Applied Epic vs. Vertafore ReferenceConnect

[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

Vertafore ReferenceConnect is well suited within an organization with many users, who are trying to turn out policy submissions and gain information quickly. It is also well suited for individuals who are trying to learn more specifically about classes of business, what types of insurance coverage is recommended, and what the policies are based on. It opened my eyes to a lot of exposures for class codes that I was not particularly aware of, due to the fact that I am a new agent, and I would recommend this be used for agents who have less than 5 years experience.

Incentivized

• 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

• It provides a variety of descriptions that allows for correct selection.
• It provides information not readily available like what a rate is based on.
• Gives market appetites with some carriers.

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

• Sometimes the site navigation is not the most fluid.
• Sometimes I get logged into a particular carrier's section and have to log out and log back in - not sure the reasoning.
• It does not always recognize my description so finding the class code is sometimes harder than expected.

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

I have not had to use the support for Vertafore ReferenceConnect.

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

Unfortunately, I have not used any additional software programs like Vertafore ReferenceConnect so I am unable to compare them. I do know that my insurance agency likes the capabilities that it has and is not looking for alternatives at this point - this can only speak to the benefit to the organization.

Incentivized

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

Incentivized

• Positive impact on rounding out accounts with additional lines of coverage.
• Positive impact on correctly classifying an account.
• Positive impact on learning as a new agent.

Incentivized