Applied Epic vs CaptaIMS

US$1,000.00/one-time

US$30.00/month

• Ease of Use

  3.8 (138)

• Features & Functionality

  4.1 (138)

• Customer Service

  4.2 (138)

• Value for Money

  3.7 (138)

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• Ease of Use

  5.0 (4)

• Features & Functionality

  4.8 (4)

• Customer Service

  5.0 (4)

• Value for Money

  5.0 (4)

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On-premise & web-based Brokerage management platform that enables businesses of all sizes to manage & track workflows, customer relationships, & accounts while monitoring new business opportunities.

Built for small independent insurance agencies.

• Activity Tracking
• Audit Trail
• Client Management
• Insurance Policy Management
• Reminders
• SSL Security
• Search/Filter
• Status Tracking
• Task Management Software
• Workflow Management Software

See all features

• Activity Tracking
• Audit Trail
• Client Management
• Insurance Policy Management
• Reminders
• SSL Security
• Search/Filter
• Status Tracking
• Task Management Software
• Workflow Management Software

See all features

• Cloud-based
• On-premise

• Cloud-based
• On-premise

• In Person
• Live Online
• Webinars
• Documentation
• Videos

• In Person
• Live Online
• Webinars
• Documentation
• Videos

• Email/Help Desk
• Knowledge Base Software
• Phone Support
• Chat

• Email/Help Desk
• Knowledge Base Software
• Phone Support
• Chat