Applied Epic from Applied Systems

A comprehensive agency management system with billing and accounting capabilities. Features include automated invoice generation, payment processing, commission management, trust accounting, direct bill download, and financial reporting.

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Product analysis by function

Billing and Payment Processing Systems for Policy Administration

Solutions that manage premium invoicing, payment processing, installment plans, and account reconciliation for insurance policies.
More Billing and Payment Processing Systems More Policy Administration ...

Invoicing & Billing Management
(0 Yes /0 Known /15 Possible features)

Payment Acceptance & Processing
(0 Yes /0 Known /15 Possible features)

Installment & Payment Plan Management
(0 Yes /0 Known /12 Possible features)

Account Reconciliation
(0 Yes /0 Known /10 Possible features)

Integration & Interoperability
(0 Yes /0 Known /10 Possible features)

Customer Experience & Portals
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /10 Possible features)

Reporting & Analytics
(0 Yes /0 Known /10 Possible features)

Workflow Automation & Exception Handling
(0 Yes /0 Known /9 Possible features)

Product & Policy Flexibility
(0 Yes /0 Known /10 Possible features)

Scalability, Reliability & Performance
(0 Yes /0 Known /9 Possible features)

Agent Portals for Distribution and Agency Management

Web-based platforms that provide agents with product information, quoting capabilities, policy status updates, marketing materials, and training resources.
More Agent Portals More Distribution and Agency Management ...

User Access & Onboarding
(0 Yes /0 Known /10 Possible features)

Product Information & Catalog
(0 Yes /0 Known /10 Possible features)

Quoting & Illustrations
(0 Yes /0 Known /10 Possible features)

Policy Management
(0 Yes /0 Known /10 Possible features)

Lead & Client Management
(0 Yes /0 Known /10 Possible features)

Commissions & Incentives
(0 Yes /0 Known /10 Possible features)

Marketing & Sales Resources
(0 Yes /0 Known /10 Possible features)

Reporting & Analytics
(0 Yes /0 Known /10 Possible features)

Training & Support
(0 Yes /0 Known /10 Possible features)

Integration & Connectivity
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /10 Possible features)

Customer Relationship Management (CRM) Systems for Customer Service

Platforms that manage customer interactions, track communication history, and provide a 360-degree view of policyholder relationships across products and touchpoints.
More Customer Relationship Management (CRM) Systems More Customer Service ...

Customer Data Management
(0 Yes /0 Known /15 Possible features)

Contact and Communication Management
(0 Yes /0 Known /15 Possible features)

Workflow and Case Management
(0 Yes /0 Known /15 Possible features)

Policy and Product Management
(0 Yes /0 Known /15 Possible features)

Analytics and Reporting
(0 Yes /0 Known /15 Possible features)

Integration and API Capabilities
(0 Yes /0 Known /15 Possible features)

User Experience and Accessibility
(0 Yes /0 Known /15 Possible features)

Compliance, Security, and Data Privacy
(0 Yes /0 Known /15 Possible features)

Automation and Artificial Intelligence
(0 Yes /0 Known /15 Possible features)

Collaboration and Internal Productivity
(0 Yes /0 Known /15 Possible features)

Customer Self-Service Portal
(0 Yes /0 Known /15 Possible features)

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Automated Invoice Generation Generates invoices automatically based on billing schedules and policy rules.		No information available
Customizable Billing Schedules Supports custom billing frequencies (monthly, quarterly, annual, etc.).		No information available
Multi-currency Support Ability to generate invoices in multiple currencies based on policyholder’s locale.		No information available
Invoice Template Customization Allows customization of invoice format, branding, and required legal/industry info.		No information available
Bulk Invoice Processing Processes large volumes of invoices simultaneously.		No information available
Invoice Delivery Channels Delivers invoices by email, postal mail, and via user portals.		No information available
Automated Reminders & Dunning Sends automatic payment reminders and dunning notices for overdue invoices.		No information available
Tax Handling Calculates and applies relevant taxes per invoice.		No information available
Write-Off Management Handles write-off workflows for uncollectible premiums.		No information available
Invoice Adjustment & Rebilling Adjusts invoices for policy changes and rebills when necessary.		No information available
Real-Time Status Tracking Provides instant visibility into invoicing lifecycle (sent, viewed, paid, overdue).		No information available
Automated Statement Generation Creates periodic account statements for policyholders.		No information available
Fee & Surcharge Management Automates adding late fees, convenience charges, or discounts.		No information available
Payment Application Rules Configures how payments are allocated to open invoices and fees.		No information available
Invoice Archiving & Retrieval Stores historical invoices for regulatory compliance and client access.		No information available

