# AgencySmart 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 AgencySmart. Users appreciate its robust features, particularly highlighting the efficiency of generating certificates once templates are set up, which streamlines their workflow.
- **Users say** that while AgencySmart has a higher star rating, it has far fewer reviews, which raises questions about the reliability of its feedback. In contrast, Applied Epic has a wealth of recent reviews, indicating a more consistent user experience and ongoing improvements.
- **Reviewers mention** that Applied Epic's implementation process is enhanced by helpful online tutorials, making it easier for users to navigate workflows and manage client data. This contrasts with AgencySmart, where users find the quoting process straightforward but may not have the same depth of support for complex setups.
- **According to verified reviews** , Applied Epic's investment in technology, including AI integration, has impressed users, allowing seamless connections with Office 365 and Adobe tools. This technological advancement positions it as a forward-thinking choice compared to AgencySmart, which, while user-friendly, may not offer the same level of innovation.
- **Users highlight** that AgencySmart's support team is responsive and helpful, providing training and assistance, which is a strong point for new users. However, Applied Epic also receives praise for its quality of support, with users noting the convenience of its logging and notes system, which aids in tracking client interactions.
- **Reviewers note** that Applied Epic's comprehensive features, such as advanced reporting and policy management, are highly valued, even if some users find the platform slightly more complex. In contrast, AgencySmart shines in ease of navigation and simplicity, making it appealing for small businesses looking for straightforward solutions.



| | AgencySmart | Applied Epic | 
|---|---|---|
| **Star Rating** | 4.8 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 39 | 1,568 | 
| **Largest Market Segment** | Small-Business (94.7% of reviews) | Small-Business (71.6% of reviews) | 
| **Entry Level Price** | $49.00 | No pricing available | 

---
## Top Pros & Cons

### AgencySmart

Pros:
- Ease of Use (3 reviews)
- Training Support (2 reviews)

Cons:
- Data Entry Issues (2 reviews)
- Manual Editing Difficulty (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 | AgencySmart | Applied Epic | 
|---|---|---|
  | **Meets Requirements** | 9.8 (27 reviews) | 8.6 (1019 reviews) | 
  | **Ease of Use** | 9.8 (28 reviews) | 8.1 (1410 reviews) | 
  | **Ease of Setup** | 9.5 (18 reviews) | 7.3 (994 reviews) | 
  | **Ease of Admin** | 9.5 (18 reviews) | 7.7 (441 reviews) | 
  | **Quality of Support** | 9.6 (31 reviews) | 8.8 (980 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.9 (18 reviews) | 8.6 (457 reviews) | 
  | **Product Direction (% positive)** | 10.0 (27 reviews) | 8.5 (1011 reviews) | 

---
## Pricing

### AgencySmart

#### Entry-Level Pricing

Plan: Basic Quoting

Price: $49.00

Description: 30-Day Free Trial Available
($44 for NAHU Members)

Key Features:
- Unlimited Quotes
- Renewal Notification Dashboard
- Carrier Plan Designs & SBCs

[Browse all 13 editions](https://www.g2.com/products/agencysmart/pricing)

#### Free Trial

Yes

### Applied Epic

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Health Insurance Software

| Product | Score | Reviews |
|---|---|---|
| **AgencySmart** | 9.2/10 | 8 |
| **Applied Epic** | N/A | N/A |

#### Platform Data

| Feature | AgencySmart | Applied Epic | 
|---|---|---|
| **Platform Search** | 9.5 (7 reviews) | Not enough data | 
| **Dashboard** | 9.7 (6 reviews) | Not enough data | 
| **Alerts and Notifications** | 9.0 (7 reviews) | Not enough data | 

#### Platform Interoperability

| Feature | AgencySmart | Applied Epic | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | AgencySmart | Applied Epic | 
|---|---|---|
| **Cloud** | 9.7 (5 reviews) | Not enough data | 
| **Payment** | 7.7 (5 reviews) | Not enough data | 
| **Portal** | Not enough data | Not enough data | 

#### Platform Content

| Feature | AgencySmart | Applied Epic | 
|---|---|---|
| **Automation** | 9.3 (5 reviews) | Not enough data | 

