Applied Epic vs OneShield

Last Updated:

Our analysts compared Applied Epic vs OneShield based on data from our 400+ point analysis of Insurance Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Applied Epic is a cloud-based agency management solution that allows users to monitor all business processes within a single interface. It helps agencies manage enrollment, renewal, claims and billing. Reporting modules generate actionable insights to improve profitability, sales and client retention rates. Predictive analytics provides comprehensive insights into policyholder requirements, new business opportunities and market trends. Users can automate policy exchange with carriers, renewals, sales and commissions processing, claims verifications and documentation. Its integrated and open architecture makes it easy to manage accounts, business processes, customer relationships, policies, financial markets and sales.

Machine learning improves operational efficiency by identifying frequent workflows and automatically reassigning obligations. It centrally secures all data and documentation in multiple folder levels for a streamlined viewing, sharing and tracking experience. Its communication module includes text messages and omnichannel customer service to improve customer experience.
read more...
OneShield is a comprehensive digital ecosystem for managing the coverage lifecycle. Users and agents can streamline processes, optimize business practices, systemize information and oversee customer activity in one hub.

Give insurers and brokers the flexibility to create workflows and modify specific actions. Users can expedite policy processing, simplify claims management and enhance overall productivity with automation and pre-designed content.
read more...
$1,000 One-Time
Free Trial is unavailable →
Get a free price quote
Tailored to your specific needs
Undisclosed
Free Trial is unavailable →
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Scalable and Flexible Platform: Configure the platform based on the firm’s needs. Ensure scalability with an open and scalable architecture that supports acquisitions and integrations of third-party apps. 
  • Common Base of Operations: Streamline collaboration and productivity with a single centralized platform for all roles, locations and lines of business. 
  • Remote Access: Speed up operations by allowing policyholders and agents to access account and policy details, complete quotations, apply for renewals and file claims from any device with an internet connection. 
  • Improved Client Relations: Save time and encourage customer loyalty with 24/7 self-service channels with a client portal and mobile app. 
  • Increased Speed of Service: Quickly locate specific insureds, documents and leads to avoid delays. 
read more...
  • Enhanced Productivity: Streamline processes and get products to market faster. Save time by automating tasks and promoting efficiency with pre-built workflows.
  • Platform Flexibility: Navigate the system quickly with user-friendly dashboards and create an unlimited number of personalized web portals.
  • Deeper Customer Understanding: Gain access to real-time information and monitor customer activity with comprehendible data.
  • Simplify Managing: Access pre-designed workflows and reports. Create automated processes to fit specific business requirements.
  • Better Client Connection: Strengthen connections with clients and enhance customer engagement by offering more self-service options.
read more...
  • P&C and Benefits Management: Get a 360-degree view of property and casualty insurance and benefits within a single application. 
  • Process Management and Automation: Use the myEpic tool to implement preconfigured, automated workflows across multiple business processes. 
  • Sales Automation: Leverage automated strategies to track, view and forecast sales opportunities in real time. 
  • Document Management: Securely store and organize client and vendor information across multiple folder levels. Search for specific documents and track complete version history. 
  • Omnichannel Policy Information: Integrate with preexisting customer portals and mobile applications to provide accurate policy information. 
  • Insurer Connectivity: Log in to IVANS Exchange via single sign-on to track current and new download connections to ensure insurer and MGA connectivity. 
  • Marketing: Market products to the right agents at the exact moment they are searching for markets for new and renewal business, via IVANS Market Appetite. Leverage insights through data analytics dashboards to view agency search views, top agencies and risk profile interest. 
  • Text Messaging: Send tailored individual and mass text messages to clients, depending on their locations. 
  • Outlook Integration: Integrate with Microsoft Outlook to get unrestricted access to all contacts, emails and attachments. 
  • Renewal Management: Expedite renewal processing with the Renewals Manager tool. 
  • Electronic Signature: Process applications and renewals faster by sending multiple folders for e-signature at once. 
  • Data Prefill: Automatically populate rate quotes with data from LexisNexis. 
read more...
  • Reporting: Find important data quickly with user-friendly dashboards. Gain insight into client preferences with real-time information and easy-to-read reports.
  • Policy: Manage the policy lifecycle and find essential data in one location. Organize multiple projects and automate policy tasks with the in-house task manager. Use the policy package designer to provide clients with various coverage options.
  • Billing: Offer flexible billing and payment options to customers and integrate with third-party applications. Track customer transactions and modify systems to meet client needs. Set permissions for personalized customer portals and empower clients with self-service capabilities.
  • Claims: Streamline the claims process by automating workflows and utilizing easily managed forms. Access claim-related data, browse reports and view recent activities from one dashboard. Use rule-based behavioral analytics to receive recommendations and automate future claim actions.
  • Underwriting: Aggregate data and suggest client attributes with the integrated rating system. Automate simple underwriting tasks and refocus underwriter attention where it is needed.
  • Relationship Management: Manage relationships with external contacts by utilizing a custom repository. Store and access third-party data securely.
read more...

