Applied Epic vs TL LeadManager

Starting Price

Not provided by vendor

$40.00/month

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.

Not provided by vendor

Rating


4.3 / 5
(98)
Read All Reviews
(0)

Ideal number of Users

1 - 1000+

Not provided by vendor

Ease of Use


4.1 / 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."



Customer Support


4.3 / 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."



Value for Money


4 / 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
  • close Insurance Rating
  • close Life & Health
  • close Property & Casualty
  • close Quote Management

Screenshots

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Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
Not provided by vendor

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Applied Epic vs TL LeadManager

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