Compare AgencyBloc AMS+ and Applied Epic 
At a Glance
Market Segments
Small-Business (92.7% of reviews)
Small-Business (71.5% of reviews)
Entry-Level Pricing
Starting at $109.00 1 User Per Month
No pricing available
AgencyBloc AMS+
Star Rating
(42)4.7 out of 5
Market Segments
Small-Business (92.7% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $109.00 1 User Per Month
Learn more about AgencyBloc AMS+Applied Epic
Star Rating
(1,562)4.4 out of 5
Market Segments
Small-Business (71.5% 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 AgencyBloc AMS+. This indicates a broader acceptance and positive experience among users, particularly in larger organizations.
- Users say that AgencyBloc AMS+ stands out for its ease of use, with many praising its user-friendly interface and intuitive features. Reviewers appreciate how quickly they can learn the system and utilize its functionalities to enhance daily operations.
- According to verified reviews, Applied Epic offers robust features for data management and integration, particularly with Office 365 and Adobe tools. Users highlight the platform's ability to streamline workflows and improve efficiency, especially in generating certificates and managing client information.
- Reviewers mention that AgencyBloc AMS+ provides excellent customer support, with users noting the responsiveness and helpfulness of the support team. This aspect is crucial for small businesses that may require more hands-on assistance during their implementation phase.
- Users highlight that while Applied Epic has a wealth of features, some find the setup process to be more complex compared to AgencyBloc AMS+. The latter's straightforward onboarding and task management capabilities are frequently commended, making it easier for teams to get started.
- G2 reviewers indicate that both products have their strengths in reporting and dashboards, but AgencyBloc AMS+ receives higher praise for its reporting capabilities. Users appreciate the ease of pulling accurate reports, which is essential for tracking performance and making informed decisions.
Pricing
Entry-Level Pricing
AgencyBloc AMS+
Grow Plan
Starting at $109.00
1 User Per Month
- Health, senior, & Benefits-specific CRM
- Real-time Agency & Business Analytics
- Workflow & Task Automation
Applied Epic
No pricing availableFree Trial
AgencyBloc AMS+
Free Trial is available
Applied Epic
No trial information availableRatings
Meets Requirements
9.0
30
8.6
1,017
Ease of Use
9.3
30
8.1
1,408
Ease of Setup
9.1
19
7.3
992
Ease of Admin
9.3
19
7.7
441
Quality of Support
9.0
26
8.8
978
Has the product been a good partner in doing business?
9.2
19
8.6
457
Product Direction (% positive)
8.7
27
8.5
1,009
Features by Category
Platform Administration
Feature Not Available
Not enough data
8.6
12
Not enough data
7.3
8
Not enough data
6.9
7
Not enough data
9.8
9
Not enough data
Feature Not Available
Not enough data
9.6
14
Not enough data
Platform Basics
9.2
15
Not enough data
Platform Documentation
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.8
15
Not enough data
Feature Not Available
Not enough data
Administration
Feature Not Available
7.5
714
9.0
12
8.4
784
9.5
10
8.0
722
8.1
9
7.1
649
9.4
12
7.8
770
Feature Not Available
7.3
614
7.1
7
8.0
771
9.2
8
8.4
781
Insurance Documentation
Not enough data
8.0
728
9.5
10
8.8
820
7.7
5
8.1
753
Not enough data
7.7
654
Categories
Categories
Shared Categories
AgencyBloc AMS+ and Applied Epic are categorized as Insurance Agency Management Systems
Unique Categories
AgencyBloc AMS+ is categorized as Life & Health Insurance Agency Management
Applied Epic has no unique categories
Reviews
Reviewers' Company Size
AgencyBloc AMS+
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
87.5%
Hospital & Health Care
5.0%
Marketing and Advertising
2.5%
Information Technology and Services
2.5%
Financial Services
2.5%
Other
0.0%
Insurance
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.5%
Discussions
AgencyBloc AMS+ has no discussions with answers
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
JJ
We changed to recording direct bill rather than reconciling about two years ago. It has been much more efficient for our accounting department. We have set...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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