Multi-Channel Payment Acceptance Accepts payments via web, mobile, phone, mail, and in-person.		No information available
Payment Method Diversity Supports credit/debit cards, ACH, direct debit, wires, checks, digital wallets.		No information available
Real-Time Payment Processing Processes and applies payments instantly upon receipt.		No information available
PCI DSS Compliance Adheres to Payment Card Industry Data Security Standards.		No information available
Recurring Payment Setup Allows users to set up automated recurring payments.		No information available
Payment Retry Logic Automatically retries failed payment attempts based on configurable rules.		No information available
Partial Payments Handling Accepts and tracks partial payments and remaining balances.		No information available
Payment Allocation Rules Applies payments to invoices, principal, interest, or fees as configured.		No information available
Instant Payment Confirmation Sends instant notification to payer and administrator on payment completion.		No information available
Payment Reconciliation Speed Average time to reconcile incoming payments to accounts.		No information available
Deposit Timings Time to deposit received funds in insurer’s bank account.		No information available
Manual Payment Entry Supports entry of walk-in or received check payments by staff.		No information available
Multiple Bank Accounts Support Can accept/route payments to multiple distinct bank accounts.		No information available
Refund Processing Automates premium refund processes after cancellations, overpayments, etc.		No information available
Chargeback Management Provides workflow and tools to manage disputed or reversed transactions.		No information available

Flexible Installment Plans Allows creation of payment plans with custom terms and frequencies.		No information available
Automated Plan Calculation Automatically calculates installment amounts, dates, and schedules.		No information available
Plan Modification Support Permits changes to active installment plans (deferrals, adjustments, etc.).		No information available
Plan Setup Time Average time to create and launch a new installment plan.		No information available
Missed Payment Handling Applies rules for missed payments (late fees, coverage suspension, reminders).		No information available
Installment Due Reminders Sends proactive notifications for upcoming installment dues.		No information available
Advance Payment Acceptance Allows customers to pay installments ahead of schedule.		No information available
Installment Plan Reporting Provides analytics and summary of active, overdue, and completed plans.		No information available
Plan Cancellation Management Supports cancellation of payment plans and reconciliation of outstanding balances.		No information available
Installment Fee Calculation Automates calculation of finance or service charges for extended payment plans.		No information available
Customer Self-Service Plan Management Enables policyholders to enroll, view, and modify their payment plans via portals.		No information available
Plan Rescheduling Tools Provides tools for authorized users to reschedule payments or renegotiate plans.		No information available

Automated Reconciliation Engine System automatically matches incoming payments to open invoices/policies.		No information available
Manual Reconciliation Tools Enables users to manually resolve unmatched or ambiguous entries.		No information available
Bank File Import Imports bank statements in various formats (CSV, BAI2, etc.) for reconciliation.		No information available
Auto-Matching Accuracy Rate Percentage of payments automatically matched without user intervention.		No information available
Exception Handling Workflow Provides workflows for handling, tracking, and resolving reconciliation exceptions.		No information available
Reconciliation Frequency How often the reconciliation process executes automatically.		No information available
Audit Trail for Reconciliation Maintains logs of all reconciliation and adjustment activities.		No information available
Reconciliation Reporting Provides summary and detail reports on reconciled/unreconciled transactions.		No information available
Exception Notification Alerts Notifies relevant staff about reconciliation exceptions that require attention.		No information available
Lockbox Integration Supports integration with bank lockbox payment processing services.		No information available

Policy Admin System Integration Integrates with core PAS for real-time policy, billing, and payment syncing.		No information available
Accounting/ERP Integration Supports two-way integration with accounting or ERP solutions.		No information available
Banking System Connectivity Directly integrates with banks for automated payment and reconciliation flows.		No information available
Open API Availability Provides secure APIs for external data exchange and plug-ins.		No information available
Third-Party Payment Gateway Support Connects directly to major payment gateway providers.		No information available
Data Import/Export Functions Enables bulk import/export of billing and payment data.		No information available
Webhooks/Notification Events Emits external notifications for status changes, payments, or exceptions.		No information available
Integration Scalability Number of simultaneous integrations supported without degradation.		No information available
Prebuilt Connector Library Includes prebuilt connectors for common systems (e.g., Salesforce, SAP, Guidewire).		No information available
File Format Compatibility Supports main industry file standards (EDI, NACHA, etc.).		No information available

Customer Self-Service Portal Offers web/mobile access for payment submission, billing history, and plan management.		No information available
eBill Presentation Allows customers to view, download, and print electronic invoices/statements.		No information available
Real-Time Policy Status Displays up-to-date information on payments due, overdue, and policy standing.		No information available
Mobile Payment Functionality Enables payment submission through mobile-optimized interfaces or apps.		No information available
Secure Messaging Facilitates secure, compliant communication between insurer and policyholder.		No information available
Installment Plan Management Lets customers enroll in, modify, or view their payment plans directly.		No information available
Multi-Language Support Provides UI and communications in various languages.		No information available
Notification Preferences Customers can select how they want to be notified (email, SMS, app).		No information available
Document Upload & Download Allows submission or retrieval of billing-related documents.		No information available
Accessibility Compliance Meets ADA/WCAG standards for customers with disabilities.		No information available

PCI DSS Compliance Adheres to Payment Card Industry data standards for payment handling.		No information available
Encryption-at-Rest Sensitive data is encrypted when stored.		No information available
Encryption-in-Transit Sensitive data is encrypted during transfer.		No information available
Role-Based Access Control Restricts features and data access based on user roles.		No information available
Audit Logs Comprehensive tracking of who accessed/modified data and when.		No information available
Regulatory Reporting Automated output of statutory/bureau-mandated reports.		No information available
Data Retention Policy Configuration Enforces configurable requirements for data archival and purging.		No information available
User Authentication Options Supports multi-factor authentication and SSO integrations.		No information available
Access Monitoring and Alerts Detects and notifies administrators about suspicious access attempts.		No information available
GDPR/CCPA Compliance Supports consent tracking and data subject rights under privacy laws.		No information available

