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.
Revver
Revver is a document management software that automates repetitive administrative tasks and organizes your digital files into secure, searchable, and highly efficient automated workflows to boost team productivity.
Quick Comparison
| Feature | Applied Epic | Revver |
|---|---|---|
| Website | appliedsystems.com | revver.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 | 2009 |
| Headquarters | University Park, USA | Lehi, 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.
Revver
Revver helps you transform your messy digital filing system into a high-speed automated office. Instead of spending hours manually naming files or chasing down signatures, you can use intelligent tools that recognize documents and file them automatically. It creates a centralized hub where your team can collaborate securely, ensuring everyone always works from the most recent version of a document without the constant back-and-forth of email attachments.
You can protect sensitive information with advanced permissions and audit logs while staying compliant with industry regulations. The platform is designed for mid-to-large organizations in document-heavy fields like accounting, HR, and legal. By automating the entire document lifecycle—from initial capture to long-term archiving—you free up your team to focus on high-value work rather than tedious data entry and filing.
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.
Revver Features
- Automated Filing. Set up standardized filing rules so your documents automatically land in the right folders with consistent naming conventions.
- Advanced Search. Find any document instantly by searching for specific text within files, even if you only remember a single phrase.
- Electronic Signatures. Send documents for signature and track their progress directly within your workflow to close deals and approvals faster.
- Workflow Designer. Build custom paths for document approvals and reviews using a simple interface to keep your business processes moving.
- Secure File Sharing. Share large files safely with external clients through secure links that maintain your brand and protect your data.
- Role-Based Permissions. Control exactly who can view, edit, or delete specific files to ensure your sensitive business information stays protected.
Pricing Comparison
Applied Epic Pricing
Revver 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
Revver
Pros
- Powerful automation significantly reduces manual data entry time
- Excellent OCR capabilities make every document fully searchable
- Highly customizable folder structures fit specific business needs
- Strong security features simplify complex industry compliance requirements
Cons
- Initial setup requires significant time and planning
- Learning curve for building complex automated workflows
- Interface can feel overwhelming for non-technical users