# AMS360 vs Applied Epic Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Applied Epic excels in providing a comprehensive view of client and policy information, which significantly enhances workflow organization. Users appreciate the ability to have everything in one place, making account management more efficient.
- **Users say** that AMS360 stands out for its intuitive user interface, which many find to be their favorite aspect of the software. The ease of communication with other systems is also highlighted, making it a strong choice for agencies looking for seamless integration.
- **Reviewers mention** that while Applied Epic has a slightly steeper learning curve, it offers extensive tutorials that help users navigate the system effectively. This support is crucial for new users who may initially find the platform complex.
- **According to verified reviews** , AMS360's initial setup is praised for being relatively easy, which can be a significant advantage for agencies looking to get up and running quickly. Users appreciate the straightforward onboarding process that minimizes downtime.
- **G2 reviewers highlight** that Applied Epic's quality of support is a strong point, with many users noting the responsiveness and helpfulness of the support team. This level of assistance can be vital for agencies that rely heavily on the software for daily operations.
- **Users report** that both products have their strengths, but Applied Epic's higher overall satisfaction ratings suggest a more robust feature set and user experience. Features like advanced reporting and policy management are particularly well-received, indicating that it may better meet the needs of growing agencies.



---
## Frequently Asked Questions

### What is the difference between Applied Epic vs AMS360?

Applied Epic stands out for its higher G2 rating and review volume, while AMS360 is noted for its ease of use and setup among small businesses.

| [Applied Epic](https://www.g2.com/products/applied-epic/reviews) | [AMS360](https://www.g2.com/products/ams360/reviews) |
| --- | --- |
| 4.4/5 (1,800 reviews) | 4.3/5 (968 reviews) |
| Small-Business | Small-Business |
| 7.4 | 7.8 |
| 8.7 | 8.6 |
| Ease of Use (534 all-time mentions) | Ease of Use (80 all-time mentions) |



### How do the pricing models of Applied Epic and AMS360 compare?

AMS360 is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to Applied Epic.

- **Applied Epic:** In recent reviews, several reviewers cite high pricing and extra charges for data access as a drawback, with some describing it as one of the agency's largest expenses.
- **AMS360:** Reviewers note AMS360 is expensive, but more recent feedback highlights satisfaction with the value received, especially for accounting and integrations.
- **Switching reasons:** Recent reviewers mention switching from Applied Epic to AMS360 due to lower perceived complexity and better value for small agencies.



### What are the best alternatives to Applied Epic and AMS360?

The top three alternatives to Applied Epic and AMS360 are EZLynx, QQCatalyst, and AgencyBloc.

| 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 | High pricing, extra charges for data access | Ease of Use (534 all-time mentions) |
| [AMS360](https://www.g2.com/products/ams360/reviews) | 4.3/5 (968 reviews) | Small-Business | Expensive, but strong value for accounting and integrations | Ease of Use (80 all-time mentions) |
| [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) | 4.4/5 (723 reviews) | Mid-Market | — | Ease of Use |
| [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) | 4.4/5 (671 reviews) | Small-Business | — | Ease of Use |



### Which Insurance Agency Management Systems features should I prioritize when comparing Applied Epic and AMS360?

Buyers should prioritize ease of use, integrations, workflow efficiency, accounting, and support quality when comparing Applied Epic and AMS360.

- **Ease of Use:** Applied Epic (8.1), AMS360 (8.2); 534 all-time mentions for Applied Epic, 80 for AMS360.
- **Integrations:** Applied Epic (133 all-time mentions), AMS360 (24 all-time mentions); reviewers highlight Indio and Applied TAM for Applied Epic, PL Rating for AMS360.
- **Workflow Efficiency:** Applied Epic (153 all-time mentions), AMS360 (19 all-time mentions).
- **Accounting:** Both products are frequently cited for accounting capabilities in recent reviews.
- **Quality of Support:** Applied Epic (8.7), AMS360 (8.6).



### What are the pros and cons of Applied Epic vs AMS360?

Applied Epic's headline strength is its robust feature set and data management, while AMS360 is praised for its ease of use and integrations.

- **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).
- **AMS360 strengths:** Ease of Use (80), Integrations (24), Features (22), Organization (19), Workflow Efficiency (19), Simple (14), Intuitive (13).
- **AMS360 trade-offs:** Inconsistency (4), Slow Loading (4), System Instability (4), Email Attachment Issues (2).



### Is Applied Epic or AMS360 better for small businesses?

AMS360 is the better fit for small businesses, with a higher Ease of Setup score and strong small-business reviewer sentiment.

- **Applied Epic:** Largest segment is Small-Business; reviewers note a steeper learning curve and more complex setup for smaller agencies.
- **AMS360:** Largest segment is Small-Business; reviewers consistently highlight ease of use, intuitive setup, and suitability for small agencies.



