# AgencyBloc AMS+ vs Applied Epic Comparison
---
## AI Generated Summary
- **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.



| | AgencyBloc AMS+ | Applied Epic | 
|---|---|---|
| **Star Rating** | 4.7 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 42 | 1,569 | 
| **Largest Market Segment** | Small-Business (92.7% of reviews) | Small-Business (71.6% 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 (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 (1022 reviews) | 
  | **Ease of Use** | 9.3 (30 reviews) | 8.1 (1413 reviews) | 
  | **Ease of Setup** | 9.1 (19 reviews) | 7.3 (997 reviews) | 
  | **Ease of Admin** | 9.3 (19 reviews) | 7.7 (442 reviews) | 
  | **Quality of Support** | 9.0 (26 reviews) | 8.8 (983 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.2 (19 reviews) | 8.6 (458 reviews) | 
  | **Product Direction (% positive)** | 8.7 (27 reviews) | 8.5 (1013 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 | 

#### 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 | 

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **AgencyBloc AMS+** | 9.0/10 | 12 |
| **Applied Epic** | 7.9/10 | 870 |

#### Administration

| Feature | AgencyBloc AMS+ | Applied Epic | 
|---|---|---|
| **Accounting** | Feature Not Available | 7.6 (717 reviews) | 
| **Contact Management** | 9.0 (12 reviews) | 8.5 (787 reviews) | 
| **Commissions** | 9.5 (10 reviews) | 8.0 (723 reviews) | 
| **Sales Tools** | 8.1 (9 reviews) | 7.1 (651 reviews) | 
| **Reporting & Dashboards** | 9.4 (12 reviews) | 7.8 (773 reviews) | 
| **Payment Processing** | Feature Not Available | 7.3 (616 reviews) | 
| **Email Integration** | 7.1 (7 reviews) | 8.0 (775 reviews) | 
| **Task Management** | 9.2 (8 reviews) | 8.4 (784 reviews) | 

#### Insurance Documentation

| Feature | AgencyBloc AMS+ | Applied Epic | 
|---|---|---|
| **Claims Management** | Not enough data | 8.0 (729 reviews) | 
| **Policy Management** | 9.5 (10 reviews) | 8.8 (823 reviews) | 
| **Invoicing & Receipts** | 7.7 (5 reviews) | 8.1 (756 reviews) | 
| **Electronic Signatures** | Not enough data | 7.7 (656 reviews) | 

---
## 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% | 71.6% | 
| **Mid-Market** | 7.3% | 23.6% | 
| **Enterprise** | 0% | 4.7% | 

### 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:** 91.7%
- **Accounting:** 3.6%
- **Construction:** 1.1%
- **Financial Services:** 0.7%
- **Information Technology and Services:** 0.3%
- **Automotive:** 0.2%
- **Banking:** 0.2%
- **Commercial Real Estate:** 0.2%
- **Consumer Services:** 0.2%
- **Airlines/Aviation:** 0.1%
- **Other:** 1.7%

---
## 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 (942 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (599 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (708 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 (115 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 (942 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (708 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (599 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 (115 reviews)
- [FileHandler Enterprise](https://www.g2.com/products/filehandler-enterprise/reviews) — 4.4/5 stars (36 reviews)
- [Momentum AMP, formerly Nowcerts](https://www.g2.com/products/momentum-amp-formerly-nowcerts/reviews) — 3.8/5 stars (7 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..."

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