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Compare AgentSync and Applied Epic 
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At a Glance
Market Segments
Mid-Market (71.4% of reviews)
Small-Business (71.6% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
AgentSync
Star Rating
(21)4.2 out of 5
Market Segments
Mid-Market (71.4% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about AgentSyncApplied Epic
Star Rating
(1,556)4.4 out of 5
Market Segments
Small-Business (71.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied EpicSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Applied Epic excels in its Contact Management feature, scoring an impressive 8.5, which reviewers mention makes it easier to keep track of client interactions and relationships compared to AgentSync's score of 8.4.
- Reviewers mention that Applied Epic's Claims Management functionality is robust, with a score of 8.0, while AgentSync offers a slightly lower score of 8.2, indicating that users find Applied Epic's overall claims processing capabilities to be more comprehensive.
- G2 users highlight that Applied Epic's Ease of Setup is a drawback, scoring only 6.9, whereas AgentSync shines with a score of 7.9, suggesting that users find AgentSync easier to implement and integrate into their existing workflows.
- Users on G2 report that Applied Epic's Quality of Support is a strong point, with a score of 8.8, which is higher than AgentSync's 8.5, indicating that users feel more supported when using Applied Epic.
- Reviewers mention that the Sales Tools in Applied Epic score 7.2, which is lower than AgentSync's 7.1, suggesting that users may find AgentSync's sales features to be more effective for their needs.
- Users say that Applied Epic's Payment Processing feature scores 7.2, which is lower than AgentSync's 7.4, indicating that users may experience more challenges with payment processing in Applied Epic compared to AgentSync.
Pricing
Entry-Level Pricing
AgentSync
No pricing availableApplied Epic
No pricing availableFree Trial
AgentSync
No trial information availableApplied Epic
No trial information availableRatings
Meets Requirements
8.0
20
8.6
1,012
Ease of Use
8.3
20
8.1
1,401
Ease of Setup
7.9
18
7.3
986
Ease of Admin
8.2
16
7.7
440
Quality of Support
8.5
19
8.8
974
Has the product been a good partner in doing business?
8.5
16
8.6
457
Product Direction (% positive)
8.2
19
8.6
1,004
Features by Category
Agentic AI - Salesforce AppExchange Apps
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
7.5
709
Not enough data
8.5
782
Not enough data
8.0
719
Not enough data
7.1
648
Not enough data
7.8
767
Not enough data
7.3
611
Not enough data
8.0
766
Not enough data
8.4
778
Insurance Documentation
Not enough data
8.0
726
Not enough data
8.9
813
Not enough data
8.1
750
Not enough data
7.7
653
Categories
Categories
Shared Categories
AgentSync and Applied Epic share no categories
Unique Categories
AgentSync is categorized as Insurance Compliance and Salesforce AppExchange Apps
Applied Epic is categorized as Insurance Agency Management Systems
Reviews
Reviewers' Company Size
AgentSync
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
76.2%
Retail
4.8%
Non-Profit Organization Management
4.8%
Hospital & Health Care
4.8%
Financial Services
4.8%
Other
4.8%
Insurance
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
Discussions
AgentSync has no discussions with answers
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
MP
yesRead more
Is there a way to add taxes and fees so that it carries over into the invoicing section?
3 Comments
LM
Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure>Accounting>Transaction Codes.Read more
What is the best way to implement Best Practices for reports on renewal and new business retention?
2 Comments
TB
If you forward to me your email address I can send to you the Criteria that I use for both.Read more
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