# AMS360 vs Applied Epic Comparison
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## AI Generated Summary
- **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.



| | AMS360 | Applied Epic | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 933 | 1,563 | 
| **Largest Market Segment** | Small-Business (77.6% 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 (219 reviews)

Cons:
- Learning Curve (173 reviews)
- Complex Process (140 reviews)

---
## Ratings Comparison
| Rating | AMS360 | Applied Epic | 
|---|---|---|
  | **Meets Requirements** | 8.4 (614 reviews) | 8.6 (1018 reviews) | 
  | **Ease of Use** | 8.2 (679 reviews) | 8.1 (1409 reviews) | 
  | **Ease of Setup** | 7.8 (413 reviews) | 7.3 (993 reviews) | 
  | **Ease of Admin** | 7.7 (210 reviews) | 7.7 (441 reviews) | 
  | **Quality of Support** | 8.6 (593 reviews) | 8.8 (979 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.3 (224 reviews) | 8.6 (457 reviews) | 
  | **Product Direction (% positive)** | 7.9 (577 reviews) | 8.5 (1010 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 | 552 |
| **Applied Epic** | 7.9/10 | 865 |

#### Administration

| Feature | AMS360 | Applied Epic | 
|---|---|---|
| **Accounting** | 7.4 (440 reviews) | 7.5 (715 reviews) | 
| **Contact Management** | 8.2 (487 reviews) | 8.5 (785 reviews) | 
| **Commissions** | 7.6 (442 reviews) | 8.0 (723 reviews) | 
| **Sales Tools** | 6.6 (412 reviews) | 7.1 (650 reviews) | 
| **Reporting & Dashboards** | 7.4 (458 reviews) | 7.8 (771 reviews) | 
| **Payment Processing** | 6.7 (393 reviews) | 7.3 (614 reviews) | 
| **Email Integration** | 7.7 (443 reviews) | 8.0 (772 reviews) | 
| **Task Management** | 8.1 (462 reviews) | 8.4 (782 reviews) | 

#### Insurance Documentation

| Feature | AMS360 | Applied Epic | 
|---|---|---|
| **Claims Management** | 7.6 (430 reviews) | 8.0 (729 reviews) | 
| **Policy Management** | 8.7 (493 reviews) | 8.8 (821 reviews) | 
| **Invoicing & Receipts** | 7.7 (449 reviews) | 8.1 (754 reviews) | 
| **Electronic Signatures** | 7.3 (413 reviews) | 7.7 (654 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** | 77.6% | 71.6% | 
| **Mid-Market** | 18.3% | 23.7% | 
| **Enterprise** | 4.1% | 4.8% | 

### By Industry

#### AMS360

- **Insurance:** 93.1%
- **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:** 1.6%

---
## Alternatives

### Alternatives to AMS360

- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (699 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 (699 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 (102 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)
- [TLDCRM](https://www.g2.com/products/tldcrm/reviews) — 4.7/5 stars (19 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..."

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**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/ams360-vs-applied-epic)