# AMS360 vs Applied Epic Comparison
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## AI Generated Summary
- **G2 reviewers report** that Applied Epic excels in user satisfaction, boasting a higher overall score compared to AMS360. Users appreciate its **ease of use** and functionality, with one reviewer highlighting how it simplifies daily tasks and enhances customer management.
- **Users say** that Applied Epic's implementation process is notably quick and intuitive, making it easier to integrate into existing workflows. Recent feedback emphasizes how straightforward the setup is, which helps users get up and running without significant downtime.
- **According to verified reviews** , both products offer solid support, but Applied Epic edges out with a higher quality of support rating. Users have praised the responsiveness and helpfulness of the support team, which contributes to a smoother experience when issues arise.
- **Reviewers mention** that while AMS360 has a simple interface that is easy to learn, it sometimes lacks the advanced features that Applied Epic offers. Users have noted that Applied Epic's dashboards and commission management tools provide a more comprehensive solution for agency operations.
- **G2 reviewers highlight** that Applied Epic's reporting and dashboard capabilities are superior, allowing for better insights into business performance. Users have found these features particularly useful for managing broker commissions and overall agency metrics.
- **Users indicate** that AMS360 is effective for smaller businesses, with a focus on keeping everything organized and accessible. However, some users feel that it requires more clicks to navigate compared to Applied Epic, which is designed to streamline processes and reduce the number of steps needed to complete tasks.



| | AMS360 | Applied Epic | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 964 | 1,742 | 
| **Largest Market Segment** | Small-Business (78.2% of reviews) | Small-Business (73.3% 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 (534 reviews)
- Features (215 reviews)

Cons:
- Learning Curve (173 reviews)
- Complex Process (139 reviews)

---
## Ratings Comparison
| Rating | AMS360 | Applied Epic | 
|---|---|---|
  | **Meets Requirements** | 8.5 (641 reviews) | 8.6 (1132 reviews) | 
  | **Ease of Use** | 8.2 (707 reviews) | 8.1 (1517 reviews) | 
  | **Ease of Setup** | 7.8 (440 reviews) | 7.4 (1085 reviews) | 
  | **Ease of Admin** | 7.8 (221 reviews) | 7.8 (508 reviews) | 
  | **Quality of Support** | 8.6 (619 reviews) | 8.8 (1089 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.4 (235 reviews) | 8.6 (534 reviews) | 
  | **Product Direction (% positive)** | 7.8 (594 reviews) | 8.5 (1102 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** | 7.6/10 | 580 |
| **Applied Epic** | 8.0/10 | 980 |

#### Administration

| Feature | AMS360 | Applied Epic | 
|---|---|---|
| **Accounting** | 7.4 (447 reviews) | 7.6 (755 reviews) | 
| **Contact Management** | 8.3 (505 reviews) | 8.6 (865 reviews) | 
| **Commissions** | 7.6 (448 reviews) | 8.1 (756 reviews) | 
| **Sales Tools** | 6.6 (419 reviews) | 7.2 (665 reviews) | 
| **Reporting & Dashboards** | 7.4 (469 reviews) | 7.8 (822 reviews) | 
| **Payment Processing** | 6.8 (398 reviews) | 7.5 (646 reviews) | 
| **Email Integration** | 7.7 (451 reviews) | 8.1 (826 reviews) | 
| **Task Management** | 8.1 (472 reviews) | 8.5 (842 reviews) | 

#### Insurance Documentation

| Feature | AMS360 | Applied Epic | 
|---|---|---|
| **Claims Management** | 7.6 (435 reviews) | 8.1 (763 reviews) | 
| **Policy Management** | 8.7 (511 reviews) | 8.9 (913 reviews) | 
| **Invoicing & Receipts** | 7.8 (454 reviews) | 8.2 (804 reviews) | 
| **Electronic Signatures** | 7.3 (417 reviews) | 7.7 (684 reviews) | 

---
## 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** | 78.2% | 73.3% | 
| **Mid-Market** | 17.8% | 22.3% | 
| **Enterprise** | 4.0% | 4.5% | 

### By Industry

#### AMS360

- **Insurance:** 93.2%
- **Accounting:** 3.0%
- **Financial Services:** 1.7%
- **Information Technology and Services:** 0.5%
- **Consumer Services:** 0.2%
- **Automotive:** 0.2%
- **Manufacturing:** 0.1%
- **Consulting:** 0.1%
- **Real Estate:** 0.1%
- **Professional Training & Coaching:** 0.1%
- **Other:** 0.7%

#### Applied Epic

- **Insurance:** 92.1%
- **Accounting:** 3.4%
- **Construction:** 1.0%
- **Financial Services:** 0.7%
- **Information Technology and Services:** 0.4%
- **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 (717 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 (717 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (668 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)
- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (131 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)