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Compare AgencySmart and Applied Epic 
Featured Products
At a Glance
Market Segments
Small-Business (94.7% of reviews)
Small-Business (71.6% 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)
Pros & Cons
Entry-Level Pricing
$49.00
Browse all 13 pricing plansApplied Epic
Star Rating
(1,556)4.4 out of 5
Market Segments
Small-Business (71.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied EpicSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Applied Epic excels in overall user satisfaction, boasting a significantly higher G2 Score compared to AgencySmart. Users appreciate its robust features, particularly highlighting the efficiency of generating certificates once templates are set up, which streamlines their workflow.
- Users say that while AgencySmart has a higher star rating, it has far fewer reviews, which raises questions about the reliability of its feedback. In contrast, Applied Epic has a wealth of recent reviews, indicating a more consistent user experience and ongoing improvements.
- Reviewers mention that Applied Epic's implementation process is enhanced by helpful online tutorials, making it easier for users to navigate workflows and manage client data. This contrasts with AgencySmart, where users find the quoting process straightforward but may not have the same depth of support for complex setups.
- According to verified reviews, Applied Epic's investment in technology, including AI integration, has impressed users, allowing seamless connections with Office 365 and Adobe tools. This technological advancement positions it as a forward-thinking choice compared to AgencySmart, which, while user-friendly, may not offer the same level of innovation.
- Users highlight that AgencySmart's support team is responsive and helpful, providing training and assistance, which is a strong point for new users. However, Applied Epic also receives praise for its quality of support, with users noting the convenience of its logging and notes system, which aids in tracking client interactions.
- Reviewers note that Applied Epic's comprehensive features, such as advanced reporting and policy management, are highly valued, even if some users find the platform slightly more complex. In contrast, AgencySmart shines in ease of navigation and simplicity, making it appealing for small businesses looking for straightforward solutions.
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
1,013
Ease of Use
9.8
28
8.1
1,402
Ease of Setup
9.5
18
7.3
987
Ease of Admin
9.5
18
7.7
441
Quality of Support
9.6
31
8.8
975
Has the product been a good partner in doing business?
9.9
18
8.6
457
Product Direction (% positive)
10.0
27
8.6
1,005
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
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
Administration
Not enough data
7.5
710
9.5
7
8.4
783
9.7
6
8.0
720
9.5
7
7.1
649
10.0
6
7.8
768
Not enough data
7.3
612
8.9
6
8.0
767
8.8
7
8.4
779
Insurance Documentation
Not enough data
8.0
727
10.0
7
8.9
814
Not enough data
8.1
751
8.0
5
7.7
654
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
Applied Epic has no unique categories
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
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
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
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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