Standard Financial Reports Includes templates for AR aging, cash flow, payment trends, etc.		No information available
Custom Report Builder Allows ad hoc report construction on any data field.		No information available
Dashboard Widgets Visual summary of KPIs and operational alerts on a live dashboard.		No information available
Automated Report Scheduling Delivers scheduled reports to designated recipients.		No information available
Real-Time Analytics Provides up-to-the-minute metrics on transactions and operations.		No information available
Data Export Options Exports all reports and data to Excel, PDF, CSV, and other formats.		No information available
Exception & Anomaly Detection Automatically identifies unusual patterns or outliers in payments.		No information available
Custom Alert Notifications Configures alerts to notify users about unusual conditions.		No information available
KPI Benchmarking Tracks and compares performance to industry or internal benchmarks.		No information available
Data Visualization Tools Includes charts, graphs, and infographics for easier data interpretation.		No information available

Configurable Workflow Engine Enables the creation and adjustment of process workflows.		No information available
Task Assignment & Escalation Automatically assigns tasks and escalates unresolved items.		No information available
Exception Routing Routes exceptions (disputes, failed payments, etc.) to designated handlers.		No information available
Automated Approval Processes Routes requests for manual payment edits, refunds, or adjustments through approval chains.		No information available
Document Generation Automation Automates creation of letters, emails, or forms in response to workflow events.		No information available
SLA Monitoring Tracks turnaround times and notifies managers if service levels are threatened.		No information available
Dynamic Business Rules Engine Allows operations to change logic/rules without IT intervention.		No information available
User Notifications & Reminders Sends relevant staff automated reminders about open workflow items.		No information available
Workflow Analytics Provides metrics on workflow efficiency and bottlenecks.		No information available

Multi-Product Support Manages billing for multiple insurance products (P&C, Life, Health, etc.).		No information available
Multi-Entity/Carrier Capability Supports billing for several corporate entities or carriers in one solution.		No information available
Custom Charge Types Defines unlimited fee/charge types (endorsements, add-ons, credits).		No information available
Effective Dating for Billing Changes Allows changes to take effect on user-specified dates (mid-term adjustments, etc.).		No information available
Short-Rate/Pro-Rata Calculations Supports varied premium calculations for cancellations and changes.		No information available
Installment Plan Templates Predefines templates for common payment plan structures.		No information available
Group/Corporate Billing Supports consolidated/group billing for entities holding multiple policies.		No information available
Adjustable Down Payment Percentages Configures minimum/maximum required initial payments.		No information available
Bulk Policy Updates Updates billing terms on multiple policies at once.		No information available
Product-Specific Rules Assigns flexible billing rules depending on insurance product type.		No information available

Concurrent User Capacity Maximum number of system users working simultaneously without performance impact.		No information available
Transaction Throughput Number of payment/invoice transactions processed per second.		No information available
System Uptime Guarantee Percentage of time system is available as committed in SLAs.		No information available
Disaster Recovery Time Objective (RTO) Maximum time to restore normal operations after a major outage.		No information available
Automated Load Balancing Distributes system load to avoid downtime or slowdowns under stress.		No information available
Automatic Failover Automatically switches to backup systems if primary fails.		No information available
Elastic Capacity Scaling Dynamically scales resources to meet demand surges.		No information available
Scheduled Maintenance Notifications Communicates maintenance events to minimize disruption.		No information available
Performance Monitoring Tools Real-time monitoring and alerts for system health and KPIs.		No information available

Self-Service Registration Allows agents to register and create their accounts without administrator intervention.		No information available
Role-Based Access Control Supports multiple permission levels and roles for agents, managers, and administrators.		No information available
Multi-factor Authentication Enhances security by requiring more than one method of authentication.		No information available
Bulk User Import Ability to onboard multiple agents simultaneously via file upload or integration.		No information available
Password Reset Function Self-service password reset capability for agents.		No information available
Single Sign-On (SSO) Integration Allows agents to access the portal using centralized authentication providers.		No information available
Agent Profile Management Agents can update their personal information and preferences.		No information available
Onboarding Tutorials Guided walkthroughs and instructional content for new portal users.		No information available
User Activity Logging Tracks and logs agent actions within the portal for audit and compliance.		No information available
Automated Welcome Communications Sends automated emails or messages for new agent onboarding.		No information available

Product Search Enables agents to quickly search for products within the catalog.		No information available
Filter & Sort Options Allows agents to filter and sort products by various criteria (e.g., type, price, coverage).		No information available
Side-by-Side Comparison Displays product features for direct comparison between multiple products.		No information available
Detailed Product Pages Provides comprehensive product details including features, exclusions, and target customer.		No information available
Document Downloads Allows agents to download product brochures, policy documents, and forms.		No information available
Real-time Updates Instantly reflects changes or updates to product information.		No information available
Product Video Demos Includes video explanations or guides for products.		No information available
Frequently Asked Questions (FAQs) Provides common questions and answers regarding products.		No information available
Mobile-Friendly Product Pages Ensures product information is easily accessible from mobile devices.		No information available
Localization/Translation Support Product information available in multiple languages as needed.		No information available

