Applied Epic vs. Life Design Analysis vs. OKAYO

Agency management for larger P&C driven agencies that are looking for standardization across their business. The system really allows you to track and see when activities are being created and completed, where an account is in the marketing process (or renewal process). It also is a great data warehouse when looking to consolidate.

Incentivized

We recently showed a "potential client" who is now a client a comparison of an insurance product he was sold to a strategy we would have recommended and they were blown away at the difference. So much so, they cancelled the current product and went with our recommendation. The presentations are very powerful.

Incentivized

• Very thorough collection of information allows for accounts to be qualified properly
• Notification of upcoming tasks keeps everyone on track with renewals of policies
• Attachment capabilities allow for items to be filtered per policy type to allow for faster searching

Incentivized

• Comparisons
• Quotes
• Needs Analysis
• Policy notifications for updates, renewals, anniversary dates
• Online client presentations
• In Force policy automation
• Lead Generation

Incentivized

• Can only run reports to search fields in the Auto & Home app
• Contacts cannot be copied into other companies
• Cannot make adjustments to disbursements once started

Incentivized

• It can be pricey for a start up to get access to all the features, however the payback is worth it.
• Learning curve - As with any new software, there is a learning curve but training is available.
• So many features - make sure you take the time to find out all the features available and how to use them.

Incentivized

It is very user friendly. You can go from beginner to efficient user in a short period of time. I like the option of a desktop application as well as the web app

Incentivized

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

We upgraded from [Applied] Tam to [Applied] Epic as we were needing new servers. The cost was a huge factor and the fact that Applieds data is backed up by them and updates are done by them, it was a huge cost and time saver for us.

Incentivized

I have never seen another product like Life Design Analysis and I don't believe there is another one out there that can do the same. If there is one, I would have a hard time believing it has the same features and capabilities as Life Design Analysis. (LDA) The reports are unmatched.

Incentivized

• Has taken some human power time to get up to speed.
• Yet, our bottomline has been positively impacted.
• I've actually gotten compliments from clients and patients about how organized everything is!

Incentivized

• This software has paid for itself many times over
• Has doubled conversion rates
• It has upped our financial planning game

Incentivized