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- AgencyBloc AMS+
- Applied Epic
- AgencyBloc AMS+-vs-Applied Epic
Compare AgencyBloc AMS+ and Applied Epic 
At a Glance
Market Segments
Small-Business (94.7% of reviews)
Small-Business (81.2% of reviews)
Entry-Level Pricing
Starting at $105.00 1 User Per Month
No pricing available
AgencyBloc AMS+
Star Rating
(39)4.7 out of 5
Market Segments
Small-Business (94.7% of reviews)
Entry-Level Pricing
Starting at $105.00 1 User Per Month
Learn more about AgencyBloc AMS+Applied Epic
Star Rating
(1,051)4.4 out of 5
Market Segments
Small-Business (81.2% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Applied EpicSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that AgencyBloc AMS+ excels in Ease of Use with a score of 9.2, making it more intuitive for small businesses compared to Applied Epic's score of 8.0. Reviewers mention that the user-friendly interface significantly reduces the learning curve for new users.
- Reviewers mention that AgencyBloc AMS+ shines in Task Management with a score of 9.0, while Applied Epic scores lower at 8.4. Users appreciate the streamlined task assignment features in AgencyBloc, which help in managing daily operations more efficiently.
- G2 users highlight the superior Commissions Management in AgencyBloc AMS+, scoring an impressive 9.4 compared to Applied Epic's 8.1. Reviewers say that AgencyBloc's commission tracking tools are robust and easy to navigate, making it a preferred choice for agencies focused on commission structures.
- Users on G2 report that Applied Epic offers better Email Integration with a score of 8.1, while AgencyBloc AMS+ scores lower at 6.0. Reviewers mention that the seamless integration with various email platforms in Applied Epic enhances communication and workflow.
- Reviewers say that AgencyBloc AMS+ provides a more comprehensive Reporting & Dashboards experience, scoring 9.3 compared to Applied Epic's 7.8. Users appreciate the customizable reporting features that allow for better insights into business performance.
- Users report that Applied Epic excels in Accounting with a perfect score of 10.0, while AgencyBloc AMS+ scores 7.8. Reviewers mention that the accounting features in Applied Epic are robust and cater well to the financial needs of larger agencies.
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Pricing
Entry-Level Pricing
AgencyBloc AMS+
Growth Plan
Starting at $105.00
1 User Per Month
- Life & Health Insurance-specific CRM
- Real-time Agency & Business Analytics
- Workflow & Task Automation
Applied Epic
No pricing availableFree Trial
AgencyBloc AMS+
Free Trial is available
Applied Epic
No trial information availableRatings
Meets Requirements
8.9
28
8.6
909
Ease of Use
9.2
28
8.0
919
Ease of Setup
9.1
17
7.1
536
Ease of Admin
9.3
18
7.7
395
Quality of Support
9.0
25
8.8
872
Has the product been a good partner in doing business?
