Applied Epic is a cloud-based insurance agency management system from Applied Systems, described as advanced and scalable by the vendor, with available integrations with many 3rd party applications.
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QQCatalyst
Score 4.5 out of 10
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QQCatalyst is an insurance agency management platform described by the vendor QQSolutions as easy to learn and use, with internal CRM and marketing automation.
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.
I used NowCerts and also HawkSoft. QQCatalyst is just easier to navigate, process changes, send certificates of insurance and just get policy information. HawkSoft is a good system but their niche is personal lines. I can create Premium Finance Companies and MGA's with QQCatalyst and NowCerts, not with HawkSoft. QQCatalyst and NowCerts are 100% cloud based. If you have a lot of personal lines clients, then QQCatalyst is not a good option. QQCatalyst needs to update the Acord 25 form in their system so we can actually use all the spaces provided by the Acord company; right now we cant enter information for insurance company "F" anywhere using QQCatalyst.
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
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.
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.
When I started looking at management systems I first looked at AMS360 since it's the Cadillac of management systems. However, it's a hefty upfront investment and the monthly is steep for a start-up agency. At that time EZlynx just had their rater platform however when they came out with the management platform a year or so later we strongly considered making the switch. EZlynx is an excellent management system but given the price to transfer data from one platform to the other we decided not to proceed. Lastly HawkSoft has gone through quite a few changes over the year and though they've really beefed up the backend I'm still not a fan of the user interface. All three systems are excellent options, really boils down to preference and affordability which is why we went with QQCatalyst as it fit the bill across the board.
