Applied Epic vs. Zywave Content Cloud - Employee Benefits Content Packages (Broker Briefcase)

[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

It's a great tool, period. I'd recommend it to anyone who was going to take the time to utilize its varied resources. I wouldn't recommend it for an old-school agency that's not really tech savvy but for anyone looking to grow a book of business, it's an invaluable tool.

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

• I love the Prep for a Meeting module. No matter the type of meeting you are prepping for, they have great resources to help you get the yes.
• The employee education pieces are an awesome way to prepare employees for new benefit options like HSAs and HRAs.
• The Compliance Roadmap is an excellent tool and is hugely appreciated by my small and middle market clients without full HR suites.

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's pretty darn good and it's my fault that I don't use it as much as I should. I'd love for it somehow to integrate more into my routine but I'm not sure what Zywave could do on their end about that.

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 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

Zywave Content Cloud - Employee Benefits Content Packages (Broker Briefcase) is simply the gold standard in what they do, providing valuable resources to agencies and helping them stand out and look more professional. I know of no real competition in their space and they are continually adding to their resources to stay ahead of the pack.

Incentivized

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

Incentivized

• It has helped us remain relevant and retain larger clients. I don't track things like I should, but the ROI on this investment is solid.
• Zywave Content Cloud - Employee Benefits Content Packages (Broker Briefcase) gives me the confidence to go after larger clients knowing I can compete with the extra resources seen in larger shops.

Incentivized