# AMS360 vs Applied Epic Comparison --- ## AI Generated Summary - **G2 reviewers report** that Applied Epic excels in user experience, with many praising its **intuitive interface** and the ability to integrate with other programs. Users appreciate the organized layout, noting that they can view all their policy information at a glance, which enhances their workflow. - **Users say** that AMS360 is effective in centralizing various aspects of agency management, allowing for seamless access to **client, policy, and billing information** in one place. This feature is particularly highlighted as a time-saver, making it easier to manage accounts without the hassle of switching between different platforms. - **According to verified reviews** , Applied Epic stands out for its **robust dashboard features** , which provide valuable insights and analytics. Reviewers have expressed their appreciation for the educational support available to help them maximize the use of these dashboards, enhancing their overall experience. - **Reviewers mention** that AMS360 offers a smooth transition process, especially when transferring information from other systems like Bridge. The **"Orange Squiggle"** feature is noted as a convenient tool that allows users to save information quickly, which contributes to a more efficient workflow. - **G2 reviewers highlight** that while Applied Epic has a slightly lower score in setup ease, it still provides a friendly onboarding experience. Users have noted that the software is easy to learn, which can help new users get up to speed quickly despite some initial setup challenges. - **Users report** that both products offer solid support, but Applied Epic edges out with a higher quality of support rating. Reviewers have expressed satisfaction with the assistance they receive, which is crucial for resolving issues and ensuring smooth day-to-day operations. | | AMS360 | Applied Epic | |---|---|---| | **Star Rating** | 4.3 out of 5 | 4.4 out of 5 | | **Total Reviews** | 937 | 1,564 | | **Largest Market Segment** | Small-Business (77.7% of reviews) | Small-Business (71.6% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Top Pros & Cons ### AMS360 Pros: - Ease of Use (101 reviews) - Integrations (30 reviews) Cons: - Lack of User-Friendliness (20 reviews) - Learning Curve (19 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 (617 reviews) | 8.6 (1019 reviews) | | **Ease of Use** | 8.2 (683 reviews) | 8.1 (1410 reviews) | | **Ease of Setup** | 7.8 (416 reviews) | 7.3 (994 reviews) | | **Ease of Admin** | 7.7 (211 reviews) | 7.7 (441 reviews) | | **Quality of Support** | 8.6 (596 reviews) | 8.8 (980 reviews) | | **Has the product been a good partner in doing business?** | 8.3 (225 reviews) | 8.6 (457 reviews) | | **Product Direction (% positive)** | 7.9 (580 reviews) | 8.5 (1011 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 | 557 | | **Applied Epic** | 7.9/10 | 866 | #### Administration | Feature | AMS360 | Applied Epic | |---|---|---| | **Accounting** | 7.4 (441 reviews) | 7.5 (716 reviews) | | **Contact Management** | 8.2 (491 reviews) | 8.5 (786 reviews) | | **Commissions** | 7.6 (444 reviews) | 8.0 (723 reviews) | | **Sales Tools** | 6.6 (414 reviews) | 7.1 (650 reviews) | | **Reporting & Dashboards** | 7.4 (460 reviews) | 7.8 (771 reviews) | | **Payment Processing** | 6.8 (395 reviews) | 7.3 (614 reviews) | | **Email Integration** | 7.7 (445 reviews) | 8.0 (773 reviews) | | **Task Management** | 8.1 (464 reviews) | 8.4 (782 reviews) | #### Insurance Documentation | Feature | AMS360 | Applied Epic | |---|---|---| | **Claims Management** | 7.6 (432 reviews) | 8.0 (729 reviews) | | **Policy Management** | 8.7 (497 reviews) | 8.8 (821 reviews) | | **Invoicing & Receipts** | 7.7 (451 reviews) | 8.1 (755 reviews) | | **Electronic Signatures** | 7.3 (415 reviews) | 7.7 (655 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** | 77.7% | 71.6% | | **Mid-Market** | 18.2% | 23.7% | | **Enterprise** | 4.1% | 4.8% | ### By Industry #### AMS360 - **Insurance:** 93.2% - **Accounting:** 3.1% - **Financial Services:** 1.8% - **Information Technology and Services:** 0.5% - **Automotive:** 0.2% - **Manufacturing:** 0.1% - **Consulting:** 0.1% - **Real Estate:** 0.1% - **Professional Training & Coaching:** 0.1% - **Management Consulting:** 0.1% - **Other:** 0.7% #### Applied Epic - **Insurance:** 91.7% - **Accounting:** 3.6% - **Construction:** 1.1% - **Financial Services:** 0.7% - **Information Technology and Services:** 0.3% - **Automotive:** 0.2% - **Banking:** 0.2% - **Commercial Real Estate:** 0.2% - **Consumer Services:** 0.2% - **Airlines/Aviation:** 0.1% - **Other:** 1.7% --- ## Alternatives ### Alternatives to AMS360 - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (701 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) - [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 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) - [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews) - [SmartOffice](https://www.g2.com/products/smartoffice/reviews) — 3.7/5 stars (28 reviews) ### Alternatives to Applied Epic - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (701 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (563 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 (114 reviews) - [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews) - [FileHandler Enterprise](https://www.g2.com/products/filehandler-enterprise/reviews) — 4.4/5 stars (36 reviews) - [Momentum AMP, formerly Nowcerts](https://www.g2.com/products/momentum-amp-formerly-nowcerts/reviews) — 3.8/5 stars (7 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)