Applied Epic vs Zywave BrokerageBuilder

Starting Price

Not provided by vendor

$1.00

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.

Insurance agency management solution that enables businesses in brokerage industry manage and track workflow, employees' activities, proposal building, claims history, commissions, sales and more.

Rating


4.3 / 5
(97)
Read All Reviews

3.7 / 5
(12)
Read All Reviews

Ideal number of Users

1 - 1000+

1 - 1000+

Ease of Use


4 / 5


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

  • "Ease of use and ability to track everything daily."


3.6 / 5


Customer Support


4.3 / 5



3.5 / 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."


3.6 / 5


Value for Money


4 / 5



3.3 / 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
  • check Claims Management
  • check Commission Management
  • check Contact Management
  • close Document Management
  • close Insurance Policy Management
  • close Insurance Rating
  • check Life & Health
  • check Property & Casualty
  • check Quote Management

Screenshots

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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 Zywave BrokerageBuilder

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