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Compare AgencyBloc AMS+ and Applied Epic 
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At a Glance
Market Segments
Small-Business (92.3% of reviews)
Small-Business (71.6% of reviews)
Entry-Level Pricing
Starting at $109.00 1 User Per Month
No pricing available
AgencyBloc AMS+
Star Rating
(40)4.7 out of 5
Market Segments
Small-Business (92.3% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $109.00 1 User Per Month
Learn more about AgencyBloc AMS+Applied Epic
Star Rating
(1,556)4.4 out of 5
Market Segments
Small-Business (71.6% 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.
- Users report that AgencyBloc AMS+ excels in ease of use with a score of 9.2, making it particularly user-friendly for small businesses, while Applied Epic has a lower score of 8.0, indicating a steeper learning curve for new users.
- Reviewers mention that AgencyBloc AMS+ offers superior task management capabilities, scoring 9.0 compared to Applied Epic's 8.4, which allows users to efficiently manage their workflows and tasks.
- G2 users highlight the robust commission management feature in AgencyBloc AMS+, which received an impressive score of 9.8, while Applied Epic's commission management scored 8.1, suggesting that AgencyBloc provides a more comprehensive solution for tracking and managing commissions.
- Users on G2 appreciate the accounting features of Applied Epic, which scored a perfect 10.0, indicating that it may be a better choice for businesses that prioritize financial management, whereas AgencyBloc AMS+ scored 7.8 in this area.
- Reviewers say that the reporting and dashboard capabilities in AgencyBloc AMS+ are highly rated at 9.3, providing users with valuable insights, while Applied Epic's reporting features scored lower at 7.8, which may limit data analysis capabilities.
- Users report that AgencyBloc AMS+ has a strong email integration feature with a score of 8.3, facilitating better communication, while Applied Epic's email integration is rated lower at 6.0, which could hinder user experience in managing communications.
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
29
8.6
1,012
Ease of Use
9.3
29
8.1
1,401
Ease of Setup
9.2
18
7.3
986
Ease of Admin
9.3
19
7.7
440
Quality of Support
9.0
26
8.8
974
Has the product been a good partner in doing business?
9.2
19
8.6
457
Product Direction (% positive)
8.7
26
8.6
1,004
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
8
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
709
9.2
11
8.5
782
9.4
9
8.0
719
8.3
8
7.1
648
9.4
11
7.8
767
Feature Not Available
7.3
611
6.7
6
8.0
766
9.2
8
8.4
778
Insurance Documentation
Not enough data
8.0
726
9.5
10
8.9
813
7.7
5
8.1
750
Not enough data
7.7
653
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
87.2%
Hospital & Health Care
5.1%
Marketing and Advertising
2.6%
Information Technology and Services
2.6%
Financial Services
2.6%
Other
0.0%
Insurance
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
Discussions
AgencyBloc AMS+ has no discussions with answers
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
MP
yesRead 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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