Instant Quoting Engine Calculates premiums and coverage instantly based on entered data.		No information available
Multi-Carrier Quoting Aggregates quotes from multiple insurers within a single workflow.		No information available
Customizable Quote Templates Enables agents to personalize quote presentations for clients.		No information available
Quote Saving and Retrieval Allows agents to save quote drafts and retrieve previous quotes.		No information available
Real-Time Underwriting Feedback Provides an immediate indication of underwriting acceptability or further requirements.		No information available
Needs Analysis Tools Guides agents in assessing client needs for tailored product recommendations.		No information available
Pre-Filled Client Data Auto-populates client information to streamline quoting.		No information available
Rate Comparison Charts Visualizes rate differences between products and carriers.		No information available
Calculation Speed Time taken to return quote results once data is submitted.		No information available
Automated Compliance Checks Identifies if quote/proposal meets underwriting and regulatory requirements.		No information available

Policy Lookup Search and retrieve policy details for agents' clients.		No information available
Endorsement Processing Submit and track endorsements or changes to existing policies.		No information available
Renewal Notifications Automatically alerts agents to upcoming policy renewals.		No information available
Lapse/Expiration Alerts Notifies agents about policies at risk of lapse or expiration.		No information available
Document Uploads Allows digital upload of documents to client or policy files.		No information available
Policy Servicing Requests Agents can submit service requests (e.g., beneficiary change, address updates) through the portal.		No information available
Policy Download Downloadable policy schedules and certificates.		No information available
Claims Status View Agents can check claims status associated with their clients.		No information available
Policy Search Speed Average time to display searched policy information.		No information available
Mass Policy Communication Tools Send policy-related communications to multiple clients at once.		No information available

Lead Import/Export Import or export lead information via CSV or integrations.		No information available
Lead Assignment Automation Auto-assigns leads based on geography, expertise, or workload.		No information available
Integrated CRM Features Provides built-in CRM tools or integrates with third-party CRM platforms.		No information available
Client Communication Log Tracks and logs emails, calls, and interactions with clients.		No information available
Contact Categorization Allows tagging or grouping of contacts/leads for marketing or service purposes.		No information available
Task & Reminder System Built-in task manager to help agents follow up with leads.		No information available
Lead Conversion Analytics Tracks conversion rates from lead to sale.		No information available
Bulk Email/SMS Campaigns Send marketing communications to multiple leads or clients simultaneously.		No information available
Data Enrichment Tools Automatically enhances lead records with additional data (e.g., demographics, financials).		No information available
Follow-Up Automation System sends automated reminders or messages for follow-ups.		No information available

Commission Statements Download Agents can view and download their commission statements.		No information available
Real-Time Commission Tracking Monitors commission accrual and posting in real time.		No information available
Incentive Program Dashboards Visual dashboards for incentive targets, bonuses, and tiers.		No information available
Payment History Displays history of commission payments made to agent.		No information available
Commission Calculator Tool to estimate commission for various products and scenarios.		No information available
Performance Ranking Shows agent performance compared to peers for motivational purposes.		No information available
Commission Dispute Submission Agents can raise queries or disputes regarding their compensation.		No information available
Incentive Alerts/Notifications Automated notifications about incentive opportunities or achievement milestones.		No information available
Customizable Payment Frequencies Allows choice of how often commissions are processed and paid.		No information available
Number of Commission Plans Supported How many different plans can be configured in the platform.		No information available

Brochure & Flyer Downloads Access to downloadable brochures, flyers, and presentations.		No information available
Customizable Sales Collateral Templates that agents can personalize with their branding.		No information available
Email Templates Ready-to-use or customizable email templates for common agent communications.		No information available
Campaign Tracking Ability to monitor the results of marketing activities through the portal.		No information available
Automated Marketing Programs Predefined or automated programs agents can enroll clients in.		No information available
Educational Webinars Access to webinars or recordings for ongoing learning.		No information available
Rate Sheet Updates Automatic or timely updates of latest rate sheets and pricing materials.		No information available
Social Media Integration Allows agents to post approved marketing content directly to social media.		No information available
Asset Search Function Quickly search company-approved marketing materials.		No information available
Consent/Opt-In Management Tools for capturing and managing client marketing consent.		No information available

Sales Performance Dashboards Visualizes individual and team sales metrics.		No information available
Book of Business Reports Download or view agent and agency business summaries.		No information available
Lead Conversion Tracking Monitors conversion rates and pipeline by stage.		No information available
Custom Report Builder Lets users design and run custom reports from available data.		No information available
Drill-Down Capabilities Allows users to dig deeper into summarized metrics.		No information available
Export to Excel/CSV Exports reports for further analysis or offline use.		No information available
Automated Scheduled Reports Sends reports on a recurring basis via email or portal notification.		No information available
Data Visualization Library Support for graphs, charts, and other data visualization tools.		No information available
Mobile Report Access Reports are accessible and readable via mobile devices.		No information available
Portal Usage Analytics Tracks and reports how agents use different portal features.		No information available

