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CRM with AI tools that work with Applied Epic

2 crm with ai tools with a verified Applied Epic integration.

CRM with AI

Broker Buddha AI

AI operating system for P&C agencies: data capture, ACORD forms, pipelines and e-sign.

HawkSoftAMS360Applied EpicMomentum (NowCerts)Sagitta
Data Capture $40/user/mo (annual); add-ons from $20/mo · Free trial/plan
CRM with AI

InsuredMine

Insurance CRM with AI, sales pipelines, automation and a client portal.

AMS360Applied EpicHawkSoftMomentum (NowCerts)QQCatalystSagitta+1 more
Unknown (per-user license) · Free trial/plan

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