agent enablement
Ranked comparison
3 tools covered · methodology
- #1 · modern · crm-distribution
Applied Epic
www1.appliedsystems.com/en-us/solutions/for-agents/agency-management-system/applied-epic ↗13/2065%Cloud-based agency management system for mid-market and enterprise independent insurance agencies. Manages P&C and benefits operations, policy lifecycle, pipeline, quoting, submissions, accounting, and reporting from a single platform.
- traction
- 2/5
- maturity
- 5/5
- coverage
- 4/5
- recognition
- 2/5
- 10/2050%
Digital engagement platform for US life and annuity carriers spanning quoting and e-application (LifetimeACQUIRE), policyholder self-service (LifetimeSERVICE), agent portals (LifetimeAGENT), and post-issue engagement (LifetimeENGAGE).
- traction
- 2/5
- maturity
- 4/5
- coverage
- 1/5
- recognition
- 3/5
- 9/2045%
End-to-end cloud platform for life and annuity new-business workflow, underwriting, policy administration, and producer distribution.
- traction
- 1/5
- maturity
- 5/5
- coverage
- 1/5
- recognition
- 2/5