the current account to an expired account or the other way toward the renewal is very helpful. Often we need to access the previous years information and being able to do that just with a simple drop down at the top of the page makes it quick.
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Cons

Applied Systems

  • 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.
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Owsy LLC

  • Rating option directly from account input - I would like to see this feature launched so that we could have a single entry feature that can obtain rates from multiple carriers
  • Bdx Reporting - This would help with binding authority business, especially when a monthly report must be sent to a carrier partner
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Pricing Details

Applied Epic

Starting Price

Editions & Modules

Applied Epic editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    BindHQ

    Starting Price

    $300 per month per user

    Editions & Modules

    BindHQ editions and modules pricing
    EditionModules
    Basic$300 / user / month1
    Pro$375 / user / month2
    EnterpriseContact Sales3

    Footnotes

    1. per month per user
    2. per user
    3. per month per user

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional $25,000

    Additional Details

    Usability

    Applied Systems

    No answers on this topic

    Owsy LLC

    BHQ is a user friendly, lightweight program that runs anywhere you have internet access! I use it at home, the office, or even at a nearby coffeeshop. It's hard to beat that kind of mobile work lifestyle particularly in the current world climate
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    Support Rating

    Applied Systems

    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.
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    Owsy LLC

    It was hit-or-miss in the past but they seem to have taken steps to improve this. As of the past 6 months, they've been pretty quick to patch bugs and fix issues when we report them
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    Alternatives Considered

    Applied Systems

    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.
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    Owsy LLC

    When comparing these to BindHQ, without a doubt, it is MUCH easier to navigate through AR and AP modules, applying cash, issuing checks, viewing policies, working remotely (no remote desktop), Gmail features with attaching emails to policies. But the main takeaway with what outshines than any other agency management system out there is the smooth transition from moving from AR to AP modules. You just can’t find that anywhere.
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    Return on Investment

    Applied Systems

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

    • Positive - By streamlining our workflow processes it has allowed our production teams to focus more on production and generating more business and not on backend data entry and time wasting functions that we had with previous systems.
    • Positive - Production teams are now able to work together seamlessly on a single account regardless of employee location allowing for remote working to function without any time restraints
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    Screenshots

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