Applied Epic vs Applied Rater

Starting Price

Not provided by vendor Not provided by vendor

Best For

On-premise & web-based agency management platform that enables businesses of all sizes to manage & track workflows, customer relationships, & accounts while monitoring new business opportunities.

Independent insurance agents who write primarily personal lines business.

Rating


4.4 / 5
(101)
Read All Reviews

4 / 5
(31)
Read All Reviews

Ideal number of Users

1 - 1000+

1 - 1000+

Ease of Use


4 / 5


  • "I find it fairly user friendly. The integration features are fantastic."

  • "Overall I really like using EPIC. It is pretty user friendly, easy to use and searchable."


4.1 / 5


Customer Support


4.3 / 5



4.2 / 5


Features & Functionality


4.2 / 5


  • "I love the certificate issuing process and the ability to email them right from the system."

  • "So much better than TAM - very flexible and easy to navigate."


3.7 / 5


Value for Money


4 / 5



3.2 / 5


Product Features

  • check Claims Management
  • check Commission Management
  • check Contact Management
  • check Document Management
  • check Insurance Policy Management
  • check Insurance Rating
  • check Life & Health
  • check Property & Casualty
  • check Quote Management
  • close Claims Management
  • close Commission Management
  • check Contact Management
  • close Document Management
  • close Insurance Policy Management
  • check Insurance Rating
  • close Life & Health
  • close Property & Casualty
  • check Quote Management

Screenshots

Capterra screenshot placeholder
View 1 screenshot 33204 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation

share Share Your Comparison of Applied Rater vs Applied Epic

Applied Epic vs Applied Rater

Share

share Share Your Comparison of Applied Rater vs Applied Epic