# AgencyBloc AMS+, HawkSoft vs Applied Epic Comparison | | AgencyBloc AMS+ | HawkSoft | Applied Epic | |---|---|---|---| | **Star Rating** | 4.7 out of 5 | 4.8 out of 5 | 4.4 out of 5 | | **Total Reviews** | 42 | 84 | 1,563 | | **Largest Market Segment** | Small-Business (92.7% of reviews) | Small-Business (95.2% of reviews) | Small-Business (71.6% of reviews) | | **Entry Level Price** | Starting at $109.00 1 User Per Month | Contact Us | 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) ### HawkSoft Pros: - Communication (2 reviews) - Integrations (2 reviews) Cons: - Integration Issues (1 reviews) - Policy Management (1 reviews) ### Applied Epic Pros: - Ease of Use (534 reviews) - Features (219 reviews) Cons: - Learning Curve (173 reviews) - Complex Process (140 reviews) --- ## Ratings Comparison | Rating | AgencyBloc AMS+ | HawkSoft | Applied Epic | |---|---|---|---| | **Meets Requirements** | 9.0 (30 reviews) | 9.3 (71 reviews) | 8.6 (1018 reviews) | | **Ease of Use** | 9.3 (30 reviews) | 9.2 (72 reviews) | 8.1 (1409 reviews) | | **Ease of Setup** | 9.1 (19 reviews) | 8.8 (44 reviews) | 7.3 (993 reviews) | | **Ease of Admin** | 9.3 (19 reviews) | 9.2 (39 reviews) | 7.7 (441 reviews) | | **Quality of Support** | 9.0 (26 reviews) | 9.6 (70 reviews) | 8.8 (979 reviews) | | **Has the product been a good partner in doing business?** | 9.2 (19 reviews) | 9.5 (39 reviews) | 8.6 (457 reviews) | | **Product Direction (% positive)** | 8.7 (27 reviews) | 9.8 (70 reviews) | 8.5 (1010 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 ### HawkSoft #### Entry-Level Pricing Plan: HawkSoft Subscription Price: Contact Us Description: Our pricing model is based on a flat base fee plus a user fee of $94 per user per month. HawkSoft is committed to delivering a great value at a transparent, fair price. We do not do minimum length contracts, early termination fees, data extraction fees, or artificially low "introductory" offers followed by exponential increases. Please contact us for a pricing proposal. Key Features: - P&C policy management - Automated documentation and E&O mitigation - Reporting / Sales Pipeline [Learn more about HawkSoft](https://www.g2.com/products/hawksoft/reviews) #### Free Trial No ### 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 | | **HawkSoft** | N/A | N/A | | **Applied Epic** | N/A | N/A | #### Platform Administration | Feature | AgencyBloc AMS+ | HawkSoft | Applied Epic | |---|---|---|---| | **Payment Processing** | Feature Not Available | Not enough data | Not enough data | | **Task Management** | 8.6 (12 reviews) | Not enough data | Not enough data | | **Email Integration** | 7.3 (8 reviews) | Not enough data | Not enough data | | **Sales Tools** | 6.9 (7 reviews) | Not enough data | Not enough data | | **Commissions** | 9.8 (9 reviews) | Not enough data | Not enough data | | **Accounting** | Feature Not Available | Not enough data | Not enough data | | **Contact Management** | 9.6 (14 reviews) | Not enough data | Not enough data | #### Platform Basics | Feature | AgencyBloc AMS+ | HawkSoft | Applied Epic | |---|---|---|---| | **Reporting** | 9.2 (15 reviews) | Not enough data | Not enough data | #### Platform Documentation | Feature | AgencyBloc AMS+ | HawkSoft | Applied Epic | |---|---|---|---| | **Electronic Signature** | Feature Not Available | Not enough data | Not enough data | | **Invoicing & Receipts** | Feature Not Available | Not enough data | Not enough data | | **Policy Management** | 8.8 (15 reviews) | Not enough data | Not enough data | | **Claims Management** | Feature Not Available | Not enough data | Not enough data | ### Insurance Agency Management Systems | Product | Score | Reviews | |---|---|---| | **AgencyBloc AMS+** | 9.0/10 | 12 | | **HawkSoft** | 9.0/10 | 61 | | **Applied Epic** | 7.9/10 | 865 | #### Administration | Feature | AgencyBloc AMS+ | HawkSoft | Applied Epic | |---|---|---|---| | **Accounting** | Feature Not Available | 8.5 (34 reviews) | 7.5 (715 reviews) | | **Contact Management** | 9.0 (12 reviews) | 9.3 (52 reviews) | 8.5 (785 reviews) | | **Commissions** | 9.5 (10 reviews) | 8.5 (36 reviews) | 