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

Applied Epic is favored for integrations, with a higher all-time mention count and broader integration references in reviews.

- **Applied Epic:** Indio (44 all-time mentions), Applied TAM (20 all-time mentions), integrations cited in 133 reviews.
- **AMS360:** PL Rating (17 all-time mentions), integrations cited in 24 reviews.



### How do Applied Epic and AMS360 compare on customer support?

Applied Epic and AMS360 are rated in near-parity for Quality of Support, with scores of 8.7 and 8.6 respectively.

- **Applied Epic:** Reviewers frequently describe support as knowledgeable, responsive, and helpful, with many citing positive experiences resolving issues.
- **AMS360:** Reviewers highlight helpful and friendly support, with several noting quick resolution of issues and strong onboarding assistance.



### Which is easier to implement, Applied Epic or AMS360?

AMS360 is rated higher for Ease of Setup, with a 0.4-point advantage over Applied Epic.

- **Applied Epic:** Reviewers describe setup as complex, often requiring external consultants and significant time investment, especially for initial migration.
- **AMS360:** Reviewers consistently cite easy and intuitive setup, with multiple mentions of smooth onboarding and helpful training resources.



### Which product has better Accounting?

AMS360 is favored for Accounting, with reviewers consistently highlighting its accounting features and ease of use.

- **Applied Epic:** Accounting is frequently mentioned in reviews, with several reviewers noting strong reporting and reconciliation features, but some cite complexity and a steeper learning curve.
- **AMS360:** Reviewers consistently praise AMS360 for accounting, with multiple recent reviews highlighting its efficiency, detailed reports, and ease of handling accounting tasks.



| | AMS360 | Applied Epic | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 1,048 | 1,801 | 
| **Largest Market Segment** | Small-Business (79.5% of reviews) | Small-Business (74.7% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | 

---
## Top Pros & Cons

### AMS360

Pros:
- Ease of Use (80 reviews)
- Customer Support (26 reviews)

Cons:
- Lack of User-Friendliness (15 reviews)
- Excessive Clicking (14 reviews)

### Applied Epic

Pros:
- Ease of Use (523 reviews)
- Features (215 reviews)

Cons:
- Learning Curve (168 reviews)
- Complex Process (139 reviews)

---
## Ratings Comparison
| Rating | AMS360 | Applied Epic | 
|---|---|---|
  | **Meets Requirements** | 8.5 (697 reviews) | 8.6 (1212 reviews) | 
  | **Ease of Use** | 8.2 (764 reviews) | 8.1 (1598 reviews) | 
  | **Ease of Setup** | 7.8 (492 reviews) | 7.4 (1160 reviews) | 
  | **Ease of Admin** | 7.8 (258 reviews) | 7.8 (552 reviews) | 
  | **Quality of Support** | 8.6 (675 reviews) | 8.7 (1169 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.4 (275 reviews) | 8.6 (582 reviews) | 
  | **Product Direction (% positive)** | 7.8 (641 reviews) | 8.4 (1170 reviews) | 

---
## Pricing

### AMS360

#### 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

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **AMS360** | 8.6/10 | 647 |
| **Applied Epic** | 8.1/10 | 1060 |

#### Administration

| Feature | AMS360 | Applied Epic | 
|---|---|---|
| **Accounting** | 7.5 (470 reviews) | 7.7 (782 reviews) | 
| **Contact Management** | 8.4 (548 reviews) | 8.6 (932 reviews) | 
| **Commissions** | 7.7 (467 reviews) | 8.1 (790 reviews) | 
| **Sales Tools** | 6.7 (432 reviews) | 7.2 (679 reviews) | 
| **Reporting & Statistics** | 7.5 (492 reviews) | 7.9 (852 reviews) | 
| **Payment Processing** | 6.8 (407 reviews) | 7.5 (666 reviews) | 
| **Email Integration** | 7.7 (469 reviews) | 8.1 (868 reviews) | 
| **Task Management** | 8.2 (499 reviews) | 8.6 (888 reviews) | 
| **Third-Party Integrations** | 9.1 (9 reviews) | Not enough data | 
| **Accounting Integration** | Not enough data | Not enough data | 
| **Alerts/Notifications** | 9.4 (16 reviews) | Not enough data | 
| **Calendar Management** | 9.0 (5 reviews) | Not enough data | 
| **Pipeline Management** | 9.0 (8 reviews) | Not enough data | 
| **Commission Management** | 8.9 (9 reviews) | Not enough data | 
| **Email Management** | 8.3 (11 reviews) | Not enough data | 
| **User Management** | 9.4 (17 reviews) | Not enough data | 
| **Forms Management** | 9.3 (19 reviews) | Not enough data | 
| **Invoice Management** | 9.2 (11 reviews) | Not enough data | 
| **Workflow Management** | 9.3 (15 reviews) | Not enough data | 
| **Document Management** | 9.4 (25 reviews) | Not enough data | 
| **Contact Database** | 9.1 (11 reviews) | Not enough data | 

