Applied Digital Agency is a suite of software solutions designed for independent insurance agencies in the USA. Its focus is to help agencies modernize their operations and meet the evolving expectations of customers. The platform offers tools for customer relationship management, policy management, sales automation, marketing automation, and more. Applied Digital Agency aims to improve operational efficiency, enhance customer experience, and support business growth for insurance agencies.
Who is Applied Digital Agency best for
Applied Digital Agency is a software suite designed for independent insurance agencies in the USA. It helps modernize operations and improve customer experience through tools for CRM, policy management, sales and marketing automation. While users appreciate the comprehensive features and helpful support, some find the interface clunky and the learning curve steep.
Best fit for small to medium-sized businesses.
Ideal for businesses in the Finance, Banking & Insurance sectors.
Applied Digital Agency features
Type in the name of the feature or in your own words tell us what you need
Supported
Applied Digital Agency facilitates omnichannel customer experiences by integrating various communication channels, allowing insurance agencies to interact with customers seamlessly across online platforms, in-person meetings, and phone calls.
Supported
Applied Digital Agency offers omnichannel customer service capabilities, enabling insurance agencies to provide support through online platforms, in-person interactions, and phone calls.
Supported
Applied Digital Agency automates manual processes and workflows, helping insurance agencies improve operational efficiency and productivity by reducing manual tasks and streamlining operations.
Supported
Applied Digital Agency provides workload management tools to help insurance agency teams organize and manage their tasks, leading to improved close rates and better overall performance.
Supported
Applied Digital Agency offers automated workflows for key insurance agency processes, such as policy checking, claims management, and customer onboarding, thereby reducing administrative burden and improving efficiency.
Supported
Applied Digital Agency digitizes the sales process for insurance agencies, providing features such as online quotes, e-signatures, and automated onboarding, to improve close rates and drive business growth.
Supported
Applied Digital Agency offers customer self-service capabilities, allowing customers to access policy information, make payments, and file claims online at their convenience.
Qualities
We evaluate the sentiment that users express about non-functional aspects of the
software
Value and Pricing Transparency
Strongly negative
-0.9
Customer Service
Rather positive
+0.42
Ease of Use
Rather positive
+0.43
Reliability and Performance
Neutral
-0.2
Ease of Implementation
Rather negative
-0.5
Scalability
Neutral
+0.23
Applied Digital Agency reviews
We've summarised 922 Applied Digital Agency reviews (Applied Digital Agency G2 reviews) and
summarised the main points below.
Pros of Applied Digital Agency
Accessibility and links with carriers.
User-friendly interface and easy navigation.
Comprehensive client and policy database.
Automatic updates.
Helpful and responsive customer support (when reached).
Cons of Applied Digital Agency
Clunky interface, too many steps for simple tasks.
Occasional bugs and system crashes.
Difficulty customizing reports.
Steep learning curve for new users.
Accounting features not intuitive.
Applied Digital Agency pricing
The commentary is based on 56 reviews from Applied Digital Agency G2 reviews.
Reviews frequently mention Applied Epic's high cost and expensive add-on features. Many users feel the pricing is not justified given some of the system's limitations and the need for third-party integrations. Despite robust features, the high price is a significant concern for smaller agencies.
Users sentiment
Strongly negative
-0.9
Applied Digital Agency alternatives
Microsoft Power Platform
Better fit for companies needing broader, cross-industry applications and less insurance-specific features. A strong Microsoft Power Platform alternative for those prioritizing no-code/low-code application development and business intelligence. It has more momentum in terms of website traffic growth.
Better for gathering customer feedback across various channels and analyzing it to improve customer experience. A Verint Voice of the Customer alternative for agencies focused on insurance policy management.
Better suited for larger enterprises needing compliance solutions. Focuses on data governance, risk management, and compliance, unlike Applied Digital Agency's focus on insurance agencies. Broader industry applicability, including healthcare, manufacturing, and software. Is growing faster than Applied Digital.
Better for larger businesses focused on bot and fraud protection. A Human Defense Platform alternative for companies prioritizing insurance policy management and client services. Consider this Applied Digital Agency competitor if online advertising, application, and account security are critical.
What is Applied Digital Agency and what does Applied Digital Agency do?
What is Applied Digital Agency and what does Applied Digital Agency do?
Applied Digital Agency offers software solutions for independent insurance agencies in the USA. It provides tools for CRM, policy management, sales and marketing automation, aiming to modernize operations, enhance customer experience, and drive business growth.
How does Applied Digital Agency integrate with other tools?
How does Applied Digital Agency integrate with other tools?
Applied Digital Agency integrates with various insurance carriers, enabling streamlined policy management and updates. Information on specific integrations with other tools is limited.
What the main competitors of Applied Digital Agency?
What the main competitors of Applied Digital Agency?
Top alternatives to Applied Digital Agency for independent insurance agencies in the USA include HawkSoft, known for its user-friendly design and robust customer support. Other options, though not specifically insurance-focused, are Microsoft Power Platform and Microsoft 365 E5 Compliance.
Is Applied Digital Agency legit?
Is Applied Digital Agency legit?
Applied Digital Agency appears to be a legitimate software solution for independent insurance agencies in the USA. User reviews on G2 give it a 4.4/5 rating, praising its accessibility and comprehensive database. However, some users mention a clunky interface and occasional bugs.
How much does Applied Digital Agency cost?
How much does Applied Digital Agency cost?
I couldn't find pricing details for Applied Digital Agency. For specific product pricing and whether it's worth the cost, it's best to contact Applied Digital Agency directly.
Is Applied Digital Agency customer service good?
Is Applied Digital Agency customer service good?
Applied Digital Agency's customer service receives mixed reviews. While generally helpful and responsive when reached, some users find it difficult to get timely support and are often directed to unhelpful resources. Others mention long wait times and having to contact multiple departments to resolve issues.
Reviewed by
MK
Michal Kaczor
CEO at Gralio
Michal has worked at startups for many years and writes about topics relating to software selection and IT
management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs
of any business and find solutions to its problems.
TT
Tymon Terlikiewicz
CTO at Gralio
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech
department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX,
HR, Payroll, Marketing automation and various developer tools.