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# AgencySmart vs Applied Epic Comparison - What are their main differences?

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AgencySmartApplied Epic[+ Add Product](#)

Reviews

**AgencySmart** [

4.8/5(39)

](https://www.g2.com/products/agencysmart/reviews#reviews)

**Applied Epic** [

4.4/5(2,192)

](https://www.g2.com/products/applied-epic/reviews#reviews)

Pricing

**AgencySmart**
Free Trial

**$60.00** · Basic Quoting

**Applied Epic**
No pricing available

**Pricing Insights**
from reviews

Time to Implement

**AgencySmart**
1 monthFaster

Based on 11 responses

**Applied Epic**
4 months

Based on 605 responses

Return on Investment

**AgencySmart**
5 months10 months sooner

Based on 11 responses

**Applied Epic**
15 months

Based on 556 responses

Perceived Cost

**AgencySmart**
$$$$$

**Applied Epic**
$$$$$

Average Discount

**AgencySmart**
Not enough reviews yet

**Applied Epic**
8%

 ![AgencySmart](https://images.g2crowd.com/uploads/product/hd_favicon/4e8f80e6c9a5731814fdc9f1664581ea/agencysmart.png "AgencySmart")

 ![Applied Epic](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic")

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Pros & Cons

**AgencySmart**
[
Ease of Use (3)
](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1732970&qs=pros-and-cons#reviews)[
Training Support (2)
](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1733033&qs=pros-and-cons#reviews)[
Data Entry Issues (2)
](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1732990&qs=pros-and-cons#reviews)[
Manual Editing Difficulty (1)
](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1732959&qs=pros-and-cons#reviews)

**Applied Epic**
[
Ease of Use (523)
](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1183684&qs=pros-and-cons#reviews)[
Features (215)
](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1182973&qs=pros-and-cons#reviews)[
Learning Curve (168)
](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1182226&qs=pros-and-cons#reviews)[
Complex Process (139)
](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1184200&qs=pros-and-cons#reviews)

Integrations

**AgencySmart**
Not enough data

**Applied Epic**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_efcfe787e0b9baea62c5cdf53faa7f42/acs-2000.png "Product Avatar Image")

ACS 2000

](https://www.g2.com/products/acs-2000/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e89d21750715f4646ed61c011b2917dc/adobe-acrobat.png "Product Avatar Image")

Adobe Acrobat

](https://www.g2.com/products/adobe-acrobat/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_7e8d45048864d664072c5d71af151af0/applied-csr24.jpg "Product Avatar Image")

Applied CSR24

](https://www.g2.com/products/applied-csr24/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_6c179139dce418eef9e98c99b810d791/applied-pay.png "Product Avatar Image")

Applied Pay

](https://www.g2.com/products/applied-pay/reviews)[
View all
](https://www.g2.com/products/applied-epic/integrations)

Screenshots

**AgencySmart**
 ![AgencySmart screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/151635/MBL-Enrollment---Dependents.png)

**Applied Epic**
No screenshot available

Ratings

Meets Requirements

**AgencySmart**

9.8

9.827

**Applied Epic**

8.6

8.61,244

Ease of Use

**AgencySmart**

9.8

9.828

**Applied Epic**

8.1

8.11,865

Ease of Setup

**AgencySmart**

9.5

9.518

**Applied Epic**

7.4

7.41,184

Ease of Admin

**AgencySmart**

9.5

9.518

**Applied Epic**

7.8

7.8573

Quality of Support

**AgencySmart**

9.6

9.631

**Applied Epic**

8.7

8.71,468

Has the product been a good partner in doing business?

