Compare AMS360 and Applied Epic 
At a Glance
Market Segments
Small-Business (77.2% of reviews)
Small-Business (71.6% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
AMS360
Star Rating
(908)4.3 out of 5
Market Segments
Small-Business (77.2% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about AMS360Applied Epic
Star Rating
(1,559)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 overall user satisfaction, boasting a significantly higher G2 Score compared to AMS360. Users appreciate its robust features, particularly highlighting the efficiency of generating certificates once templates are set up, which streamlines their workflow.
- Users say that Applied Epic's implementation process is notably smooth, with many praising the helpful online tutorials that guide them through workflows and client management. This contrasts with AMS360, where some users find the setup less intuitive, although they do appreciate the ease of navigation between pages.
- Reviewers mention that Applied Epic's quality of support is a standout feature, with a high rating reflecting users' satisfaction with the assistance they receive. In comparison, AMS360 also offers solid support, but some users feel it could be improved, particularly in more complex scenarios.
- According to verified reviews, Applied Epic's advanced integration capabilities, especially with Office 365 and Adobe tools, are frequently highlighted as a major advantage. AMS360 users also value integration with platforms like Agency Zoom, but they note that Applied Epic's offerings feel more comprehensive.
- Users appreciate the strong task management and policy management features in Applied Epic, which help them stay organized and efficient. AMS360 provides similar functionalities, but some users feel that Applied Epic's tools are more intuitive and better suited for their needs.
- G2 reviewers highlight that while both products cater well to small businesses, Applied Epic's overall performance and feature set make it a more favorable choice for those looking for a long-term partner in their agency management needs. AMS360, while effective, may not offer the same level of innovation and adaptability as Applied Epic.
Pricing
Entry-Level Pricing
AMS360
No pricing availableApplied Epic
No pricing availableFree Trial
AMS360
No trial information availableApplied Epic
No trial information availableRatings
Meets Requirements
8.4
595
8.6
1,015
Ease of Use
8.2
660
8.1
1,405
Ease of Setup
7.8
395
7.3
990
Ease of Admin
7.7
209
7.7
441
Quality of Support
8.6
575
8.8
977
Has the product been a good partner in doing business?
8.3
223
8.6
457
Product Direction (% positive)
7.9
561
8.6
1,007
Features by Category
Administration
7.3
435
7.5
713
8.2
474
8.4
783
7.6
439
8.0
721
6.6
412
7.1
649
7.3
454
7.8
769
6.7
390
7.3
614
7.6
439
8.0
768
8.0
454
8.4
781
Insurance Documentation
7.6
430
8.0
728
8.6
479
8.9
817
7.7
444
8.1
752
7.2
408
7.7
654
Categories
Categories
Shared Categories
AMS360 and Applied Epic are categorized as Insurance Agency Management Systems
Unique Categories
AMS360 has no unique categories
Applied Epic has no unique categories
Reviews
Reviewers' Company Size
AMS360
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
93.1%
Accounting
3.0%
Financial Services
1.8%
Information Technology and Services
0.5%
Automotive
0.2%
Other
1.3%
Insurance
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
Discussions
Are there classes on reports?
3 Comments
LJ
Yes. There are user group meetings that are held that provide this training. You will need to create a free account at NetVu.org. This is a must have...Read more
AMS360 has no more discussions with answers
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
JJ
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...Read 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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