Interactive Training Modules Self-guided modules with quizzes and checkpoints.		No information available
Certification/Accreditation Tracking Tracks agent completion of required training or certifications.		No information available
Live Support Chat Access to real-time chat support from service or technical staff.		No information available
Knowledge Base/FAQ Portal A searchable repository of technical answers and how-tos.		No information available
Video Tutorials On-demand training in video format.		No information available
Ticketing System Submit, track, and resolve service requests directly from the portal.		No information available
Peer Forum/Community A message board or support community for agents.		No information available
Automated Issue Escalation Automatically escalates unresolved tickets based on SLAs.		No information available
Live Webinar Scheduling Register for upcoming training webinars within the portal.		No information available
Guided Product Simulations Interactive, scenario-based walkthroughs using real product data.		No information available

Core System Integration Connects with insurer’s policy admin, billing, or claims systems.		No information available
CRM Integration Bidirectional sync with customer relationship management platforms.		No information available
Document Management Integration Links to enterprise document storage and retrieval systems.		No information available
Open API Support Provides APIs for custom third-party integrations.		No information available
E-signature Integration Facilitates electronic document signing through integrated providers.		No information available
Calendar/Outlook Integration Syncs appointments and reminders with external calendars.		No information available
Lead Sourcing Integration Imports leads from web forms, aggregators, or data services.		No information available
Mobile App Connectivity Seamless access from native mobile apps or mobile-optimized sites.		No information available
Number of Supported Integrations How many integrations can the portal handle concurrently.		No information available
External Analytics Support Ports portal activity or sales data to enterprise BI/reporting tools.		No information available

Data Encryption at Rest & In Transit Ensures all sensitive data is encrypted when stored and during transmission.		No information available
Audit Trail Detailed logs of user activity for compliance and forensics.		No information available
GDPR/CCPA Compliance Support Features to facilitate compliance with data privacy laws.		No information available
Field-Level Security Granular permissions for access to sensitive data fields.		No information available
Anti-Fraud Controls Monitors and flags potentially fraudulent activity.		No information available
Consent management Captures, stores, and manages data usage consent from clients.		No information available
Customizable Timeout/Session Settings Controls how long users remain logged in before mandatory logout.		No information available
Penetration Testing Frequency Frequency of platform penetration/security tests.		No information available
Secure File Storage Scans and stores uploaded files securely with antivirus protection.		No information available
Legal Disclosure & E-Sign Acceptance Ensures agents accept disclosures and e-sign policies required by law.		No information available

Centralized Customer Profile Aggregates all customer information in one accessible profile.		No information available
Custom Fields Allows creation of custom data fields for specific insurance data requirements.		No information available
Policy Linking Links customer profiles to all associated insurance policies.		No information available
Document Storage Stores and organizes policy documents and correspondence.		No information available
Interaction Log Chronological log of all customer touchpoints and interactions.		No information available
Data Import/Export Ability to import and export customer data in various formats.		No information available
Duplicate Detection Identifies and merges duplicate customer records.		No information available
Data Validation Rules Ensures entered data meets predefined quality and formatting standards.		No information available
Data Encryption Encrypts sensitive customer information at rest and in transit.		No information available
Consent Management Captures and tracks data privacy consent and preferences.		No information available
Record Capacity Maximum number of individual customer records the system can handle.		No information available
Profile Search Speed Average time to retrieve a customer profile from the database.		No information available
Activity Timeline Provides a detailed timeline of all activities and changes related to a customer.		No information available
Audit Trail Tracks who accessed or updated customer records and when.		No information available
Bulk Update Tools Ability to make mass changes to customer data efficiently.		No information available

Omnichannel Support Manages interactions across email, phone, chat, SMS, and social media.		No information available
Inbound Call Logging Automatically logs and ties incoming calls to the correct customer profile.		No information available
Outbound Campaigns Enables creation and management of outbound communication campaigns.		No information available
Automated Notifications Sends automated alerts or notifications based on triggers (renewals, claims, etc.).		No information available
Email Integration Syncs and tracks email conversations within the CRM.		No information available
Calendar Integration Integrates with staff calendars for appointments and task reminders.		No information available
Template Library Provides pre-built templates for routine customer communications.		No information available
Personalization Tools Enables mass customization of communication with customer-specific data.		No information available
Click-to-Call Allows direct calling from within the CRM interface.		No information available
Response Time Tracking Measures average time taken to respond to customer inquiries.		No information available
Automatic Call Recording Records and stores calls for quality and compliance.		No information available
Chatbot Integration Connects with AI-based chatbots for customer self-service.		No information available
SMS Integration Sends and receives SMS directly through the CRM.		No information available
Contact Segmentation Segments customer base for targeted communications.		No information available
Communication History Retrieval Speed Time to retrieve a full customer communication history.		No information available

