Link copied to clipboard # AMS360 vs Applied Epic Comparison - What are their main differences? Share [ Export ](/compare/ams360/applied-epic/export.csv) AMS360Applied Epic[+ Add Product](#) Reviews **AMS360** [ 4.3/5(1,078) ](https://www.g2.com/products/ams360/reviews#reviews) **Applied Epic** [ 4.4/5(2,192) ](https://www.g2.com/products/applied-epic/reviews#reviews) Pricing **AMS360** No pricing available **Applied Epic** No pricing available **Pricing Insights** from reviews Time to Implement **AMS360** 2 monthsFaster Based on 256 responses **Applied Epic** 4 months Based on 605 responses Return on Investment **AMS360** 14 months1 month sooner Based on 233 responses **Applied Epic** 15 months Based on 556 responses Perceived Cost **AMS360** $$$$$ **Applied Epic** $$$$$ Average Discount **AMS360** 8% **Applied Epic** 8% ![AMS360](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/ams360.svg "AMS360") ![Applied Epic](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic") G2 offers free advice on this comparison. 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Pros & Cons **AMS360** [ Ease of Use (80) ](https://www.g2.com/products/ams360/reviews?filters%5Bsentiment_snippet%5D=1614611&qs=pros-and-cons#reviews)[ Customer Support (26) ](https://www.g2.com/products/ams360/reviews?filters%5Bsentiment_snippet%5D=1615226&qs=pros-and-cons#reviews)[ Lack of User-Friendliness (15) ](https://www.g2.com/products/ams360/reviews?filters%5Bsentiment_snippet%5D=1615806&qs=pros-and-cons#reviews)[ Excessive Clicking (14) ](https://www.g2.com/products/ams360/reviews?filters%5Bsentiment_snippet%5D=1615021&qs=pros-and-cons#reviews) **Applied Epic** [ Ease of Use (523) ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1183684&qs=pros-and-cons#reviews)[ Features (215) ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1182973&qs=pros-and-cons#reviews)[ Learning Curve (168) ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1182226&qs=pros-and-cons#reviews)[ Complex Process (139) ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1184200&qs=pros-and-cons#reviews) Integrations **AMS360** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_dbc031ae0f680b87fe333d292ebb1650/vertafore-agencyzoom.png "Product Avatar Image") AgencyZoom ](https://www.g2.com/products/vertafore-agencyzoom/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d2eb52f559f75a44e84a8e52437b0e4d/ams360.png "Product Avatar Image") AMS360 ](https://www.g2.com/products/ams360/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_637d6a3179f04c22c82f6327a286b6ad/applied-tam.png "Product Avatar Image") Applied TAM ](https://www.g2.com/products/applied-tam/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_dd0932b4d92662c8fe00ea7dda41dc50/appzilo.png "Product Avatar Image") AppZilo ](https://www.g2.com/products/appzilo/reviews)[ View all ](https://www.g2.com/products/ams360/integrations) **Applied Epic** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_efcfe787e0b9baea62c5cdf53faa7f42/acs-2000.png "Product Avatar Image") ACS 2000 ](https://www.g2.com/products/acs-2000/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e89d21750715f4646ed61c011b2917dc/adobe-acrobat.png "Product Avatar Image") Adobe Acrobat ](https://www.g2.com/products/adobe-acrobat/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_7e8d45048864d664072c5d71af151af0/applied-csr24.jpg "Product Avatar Image") Applied CSR24 ](https://www.g2.com/products/applied-csr24/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_6c179139dce418eef9e98c99b810d791/applied-pay.png "Product Avatar Image") Applied Pay ](https://www.g2.com/products/applied-pay/reviews)[ View all ](https://www.g2.com/products/applied-epic/integrations) Screenshots **AMS360** ![AMS360 screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1460873/AMS360-Landing-page.png) **Applied Epic** No screenshot available Ratings Meets Requirements **AMS360** 8.5 8.5719 **Applied Epic** 8.6 8.61,244 Ease of Use **AMS360** 8.2 8.2787 **Applied Epic** 8.1 8.11,865 Ease of Setup **AMS360** 7.9 7.9512 **Applied Epic** 7.4 7.41,184 Ease of Admin **AMS360** 