**AgencySmart**

9.9

9.918

**Applied Epic**

8.6

8.6603

Product Direction (% positive)

**AgencySmart**

10.0

10.027

**Applied Epic**

8.4

8.41,191

Features

Insurance Agency Management Systems[Hide 56 FeaturesShow 56 Features](javascript:void(0);)

9.3

8

8.5

1,375

Administration

Contact Management

9.5(won by 0.8)

7

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.7

959

Commissions

9.7(won by 1.6)

6

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.1

801

Sales Tools

9.5(won by 2.3)

7

 (There is a greater than 0.5 difference between this product's rating and its competitors)

7.2

685

Reporting & Statistics

10.0(won by 2.1)

6

 (There is a greater than 0.5 difference between this product's rating and its competitors)

7.9

905

Email Integration

8.9(won by 0.8)

6

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.1

878

Task Management

8.8(won by 0.2)

7

8.6

902

Accounting

Not enough data

7.7(won by default)

831

Payment Processing

Not enough data

7.5(won by default)

674

Third-Party Integrations

Not enough data

8.5(won by default)

55

Alerts/Notifications

Not enough data

7.5(won by default)

8

Pipeline Management

Not enough data

6.7(won by default)

5

Commission Management

Not enough data

9.2(won by default)

10

User Management

Not enough data

8.7(won by default)

15

Forms Management

Not enough data

8.3(won by default)

12

Workflow Management

Not enough data

8.7(won by default)

45

Document Management

Not enough data

8.9(won by default)

61

Contact Database

Not enough data

9.6(won by default)

25

Accounting Integration

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Invoice Management

Not enough data

Not enough data

Insurance Documentation

Insurance Policy Management

10.0(won by 1.0)

7

 (There is a greater than 0.5 difference between this product's rating and its competitors)

9.0

1008

Electronic Signatures

8.0(won by 0.2)

5

7.8

699

Claims Management

Not enough data

8.1(won by default)

790

Invoicing & Receipts

Not enough data

8.2(won by default)

839

Client Management

Not enough data

10.0(won by default)

26

Lead Management

Not enough data

Not enough data

Additional Functionality

Access Controls/Permissions

Not enough data

8.0(won by default)

5

AI Copilot

Not enough data

9.5(won by default)

34

Audit Trail

Not enough data

8.0(won by default)

5

Search/Filter

Not enough data

8.3(won by default)

25

Activity Tracking

Not enough data

9.2(won by default)

18

API

Not enough data

8.0(won by default)

5

Customizable Templates

Not enough data

8.0(won by default)

5

Document Storage

Not enough data

10.0(won by default)

21

Property & Casualty

Not enough data

9.4(won by default)

9

Configurable Workflow

Not enough data

9.0(won by default)

5

Life & Health

Not enough data

8.6(won by default)

6

Status Tracking

Not enough data

8.3(won by default)

6

Generative AI

Not enough data

9.8(won by default)

22

Customizable Reports

Not enough data

8.6(won by default)

11

Customizable Fields

Not enough data

8.5(won by default)

10

Quotes/Estimates

Not enough data

8.6(won by default)

7

Client Portal

Not enough data

Not enough data

Commission Calculations

Not enough data

Not enough data

Insurance Rating

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

Customizable Forms

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

SSL Security

Not enough data

Not enough data

Referral Tracking

Not enough data

Not enough data

Risk Assessment

Not enough data

Not enough data

Email Marketing

Not enough data

Not enough data

Health Insurance Software[Hide 8 FeaturesShow 8 Features](javascript:void(0);)

9.2

8

Not enough data

Platform Data

Platform Search

9.5(won by default)

7

Not enough data

Dashboard

9.7(won by default)

6

Not enough data

Alerts and Notifications

9.0(won by default)

7

Not enough data

Platform Interoperability

Pre-Built Connectors

Not enough data

Not enough data

Platform Additional Functionality

Cloud

9.7(won by default)

5

Not enough data

Payment

7.7(won by default)

5

Not enough data

Client Portal

Not enough data

Not enough data

Platform Content

Automation

9.3(won by default)

5

Not enough data

Life & Health Insurance Agency Management[Hide 42 FeaturesShow 42 Features](javascript:void(0);)

9.2

20

Not enough data

Platform Administration

Task Management

9.4(won by default)

17

Not enough data

Email Integration

8.5(won by default)

17

Not enough data

Sales Tools

8.8(won by default)

18

Not enough data

Commissions

9.7(won by default)

17

Not enough data

Accounting

9.2(won by default)

12

Not enough data

Contact Management

9.6(won by default)

19

Not enough data

Payment Processing

Feature Not Available

Not enough data

Platform Basics

Reporting

9.5(won by default)

18

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Platform Documentation

Electronic Signature

8.5(won by default)

13

Not enough data

Policy Management

9.8(won by default)

