Applied Epic vs CallidusCloud - Producer Pro

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.

Producer Pro was designed for all insurance carriers looking for a solution that transform the way you manage your agents and producers, driving compliance, improving loyalty, and ensuring growth.

Rating


4.3 / 5
(98)
Read All Reviews

4 / 5
(1)

Ideal number of Users

1 - 1000+

50 - 1000+

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."


4 / 5


Customer Support


4.3 / 5



4 / 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."


5 / 5


Value for Money


4 / 5



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

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

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

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Applied Epic vs CallidusCloud - Producer Pro

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