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.
Claimable
Claimable is a cloud-based claims management software designed to help you streamline your insurance claims workflow, centralize communication, and provide a better experience for your customers.
Quick Comparison
| Feature | Applied Epic | Claimable |
|---|---|---|
| Website | appliedsystems.com | claimable.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | $49/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 | 2015 |
| Headquarters | University Park, USA | London, UK |
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.
Claimable
Claimable is a modern claims management platform that helps you move away from messy spreadsheets and fragmented email chains. You can centralize every claim in one place, ensuring your team stays organized and responsive. The software focuses on simplifying the complex lifecycle of a claim, from the initial notification of loss to the final settlement, by providing a clear, visual interface for your entire team.
You can automate repetitive tasks like sending status updates to customers and generating documents, which frees up your time for more complex cases. It is built for insurance companies, TPAs, and self-insured businesses that need a reliable way to track tasks, store documents, and maintain a full audit trail. By using Claimable, you create a more transparent process that builds trust with your clients while reducing the administrative burden on your staff.
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.
Claimable Features
- Centralized Claims Vault. Store all claim details, photos, and documents in one secure location so you never lose important information again.
- Automated Messaging. Send automated SMS and email updates to claimants to keep them informed without manual effort.
- Task Management. Assign tasks to your team members and set due dates to ensure no claim falls through the cracks.
- Digital Claim Forms. Create custom web forms so your customers can submit claims online directly into your system.
- Contact Management. Maintain a full directory of claimants, witnesses, and vendors to streamline your communication and reporting.
- Audit Logs. Track every change made to a claim with an automatic history log for complete transparency and compliance.
Pricing Comparison
Applied Epic Pricing
Claimable Pricing
- Up to 20 new claims/month
- Unlimited users
- Document storage
- Task management
- Email integration
- Standard support
- Everything in Essential, plus:
- Up to 100 new claims/month
- Custom claim fields
- API access
- Automated workflows
- Advanced reporting
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
Claimable
Pros
- Very easy to set up and start using immediately
- Clean and modern interface reduces staff training time
- Excellent customer support team is highly responsive
- Centralizes all communication in one searchable timeline
Cons
- Limited advanced accounting features for complex payouts
- Mobile experience is web-based rather than a native app
- Reporting customization can be restrictive for enterprise needs