19

Not enough data

Claims Management

8.6(won by default)

16

Not enough data

Invoicing & Receipts

Not enough data

Not enough data

Additional Functionality

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

Feature Not Available

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

Feature Not Available

Not enough data

Email Marketing

Not enough data

Not enough data

Show 1 feature category with incomplete data

Benefits Administration[Hide 135 FeaturesShow 135 Features](javascript:void(0);)

Not enough data

Not enough data

Benefits Administration Platform Features

Benefits Record Management

9.3(won by default)

5

Not enough data

Enrollment Planning

Not enough data

Not enough data

Third-Party Carrier Integration

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Total Compensation Statements

Not enough data

Not enough data

Self-Service Portal

Not enough data

Not enough data

Regulatory Compliance

Not enough data

Not enough data

Mobile Benefits Access

Not enough data

Not enough data

Timesheet Management

Not enough data

Not enough data

Payroll Management

Not enough data

Not enough data

Performance Management

Not enough data

Not enough data

Recruitment Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Deduction Management

Not enough data

Not enough data

Training Management

Not enough data

Not enough data

Employee Management

Not enough data

Not enough data

Compensation Management

Not enough data

Not enough data

HR Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Attendance Management

Not enough data

Not enough data

Retirement Plan Management

Not enough data

Not enough data

Provider Management

Not enough data

Not enough data

Online Benefits Enrollment

Not enough data

Not enough data

Employee Portal

Not enough data

Not enough data

Benefits Administration Platform Features

Benefits Record Management

9.3(won by default)

5

Not enough data

Enrollment Planning

Not enough data

Not enough data

Third-Party Carrier Integration

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Total Compensation Statements

Not enough data

Not enough data

Self-Service Portal

Not enough data

Not enough data

Regulatory Compliance

Not enough data

Not enough data

Benefits Dashboards

Not enough data

Not enough data

Mobile Benefits Access

Not enough data

Not enough data

Integrations / APIs

Not enough data

Not enough data

Internationalization

Not enough data

Not enough data

Mobility

Not enough data

Not enough data

Generative AI

AI Text Generation

Feature Not Available

Not enough data

AI Text Summarization

Feature Not Available

Not enough data

AI Image-to-Text

Feature Not Available

Not enough data

Generative AI

Not enough data

Not enough data

Additional Functionality

ACA Reporting

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Vacation/Leave Tracking

Not enough data

Not enough data

HIPAA Compliant

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Leave Tracking

Not enough data

Not enough data

COBRA Administration

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Employee Database

Not enough data

Not enough data

Time Off Requests

Not enough data

Not enough data

Employee Benefits Administration

Not enough data

Not enough data

Configurable Workflow

Not enough data

Not enough data

Sick Leave Tracking

Not enough data

Not enough data

Life Insurance Administration

Not enough data

Not enough data

Health Insurance Administration

Not enough data

Not enough data

Benefits Administration Outsourcing

Not enough data

Not enough data

Disability Insurance Administration

Not enough data

Not enough data

Attendance Tracking

Not enough data

Not enough data

Applicant Tracking

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

FMLA Administration

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Employee Onboarding

Not enough data

Not enough data

HSA/FSA Administration

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Platform

Customization 

9.3(won by default)

5

Not enough data

User, Role, and Access Management

9.7(won by default)

5

Not enough data

Integration APIs

Not enough data

Not enough data

Internationalization

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Training Management

Not enough data

Not enough data

Goal Management

Not enough data

Not enough data

Feedback Management

Not enough data

Not enough data

Action Management

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Benefits Dashboard

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Feedback Management

Not enough data

Not enough data

Performance Management

Not enough data

Not enough data

Recruitment Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Training Management

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Employee Management

Not enough data

Not enough data

Orientation Workflow Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

HR Management

Not enough data

Not enough data

Help Desk Management

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Payroll Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Job Description Management

Not enough data

Not enough data

Social Media Integration

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Assessment Management

Not enough data

Not enough data

Social Media Integration

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Third-Party Integration

Not enough data

Not enough data

Initiative Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Community Management

Not enough data

Not enough data

Employee Referral Management

Not enough data

Not enough data

Candidate Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Advertising Management

