Applied Epic
Applied Epic is a comprehensive browser-based agency management system that provides independent insurance agencies with a single platform to manage every role, location, and line of business efficiently.
Builder Prime
Builder Prime is an all-in-one CRM and project management suite designed specifically for home improvement contractors to automate follow-ups, manage production, and streamline professional estimation processes.
Quick Comparison
| Feature | Applied Epic | Builder Prime |
|---|---|---|
| Website | appliedsystems.com | builderprime.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | $99/month |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 1983 | 2017 |
| Headquarters | University Park, USA | New York, USA |
Overview
Applied Epic
Applied Epic is a versatile management platform designed to help your insurance agency handle all its operations from a single, integrated interface. You can manage multiple lines of business, including P&C and benefits, while keeping your data organized across different office locations. The software automates your back-office tasks and standardizes workflows, so your team spends less time on manual data entry and more time focusing on client relationships.
You can access the platform through a web browser, giving your team the flexibility to work from anywhere while maintaining a consistent view of customer information. It integrates your sales pipeline, policy management, and financial accounting into one system, eliminating the need for disconnected tools. Whether you are a small local agency or a large enterprise with global operations, the platform scales to meet your specific growth needs.
Builder Prime
Builder Prime provides a specialized toolkit to help you manage your home improvement business from the first lead to the final payment. You can stop losing deals to slow follow-ups by using automated lead tracking and personalized communication workflows. The platform replaces scattered spreadsheets with a centralized system where you can create professional, legally binding contracts and estimates in seconds.
You can also take full control of your production schedule with drag-and-drop calendars and automated GPS time tracking for your field crews. Whether you are a solo specialty contractor or a large remodeling firm, the software helps you maintain a professional image while reducing the administrative burden of daily operations. It focuses on increasing your win rate through precision bidding and consistent customer engagement.
Overview
Applied Epic Features
- Omnichannel Service Connect with your clients through their preferred channels including text, email, and a dedicated self-service portal.
- Integrated Benefits Manage your employee benefits and P&C business in one place to gain a full view of your customers.
- Automated Workflows Standardize your agency processes with pre-built workflows that ensure your team never misses a critical renewal or task.
- Sales Pipeline Management Track your opportunities from lead to close with integrated CRM tools designed specifically for insurance professionals.
- Document Management Store and organize all your policy documents and client communications directly within the relevant client record.
- Advanced Reporting Analyze your agency's performance with customizable reports that help you identify growth opportunities and track employee productivity.
Builder Prime Features
- Automated Lead Tracking. Capture leads automatically from your website and track every interaction so no potential customer falls through the cracks.
- Professional Estimates. Create branded, accurate quotes in the field and send them to clients for instant digital signature and approval.
- Production Management. Manage your project timelines with visual scheduling tools that keep your crews and subcontractors on the same page.
- GPS Time Tracking. Track labor hours accurately with location-verified clock-ins to ensure your job costing and payroll stay precise.
- Automated Follow-ups. Set up automated email and SMS sequences to nurture leads and remind customers about upcoming project milestones.
- Integrated Payments. Request and accept credit card or ACH payments directly through your client portal to improve your cash flow.
Pricing Comparison
Applied Epic Pricing
Builder Prime Pricing
- Up to 2 users included
- Lead and customer management
- Basic scheduling tools
- Estimates and contracts
- Email and SMS communication
- Standard reporting
- Everything in Starter, plus:
- Up to 5 users included
- Advanced workflow automation
- Production management tools
- Subcontractor portals
- QuickBooks integration
Pros & Cons
Applied Epic
Pros
- Highly customizable to fit unique agency workflows
- Comprehensive reporting provides deep business insights
- Excellent document storage and retrieval capabilities
- Strong integration with other Applied Systems products
Cons
- Significant learning curve for new staff members
- Initial setup and configuration can be time-consuming
- Higher price point compared to basic management tools
Builder Prime
Pros
- Industry-specific workflows built specifically for contractors
- Highly responsive and helpful customer support team
- Professional looking estimates that help win more jobs
- Significant time savings through automated lead follow-ups
Cons
- Initial setup requires time to configure custom workflows
- Mobile app interface can feel slightly dated
- Higher starting price point than generic CRM tools