Applied Epic vs. Smart Agent

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

• 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

• 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 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

• 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