Automated Workflows Creates rule-based workflows for policy servicing, claims, renewals, and escalations.		No information available
Case Management Tracks customer service cases from creation to resolution.		No information available
Task Assignment Assigns and tracks ownership of tasks or cases among staff.		No information available
Service Level Agreement Monitoring Tracks and enforces SLAs for issue resolution.		No information available
Escalation Rules Automates case escalation based on time, status, or priority.		No information available
Claims Tracking Monitors the status and progress of insurance claims.		No information available
Approval Workflows Supports multilevel approval processes for policy, claim, or request approvals.		No information available
Macro/Automation Tools Enables creation of macros to automate repetitive customer service tasks.		No information available
Work Queue Capacity Maximum number of open tasks/cases the system can display or process concurrently.		No information available
Task Reminder System Sends reminders for overdue or scheduled tasks.		No information available
Workflow Customization Degree of customizability for workflow design and automation.		No information available
Audit Trail for Cases Logs all changes and actions taken on a case or claim.		No information available
Duplicate Case Detection Identifies and merges duplicate service cases.		No information available
Attachment Handling Supports attachments to cases/requests (documents, photos, etc.).		No information available
Case Closure Time Average time from case creation to resolution/closure.		No information available

Applied Epic from Applied Systems

Product analysis by function

Billing and Payment Processing Systems for Policy Administration

Invoicing & Billing Management (0 Yes /0 Known /15 Possible features)

Payment Acceptance & Processing (0 Yes /0 Known /15 Possible features)

Installment & Payment Plan Management (0 Yes /0 Known /12 Possible features)

Account Reconciliation (0 Yes /0 Known /10 Possible features)

Integration & Interoperability (0 Yes /0 Known /10 Possible features)

Customer Experience & Portals (0 Yes /0 Known /10 Possible features)

Security & Compliance (0 Yes /0 Known /10 Possible features)

Reporting & Analytics (0 Yes /0 Known /10 Possible features)

Workflow Automation & Exception Handling (0 Yes /0 Known /9 Possible features)

Product & Policy Flexibility (0 Yes /0 Known /10 Possible features)

Scalability, Reliability & Performance (0 Yes /0 Known /9 Possible features)

Agent Portals for Distribution and Agency Management

User Access & Onboarding (0 Yes /0 Known /10 Possible features)

Product Information & Catalog (0 Yes /0 Known /10 Possible features)

Quoting & Illustrations (0 Yes /0 Known /10 Possible features)

Policy Management (0 Yes /0 Known /10 Possible features)

Lead & Client Management (0 Yes /0 Known /10 Possible features)

Commissions & Incentives (0 Yes /0 Known /10 Possible features)

Marketing & Sales Resources (0 Yes /0 Known /10 Possible features)

Reporting & Analytics (0 Yes /0 Known /10 Possible features)

Training & Support (0 Yes /0 Known /10 Possible features)

Integration & Connectivity (0 Yes /0 Known /10 Possible features)

Security & Compliance (0 Yes /0 Known /10 Possible features)

Customer Relationship Management (CRM) Systems for Customer Service

Customer Data Management (0 Yes /0 Known /15 Possible features)

Contact and Communication Management (0 Yes /0 Known /15 Possible features)

Workflow and Case Management (0 Yes /0 Known /15 Possible features)

Policy and Product Management (0 Yes /0 Known /15 Possible features)

Analytics and Reporting (0 Yes /0 Known /15 Possible features)

Integration and API Capabilities (0 Yes /0 Known /15 Possible features)

User Experience and Accessibility (0 Yes /0 Known /15 Possible features)

Compliance, Security, and Data Privacy (0 Yes /0 Known /15 Possible features)

Automation and Artificial Intelligence (0 Yes /0 Known /15 Possible features)

Collaboration and Internal Productivity (0 Yes /0 Known /15 Possible features)

Customer Self-Service Portal (0 Yes /0 Known /15 Possible features)

Invoicing & Billing Management
(0 Yes /0 Known /15 Possible features)

Payment Acceptance & Processing
(0 Yes /0 Known /15 Possible features)

Installment & Payment Plan Management
(0 Yes /0 Known /12 Possible features)

Account Reconciliation
(0 Yes /0 Known /10 Possible features)

Integration & Interoperability
(0 Yes /0 Known /10 Possible features)

Customer Experience & Portals
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /10 Possible features)

Reporting & Analytics
(0 Yes /0 Known /10 Possible features)

Workflow Automation & Exception Handling
(0 Yes /0 Known /9 Possible features)

Product & Policy Flexibility
(0 Yes /0 Known /10 Possible features)

Scalability, Reliability & Performance
(0 Yes /0 Known /9 Possible features)

User Access & Onboarding
(0 Yes /0 Known /10 Possible features)

Product Information & Catalog
(0 Yes /0 Known /10 Possible features)

Quoting & Illustrations
(0 Yes /0 Known /10 Possible features)

Policy Management
(0 Yes /0 Known /10 Possible features)

Lead & Client Management
(0 Yes /0 Known /10 Possible features)

Commissions & Incentives
(0 Yes /0 Known /10 Possible features)

Marketing & Sales Resources
(0 Yes /0 Known /10 Possible features)

Reporting & Analytics
(0 Yes /0 Known /10 Possible features)

Training & Support
(0 Yes /0 Known /10 Possible features)

Integration & Connectivity
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /10 Possible features)

Customer Data Management
(0 Yes /0 Known /15 Possible features)

Contact and Communication Management
(0 Yes /0 Known /15 Possible features)