Product Ranking

#16

among all
Insurance Software

#30

among all
Insurance Software

Find out who the leaders are

Analyst Rating Summary

80
77
89
85
58
74
97
71
Show More Show More
Dashboards and Reporting
Commissions Tracking
Platform Capabilities
Billing Management
Policy Management
Dashboards and Reporting
Quote Management
Billing Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Applied Epic
OneShield
+ Add Product + Add Product
Billing Management Claims Management Commissions Tracking Dashboards And Reporting Platform Capabilities Policy Management Quote Management Underwriting And Rating Management 89 58 97 100 91 89 70 65 85 74 71 100 81 79 97 81 0 25 50 75 100
93%
0%
7%
87%
0%
13%
56%
6%
38%
78%
0%
22%
100%
0%
0%
80%
0%
20%
100%
0%
0%
100%
0%
0%
92%
0%
8%
85%
0%
15%
87%
7%
6%
87%
0%
13%
60%
0%
40%
100%
0%
0%
57%
14%
29%
86%
0%
14%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

75%
0%
25%
50%
0%
50%

User Sentiment Summary

Great User Sentiment 585 reviews
Good User Sentiment 14 reviews
87%
of users recommend this product

Applied Epic has a 'great' User Satisfaction Rating of 87% when considering 585 user reviews from 4 recognized software review sites.

77%
of users recommend this product

OneShield has a 'good' User Satisfaction Rating of 77% when considering 14 user reviews from 3 recognized software review sites.

4.5 (330)
2.5 (1)
4.23 (130)
n/a
4.2 (120)
1.0 (1)
n/a
4.2 (12)
3.9 (5)
n/a

Awards

SelectHub research analysts have evaluated Applied Epic and concluded it earns best-in-class honors for Commissions Tracking and Dashboards and Reporting.

Commissions Tracking Award
Dashboards and Reporting Award

SelectHub research analysts have evaluated OneShield and concluded it earns best-in-class honors for Dashboards and Reporting.