Not enough data

Not enough data

Application Management

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Job Management

Not enough data

Not enough data

Discount Management

Not enough data

Not enough data

Pipeline Management

Not enough data

Not enough data

File Management

Not enough data

Not enough data

Job Management

Not enough data

Not enough data

Data Storage Management

Not enough data

Not enough data

Compensation Management

Not enough data

Not enough data

Employee Management

Not enough data

Not enough data

Job Application Management

Not enough data

Not enough data

HR Management

Not enough data

Not enough data

Competency Management

Not enough data

Not enough data

Performance Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Job Description Management

Not enough data

Not enough data

Evaluation Management

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![AgencySmart](https://images.g2crowd.com/uploads/product/hd_favicon/4e8f80e6c9a5731814fdc9f1664581ea/agencysmart.png "AgencySmart")](https://www.g2.com/products/agencysmart/reviews)

AgencySmart

Small-Business(50 or fewer emp.)

94.7%

Mid-Market(51-1000 emp.)

2.6%

Enterprise(\> 1000 emp.)

2.6%

[![Applied Epic](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic")](https://www.g2.com/products/applied-epic/reviews)

Applied Epic

Small-Business(50 or fewer emp.)

69.8%

Mid-Market(51-1000 emp.)

24.8%

Enterprise(\> 1000 emp.)

5.4%

Small-Business

(50 or fewer emp.)

94.7%

69.8%

Mid-Market

(51-1000 emp.)

2.6%

24.8%

Enterprise

(\> 1000 emp.)

2.6%

5.4%

Reviewers' Industry

[![AgencySmart](https://images.g2crowd.com/uploads/product/hd_favicon/4e8f80e6c9a5731814fdc9f1664581ea/agencysmart.png "AgencySmart")](https://www.g2.com/products/agencysmart/reviews)
AgencySmart

Insurance

92.1%

Health, Wellness and Fitness

2.6%

Financial Services

2.6%

Airlines/Aviation

2.6%

&dash;

Other

0.0%

[![Applied Epic](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic")](https://www.g2.com/products/applied-epic/reviews)
Applied Epic

Insurance

89.7%

Accounting

4.4%

Construction

1.4%

Financial Services

0.6%

Information Technology and Services

0.5%

Other

3.4%

FAQs

## AgencySmart vs Applied Epic FAQs

Generated using AI

Last updated: August 15, 2026

### What is the difference between Applied Epic vs AgencySmart?

AgencySmart stands out for higher reviewer satisfaction across all key dimensions compared to Applied Epic.

| [Applied Epic](https://www.g2.com/products/applied-epic/reviews) | [AgencySmart](https://www.g2.com/products/agencysmart/reviews) |
| --- | --- |
| 4.4/5 (1,800 reviews) | 4.8/5 (39 reviews) |
| Small-Business | Small-Business |
| 7.4 | 9.5 |
| 8.7 | 9.6 |
| Ease of Use (534 all-time mentions) | Ease of Use (3 all-time mentions) |

### How do the pricing models of Applied Epic and AgencySmart compare?

AgencySmart is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to Applied Epic.

- **Applied Epic:** Reviewers frequently cite high pricing as a drawback, with several noting that extra charges for accessing data impact day-to-day operations.
- **AgencySmart:** Reviewers consistently describe AgencySmart as cost-effective and less expensive than competitors, with many highlighting its value for the features provided.
- **Switching reasons:** Recent reviewers mention switching to AgencySmart for its lower cost and comprehensive feature set.

### What are the best alternatives to Applied Epic and AgencySmart?

The top three alternatives to Applied Epic and AgencySmart are NextAgency, AMS360, and EZLynx.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Applied Epic](https://www.g2.com/products/applied-epic/reviews) | 4.4/5 (1,800 reviews) | Small-Business | Pricing is frequently cited as high | Ease of Use (534 all-time mentions) |
| [AgencySmart](https://www.g2.com/products/agencysmart/reviews) | 4.8/5 (39 reviews) | Small-Business | Described as cost-effective and less expensive than competitors | Ease of Use (3 all-time mentions) |
| [NextAgency](https://www.g2.com/products/nextagency/reviews) | 4.8/5 (37 reviews) | Small-Business | — | User-friendly interface |
| [AMS360](https://www.g2.com/products/ams360/reviews) | 4.3/5 (968 reviews) | Small-Business | — | Comprehensive feature set |
| [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) | 4.4/5 (724 reviews) | Mid-Market | — | Quoting capabilities |

### Which Insurance Agency Management Systems features should I prioritize when comparing Applied Epic and AgencySmart?

Buyers comparing Applied Epic and AgencySmart should prioritize Ease of Use, Ease of Setup, Quality of Support, Commissions, and Workflow Efficiency.