Workflow and Case Management
(0 Yes /0 Known /15 Possible features)

Policy and Product Management
(0 Yes /0 Known /15 Possible features)

Analytics and Reporting
(0 Yes /0 Known /15 Possible features)

Integration and API Capabilities
(0 Yes /0 Known /15 Possible features)

User Experience and Accessibility
(0 Yes /0 Known /15 Possible features)

Compliance, Security, and Data Privacy
(0 Yes /0 Known /15 Possible features)

Automation and Artificial Intelligence
(0 Yes /0 Known /15 Possible features)

Collaboration and Internal Productivity
(0 Yes /0 Known /15 Possible features)

Customer Self-Service Portal
(0 Yes /0 Known /15 Possible features)

Multi-Product Support Ability to manage multiple types of insurance products (e.g., life, health, auto) in one system.		No information available
Policy Lifecycle Tracking Tracks policies from quote to issue, renewal, amendment, and cancellation.		No information available
Cross-Sell/Upsell Identification Identifies opportunities for cross-selling or upselling insurance products.		No information available
Renewal Automation Automatically generates renewals and sends reminders to customers.		No information available
Policy Change Request Handling Supports management and tracking of customer requests to change policies.		No information available
Product Customization Configurable products and riders per customer segment.		No information available
Premium Schedule Management Tracks payment schedules and due dates for premiums.		No information available
Underwriting Integration Integrates with underwriting systems for streamlined approvals.		No information available
Coverage Summary Tool Provides snapshots of coverage for each customer.		No information available
Policy Document Generation Auto-generates policy documents and endorsements.		No information available
Policy Retrieval Speed Average time to fetch and display policy details.		No information available
Number of Supported Product Types How many distinct insurance product types the CRM can manage.		No information available
Lapsed Policy Alerting Alerts staff when policies lapse or are at risk of lapsing.		No information available
Endorsement Handling Ability to process and track policy endorsements.		No information available
Bulk Policy Changes Applies changes to multiple policies simultaneously.		No information available

Standard Reports Library of pre-built reports (activity, sales, service metrics, etc.).		No information available
Custom Report Builder Enables users to create tailored reports based on any CRM data.		No information available
Dashboard Visualization Configurable dashboards for key metrics and data visualization.		No information available
Real-Time Analytics Provides analytics with live or near-real-time data.		No information available
Policyholder Segmentation Analysis Analyzes and groups policyholders based on defined criteria.		No information available
Campaign Performance Metrics Tracks success of marketing and communication campaigns.		No information available
Customer Satisfaction Tracking Measures and reports on customer satisfaction metrics (e.g. NPS, CSAT).		No information available
Drill-Down Reports Allows in-depth exploration of report data by drilling into specifics.		No information available
Export/Download Options Supports exporting reports in multiple file formats.		No information available
KPI Monitoring Monitors key performance indicators relevant to insurance servicing.		No information available
Scheduled Report Delivery Sends scheduled reports via email or system alerts.		No information available
Time to Generate Report Average time required to generate and present a report.		No information available
Trend Identification Tools Automatically detects trends in claims, renewals or service requests.		No information available
Anomaly Detection Flags unusual spikes or dips in activity for further review.		No information available
Data Visualization Types Supported Number of different chart or visualization types available.		No information available

Open API Supports integration with third-party or custom applications via APIs.		No information available
Pre-Built Integrations Includes connectors to core insurance systems, telephony, email, SMS, and marketing tools.		No information available
Webhooks Enables real-time event notifications to external systems.		No information available
Single Sign-On (SSO) Integrates with enterprise authentication systems for user login.		No information available
Data Sync Frequency How often the system can synchronize data with external systems.		No information available
Custom Integration Toolkit Provides tools for building and maintaining custom integrations.		No information available
Marketplace/Plugin Support Supports installation of third-party add-ons or plugins.		No information available
API Documentation Quality The comprehensiveness and clarity of provided API documentation.		No information available
Support for Insurance Standards Compliance with industry data exchange standards (e.g., ACORD).		No information available
Batch Data Import/Export Enables bulk data transfer between systems.		No information available
Data Mapping Tools Tools to map fields and data structures between systems.		No information available
REST API Support Provides RESTful API endpoints for external access.		No information available
OAuth2 Support Supports OAuth2 for secure third-party authentication.		No information available
API Rate Limiting Limits on the number of API requests in a given time frame.		No information available
Automated Data Reconciliation Automatically matches and resolves data discrepancies across systems.		No information available

Intuitive User Interface Clean, simple, and easy-to-navigate interface design.		No information available
Mobile Accessibility Compatible with mobile devices and dedicated mobile apps.		No information available
Multi-Language Support User interfaces and communications in multiple languages.		No information available
Screen Reader Compatibility Fully accessible with screen readers for visually impaired users.		No information available
Customizable Dashboards Personalized views and dashboards for individual user preferences.		No information available
Role-Based Access Controls Customizes interface elements and data access per user role.		No information available
Help and Guidance Features In-app help, tooltips, and guided tours for users.		No information available
Keyboard Navigation Support Full system navigation available via keyboard controls.		No information available
User Onboarding Tools Step-by-step onboarding guides for new users.		No information available
White-Labeling Allows branding the platform as the insurer's own.		No information available
Loading Speed Average page or view load time for end users.		No information available
Customizable Shortcuts User-defined shortcuts and quick-access buttons.		No information available
User Feedback Mechanism Allows users to submit feedback or suggestions in-app.		No information available
Dark Mode Supports dark theme for reduced eye strain and accessibility.		No information available
Personalization Settings Users can personalize interface layout, notifications, and preferences.		No information available

