# AgencyBloc AMS+ vs Applied Epic Comparison
---
## AI Generated Summary
- **G2 reviewers report** that AgencyBloc AMS+ excels in user-friendliness, with many users highlighting its intuitive interface that makes navigation a breeze. One user mentioned, "Everything is easy to find in the program," which contributes to a smoother day-to-day experience.
- **Users say** that Applied Epic offers a comprehensive solution for managing client and policy information, with one reviewer noting, "The ability to have all client and policy information in one place is the biggest benefit." This centralization helps improve workflow organization and efficiency.
- **Reviewers mention** that AgencyBloc AMS+ has a straightforward setup process, with users appreciating how easy it is to get started. One user stated, "I found the initial setup to be pretty straightforward and simple to do," which can be a significant advantage for agencies looking to implement new software quickly.
- **According to verified reviews** , Applied Epic has a wealth of resources available for users, including tutorials that help them navigate the system effectively. A user remarked, "Easy to navigate once you get the hang of it," indicating that while there may be a learning curve, support materials are readily available.
- **G2 reviewers highlight** that AgencyBloc AMS+ shines in commission management, with users appreciating the ability to manage commissions for multiple agents. One user noted, "I appreciate the ability to manage commissions for multiple agents," which can streamline operations for agencies with diverse teams.
- **Users report** that while Applied Epic is a robust tool, some find it less intuitive compared to AgencyBloc AMS+. A reviewer mentioned, "Haven't used anything else in our agency and never will," suggesting a strong loyalty, but also hinting at a potential lack of flexibility for those who may prefer a more user-friendly interface.



---
## Frequently Asked Questions

### What is the difference between AgencyBloc AMS+ vs Applied Epic?

AgencyBloc AMS+ stands out for its higher user ratings and ease of setup, while Applied Epic is recognized for its extensive features and integrations.

| [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) | [Applied Epic](https://www.g2.com/products/applied-epic/reviews) |
| --- | --- |
| 4.7/5 (42 reviews) | 4.4/5 (1800 reviews) |
| Small-Business | Small-Business |
| 9.1 | 7.4 |
| 9.0 | 8.7 |
| User-friendly interface | Extensive features and integrations |



### How do the pricing models of AgencyBloc AMS+ and Applied Epic compare?

AgencyBloc AMS+ is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to Applied Epic.

- **AgencyBloc AMS+:** Reviewers highlight its cost-effectiveness and suitability for agencies seeking a competitively priced solution tailored to life and health insurance.
- **Applied Epic:** Recent reviews frequently cite high costs and additional charges for accessing certain features, with several reviewers describing the pricing strategy as a challenge for daily operations.
- **Switching reasons:** Agencies have switched to AgencyBloc AMS+ for its lower cost and better alignment with life and health insurance needs.



### What are the best alternatives to AgencyBloc AMS+ and Applied Epic?

The top three alternatives to AgencyBloc AMS+ and Applied Epic are AMS360, AgencySmart, and NextAgency.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) | 4.7/5 (42 reviews) | Small-Business | Reviewers highlight cost-effectiveness | User-friendly interface |
| [Applied Epic](https://www.g2.com/products/applied-epic/reviews) | 4.4/5 (1800 reviews) | Small-Business | Reviewers cite high costs and extra charges | Extensive features and integrations |
| [AMS360](https://www.g2.com/products/ams360/reviews) | 4.3/5 (968 reviews) | Small-Business | — | Comprehensive agency management |
| [AgencySmart](https://www.g2.com/products/agencysmart/reviews) | 4.8/5 (39 reviews) | Small-Business | — | High user satisfaction |
| [NextAgency](https://www.g2.com/products/nextagency/reviews) | 4.8/5 (37 reviews) | Small-Business | — | Ease of use and support |



### Which Life & Health Insurance Agency Management features should I prioritize when comparing AgencyBloc AMS+ and Applied Epic?

Buyers comparing AgencyBloc AMS+ and Applied Epic should prioritize Commissions, Integrations, Customization, Ease of Use, and Workflow Efficiency.

