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- Applied Epic
- AgencySmart-vs-Applied Epic
Compare AgencySmart and Applied Epic 
At a Glance
Market Segments
Small-Business (94.7% of reviews)
Small-Business (81.2% of reviews)
Entry-Level Pricing
$49.00
No pricing available
AgencySmart
Star Rating
(39)4.8 out of 5
Market Segments
Small-Business (94.7% of reviews)
Entry-Level Pricing
$49.00
Browse all 13 pricing plansApplied 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 Applied Epic excels in its Platform Search feature, scoring 9.5, which allows for efficient navigation and retrieval of information, while AgencySmart's search capabilities are not highlighted as a standout feature.
- Reviewers mention that AgencySmart shines in its Claims Management capabilities, particularly with its Policy Management feature, which received a perfect score of 10.0, indicating a robust system for managing insurance policies, whereas Applied Epic scored 8.9 in this area.
- G2 users highlight that Applied Epic has a lower Ease of Setup score (6.9) compared to AgencySmart (9.5), suggesting that users find AgencySmart more user-friendly and quicker to implement.
- Users on G2 report that AgencySmart's Reporting & Dashboards feature is exceptional, achieving a perfect score of 10.0, which allows for comprehensive data analysis and visualization, while Applied Epic scored 7.8, indicating room for improvement in this area.
- Reviewers say that Applied Epic's Quality of Support is commendable with a score of 8.8, but AgencySmart outperforms it with a score of 9.6, suggesting that users find AgencySmart's customer service more responsive and helpful.
- Users report that Applied Epic's Payment Processing feature scored 7.2, indicating potential challenges in handling transactions, while AgencySmart scored significantly higher at 9.7, suggesting a more reliable and efficient payment processing system.
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Pricing
Entry-Level Pricing
AgencySmart
Basic Quoting
$49.00
30-Day Free Trial Available
($44 for NAHU Members)
- Unlimited Quotes
- Renewal Notification Dashboard
- Carrier Plan Designs & SBCs
Applied Epic
No pricing availableFree Trial
AgencySmart
Free Trial is available
Applied Epic
No trial information availableRatings
Meets Requirements
9.8
27
8.6
913
Ease of Use
9.8
28
8.0
923
Ease of Setup
9.5
18
7.0
540
Ease of Admin
9.5
18
7.7
397
Quality of Support
9.6
31
8.8
876
Has the product been a good partner in doing business?
9.9
18
8.6
411
Product Direction (% positive)
10.0
27
8.5
905
Features by Category
Platform Data
9.5
7
Not enough data
9.7
6
Not enough data
9.0
7
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Additional Functionality
9.7
5
Not enough data
7.7
5
Not enough data
Not enough data
Not enough data
Platform Content
9.3
5
Not enough data
Property & Casualty Insurance Agency ManagementHide 12 FeaturesShow 12 Features
Not enough data
8.0
4,934
Platform Administration
Not enough data
7.3
320
Not enough data
8.5
439
Not enough data
8.2
445
Not enough data
7.3
371
Not enough data
8.1
411
Not enough data
7.8
408
Not enough data
8.5
435
Platform Basics
Not enough data
7.8
425
Platform Documentation
Not enough data
7.7
374
Not enough data
8.1
429
Not enough data
8.9
455
Not enough data
8.2
422
Platform Administration
Feature Not Available
Not enough data
9.4
17
Not enough data
8.5
17
Not enough data
8.8
18
Not enough data
9.7
17
Not enough data
9.2
12
Not enough data
9.6
19
Not enough data
Platform Basics
9.5
18
Not enough data
Platform Documentation
8.5
13
Not enough data
Feature Not Available
Not enough data
9.8
19
Not enough data
8.6
16
Not enough data
Claims Submission - Insurance Claims Management
Not enough data
8.2
31
Not enough data
6.8
31
Claims Processing - Insurance Claims Management
Not enough data
7.3
31
Not enough data
8.1
31
Not enough data
6.8
30
Claims Tracking - Insurance Claims Management
Not enough data
7.7
32
Not enough data
6.8
30
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
31
Not enough data
6.5
31
Administration
Not enough data
7.6
630
9.5
7
8.4
701
9.7
6
8.1
639
9.5
7
7.1
570
10.0
6
7.8
683
Not enough data
7.4
532
8.9
6
8.0
685
8.8
7
8.4
700
Insurance Documentation
Not enough data
8.0
649
10.0
7
8.9
731
Not enough data
8.2
669
8.0
5
7.7
573
Categories
Categories
Shared Categories
AgencySmart and Applied Epic are categorized as Insurance Agency Management Systems
Unique Categories
AgencySmart is categorized as Health Insurance Software, Life Insurance Policy Administration Systems, and Life & Health Insurance Agency Management
Reviews
Reviewers' Company Size
AgencySmart
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
92.1%
Health, Wellness and Fitness
2.6%
Financial Services
2.6%
Airlines/Aviation
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
AgencySmart
Most Helpful Favorable Review
Tony C.
Verified User in Airlines/Aviation
The output gives me a chance to be very creative.
Most Helpful Critical Review
Verified User in Financial Services
Not sure how to answer this question other than a large learning curve and other than groups individual business and insurance coverage needs to be as easy as group.
Applied Epic
Most Helpful Favorable Review
Debbie D.
Verified User in Insurance
Applied Epic is user-friendly and has all the features we need in an Agency Management System. Set up is very flexible and can be done according to the specific needs of the organization, department, and/or individual. The training library is huge. Those...
Most Helpful Critical Review
Caden M.
Verified User in Insurance
Many of the users giving good reviews have limited tech experience and don't know how much better it could be. The system is clunky. Ever simple task has 3-5 supporting tasks that go with it. There is no such thing as a 1 - 3 click piece to this system. We...
Tony C.
Verified User in Airlines/Aviation
The output gives me a chance to be very creative.
Debbie D.
Verified User in Insurance
Applied Epic is user-friendly and has all the features we need in an Agency Management System. Set up is very flexible and can be done according to the specific needs of the organization, department, and/or individual. The training library is huge. Those...
Verified User in Financial Services
Not sure how to answer this question other than a large learning curve and other than groups individual business and insurance coverage needs to be as easy as group.
Caden M.
Verified User in Insurance
Many of the users giving good reviews have limited tech experience and don't know how much better it could be. The system is clunky. Ever simple task has 3-5 supporting tasks that go with it. There is no such thing as a 1 - 3 click piece to this system. We...
Discussions
What is AgencySmart used for?
1 comment
Official Response from AgencySmart
AgencySmart is the only true all-in-one agency management platform for insurance brokers and general agencies. We offer CRM, Quoting, Online Enrollment,...Read more
AgencySmart has no more 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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