Sidemark vs EPIC Broker Suite

The Sidemark mobile app brings many features of the Sidemark software into the palm of your hand. You can check appointments, message clients, send review requests, and see sales and marketing tasks all from your phone. Sidemark is a powerful sales and marketing tool for interior designers. It brings together a robust customer relationship management (CRM), sales pipeline tracking, invoicing, social media planning, email marketing, marketing automation, reputation management and more into a single dashboard. Sidemark also has a built-in marketplace with discounted, done-for-you services and learning courses on topics ranging from marketing to business development. Never miss a lead again with features like our unified inbox and missed-call text back features. You can setup a virtual phone number in Sidemark and use it to call customers, send marketing text campaigns, and even have 2-way conversations with potential and current clients. For interior designers, Sidemark replaces at least a dozen tools, and allows you to use them together with powerful automation to put the growth of your business on autopilot.

EPIC Agent Suite is your complete all-in-one mobile workspace designed specifically for insurance professionals. Streamline every part of your business in one secure, fully compliant platform — no more juggling multiple apps, logins, or scattered client information. Powerful Features Include: HIPAA-Compliant CRM Store, manage, and organize client data safely and securely. Access profiles, documentation, call logs, and policy notes from anywhere. Lead & Sales Tracking Track prospects from first contact to enrolled client with simple status updates, reminders, and pipeline views. Call Recording & Storage Record and store sales calls directly inside the app with AP2-level compliance and encrypted cloud storage. Mass Email & SMS Send compliant bulk texts or emails to clients and leads. Schedule messages, create templates, and manage contact groups with ease. Social Media Integration Connect your social accounts to access content, post updates, and streamline marketing from the dashboard. Training & Resources Hub Instant access to carrier documents, business tools, onboarding materials, SOPs, and training videos. Team Messaging & Group Chat Stay connected with your organization through built-in secure chat rooms, DMs, and team channels. Everything You Need, One App CRM, communication tools, call recording, file storage, marketing, training, and business management — all combined into a single streamlined platform. EPIC Agent Suite makes it easier than ever for insurance professionals to organize their workflow, stay compliant, and scale their business with confidence.