Compare AIM and Applied Epic 
At a Glance
Market Segments
Small-Business (58.3% of reviews)
Small-Business (71.6% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
AIM
Star Rating
(12)3.8 out of 5
Market Segments
Small-Business (58.3% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about AIMApplied Epic
Star Rating
(1,557)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.
- G2 reviewers report that Applied Epic excels in user satisfaction, boasting a significantly higher overall score compared to AIM. Users appreciate its robust features, particularly for generating certificates efficiently once templates are set up, which enhances productivity.
- Users say that Applied Epic's implementation process is notably smooth, with many highlighting the helpful online tutorials that guide them through workflows and client management. This ease of setup contrasts with AIM, where some users find the onboarding process less intuitive.
- Reviewers mention that Applied Epic's advanced data management capabilities and integration with Office 365 and Adobe tools are game-changers, allowing for seamless operations. In comparison, AIM is recognized for its stability and reliability, particularly in accounting functionalities, but lacks the same level of technological advancement.
- According to verified reviews, Applied Epic's quality of support is highly rated, with users noting the responsiveness and helpfulness of the support team. AIM, while stable, does not receive the same level of praise for support, indicating a potential area for improvement.
- Users highlight that Applied Epic's ongoing investment in technology, including AI enhancements, keeps the platform evolving and relevant. AIM, while appreciated for its flexibility and accounting controls, may not offer the same innovative features that users are increasingly looking for.
- G2 reviewers indicate that Applied Epic is particularly well-suited for small businesses, with a majority of its reviews coming from this segment. AIM also serves small businesses but has a smaller share of positive feedback, suggesting that Applied Epic may be a more favorable choice for users in this market.
Pricing
Entry-Level Pricing
AIM
No pricing availableApplied Epic
No pricing availableFree Trial
AIM
No trial information availableApplied Epic
No trial information availableRatings
Meets Requirements
Not enough data
8.6
1,014
Ease of Use
6.9
8
8.1
1,403
Ease of Setup
5.7
7
7.3
988
Ease of Admin
Not enough data
7.7
441
Quality of Support
Not enough data
8.8
976
Has the product been a good partner in doing business?
Not enough data
8.6
457
Product Direction (% positive)
Not enough data
8.6
1,006
Features by Category
Claims Submission - Insurance Claims Management
Not enough data
Not enough data
Not enough data
Not enough data
Claims Processing - Insurance Claims Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Claims Tracking - Insurance Claims Management
Not enough data
Not enough data
Not enough data
Not enough data
Claims Settlement- Insurance Claims Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Risk Management - Insurance Claims Management
Not enough data
Not enough data
Not enough data
Not enough data
Analytics and reporting - Insurance Claims Management
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
7.5
712
Not enough data
8.4
783
Not enough data
8.0
721
Not enough data
7.1
649
Not enough data
7.8
769
Not enough data
7.3
613
Not enough data
8.0
768
Not enough data
8.4
780
Insurance Documentation
Not enough data
8.0
728
Not enough data
8.9
816
Not enough data
8.1
752
Not enough data
7.7
654
Categories
Categories
Shared Categories
AIM and Applied Epic are categorized as Insurance Agency Management Systems
Unique Categories
AIM is categorized as Insurance Claims Management and Underwriting & Rating
Applied Epic has no unique categories
Reviews
Reviewers' Company Size
AIM
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
41.7%
Accounting
41.7%
Transportation/Trucking/Railroad
8.3%
E-Learning
8.3%
‐
Other
0.0%
Insurance
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
Discussions
AIM 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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