Best Software for 2025 is now live!

Compare Applied Epic and PL Rating

Save
    Log in to your account
    to save comparisons,
    products and more.
At a Glance
Applied Epic
Applied Epic
Star Rating
(1,051)4.4 out of 5
Market Segments
Small-Business (81.2% of reviews)
Information
Entry-Level Pricing
No pricing available
Learn more about Applied Epic
PL Rating
PL Rating
Star Rating
(248)4.3 out of 5
Market Segments
Small-Business (90.7% of reviews)
Information
Entry-Level Pricing
No pricing available
Learn more about PL Rating
AI Generated Summary
AI-generated. Powered by real user reviews.
  • Users report that Applied Epic excels in Contact Management with a score of 8.5, while PL Rating follows closely with a score of 8.4. Reviewers mention that the intuitive interface in Applied Epic makes it easier to manage client relationships effectively.
  • Reviewers mention that PL Rating shines in Ease of Setup with a score of 8.7 compared to Applied Epic's 6.9. Users on G2 appreciate the straightforward onboarding process of PL Rating, which allows for quicker implementation.
  • G2 users highlight that Applied Epic has a strong Quality of Support rating at 8.8, slightly higher than PL Rating's 8.6. Users say that the responsive customer service team of Applied Epic is a significant advantage when troubleshooting issues.
  • Users report that both products perform well in Policy Management, with Applied Epic scoring 8.9 and PL Rating at 8.8. Reviewers mention that the comprehensive features in Applied Epic allow for better tracking and management of policies.
  • Reviewers mention that PL Rating offers superior Ease of Use with a score of 8.8, while Applied Epic scores 8.0. Users say that the user-friendly design of PL Rating makes it easier for new users to navigate the software.
  • Users on G2 report that Applied Epic's Claims Management features score 8.2, which is slightly lower than PL Rating's 8.0. However, reviewers mention that Applied Epic's automated workflow management is a standout feature that enhances efficiency in claims processing.
Featured Products
Pricing
Entry-Level Pricing
Applied Epic
No pricing available
PL Rating
No pricing available
Free Trial
Applied Epic
No trial information available
PL Rating
No trial information available
Ratings
Meets Requirements
8.6
913
8.5
224
Ease of Use
8.0
923
8.9
225
Ease of Setup
7.0
540
8.7
136
Ease of Admin
7.7
397
8.4
94
Quality of Support
8.8
876
8.6
201
Has the product been a good partner in doing business?
8.6
411
8.7
97
Product Direction (% positive)
8.5
905
8.5
222
Features by Category
Property & Casualty Insurance Agency ManagementHide 12 FeaturesShow 12 Features
8.0
4,934
Not enough data
Platform Administration
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
Not enough data
Platform Basics
7.8
425
Not enough data
Platform Documentation
7.7
374
Not enough data
8.1
429
Not enough data
8.9
455
Not enough data
8.2
422
Not enough data
Insurance Claims ManagementHide 14 FeaturesShow 14 Features
6.8
428
Not enough data
Claims Submission - Insurance Claims Management
8.2
31
Not enough data
6.8
31
Not enough data
Claims Processing - Insurance Claims Management
7.3
31
Not enough data
8.1
31
Not enough data
6.8
30
Not enough data
Claims Tracking - Insurance Claims Management
7.7
32
Not enough data
6.8
30
Not enough data
Claims Settlement- Insurance Claims Management
6.0
30
Not enough data
6.3
30
Not enough data
6.0
30
Not enough data
Risk Management - Insurance Claims Management
6.3
30
Not enough data
5.9
30
Not enough data
Analytics and reporting - Insurance Claims Management
6.3
31
Not enough data
6.5
31
Not enough data
Insurance Agency Management SystemsHide 12 FeaturesShow 12 Features
8.0
7,762
Not enough data
Administration
7.6
630
Not enough data
8.4
701
Not enough data
8.1
639
Not enough data
7.1
570
Not enough data
7.8
683
Not enough data
7.4
532
Not enough data
8.0
685
Not enough data
8.4
700
Not enough data
Insurance Documentation
8.0
649
Not enough data
8.9
731
Not enough data
8.2
669
Not enough data
7.7
573
Not enough data
Categories
Categories
Shared Categories
Applied Epic
Applied Epic
PL Rating
PL Rating
Applied Epic and PL Rating are categorized as Underwriting & Rating
Reviews
Reviewers' Company Size
Applied Epic
Applied Epic
Small-Business(50 or fewer emp.)
81.2%
Mid-Market(51-1000 emp.)
17.3%
Enterprise(> 1000 emp.)
1.4%
PL Rating
PL Rating
Small-Business(50 or fewer emp.)
90.7%
Mid-Market(51-1000 emp.)
7.3%
Enterprise(> 1000 emp.)
2.0%
Reviewers' Industry
Applied Epic
Applied Epic
Insurance
94.2%
Accounting
2.6%
Financial Services
0.9%
Construction
0.6%
Information Technology and Services
0.2%
Other
1.5%
PL Rating
PL Rating
Insurance
97.2%
Human Resources
0.8%
Financial Services
0.4%
Computer Software
0.4%
Banking
0.4%
Other
0.8%
Most Helpful Reviews
Applied Epic
Applied Epic
Most Helpful Favorable Review
Debbie D.
DD
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
CM
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...

PL Rating
PL Rating
Most Helpful Favorable Review
Dylan S.
DS
Dylan S.
Verified User in Insurance

PL Rater offers a quick insignt in which company provides the best premium while saving time.

Most Helpful Critical Review
Verified User in Insurance
GI
Verified User in Insurance

NIGHTMARE COMPANY, LIES + NO HELP. STAY AWAY AT ALL COST. We reached out to Vertafore because we were looking for a rater for non preferred + preferred, but specifically one that utilizes Anchor General in WA state. That was our ONLY reason for signing up....

Alternatives
Applied Epic
Applied Epic Alternatives
EZLynx
EZLynx
Add EZLynx
Guidewire InsuranceSuite
Guidewire
Add Guidewire InsuranceSuite
HawkSoft
HawkSoft
Add HawkSoft
AMS360
AMS360
Add AMS360
PL Rating
PL Rating Alternatives
Duck Creek Policy
Duck Creek Policy
Add Duck Creek Policy
QuoteRush
QuoteRush
Add QuoteRush
Guidewire PolicyCenter
Guidewire PolicyCenter
Add Guidewire PolicyCenter
Oracle Insurance Insbridge Enterprise Rating
Oracle Insurance Insbridge Enterprise Rating
Add Oracle Insurance Insbridge Enterprise Rating
Discussions
Applied Epic
Applied Epic Discussions
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
Tina B.
TB
If you forward to me your email address I can send to you the Criteria that I use for both.Read more
PL Rating
PL Rating Discussions
Has anyone ever had success in cancelling before implementation?
1 comment
Donald L.
DL
An attorney files a lawsuit for misrepresentation.Read more
What is a comp rater?
1 comment
Alison B.
AB
A comparative insurance rater enables insurance agencies or consumers to quickly get insurance coverage quotes from multiple insurance carriers within a...Read more
Monty the Mongoose crying
PL Rating has no more discussions with answers