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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
Socotra
Socotra
Star Rating
(2)4.5 out of 5
Market Segments
Enterprise (100.0% of reviews)
Information
Entry-Level Pricing
No pricing available
Learn more about Socotra
Featured Products
Pricing
Entry-Level Pricing
Applied Epic
No pricing available
Socotra
No pricing available
Free Trial
Applied Epic
No trial information available
Socotra
Free Trial is available
Ratings
Meets Requirements
8.6
913
Not enough data
Ease of Use
8.0
923
Not enough data
Ease of Setup
7.0
540
Not enough data
Ease of Admin
7.7
397
Not enough data
Quality of Support
8.8
876
Not enough data
Has the product been a good partner in doing business?
8.6
411
Not enough data
Product Direction (% positive)
8.5
905
Not enough data
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
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%
Socotra
Socotra
Small-Business(50 or fewer emp.)
0%
Mid-Market(51-1000 emp.)
0%
Enterprise(> 1000 emp.)
100.0%
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%
Socotra
Socotra
Insurance
100.0%
Other
0.0%
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...

Socotra
Socotra
Most Helpful Favorable Review
Verified User
G
Verified User in Insurance

I appreciate the flexibility and configurability that the Socotra policy admin system provides. It allows us to have a single source of truth for our product attributes and business rules that can be imported into their system. In addition, the Socotra...

Most Helpful Critical Review
Verified User
G
Verified User in Insurance

1. Misses many common insurance features. 2. Long wait time for feature request implementation.

Alternatives
Applied Epic
Applied Epic Alternatives
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Socotra
Socotra Alternatives
AMS360
AMS360
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QQCatalyst
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PL Rating
PL Rating
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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
Socotra
Socotra Discussions
Monty the Mongoose crying
Socotra has no discussions with answers