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.
Decisions
Decisions is a comprehensive no-code automation platform that combines a rules engine and workflow designer to help you automate complex business processes and data handling without writing any code.
Quick Comparison
| Feature | Applied Epic | Decisions |
|---|---|---|
| Website | appliedsystems.com | decisions.com |
| Pricing Model | Custom | Custom |
| Starting Price | Custom Pricing | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No 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 | 2010 |
| Headquarters | University Park, USA | Virginia Beach, 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.
Decisions
Decisions is a no-code automation platform designed to help you build complex business processes without writing a single line of code. You can create sophisticated workflows, integrate disparate data sources, and manage intricate business rules through a purely visual interface. It is built for organizations that need to bridge the gap between IT requirements and business operations, allowing you to deploy enterprise-grade applications rapidly.
You can use the platform to automate everything from simple task assignments to high-volume financial transactions or healthcare compliance checks. It scales effectively for mid-market and enterprise companies that require high reliability and security. By using its drag-and-drop designers, you reduce your reliance on specialized coding resources and speed up your digital transformation projects significantly.
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.
Decisions Features
- No-Code Workflow Designer. Build end-to-end business processes visually using a drag-and-drop interface that handles everything from simple tasks to complex logic.
- Business Rules Engine. Manage complex decision logic separately from your workflows so you can update business policies instantly without changing your entire process.
- Visual Form Builder. Create responsive user interfaces and data entry forms that look great on any device using simple drag-and-drop components.
- Data Integration Toolkit. Connect to any database, web service, or legacy system with pre-built connectors to ensure your data flows where you need it.
- Graphical Reporting. Monitor your process performance in real-time with customizable dashboards and reports that help you identify and fix operational bottlenecks.
- REST API Generation. Turn any workflow or rule you create into a reachable API endpoint automatically to connect with your existing software stack.
Pricing Comparison
Applied Epic Pricing
Decisions Pricing
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
Decisions
Pros
- Extremely flexible platform handles almost any complex business logic
- Visual debugger makes finding and fixing process errors very simple
- Excellent customer support and active community for technical help
- Seamless integration capabilities with various third-party databases and tools
Cons
- Initial learning curve is steep due to the platform's depth
- Documentation can sometimes lag behind the latest feature releases
- Requires significant server resources for high-volume on-premise deployments