9.2
18
8.6
409
Product Direction (% positive)
8.6
25
8.5
901
Features by Category
Property & Casualty Insurance Agency ManagementHide 12 FeaturesShow 12 Features
Not enough data
8.0
4,913
Platform Administration
Not enough data
7.3
318
Not enough data
8.5
437
Not enough data
8.2
443
Not enough data
7.3
371
Not enough data
8.1
409
Not enough data
7.8
406
Not enough data
8.5
433
Platform Basics
Not enough data
7.8
423
Platform Documentation
Not enough data
7.7
372
Not enough data
8.1
427
Not enough data
8.9
453
Not enough data
8.2
421
Platform Administration
Feature Not Available
Not enough data
8.6
12
Not enough data
7.3
8
Not enough data
6.9
7
Not enough data
9.8
8
Not enough data
Feature Not Available
Not enough data
9.6
14
Not enough data
Platform Basics
9.2
15
Not enough data
Platform Documentation
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.8
15
Not enough data
Feature Not Available
Not enough data
Claims Submission - Insurance Claims Management
Not enough data
8.2
30
Not enough data
6.8
30
Claims Processing - Insurance Claims Management
Not enough data
7.2
30
Not enough data
8.1
30
Not enough data
6.8
30
Claims Tracking - Insurance Claims Management
Not enough data
7.6
31
Not enough data
6.8
29
Claims Settlement- Insurance Claims Management
Not enough data
6.0
30
Not enough data
6.3
30
Not enough data
6.0
30
Risk Management - Insurance Claims Management
Not enough data
6.3
30
Not enough data
5.9
30
Analytics and reporting - Insurance Claims Management
Not enough data
6.3
30
Not enough data
6.5
30
Administration
Feature Not Available
7.6
626
9.2
10
8.5
697
9.4
8
8.1
635
8.1
7
7.1
566
9.3
10
7.8
679
Feature Not Available
7.4
529
6.0
5
8.0
681
9.0
7
8.4
696
Insurance Documentation
Not enough data
8.0
646
9.4
9
8.9
727
Not enough data
8.2
665
Not enough data
7.7
569
Categories
Categories
Shared Categories
AgencyBloc AMS+ and Applied Epic are categorized as Insurance Agency Management Systems
Unique Categories
AgencyBloc AMS+ is categorized as Life & Health Insurance Agency Management
Reviews
Reviewers' Company Size
AgencyBloc AMS+
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
86.8%
Hospital & Health Care
5.3%
Marketing and Advertising
2.6%
Information Technology and Services
2.6%
Financial Services
2.6%
Other
0.0%
Insurance
94.2%
Accounting
2.6%
Financial Services
0.9%
Construction
0.6%
Information Technology and Services
0.2%
Other
1.5%
Most Helpful Reviews
AgencyBloc AMS+
Most Helpful Favorable Review
William A.
Verified User in Financial Services
AgencyBloc's team is continuously seeking to improve their software and truly value their clients feedback in doing so. Their most recent upgrade launched yesterday is a summary column that shows the key details about a clients status on the right side of...
Most Helpful Critical Review
Verified User in Insurance
That face it only shows you on the recents tabs; about the previous 7 people on there. It doesn’t seed scheduled emails or anything. Super simple
Applied Epic
Most Helpful Favorable Review
Dawn T.
Verified User in Insurance
Capability and versatiity. Customer Support is very good when we need to work with them. Normally, they are able to resolve the problem on the first phone call.
Most Helpful Critical Review
Rebecca F.
Verified User in Insurance
The implementation & migration were a nightmare for us. The Implementation Lead gave us incorrect information at every turn & made many, many mistakes; never taking responsibility for them. Six months in, we were still correcting things that came over...
William A.
Verified User in Financial Services
AgencyBloc's team is continuously seeking to improve their software and truly value their clients feedback in doing so. Their most recent upgrade launched yesterday is a summary column that shows the key details about a clients status on the right side of...
Dawn T.
Verified User in Insurance
Capability and versatiity. Customer Support is very good when we need to work with them. Normally, they are able to resolve the problem on the first phone call.
Verified User in Insurance
That face it only shows you on the recents tabs; about the previous 7 people on there. It doesn’t seed scheduled emails or anything. Super simple
Rebecca F.
Verified User in Insurance
The implementation & migration were a nightmare for us. The Implementation Lead gave us incorrect information at every turn & made many, many mistakes; never taking responsibility for them. Six months in, we were still correcting things that came over...
Discussions
AgencyBloc AMS+ has no discussions with answers
Accounting - Does your agency reconcile direct bill commission statements?
4 comments
MP
Certainly! Please provide the text in the Unknown Language that you would like me to translate into English.Read more
Is there a way to add taxes and fees so that it carries over into the invoicing section?
3 comments
LM
Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure>Accounting>Transaction Codes.Read more
What is the best way to implement Best Practices for reports on renewal and new business retention?
2 comments
TB
If you forward to me your email address I can send to you the Criteria that I use for both.Read more
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