Applied Epic vs Cloudia Assistant

Starting Price

Not provided by vendor

$29.99/month/user

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.

Primarily created for the Health/Life/Medicare insurance industries but used in various other industries as well. Created for agents, brokers, agencies and call centers.

Rating


4.3 / 5
(97)
Read All Reviews

4.9 / 5
(10)
Read All Reviews

Ideal number of Users

1 - 1000+

1 - 1000+

Ease of Use


4 / 5

4.7 / 5

Customer Support


4.3 / 5

5 / 5

Features & Functionality


4.2 / 5

4.9 / 5

Value for Money


4 / 5

5 / 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
  • check Life & Health
  • close Property & Casualty
  • check 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
  • close In Person
  • close Live Online
  • check Webinars
  • close Documentation

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Applied Epic vs Cloudia Assistant

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