#### Insurance Documentation

| Feature | AMS360 | Applied Epic | 
|---|---|---|
| **Claims Management** | 7.6 (451 reviews) | 8.1 (789 reviews) | 
| **Insurance Policy Management** | 8.7 (536 reviews) | 9.0 (978 reviews) | 
| **Invoicing & Receipts** | 7.9 (474 reviews) | 8.2 (833 reviews) | 
| **Electronic Signatures** | 7.3 (424 reviews) | 7.8 (699 reviews) | 
| **Client Management** | 9.6 (18 reviews) | Not enough data | 
| **Lead Management** | 7.7 (8 reviews) | Not enough data | 

#### Additional Functionality

| Feature | AMS360 | Applied Epic | 
|---|---|---|
| **Client Portal** | 9.2 (8 reviews) | Not enough data | 
| **Access Controls/Permissions** | 8.9 (9 reviews) | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Audit Trail** | 8.5 (9 reviews) | Not enough data | 
| **Search/Filter** | 9.2 (13 reviews) | Not enough data | 
| **Commission Calculations** | 8.3 (5 reviews) | Not enough data | 
| **Insurance Rating** | Not enough data | Not enough data | 
| **Activity Tracking** | 9.4 (14 reviews) | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Customizable Templates** | 9.3 (5 reviews) | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Document Storage** | 9.8 (19 reviews) | Not enough data | 
| **Property & Casualty** | 9.1 (20 reviews) | Not enough data | 
| **Configurable Workflow** | Not enough data | Not enough data | 
| **Life & Health** | Not enough data | Not enough data | 
| **Monitoring** | 8.3 (5 reviews) | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | 
| **Customizable Forms** | 8.3 (6 reviews) | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Document Templates** | 8.3 (9 reviews) | Not enough data | 
| **Self Service Portal** | 10.0 (5 reviews) | Not enough data | 
| **Reminders** | 10.0 (6 reviews) | Not enough data | 
| **Customizable Reports** | 7.8 (6 reviews) | 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** | 8.7 (9 reviews) | Not enough data | 
| **Risk Assessment** | Not enough data | Not enough data | 
| **Email Marketing** | 10.0 (5 reviews) | Not enough data | 

---
## Categories
**Shared Categories (1):** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)




---
## Reviewer Demographics

### By Company Size

| Segment | AMS360 | Applied Epic | 
|---|---|---|
| **Small-Business** | 79.5% | 74.7% | 
| **Mid-Market** | 16.8% | 21.1% | 
| **Enterprise** | 3.7% | 4.2% | 

### By Industry

#### AMS360

- **Insurance:** 93.7%
- **Accounting:** 2.8%
- **Financial Services:** 1.6%
- **Information Technology and Services:** 0.4%
- **Consumer Services:** 0.2%
- **Automotive:** 0.2%
- **Manufacturing:** 0.1%
- **Consulting:** 0.1%
- **Real Estate:** 0.1%
- **Professional Training & Coaching:** 0.1%
- **Other:** 0.6%

#### Applied Epic

- **Insurance:** 92.1%
- **Accounting:** 3.3%
- **Construction:** 1.0%
- **Financial Services:** 0.7%
- **Information Technology and Services:** 0.5%
- **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 AMS360

- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (722 reviews)
- [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 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)
- [Momentum AMP, formerly Nowcerts](https://www.g2.com/products/momentum-amp-formerly-nowcerts/reviews) — 3.8/5 stars (7 reviews)
- [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews)
- [NextAgency](https://www.g2.com/products/nextagency/reviews) — 4.8/5 stars (37 reviews)
- [InsuredMine](https://www.g2.com/products/insuredmine/reviews) — 4.7/5 stars (16 reviews)
- [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews)

### Alternatives to Applied Epic

- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (722 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (671 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)
- [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (151 reviews)
- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews)
- [InsuredMine](https://www.g2.com/products/insuredmine/reviews) — 4.7/5 stars (16 reviews)
- [FileHandler Enterprise](https://www.g2.com/products/filehandler-enterprise/reviews) — 4.4/5 stars (36 reviews)

---
## Top Discussions

### AMS360

- Title: [Are there classes on reports?](https://www.g2.com/discussions/37123-are-there-classes-on-reports) — 3 comments, 2 upvotes
  > **Top comment:** "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..."

### 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/ams360-vs-applied-epic)