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Proformex vs Applied Epic Comparison (2026)
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Good recommendations?
Proformex
Applied Epic
5
71
4
43
3
16
2
6
1
6
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Proformex is the leading inforce management platform offering data aggregation, analytics and portfolio monitoring for life insurance.
Run your whole agency on Applied Epic® – the agency management system for client servicing, financial operations, and new business across P&C and benefits.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
No reviews
5
4
3
2
1
0
0
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
4.2
142
5
4
3
2
1
71
43
16
6
6
- Value for money
- Ease of use
- Features
- Customer support
Pros
Not enoughreviews yet
Pros
michael k.
Account Manager
Mackenzi H.
Office Administrator
michael k.
Account Manager
Cons
Not enoughreviews yet
Cons
michael k.
Account Manager
Laura B.
Senior Account Manager
Laura B.
Senior Account Manager
- Vendor responds to reviews
- Last reviewN/A
- Vendor responds to reviews
- Last review2 months ago
Key features
- Total features20
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Billing & Invoicing
- Broker/Agent Portal
- Calendar Management
- Calendar Sync
- Campaign Management
- Cancellation Tracking
- Claims Management
- Claims Settlement
- Client Management
- Client Portal
- Collaboration Tools
- Commercial Lines
- Commission Calculations
- Commission Management
- Comparative Insurance Rating
- Configurable Workflow
- Contact Database
- Contact Management
- Customer Database
- Customer Portal
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deal Management
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- For Auto Insurance
- For Disability Insurance
- For Health/Medical Insurance
- For Homeowners Insurance
- Forecasting
- Forms Management
- Insurance Management
- Insurance Policy Management
- Insurance Rating
- Invoice Management
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Life & Health
- Lifecycle Management
- Marketing Automation
- Mobile Access
- Monitoring
- Multi-State
- Multiple Line Rating
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Policy Management
- Prioritization
- Property & Casualty
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Reinsurance Administration
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- Role-Based Permissions
- SSL Security
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Secure Login
- Segmentation
- Self Service Portal
- Single Sign On
- Status Tracking
- Task Management
- Territory Management
- Third-Party Integrations
- User Management
- Web-based Deployment
- Workflow Management
- Total features96
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Billing & Invoicing
- Broker/Agent Portal
- Calendar Management
- Calendar Sync
- Campaign Management
- Cancellation Tracking
- Claims Management
- Claims Settlement
- Client Management
- Client Portal
- Collaboration Tools
- Commercial Lines
- Commission Calculations
- Commission Management
- Comparative Insurance Rating
- Configurable Workflow
- Contact Database
- Contact Management
- Customer Database
- Customer Portal
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deal Management
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- For Auto Insurance
- For Disability Insurance
- For Health/Medical Insurance
- For Homeowners Insurance
- Forecasting
- Forms Management
- Insurance Management
- Insurance Policy Management
- Insurance Rating
- Invoice Management
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Life & Health
- Lifecycle Management
- Marketing Automation
- Mobile Access
- Monitoring
- Multi-State
- Multiple Line Rating
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Policy Management
- Prioritization
- Property & Casualty
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Reinsurance Administration
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- Role-Based Permissions
- SSL Security
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Secure Login
- Segmentation
- Self Service Portal
- Single Sign On
- Status Tracking
- Task Management
- Territory Management
- Third-Party Integrations
- User Management
- Web-based Deployment
- Workflow Management
Integrations
- Total integrationsN/A
- Clarity Wave
- Microsoft Outlook
- Total integrations2
- Clarity Wave
- Microsoft Outlook
Alternatives
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