AgencyBloc AMS+ vs. Applied Epic

It is web based so you can access the system from anywhere. It is easy to customize

Incentivized

Agency management for larger P&C driven agencies that are looking for standardization across their business. The system really allows you to track and see when activities are being created and completed, where an account is in the marketing process (or renewal process). It also is a great data warehouse when looking to consolidate.

Incentivized

• It is very easy to use system. Tabs are clearly defined.
• With the Outlook Plug-in we are able to store emails for a particular activity. This is a very important feature.

Incentivized

• Very thorough collection of information allows for accounts to be qualified properly
• Notification of upcoming tasks keeps everyone on track with renewals of policies
• Attachment capabilities allow for items to be filtered per policy type to allow for faster searching

Incentivized

• More on line webinars.
• The training is good but would like more application based rather than general.
• Would like training to be more tools based rather than general training.

• Can only run reports to search fields in the Auto & Home app
• Contacts cannot be copied into other companies
• Cannot make adjustments to disbursements once started

Incentivized

It works well.

it is generally easy to use and quiet effective.

It is very user friendly. You can go from beginner to efficient user in a short period of time. I like the option of a desktop application as well as the web app

Incentivized

great support

I have not necessarily used support from Applied Epic directly, but have gone to my trainer who has gone to support. I am usually able to get an answer relatively quickly, so I can assume the support team is very knowledgeable and prompt with their help.

Incentivized

Not bad for a roll out.

AgencyBloc is so easy to use. User Friendly. Easy navigation between tabs. Information is readily available and not buried under deep information tree. It is probably the best system for small agency

Incentivized

We upgraded from [Applied] Tam to [Applied] Epic as we were needing new servers. The cost was a huge factor and the fact that Applieds data is backed up by them and updates are done by them, it was a huge cost and time saver for us.

Incentivized

• Most Agency Management systems are expensive. AgencyBloc is really affordable.

Incentivized

• Has taken some human power time to get up to speed.
• Yet, our bottomline has been positively impacted.
• I've actually gotten compliments from clients and patients about how organized everything is!

Incentivized