- **Commissions:** AgencyBloc AMS+ is frequently praised for its commission management capabilities; Applied Epic also receives positive feedback for commission calculation and reconciliation.
- **Integrations:** Applied Epic has 133 all-time integration mentions, including Indio and Applied TAM; AgencyBloc AMS+ reviewers mention integrations with InTulse, Client Circle, Ring Central, and Calendly.
- **Customization:** AgencyBloc AMS+ receives positive remarks for customization in recent reviews; Applied Epic has 80 all-time customization mentions, though limited customization is cited as a trade-off (99 mentions).
- **Ease of Use:** AgencyBloc AMS+ scores 9.3; Applied Epic scores 8.1.
- **Workflow Efficiency:** Both products are cited for workflow efficiency, with AgencyBloc AMS+ praised for automated workflows and Applied Epic with 153 all-time mentions.



### What are the pros and cons of AgencyBloc AMS+ vs Applied Epic?

AgencyBloc AMS+ is recognized for its user-friendly interface, while Applied Epic is known for its extensive features and integrations.

- **AgencyBloc AMS+ strengths:** User-friendly interface, strong customer support, efficient commission management, and easy onboarding.
- **AgencyBloc AMS+ trade-offs:** Limited integrations, some workflow and customization limitations, and occasional policy management clutter.
- **Applied Epic strengths:** Extensive features, robust integrations (133 all-time mentions), centralized data management, and workflow efficiency (153 mentions).
- **Applied Epic trade-offs:** Steep learning curve (173 mentions), complex processes (139 mentions), excessive clicking (130 mentions), slow performance (87 mentions), and high pricing concerns in recent reviews.



### Is AgencyBloc AMS+ or Applied Epic better for small businesses?

AgencyBloc AMS+ is the better fit for small businesses, with a strong small-business segment and positive reviewer sentiment on ease of use and value.

- **AgencyBloc AMS+:** Largest segment is Small-Business; reviewers consistently highlight its user-friendly setup, cost-effectiveness, and suitability for small agencies.
- **Applied Epic:** Largest segment is Small-Business; reviewers note its comprehensive features but frequently mention complexity and higher costs as challenges for smaller agencies.



### Which Life & Health Insurance Agency Management platform has better integrations?

Applied Epic is favored for integrations, with significantly more reviewer-cited integration mentions than AgencyBloc AMS+.

- **AgencyBloc AMS+:** Recent reviews mention integrations with InTulse, Client Circle, Ring Central, and Calendly.
- **Applied Epic:** 133 all-time reviews mention integrations, including Indio and Applied TAM.



### How do AgencyBloc AMS+ and Applied Epic compare on customer support?

AgencyBloc AMS+ and Applied Epic are rated within 0.3 points on Quality of Support, indicating near parity, with AgencyBloc AMS+ slightly ahead at 9.0 versus 8.7.

- **AgencyBloc AMS+:** Reviewers consistently praise responsive and knowledgeable support, with many citing fast response times and helpful onboarding resources.
- **Applied Epic:** Reviewers describe support as knowledgeable and helpful, with positive experiences in resolving issues and accessing training resources.



### Which is easier to implement, AgencyBloc AMS+ or Applied Epic?

AgencyBloc AMS+ is easier to implement, with a 1.7-point higher Ease of Setup score (9.1 vs. 7.4) and more positive reviewer sentiment on onboarding.

- **AgencyBloc AMS+:** Reviewers highlight straightforward onboarding, easy learning curve, and strong support during setup.
- **Applied Epic:** Reviewers frequently mention a complex and lengthy setup process, with some requiring external consultants for implementation.



### Which product has better Commissions?

Both AgencyBloc AMS+ and Applied Epic are highly rated for Commissions, with reviewers citing strong commission management and calculation features.

- **AgencyBloc AMS+:** Commission management is a frequently praised feature in recent reviews, with reviewers noting time savings and improved accuracy in tracking and paying commissions.
- **Applied Epic:** Reviewers highlight commission calculation and reconciliation as valuable features, with positive feedback on Applied Recon for posting direct bill statements.



| | AgencyBloc AMS+ | Applied Epic | 
|---|---|---|
| **Star Rating** | 4.7 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 42 | 1,867 | 

---
## Top Pros & Cons

### AgencyBloc AMS+

Pros:
- Customer Support (1 reviews)
- Customization (1 reviews)

Cons:
- Lack of User-Friendliness (1 reviews)
- Policy Management (1 reviews)

### Applied Epic

Pros:
- Ease of Use (523 reviews)
- Features (215 reviews)

Cons:
- Learning Curve (168 reviews)
- Complex Process (139 reviews)

