# AgencySmart, QQCatalyst vs Applied Epic Comparison

| | AgencySmart | QQCatalyst | Applied Epic | 
|---|---|---|---|
| **Star Rating** | 4.8 out of 5 | 4.4 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 39 | 563 | 1,563 | 
| **Largest Market Segment** | Small-Business (94.7% of reviews) | Small-Business (97.8% of reviews) | Small-Business (71.6% of reviews) | 
| **Entry Level Price** | $49.00 | No pricing available | 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)

### QQCatalyst

Pros:
- Ease of Use (97 reviews)
- Organization (35 reviews)

Cons:
- Download Issues (17 reviews)
- Poor Reporting (12 reviews)

### Applied Epic

Pros:
- Ease of Use (534 reviews)
- Features (219 reviews)

Cons:
- Learning Curve (173 reviews)
- Complex Process (140 reviews)

---
## Ratings Comparison
| Rating | AgencySmart | QQCatalyst | Applied Epic | 
|---|---|---|---|
  | **Meets Requirements** | 9.8 (27 reviews) | 8.6 (446 reviews) | 8.6 (1018 reviews) | 
  | **Ease of Use** | 9.8 (28 reviews) | 8.8 (452 reviews) | 8.1 (1409 reviews) | 
  | **Ease of Setup** | 9.5 (18 reviews) | 8.5 (339 reviews) | 7.3 (993 reviews) | 
  | **Ease of Admin** | 9.5 (18 reviews) | 8.5 (247 reviews) | 7.7 (441 reviews) | 
  | **Quality of Support** | 9.6 (31 reviews) | 8.6 (438 reviews) | 8.8 (979 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.9 (18 reviews) | 8.5 (254 reviews) | 8.6 (457 reviews) | 
  | **Product Direction (% positive)** | 10.0 (27 reviews) | 8.2 (425 reviews) | 8.5 (1010 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

### QQCatalyst

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Applied Epic

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Health Insurance Software

| Product | Score | Reviews |
|---|---|---|
| **AgencySmart** | 9.1/10 | 8 |
| **QQCatalyst** | N/A | N/A |
| **Applied Epic** | N/A | N/A |

#### Platform Data

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

#### Platform Interoperability

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

#### Platform Additional Functionality

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

#### Platform Content

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

### Life & Health Insurance Agency Management

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

#### Platform Administration

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

#### Platform Basics

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

#### Platform Documentation

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

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **AgencySmart** | 9.3/10 | 8 |
| **QQCatalyst** | 7.6/10 | 405 |
| **Applied Epic** | 7.9/10 | 865 |

#### Administration

| Feature | AgencySmart | QQCatalyst | Applied Epic | 
|---|---|---|---|
| **Accounting** | Not enough data | 6.8 (314 reviews) | 7.5 (715 reviews) | 
| **Contact Management** | 9.5 (7 reviews) | 8.8 (378 reviews) | 8.5 (785 reviews) | 
| **Commissions** | 9.7 (6 reviews) | 6.9 (324 reviews) | 8.0 (723 reviews) | 
| **Sales Tools** | 9.5 (7 reviews) | 7.2 (335 reviews) | 7.1 (650 reviews) | 
| **Reporting & Dashboards** | 10.0 (6 reviews) | 8.3 (371 reviews) | 7.8 (771 reviews) | 
| **Payment Processing** | Not enough data | 6.5 (295 reviews) | 7.3 (614 reviews) | 
| **Email Integration** | 8.9 (6 reviews) | 7.6 (348 reviews) | 8.0 (772 reviews) | 
| **Task Management** | 8.8 (7 reviews) | 8.4 (355 reviews) | 8.4 (782 reviews) | 

#### Insurance Documentation

| Feature | AgencySmart | QQCatalyst | Applied Epic | 
|---|---|---|---|
| **Claims Management** | Not enough data | 7.0 (309 reviews) | 8.0 (729 reviews) | 
| **Policy Management** | 10.0 (7 reviews) | 8.9 (380 reviews) | 8.8 (821 reviews) | 
| **Invoicing & Receipts** | Not enough data | 7.4 (324 reviews) | 8.1 (754 reviews) | 
| **Electronic Signatures** | 8.0 (5 reviews) | 6.9 (311 reviews) | 7.7 (654 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 | QQCatalyst | Applied Epic | 
|---|---|---|---|
| **Small-Business** | 94.7% | 97.8% | 71.6% | 
| **Mid-Market** | 2.6% | 1.3% | 23.7% | 
| **Enterprise** | 2.6% | 0.9% | 4.8% | 

### By Industry

#### AgencySmart

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

#### QQCatalyst

- **Insurance:** 97.1%
- **Accounting:** 1.0%
- **Financial Services:** 0.6%
- **Marketing and Advertising:** 0.2%
- **Human Resources:** 0.2%
- **Hospital & Health Care:** 0.2%
- **Consumer Services:** 0.2%
- **Computer Hardware:** 0.2%
- **Banking:** 0.2%
- **Automotive:** 0.2%

#### 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 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 (933 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (699 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 (102 reviews)
- [InsuredMine](https://www.g2.com/products/insuredmine/reviews) — 4.7/5 stars (16 reviews)
- [Sagitta](https://www.g2.com/products/sagitta/reviews) — 3.9/5 stars (91 reviews)

### Alternatives to QQCatalyst

- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (699 reviews)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 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)
- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews)
- [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews)
- [Momentum AMP, formerly Nowcerts](https://www.g2.com/products/momentum-amp-formerly-nowcerts/reviews) — 3.8/5 stars (7 reviews)
- [InsuredMine](https://www.g2.com/products/insuredmine/reviews) — 4.7/5 stars (16 reviews)
- [The Agency Advantage](https://www.g2.com/products/the-agency-advantage/reviews) — 4.8/5 stars (21 reviews)
- [NextAgency](https://www.g2.com/products/nextagency/reviews) — 4.8/5 stars (37 reviews)

### Alternatives to Applied Epic

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (933 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (699 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 (102 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)
- [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

### 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,..."

### QQCatalyst

- Title: [Email is still iffy.  We are saving our Outlook emails and adding them as files at this time.  When will email be updated and working?](https://www.g2.com/discussions/37121-email-is-still-iffy-we-are-saving-our-outlook-emails-and-adding-them-as-files-at-this-time-when-will-email-be-updated-and-working) — 2 comments, 1 upvote
  > **Top comment:** "We are doing the same."
- Title: [What is QQCatalyst used for?](https://www.g2.com/discussions/what-is-qqcatalyst-used-for) — 1 comment, 1 upvote
  > **Top comment:** "I LOVE QQCatalyst!!! It is the Best.  We had Epic before and it is easier."

### 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-qqcatalyst-vs-applied-epic)