### Life & Health Insurance Agency Management

| Product | Score | Reviews |
|---|---|---|
| **AgencySmart** | 9.2/10 | 20 |
| **Applied Epic** | N/A | N/A |

#### Platform Administration

| Feature | AgencySmart | Applied Epic | 
|---|---|---|
| **Payment Processing** | Feature Not Available | Not enough data | 
| **Task Management** | 9.4 (17 reviews) | Not enough data | 
| **Email Integration** | 8.5 (17 reviews) | Not enough data | 
| **Sales Tools** | 8.8 (18 reviews) | Not enough data | 
| **Commissions** | 9.7 (17 reviews) | Not enough data | 
| **Accounting** | 9.2 (12 reviews) | Not enough data | 
| **Contact Management** | 9.6 (19 reviews) | Not enough data | 

#### Platform Basics

| Feature | AgencySmart | Applied Epic | 
|---|---|---|
| **Reporting** | 9.5 (18 reviews) | Not enough data | 

#### Platform Documentation

| Feature | AgencySmart | Applied Epic | 
|---|---|---|
| **Electronic Signature** | 8.5 (13 reviews) | Not enough data | 
| **Invoicing & Receipts** | Feature Not Available | Not enough data | 
| **Policy Management** | 9.8 (19 reviews) | Not enough data | 
| **Claims Management** | 8.6 (16 reviews) | Not enough data | 

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **AgencySmart** | 9.3/10 | 8 |
| **Applied Epic** | 7.9/10 | 866 |

#### Administration

| Feature | AgencySmart | Applied Epic | 
|---|---|---|
| **Accounting** | Not enough data | 7.5 (716 reviews) | 
| **Contact Management** | 9.5 (7 reviews) | 8.5 (786 reviews) | 
| **Commissions** | 9.7 (6 reviews) | 8.0 (723 reviews) | 
| **Sales Tools** | 9.5 (7 reviews) | 7.1 (650 reviews) | 
| **Reporting & Dashboards** | 10.0 (6 reviews) | 7.8 (771 reviews) | 
| **Payment Processing** | Not enough data | 7.3 (614 reviews) | 
| **Email Integration** | 8.9 (6 reviews) | 8.0 (773 reviews) | 
| **Task Management** | 8.8 (7 reviews) | 8.4 (782 reviews) | 

#### Insurance Documentation

| Feature | AgencySmart | Applied Epic | 
|---|---|---|
| **Claims Management** | Not enough data | 8.0 (729 reviews) | 
| **Policy Management** | 10.0 (7 reviews) | 8.8 (821 reviews) | 
| **Invoicing & Receipts** | Not enough data | 8.1 (755 reviews) | 
| **Electronic Signatures** | 8.0 (5 reviews) | 7.7 (655 reviews) | 

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

**Unique to AgencySmart (3):** [Health Insurance Software](https://www.g2.com/categories/health-insurance-software), [Life Insurance Policy Administration Systems](https://www.g2.com/categories/life-insurance-policy-administration-systems), [Life & Health Insurance Agency Management Software](https://www.g2.com/categories/life-health-insurance-agency-management)



---
## Reviewer Demographics

### By Company Size

| Segment | AgencySmart | Applied Epic | 
|---|---|---|
| **Small-Business** | 94.7% | 71.6% | 
| **Mid-Market** | 2.6% | 23.7% | 
| **Enterprise** | 2.6% | 4.8% | 

### By Industry

#### AgencySmart

- **Insurance:** 92.1%
- **Health, Wellness and Fitness:** 2.6%
- **Financial Services:** 2.6%
- **Airlines/Aviation:** 2.6%

#### 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 AgencySmart

- [NextAgency](https://www.g2.com/products/nextagency/reviews) — 4.8/5 stars (37 reviews)
- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 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 (704 reviews)
- [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews)
- [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 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)
- [InsuredMine](https://www.g2.com/products/insuredmine/reviews) — 4.7/5 stars (16 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 (704 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)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (115 reviews)
- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 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

### AgencySmart

- Title: [What is AgencySmart used for?](https://www.g2.com/discussions/what-is-agencysmart-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "AgencySmart is the only true all-in-one agency management platform for insurance brokers and general agencies. We offer CRM, Quoting, Online Enrollment,..."

### 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/agencysmart-vs-applied-epic)