---
## Ratings Comparison
| Rating | AgencyBloc AMS+ | Applied Epic | 
|---|---|---|
  | **Meets Requirements** | 9.0 (30 reviews) | 8.6 (1213 reviews) | 
  | **Ease of Use** | 9.3 (30 reviews) | 8.1 (1606 reviews) | 
  | **Ease of Setup** | 9.1 (19 reviews) | 7.4 (1162 reviews) | 
  | **Ease of Admin** | 9.3 (19 reviews) | 7.8 (553 reviews) | 
  | **Quality of Support** | 9.0 (26 reviews) | 8.7 (1176 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.2 (19 reviews) | 8.6 (583 reviews) | 
  | **Product Direction (% positive)** | 8.7 (27 reviews) | 8.4 (1171 reviews) | 

---
## Pricing

### AgencyBloc AMS+

#### Entry-Level Pricing

Plan: Grow Plan

Price: Starting at $109.00 1 User Per Month

Key Features:
- Health, senior, & Benefits-specific CRM
- Real-time Agency & Business Analytics
- Workflow & Task Automation

[Learn more about AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews)

#### Free Trial

Yes

### Applied Epic

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Life & Health Insurance Agency Management

| Product | Score | Reviews |
|---|---|---|
| **AgencyBloc AMS+** | 8.6/10 | 16 |
| **Applied Epic** | N/A | N/A |

#### Platform Administration

| Feature | AgencyBloc AMS+ | Applied Epic | 
|---|---|---|
| **Payment Processing** | Feature Not Available | Not enough data | 
| **Task Management** | 8.6 (12 reviews) | Not enough data | 
| **Email Integration** | 7.3 (8 reviews) | Not enough data | 
| **Sales Tools** | 6.9 (7 reviews) | Not enough data | 
| **Commissions** | 9.8 (9 reviews) | Not enough data | 
| **Accounting** | Feature Not Available | Not enough data | 
| **Contact Management** | 9.6 (14 reviews) | Not enough data | 

#### Platform Basics

| Feature | AgencyBloc AMS+ | Applied Epic | 
|---|---|---|
| **Reporting** | 9.2 (15 reviews) | Not enough data | 
| **Real-Time Reporting** | Not enough data | Not enough data | 

#### Platform Documentation

| Feature | AgencyBloc AMS+ | Applied Epic | 
|---|---|---|
| **Electronic Signature** | Feature Not Available | Not enough data | 
| **Invoicing & Receipts** | Feature Not Available | Not enough data | 
| **Policy Management** | 8.8 (15 reviews) | Not enough data | 
| **Claims Management** | Feature Not Available | Not enough data | 

#### Additional Functionality

| Feature | AgencyBloc AMS+ | Applied Epic | 
|---|---|---|
| **Client Portal** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 
| **Commission Calculations** | Not enough data | Not enough data | 
| **Insurance Rating** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Property & Casualty** | Not enough data | Not enough data | 
| **Configurable Workflow** | Not enough data | Not enough data | 
| **Life & Health** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | 
| **Customizable Forms** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Document Templates** | Not enough data | Not enough data | 
| **Self Service Portal** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **SSL Security** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Referral Tracking** | Not enough data | Not enough data | 
| **Quotes/Estimates** | Not enough data | Not enough data | 
| **Risk Assessment** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **AgencyBloc AMS+** | 9.0/10 | 12 |
| **Applied Epic** | 8.1/10 | 1067 |

#### Administration

| Feature | AgencyBloc AMS+ | Applied Epic | 
|---|---|---|
| **Accounting** | Feature Not Available | 7.7 (784 reviews) | 
| **Contact Management** | 9.0 (12 reviews) | 8.6 (933 reviews) | 
| **Commissions** | 9.5 (10 reviews) | 8.1 (790 reviews) | 
| **Sales Tools** | 8.1 (9 reviews) | 7.2 (679 reviews) | 
| **Reporting & Statistics** | 9.4 (12 reviews) | 7.9 (852 reviews) | 
| **Payment Processing** | Feature Not Available | 7.5 (666 reviews) | 
| **Email Integration** | 7.1 (7 reviews) | 8.1 (869 reviews) | 
| **Task Management** | 9.2 (8 reviews) | 8.6 (889 reviews) | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Accounting Integration** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Commission Management** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **User Management** | Not enough data | Not enough data | 
| **Forms Management** | Not enough data | Not enough data | 
| **Invoice Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 