7.9 7.9270 **Applied Epic** 7.8 7.8573 Quality of Support **AMS360** 8.6 8.6692 **Applied Epic** 8.7 8.71,468 Has the product been a good partner in doing business? **AMS360** 8.4 8.4287 **Applied Epic** 8.6 8.6603 Product Direction (% positive) **AMS360** 7.8 7.8661 **Applied Epic** 8.4 8.41,191 Features Insurance Agency Management Systems[Hide 56 FeaturesShow 56 Features](javascript:void(0);) 8.7 673 8.5 1,375 Administration Accounting 7.5 480 7.7(won by 0.2) 831 Contact Management 8.4 558 8.7(won by 0.3) 959 Commissions 7.7 474 8.1(won by 0.4) 801 Sales Tools 6.7 436 7.2(won by 0.5) 685 (There is a greater than 0.5 difference between this product's rating and its competitors) Reporting & Statistics 7.5 500 7.9(won by 0.4) 905 Payment Processing 6.9 414 7.5(won by 0.6) 674 (There is a greater than 0.5 difference between this product's rating and its competitors) Email Integration 7.8 474 8.1(won by 0.3) 878 Task Management 8.2 508 8.6(won by 0.4) 902 Third-Party Integrations 9.0(won by 0.5) 10 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.5 55 Alerts/Notifications 9.3(won by 1.8) 19 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.5 8 Pipeline Management 9.1(won by 2.4) 9 (There is a greater than 0.5 difference between this product's rating and its competitors) 6.7 5 Commission Management 9.1 13 9.2(won by 0.1) 10 User Management 9.5(won by 0.8) 20 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.7 15 Forms Management 9.2(won by 0.9) 22 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.3 12 Workflow Management 9.4(won by 0.7) 17 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.7 45 Document Management 9.5(won by 0.6) 28 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.9 61 Contact Database 9.2 12 9.6(won by 0.4) 25 Calendar Management 9.2(won by default) 6 Not enough data Email Management 8.3(won by default) 11 Not enough data Invoice Management 9.3(won by default) 12 Not enough data Accounting Integration Not enough data Not enough data Insurance Documentation Claims Management 7.6 452 8.1(won by 0.5) 790 (There is a greater than 0.5 difference between this product's rating and its competitors) Insurance Policy Management 8.7 542 9.0(won by 0.3) 1008 Invoicing & Receipts 7.9 479 8.2(won by 0.3) 839 Electronic Signatures 7.3 425 7.8(won by 0.5) 699 (There is a greater than 0.5 difference between this product's rating and its competitors) Client Management 9.7 21 10.0(won by 0.3) 26 Lead Management 7.7(won by default) 8 Not enough data Additional Functionality Access Controls/Permissions 8.8(won by 0.8) 10 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.0 5 Audit Trail 8.6(won by 0.6) 11 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.0 5 Search/Filter 8.9(won by 0.6) 16 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.3 25 Activity Tracking 9.5(won by 0.3) 16 9.2 18 Customizable Templates 9.3(won by 1.3) 5 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.0 5 Document Storage 9.6 22 10.0(won by 0.4) 21 Property & Casualty 9.1 22 9.4(won by 0.3) 9 Customizable Reports 8.1 7 8.6(won by 0.5) 11 (There is a greater than 0.5 difference between this product's rating and its competitors) Quotes/Estimates 8.9(won by 0.3) 11 8.6 7 Client Portal 9.3(won by default) 10 Not enough data AI Copilot Not enough data 9.5(won by default) 34 Commission Calculations 8.6(won by default) 7 Not enough data Insurance Rating 9.0(won by default) 5 Not enough data API Not enough data 8.0(won by default) 5 Configurable Workflow Not enough data 9.0(won by default) 5 Life & Health Not enough data 8.6(won by default) 6 Monitoring 8.3(won by default) 5 Not enough data Status Tracking Not enough data 8.3(won by default) 6 Customizable Forms 8.6(won by default) 7 Not enough data Generative AI Not enough data 9.8(won by default) 22 Document Templates 8.3(won by default) 9 Not enough data Self Service Portal 10.0(won by default) 5 Not enough data Reminders 10.0(won by default) 8 Not enough data Customizable Fields Not enough data 8.5(won by default) 10 Email Marketing 10.0(won by default) 6 Not enough data Customizable