- **Ease of Use:** Applied Epic 8.1 (534 all-time mentions), AgencySmart 9.8 (3 all-time mentions)
- **Ease of Setup:** Applied Epic 7.4, AgencySmart 9.5
- **Quality of Support:** Applied Epic 8.7, AgencySmart 9.6
- **Commissions:** Both products are frequently cited for commission tracking, with AgencySmart highlighted for simplicity and flexibility in recent reviews
- **Workflow Efficiency:** Applied Epic (153 all-time mentions), AgencySmart (recent reviewers highlight streamlined processes)

### What are the pros and cons of Applied Epic vs AgencySmart?

Applied Epic's headline strength is its robust feature set and workflow efficiency, while AgencySmart is most praised for its ease of use and cost-effectiveness.

- **Applied Epic strengths:** Ease of Use (534 all-time mentions), Features (215), Data Management (195), Workflow Efficiency (153), Organization (151), Integrations (133), Customization (80)
- **Applied Epic trade-offs:** Learning Curve (173), Complex Process (139), Excessive Clicking (130), Inefficiency (114), Limited Customization (99), Slow Performance (87), High Pricing frequently cited in recent reviews
- **AgencySmart strengths:** Ease of Use (3 all-time mentions), Training Support (2), Activities Management (1), Navigation Ease (1), Cost-effectiveness and simple onboarding highlighted in recent reviews
- **AgencySmart trade-offs:** Data Entry Issues (2), Manual Editing Difficulty (1), Limited integrations and CRM features noted in recent reviews

### Is Applied Epic or AgencySmart better for small businesses?

AgencySmart is the better fit for small businesses, with higher satisfaction scores and strong small-business reviewer sentiment.

- **Applied Epic:** Largest segment is Small-Business, but reviewers frequently cite a steep learning curve and high pricing as challenges for smaller agencies.
- **AgencySmart:** Largest segment is Small-Business, with reviewers consistently praising its ease of use, quick setup, and value for small agencies.

### Which Insurance Agency Management Systems platform has better integrations?

Applied Epic is favored for integrations, with more reviewer-cited integration mentions than AgencySmart.

- **Applied Epic:** Indio (44 all-time mentions), Applied TAM (20 all-time mentions), reviewers note integration capabilities in 133 all-time mentions.
- **AgencySmart:** Reviewers mention a desire for more CRM-like integrations and note limited API connections in recent reviews.

### How do Applied Epic and AgencySmart compare on customer support?

AgencySmart outperforms Applied Epic on Quality of Support by a margin of 0.9 points, a material difference.

- **Applied Epic:** Reviewers describe support as knowledgeable and helpful, though some mention slow resolution times and extra charges for assistance.
- **AgencySmart:** Reviewers consistently praise the support team for responsiveness, training, and quick solutions, with multiple mentions of superior support experiences.

### Which is easier to implement, Applied Epic or AgencySmart?

AgencySmart is easier to implement than Applied Epic, with a 2.1-point advantage in Ease of Setup.

- **Applied Epic:** Reviewers frequently mention a challenging initial setup, often requiring outside consultants and extended onboarding periods.
- **AgencySmart:** Reviewers consistently highlight quick and straightforward setup, with many noting that onboarding is easy for new staff and agencies.

### Which product has better Commissions?

AgencySmart is more highly rated for Commissions, with reviewers highlighting its simplicity and flexibility for commission tracking.

- **Applied Epic:** Reviewers mention commission calculation and reconciliation features, with commission-related workflow improvements cited in recent reviews.
- **AgencySmart:** Reviewers consistently praise commission tracking, with recent reviews highlighting its simple, flexible, and robust commission management capabilities.

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