#### Insurance Documentation

| Feature | AgencyBloc AMS+ | Applied Epic | 
|---|---|---|
| **Claims Management** | Not enough data | 8.1 (789 reviews) | 
| **Insurance Policy Management** | 9.5 (10 reviews) | 9.0 (979 reviews) | 
| **Invoicing & Receipts** | 7.7 (5 reviews) | 8.2 (833 reviews) | 
| **Electronic Signatures** | Not enough data | 7.8 (699 reviews) | 
| **Client Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | AgencyBloc AMS+ | Applied Epic | 
|---|---|---|
| **Client Portal** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 
| **Commission Calculations** | Not enough data | Not enough data | 
| **Insurance Rating** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Property & Casualty** | Not enough data | Not enough data | 
| **Configurable Workflow** | Not enough data | Not enough data | 
| **Life & Health** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | 
| **Customizable Forms** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Document Templates** | Not enough data | Not enough data | 
| **Self Service Portal** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **SSL Security** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Referral Tracking** | Not enough data | Not enough data | 
| **Quotes/Estimates** | Not enough data | Not enough data | 
| **Risk Assessment** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)

**Unique to AgencyBloc AMS+ (1):** [Life & Health Insurance Agency Management Software](https://www.g2.com/categories/life-health-insurance-agency-management)



---
## Reviewer Demographics

### By Company Size

| Segment | AgencyBloc AMS+ | Applied Epic | 
|---|---|---|
| **Small-Business** | 92.7% | 74.6% | 
| **Mid-Market** | 7.3% | 21.1% | 
| **Enterprise** | 0% | 4.3% | 

### By Industry

#### AgencyBloc AMS+

- **Insurance:** 87.5%
- **Hospital & Health Care:** 5.0%
- **Marketing and Advertising:** 2.5%
- **Information Technology and Services:** 2.5%
- **Financial Services:** 2.5%

#### Applied Epic

- **Insurance:** 92.0%
- **Accounting:** 3.3%
- **Construction:** 1.1%
- **Financial Services:** 0.7%
- **Information Technology and Services:** 0.5%
- **Automotive:** 0.2%
- **Banking:** 0.2%
- **Commercial Real Estate:** 0.2%
- **Consumer Services:** 0.2%
- **Airlines/Aviation:** 0.1%
- **Other:** 1.6%

---
## Alternatives

### Alternatives to AgencyBloc AMS+

- [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews)
- [NextAgency](https://www.g2.com/products/nextagency/reviews) — 4.8/5 stars (37 reviews)
- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (1072 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (708 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (733 reviews)
- [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews)
- [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.1/5 stars (174 reviews)
- [SmartOffice](https://www.g2.com/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)

### Alternatives to Applied Epic

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (1072 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (733 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (708 reviews)
- [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews)
- [Sagitta](https://www.g2.com/products/sagitta/reviews) — 3.9/5 stars (91 reviews)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews)
- [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.1/5 stars (174 reviews)
- [InsuredMine](https://www.g2.com/products/insuredmine/reviews) — 4.7/5 stars (16 reviews)
- [FileHandler Enterprise](https://www.g2.com/products/filehandler-enterprise/reviews) — 4.4/5 stars (36 reviews)

---
## Top Discussions

### AgencyBloc AMS+

No discussions available for this product.

### Applied Epic

- Title: [Accounting - Does your agency reconcile direct bill commission statements?](https://www.g2.com/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements) — 4 comments, 1 upvote
  > **Top comment:** "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..."
- Title: [Is there a way to add taxes and fees so that it carries over into the invoicing section?](https://www.g2.com/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section) — 3 comments, 1 upvote
  > **Top comment:** "Taxes and fees are processed as transactions to a policy.  You can add custom transactions in Configure>Accounting>Transaction Codes."
- Title: [What is the best way to implement Best Practices for reports on renewal and new business retention?](https://www.g2.com/discussions/24564-what-is-the-best-way-to-implement-best-practices-for-reports-on-renewal-and-new-business-retention) — 2 comments, 1 upvote
  > **Top comment:** "If you forward to me your email address I can send to you the Criteria that I use for both."
- Title: [What is Applied Epic used for?](https://www.g2.com/discussions/what-is-applied-epic-used-for) — 1 comment
  > **Top comment:** "Applied epic is software is an agency management system that insurance agencies and brokers use to keep track and store policy information for customers who..."
- Title: [What is the best way to implement Best Practices?](https://www.g2.com/discussions/25557-what-is-the-best-way-to-implement-best-practices) — 1 comment, 1 upvote
  > **Top comment:** "We use line status to track new business.   You probably have a specific line status you use for new business right?   This status is available in the..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/agencybloc-ams-vs-applied-epic)