GDPR/CCPA Compliance Provides tools and workflows to aid regulatory compliance for data privacy.		No information available
Data Encryption at Rest and Transit All data is encrypted both when stored and during transmission.		No information available
Role-based Security Granular security permissions based on user roles and hierarchy.		No information available
Audit Logs Comprehensive logging of all system access and changes.		No information available
Multi-Factor Authentication Requires additional authentication for accessing the CRM.		No information available
Regular Vulnerability Scanning Proactive vulnerability and penetration testing schedules.		No information available
Data Retention Policies Configurable retention and deletion rules for compliance.		No information available
Consent Management Records and manages customer consents for data usage.		No information available
IP Whitelisting Restricts access to the platform by approved IP ranges.		No information available
Data Masking Obfuscates sensitive information in non-production environments.		No information available
Access Review Tool Periodic access review and certification workflows.		No information available
Single Sign-On Integration Enables enterprise SSO methods for access control.		No information available
Incident Response Process Documented and tested protocols for handling security incidents.		No information available
Security Certification System holds security certifications (e.g., ISO 27001, SOC 2).		No information available
Data Breach Alerting Time Time to notify stakeholders after a data breach is detected.		No information available

Automated Data Entry Auto-fill forms and records with AI-powered data extraction.		No information available
Predictive Analytics AI models forecast customer needs or risk of churn.		No information available
Conversation AI AI-powered chatbots or virtual assistants for customer queries.		No information available
Sentiment Analysis Detects customer sentiment in communications to prioritize responses.		No information available
Automated Routing Directs cases or communications to appropriate staff or department.		No information available
Workflow Automation Orchestrates multi-step processes without manual intervention.		No information available
Intelligent Knowledge Search AI-boosted search for help articles and documentation.		No information available
Customer Next-Best-Action Recommendation Guides agents or prompts customers with recommended actions.		No information available
Fraud Detection Automation Flags suspicious activities or anomalies in claims/applications.		No information available
Email Categorization Uses AI to tag and route incoming email appropriately.		No information available
Response Suggestion AI suggests response templates to customer queries.		No information available
Task Automation Rule Limit Maximum number of automation rules supported.		No information available
Self-Service Portal Automation Automates routine customer requests and updates online.		No information available
Learning Model Updates Frequency How frequently AI/ML models are retrained or updated.		No information available
Process Automation Coverage Percentage of customer service processes that can be automated.		No information available

Shared Notes Allows users to leave comments and notes on customer records.		No information available
Internal Messaging Facilitates real-time chats between team members in the system.		No information available
Knowledge Base Centralized repository of internal guides, FAQs, and best practices.		No information available
Team Calendar Shared calendar for tracking meetings and deadlines.		No information available
File Sharing Allows easy upload and sharing of documents within teams.		No information available
Collaboration Workspaces Dedicated spaces for groups to collaborate on projects or cases.		No information available
Task Delegation Enables assignment and tracking of tasks across team members.		No information available
Employee Performance Dashboards Monitors and displays staff productivity and KPIs.		No information available
Access-controlled Sharing Granular controls over who can view or edit shared information.		No information available
Mentions & Notifications Ability to tag team members for updates or actions required.		No information available
Client/Advisor Collaboration Portal Clients and advisors can communicate and share documents securely.		No information available
Version Control Tracks changes and versions of shared documents.		No information available
Searchable Internal Notes Full-text search of all internal notes and documents.		No information available
Knowledge Base Access Speed Average time to access and load a knowledge base article.		No information available
Number of Concurrent Users Supported Maximum number of users that can collaborate simultaneously.		No information available

Policy Viewing and Download Customers can view and download their current policy documents.		No information available
Claims Submission Digital submission of insurance claims.		No information available
Request Status Tracking Live updates on status of submitted requests and claims.		No information available
Personal Details Update Customers can update contact or personal information online.		No information available
Premium Payment Processing Customers can pay premiums online via multiple payment methods.		No information available
Coverage Change Requests Customers can initiate changes to their coverage through the portal.		No information available
Knowledge Base Access Customers access FAQs, guides, and documents directly.		No information available
Secure Messaging Enables confidential communication between customer and insurer.		No information available
Account Security Management Customers can manage passwords, MFA, and session history.		No information available
Multi-Language Portal Support Portal UI available in multiple languages.		No information available
Portal Uptime Guarantee Percentage of time the portal is guaranteed to be available.		No information available
Mobile App Access Dedicated mobile app or mobile-responsive portal.		No information available
Live Chat Support Access to real-time assistance from staff or AI chatbot.		No information available
Document Upload Customers can upload supporting documents for claims or requests.		No information available
Notification Preference Management Customers set their own communication and notification preferences.		No information available