# 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.



| | AgencyBloc AMS+ | Applied Epic | 
|---|---|---|
| **Star Rating** | 4.7 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 42 | 1,800 | 
| **Largest Market Segment** | Small-Business (92.7% of reviews) | Small-Business (74.6% of reviews) | 
| **Entry Level Price** | Starting at $109.00 1 User Per Month | No pricing available | 

---
## 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 (534 reviews)
- Features (215 reviews)

Cons:
- Learning Curve (173 reviews)
- Complex Process (139 reviews)

---
## Ratings Comparison
| Rating | AgencyBloc AMS+ | Applied Epic | 
|---|---|---|
  | **Meets Requirements** | 9.0 (30 reviews) | 8.6 (1203 reviews) | 
  | **Ease of Use** | 9.3 (30 reviews) | 8.1 (1589 reviews) | 
  | **Ease of Setup** | 9.1 (19 reviews) | 7.4 (1151 reviews) | 
  | **Ease of Admin** | 9.3 (19 reviews) | 7.8 (547 reviews) | 
  | **Quality of Support** | 9.0 (26 reviews) | 8.7 (1160 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.2 (19 reviews) | 8.6 (577 reviews) | 
  | **Product Direction (% positive)** | 8.7 (27 reviews) | 8.4 (1162 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 | 1059 |

#### Administration

| Feature | AgencyBloc AMS+ | Applied Epic | 
|---|---|---|
| **Accounting** | Feature Not Available | 7.7 (779 reviews) | 
| **Contact Management** | 9.0 (12 reviews) | 8.6 (926 reviews) | 
| **Commissions** | 9.5 (10 reviews) | 8.1 (787 reviews) | 
| **Sales Tools** | 8.1 (9 reviews) | 7.2 (678 reviews) | 
| **Reporting & Statistics** | 9.4 (12 reviews) | 7.9 (850 reviews) | 
| **Payment Processing** | Feature Not Available | 7.5 (662 reviews) | 
| **Email Integration** | 7.1 (7 reviews) | 8.1 (863 reviews) | 
| **Task Management** | 9.2 (8 reviews) | 8.6 (881 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 (787 reviews) | 
| **Insurance Policy Management** | 9.5 (10 reviews) | 9.0 (972 reviews) | 
| **Invoicing & Receipts** | 7.7 (5 reviews) | 8.2 (831 reviews) | 
| **Electronic Signatures** | Not enough data | 7.8 (696 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% | 21.2% | 
| **Enterprise** | 0% | 4.2% | 

### 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:** 92.2%
- **Accounting:** 3.3%
- **Construction:** 1.0%
- **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 (968 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (671 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (723 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) — 4.2/5 stars (147 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 (968 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (723 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (671 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) — 4.2/5 stars (147 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)