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- Applied Epic
- The Agency Advantage
- Applied Epic-vs-The Agency Advantage
Compare Applied Epic and The Agency Advantage 
At a Glance
Market Segments
Small-Business (81.2% of reviews)
Small-Business (90.5% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
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 EpicThe Agency Advantage
Star Rating
(21)4.8 out of 5
Market Segments
Small-Business (90.5% of reviews)
Entry-Level Pricing
No pricing available
Learn more about The Agency AdvantageSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Applied Epic has a solid Task Management feature rated at 8.5, but reviewers mention that The Agency Advantage excels with a higher rating of 9.4, indicating a more intuitive and efficient task assignment process.
- Reviewers say that while Applied Epic's Email Integration is rated at 8.3, The Agency Advantage shines with a score of 9.2, suggesting a more seamless experience for managing communications within the platform.
- G2 users highlight that Applied Epic's Claims Management feature is rated at 8.0, but users on G2 rave about The Agency Advantage's superior rating of 9.4, pointing to its advanced capabilities in claims tracking and automated workflows.
- Users say that Applied Epic's Payment Processing is rated at 7.4, which falls short compared to The Agency Advantage's impressive score of 9.4, indicating a more robust and reliable payment integration experience.
- Reviewers mention that Applied Epic's Quality of Support is rated at 8.8, which is commendable, but The Agency Advantage outperforms with a near-perfect score of 9.9, reflecting a higher level of customer satisfaction and responsiveness.
- Users report that Applied Epic's Ease of Setup is rated at 6.9, which can be a hurdle for new users, whereas The Agency Advantage boasts a remarkable score of 9.8, making it significantly easier for users to get started with the software.
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Pricing
Entry-Level Pricing
Applied Epic
No pricing availableThe Agency Advantage
No pricing availableFree Trial
Applied Epic
No trial information availableThe Agency Advantage
No trial information availableRatings
Meets Requirements
8.6
909
9.3
15
Ease of Use
8.0
919
9.4
15
Ease of Setup
7.1
536
9.8
8
Ease of Admin
7.7
395
9.8
8
Quality of Support
8.8
872
9.9
15
Has the product been a good partner in doing business?
8.6
409
9.8
8
Product Direction (% positive)
8.5
901
9.2
14
Features by Category
Property & Casualty Insurance Agency ManagementHide 12 FeaturesShow 12 Features
8.0
4,913
Not enough data
Platform Administration
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
Not enough data
Platform Basics
7.8
423
Not enough data
Platform Documentation
7.7
372
Not enough data
8.1
427
Not enough data
8.9
453
Not enough data
8.2
421
Not enough data
Claims Submission - Insurance Claims Management
8.2
30
Not enough data
6.8
30
Not enough data
Claims Processing - Insurance Claims Management
7.2
30
Not enough data
8.1
30
Not enough data
6.8
30
Not enough data
Claims Tracking - Insurance Claims Management
7.6
31
Not enough data
6.8
29
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
30
Not enough data
6.5
30
Not enough data
Administration
7.6
626
9.4
11
8.5
697
9.7
12
8.1
635
9.4
9
7.1
566
9.6
8
7.8
679
8.9
12
7.4
529
9.4
11
8.0
681
9.2
10
8.4
696
9.4
11
Insurance Documentation
8.0
646
9.4
6
8.9
727
9.4
11
8.2
665
9.4
12
7.7
569
9.3
7
Categories
Categories
Shared Categories
Applied Epic and The Agency Advantage are categorized as Insurance Agency Management Systems
Unique Categories
The Agency Advantage has no unique categories
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
The Agency Advantage
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
94.2%
Accounting
2.6%
Financial Services
0.9%
Construction
0.6%
Information Technology and Services
0.2%
Other
1.5%
Insurance
100.0%
‐
‐
‐
‐
Other
0.0%
Most Helpful Reviews
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...
The Agency Advantage
Most Helpful Favorable Review
ashlie g.
Verified User in Insurance
That the font is now bold. I also really like that i can text everyone per account now!
Most Helpful Critical Review
Isaac A.
Verified User in Insurance
Sometimes my program slows down and freezes up.
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.
ashlie g.
Verified User in Insurance
That the font is now bold. I also really like that i can text everyone per account now!
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...
Isaac A.
Verified User in Insurance
Sometimes my program slows down and freezes up.
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
TB
If you forward to me your email address I can send to you the Criteria that I use for both.Read more
The Agency Advantage has no discussions with answers
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