Dashboards and Reporting Award

Synopsis of User Ratings and Reviews

Comprehensive Functionality: Applied Epic provides a wide range of features that cater to various insurance needs, including policy management, claims processing, billing, and customer relationship management. This comprehensive functionality can streamline operations and improve efficiency for insurance agencies and brokerages.
Cloud-Based Solution: As a cloud-based software, Applied Epic offers accessibility and scalability benefits. Users can access the system from anywhere with an internet connection, and the software can easily adapt to the changing needs of a growing business.
Customization Options: Applied Epic allows for a high degree of customization, enabling users to tailor the system to their specific workflows and requirements. This flexibility ensures that the software can meet the unique needs of different insurance businesses.
Integrations: The software integrates with various third-party applications, such as accounting software, marketing automation tools, and document management systems. These integrations can further enhance efficiency and data flow between different business systems.
Show more
Streamlined Policy Administration: OneShield's policy management tools allow users to efficiently handle the entire policy lifecycle, from quoting and issuance to renewals and endorsements, reducing manual tasks and paperwork.
Improved Claims Processing: The platform's claims management features help insurers process claims faster and more accurately, leading to increased customer satisfaction and reduced costs. Automated workflows and integrated communication tools expedite claims resolution.
Enhanced Customer Experience: OneShield offers self-service portals and mobile apps that empower customers to manage their policies, file claims, and access information easily, improving engagement and satisfaction.
Data-Driven Insights: Robust reporting and analytics capabilities provide insurers with valuable insights into their operations, enabling them to identify trends, make informed decisions, and optimize performance.
Scalability and Flexibility: OneShield's cloud-based architecture allows insurers to scale their operations up or down as needed, adapting to changing business requirements and market demands.
Show more
Steep Learning Curve: Applied Epic's interface can be overwhelming for new users due to its extensive customization options and complex workflows. The abundance of features and functions often necessitates comprehensive training, leading to a prolonged onboarding process.
Performance Issues: Users frequently report slow loading times and system lags, particularly when handling large datasets or complex tasks. This can hinder productivity and cause frustration, especially for time-sensitive operations.
Integration Challenges: Integrating Applied Epic with existing systems and third-party applications can be a complex undertaking. It often requires significant customization and technical expertise, leading to additional implementation costs and potential compatibility issues.
Show more
Complex Configuration: Users frequently mention the steep learning curve associated with OneShield's configuration tools. The interface can be overwhelming for new users due to its intricate options and settings, often requiring extensive training and support.
Customization Challenges: Adapting OneShield to specific business workflows can be cumbersome. Users report difficulties in customizing forms, reports, and processes to align with their unique requirements, sometimes necessitating complex workarounds or compromises.
Performance Issues: Some users experience slowdowns and performance bottlenecks, particularly when handling large volumes of data or complex transactions. This can impact productivity and user satisfaction, especially during peak periods.
Show more

Reviews of Applied Epic over the past year reveal a robust platform with a steep learning curve. Users frequently mention the extensive customization options as a significant advantage, allowing agencies to tailor workflows and data fields to their specific needs. This flexibility, however, contributes to the complexity of the system, making it challenging for new users to navigate and master. The comprehensive functionality of Applied Epic is often compared favorably to competitors like AMS360 and QQCatalyst, particularly in its ability to handle complex commercial lines and large volumes of data. While users appreciate the depth of features, some find the interface less intuitive than other platforms, leading to a longer onboarding process. Applied Epic's strength lies in its scalability and ability to support the intricate needs of large, independent insurance agencies with diverse portfolios and high-volume operations.

Show more

OneShield's user reviews over the past year paint a picture of a robust, yet complex, insurance software solution. Users frequently praise its extensive configurability and flexibility, allowing insurers to tailor the system to their specific workflows and needs. This adaptability is particularly beneficial for larger insurance carriers with intricate processes or unique product offerings. However, this strength can also be a double-edged sword, as the initial setup and configuration process can be time-consuming and require significant technical expertise. Some users have expressed frustration with the steep learning curve and the need for ongoing support to fully leverage the system's capabilities. Compared to competitors like Duck Creek and Majesco, OneShield stands out with its comprehensive feature set, encompassing policy administration, billing, claims management, and analytics. This all-in-one approach streamlines operations and reduces the need for multiple, disparate systems. However, some users find the interface to be less intuitive than some competitors, impacting user adoption and efficiency. Despite these challenges, OneShield is often lauded for its robust reporting and analytics capabilities, providing insurers with valuable insights into their business performance and risk exposure. This data-driven approach empowers insurers to make informed decisions and optimize their operations. In conclusion, OneShield is best suited for larger insurance carriers with complex requirements and a dedicated IT team to manage the implementation and ongoing maintenance. Its extensive configurability, comprehensive feature set, and powerful analytics make it a compelling choice for organizations seeking a robust and scalable solution to manage their insurance operations. However, smaller insurers or those with limited technical resources may find the system's complexity and learning curve to be a significant barrier.

Show more

Screenshots

Top Alternatives in Insurance Software


BriteCore

DRC RS X

Duck Creek

EIS

FINEOS

Guidewire

Insly

Jenesis

Majesco

OneShield

Oracle Financial Services For Insurance

Sapiens

Socotra

Wynsure

Related Categories

Head-to-Head Comparison

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings