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Applied Digital Agency

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Company health

Employee growth
7% increase in the last year
Web traffic
2% decrease in the last quarter

Ratings

G2
4.4/5
(922)

Applied Digital Agency description

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

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

  • Logo of Agency Pro
    Agency Pro
    Manage clients, policies, and accounting, all in one place.
    Read more
  • Logo of Zywave Sales Cloud Solutions
    Zywave Sales Cloud Solutions
    Streamlines insurance sales, boosts client retention, and fuels growth.
    Read more
  • Logo of Benelinx Agency Management Solution
    Benelinx Agency Management Solution
    Streamlines benefits brokers' operations, automating client management and sales.
    Read more
  • Logo of AgencyZoom
    AgencyZoom
    Streamlines insurance sales and agency management, boosting efficiency.
    Read more
  • Logo of QQCatalyst
    QQCatalyst
    Streamlines insurance agency tasks, boosting efficiency and growth.
    Read more
  • Logo of EZLynx
    EZLynx
    Streamlines insurance agency workflows, from quotes to client management.
    Read more

Applied Digital Agency FAQ

  • 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?

    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?

    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?

    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?

    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?

    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.

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