Branding Not enough data Not enough data SSL Security Not enough data Not enough data Referral Tracking Not enough data Not enough data Risk Assessment Not enough data Not enough data ## AMS360 vs. Applied Epic: Which Is Best for You? Generated using AI Last updated October 01, 2026, based on 3,114 verified G2 reviews. ![AMS360](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d2eb52f559f75a44e84a8e52437b0e4d/ams360.png "AMS360") ### Choose AMS360 if… - You want **easy-to-use software** that helps your entire staff stay organized and efficient. - You need **deep carrier connectivity** to reduce manual updates and improve time management. - You require **efficient certificate production** with easy template creation and single-email distribution. - You want **centralized policy management, accounting, and communication** to reduce errors and speed client service. Show more ![Applied Epic](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic") ### Choose Applied Epic if… - You want **a customizable system** that adapts to your agency’s specific workflow needs. - You need **integrated financial tracking and accounting** across all departments in one system. - You want **automated processes and self-servicing tools** to save time and increase efficiency. - You require **robust dashboards and analytics** to gain insight and influence leadership decisions. - You want **a single platform to organize client information and manage renewals efficiently**. Show more User Insights Reviewers' Company Size [![AMS360](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/ams360.svg "AMS360")](https://www.g2.com/products/ams360/reviews) AMS360 Small-Business(50 or fewer emp.) 79.4% Mid-Market(51-1000 emp.) 16.8% Enterprise(\> 1000 emp.) 3.8% [![Applied Epic](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic")](https://www.g2.com/products/applied-epic/reviews) Applied Epic Small-Business(50 or fewer emp.) 69.8% Mid-Market(51-1000 emp.) 24.8% Enterprise(\> 1000 emp.) 5.4% Small-Business (50 or fewer emp.) 79.4% 69.8% Mid-Market (51-1000 emp.) 16.8% 24.8% Enterprise (\> 1000 emp.) 3.8% 5.4% Reviewers' Industry [![AMS360](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/ams360.svg "AMS360")](https://www.g2.com/products/ams360/reviews) AMS360 Insurance 93.8% Accounting 2.7% Financial Services 1.6% Information Technology and Services 0.4% Consumer Services 0.2% Other 1.3% [![Applied Epic](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic")](https://www.g2.com/products/applied-epic/reviews) Applied Epic Insurance 89.7% Accounting 4.4% Construction 1.4% Financial Services 0.6% Information Technology and Services 0.5% Other 3.4% FAQs ## AMS360 vs Applied Epic FAQs Generated using AI Last updated: August 14, 2026 ### 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. Alternatives **AMS360 Alternatives** ![EZLynx](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_09b4044977e90264fea40d3a76237dcc/ezlynx-ezlynx.png "EZLynx") [ EZLynx ](/products/ezlynx-ezlynx/reviews) ![Jenesis](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_91c1b379a1024b27fd27990c9946f39b/jenesis.png "Jenesis") [ Jenesis ](/products/jenesis/reviews) ![HawkSoft](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_3fc27e3ccc2460aaad21d1245e20d583/hawksoft.png "HawkSoft") [ HawkSoft ](/products/hawksoft/reviews) ![Applied TAM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-tam.png "Applied TAM") [ Applied TAM ](/products/applied-tam/reviews) **Applied Epic Alternatives** ![EZLynx](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_09b4044977e90264fea40d3a76237dcc/ezlynx-ezlynx.png "EZLynx") [ EZLynx ](/products/ezlynx-ezlynx/reviews) ![QQCatalyst](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/qqcatalyst.svg "QQCatalyst") [ QQCatalyst ](/products/qqcatalyst/reviews) ![Jenesis](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_91c1b379a1024b27fd27990c9946f39b/jenesis.png "Jenesis") [ Jenesis ](/products/jenesis/reviews) ![Sagitta](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/sagitta.svg "Sagitta") [ Sagitta ](/products/sagitta/reviews)