8.0 (723 reviews) | | **Sales Tools** | 8.1 (9 reviews) | 8.2 (49 reviews) | 7.1 (650 reviews) | | **Reporting & Dashboards** | 9.4 (12 reviews) | 9.0 (54 reviews) | 7.8 (771 reviews) | | **Payment Processing** | Feature Not Available | 9.3 (43 reviews) | 7.3 (614 reviews) | | **Email Integration** | 7.1 (7 reviews) | 8.9 (54 reviews) | 8.0 (772 reviews) | | **Task Management** | 9.2 (8 reviews) | 9.4 (51 reviews) | 8.4 (782 reviews) | #### Insurance Documentation | Feature | AgencyBloc AMS+ | HawkSoft | Applied Epic | |---|---|---|---| | **Claims Management** | Not enough data | 8.5 (41 reviews) | 8.0 (729 reviews) | | **Policy Management** | 9.5 (10 reviews) | 9.5 (57 reviews) | 8.8 (821 reviews) | | **Invoicing & Receipts** | 7.7 (5 reviews) | 9.0 (46 reviews) | 8.1 (754 reviews) | | **Electronic Signatures** | Not enough data | 9.3 (36 reviews) | 7.7 (654 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) **Unique to HawkSoft (2):** [Property & Casualty Policy Administration Systems](https://www.g2.com/categories/property-casualty-policy-administration-systems), [Insurance Suites Software](https://www.g2.com/categories/insurance-suites) --- ## Reviewer Demographics ### By Company Size | Segment | AgencyBloc AMS+ | HawkSoft | Applied Epic | |---|---|---|---| | **Small-Business** | 92.7% | 95.2% | 71.6% | | **Mid-Market** | 7.3% | 2.4% | 23.7% | | **Enterprise** | 0% | 2.4% | 4.8% | ### 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% #### HawkSoft - **Insurance:** 95.2% - **Retail:** 1.2% - **Information Technology and Services:** 1.2% - **Information Services:** 1.2% - **Financial Services:** 1.2% #### 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:** 1.6% --- ## 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 (934 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (563 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (699 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) - [SmartOffice](https://www.g2.com/products/smartoffice/reviews) — 3.7/5 stars (28 reviews) - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (102 reviews) - [Gen4 Agency Management](https://www.g2.com/products/gen4-agency-management/reviews) — 3.9/5 stars (5 reviews) ### Alternatives to HawkSoft - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (699 reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (934 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (563 reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews) - [Applied TAM](https://www.g2.com/products/applied-tam/reviews) — 3.4/5 stars (56 reviews) - [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews) - [BriteCore](https://www.g2.com/products/britecore/reviews) — 4.3/5 stars (24 reviews) - [Duck Creek Policy](https://www.g2.com/products/duck-creek-policy/reviews) — 4.6/5 stars (118 reviews) - [Sagitta](https://www.g2.com/products/sagitta/reviews) — 3.9/5 stars (91 reviews) - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (102 reviews) ### Alternatives to Applied Epic - [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (934 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (699 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (563 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) - [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 (102 reviews) - [FileHandler Enterprise](https://www.g2.com/products/filehandler-enterprise/reviews) — 4.4/5 stars (36 reviews) - [TLDCRM](https://www.g2.com/products/tldcrm/reviews) — 4.7/5 stars (19 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. ### HawkSoft - Title: [What is applied epic?](https://www.g2.com/discussions/hawksoft-what-is-applied-epic) — 2 comments > **Top comment:** "Applied Epic is another type of insurance agency management system software." - Title: [What does EZLynx cost?](https://www.g2.com/discussions/what-does-ezlynx-cost) — 1 comment > **Top comment:** "Our agency has three locations and 20 users. We have the consumer quoting add-on for our website as well. The annual cost is approximately $4,500." ### 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-hawksoft-vs-applied-epic)