Compare Applied Epic and BenefitPoint 
At a Glance
Market Segments
Small-Business (71.5% of reviews)
Small-Business (37.6% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Applied Epic
Star Rating
(1,562)4.4 out of 5
Market Segments
Small-Business (71.5% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied EpicBenefitPoint
Star Rating
(101)4.2 out of 5
Market Segments
Small-Business (37.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about BenefitPointSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Applied Epic excels in overall user satisfaction, reflected in its significantly higher G2 Score compared to BenefitPoint. Users appreciate the platform's robust features, particularly its efficient certificate generation and seamless integration with Office 365 applications.
- Users say that BenefitPoint offers a straightforward experience for basic tasks, with many finding it easy to learn and navigate. Features like the eStatement Tool and the ability to import commissions via Excel are highlighted as particularly useful for data management.
- According to verified reviews, Applied Epic's implementation process is enhanced by helpful online tutorials that guide users through workflows and client management. This support helps ensure that nothing is overlooked during critical processes like renewals.
- Reviewers mention that while BenefitPoint provides solid reporting capabilities, it sometimes struggles to meet more complex workflow needs. Users have noted that while basic reporting is easy, advanced data analysis can be less intuitive compared to Applied Epic's offerings.
- G2 reviewers highlight the quality of support for both products, with Applied Epic receiving slightly higher ratings. Users appreciate the responsive assistance from the Applied Epic team, which contributes to a smoother user experience overall.
- Users report that Applied Epic's continuous technological advancements, including AI integration, significantly enhance its functionality. This evolution is seen as a major advantage, allowing users to streamline their operations and improve efficiency in ways that BenefitPoint has not yet matched.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableBenefitPoint
No pricing availableFree Trial
Applied Epic
No trial information availableBenefitPoint
No trial information availableRatings
Meets Requirements
8.6
1,017
8.2
67
Ease of Use
8.1
1,408
8.1
76
Ease of Setup
7.3
992
8.1
53
Ease of Admin
7.7
441
8.6
22
Quality of Support
8.8
978
8.6
61
Has the product been a good partner in doing business?
8.6
457
8.6
23
Product Direction (% positive)
8.5
1,009
8.4
64
Features by Category
Administration
7.5
714
Feature Not Available
8.4
784
8.9
49
8.0
722
8.4
47
7.1
649
Feature Not Available
7.8
770
7.6
41
7.3
614
Feature Not Available
8.0
771
Feature Not Available
8.4
781
7.9
40
Insurance Documentation
8.0
728
6.9
34
8.8
820
8.5
47
8.1
753
Feature Not Available
7.7
654
Feature Not Available
Categories
Categories
Shared Categories
Applied Epic and BenefitPoint are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic has no unique categories
BenefitPoint has no unique categories
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
BenefitPoint
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.5%
Insurance
86.2%
Accounting
9.2%
Consulting
1.1%
Financial Services
1.1%
Consumer Services
1.1%
Other
1.1%
Discussions
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
JJ
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...Read more
Is there a way to add taxes and fees so that it carries over into the invoicing section?
3 Comments
LM
Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure>Accounting>Transaction Codes.Read more
What is the best way to implement Best Practices for reports on renewal and new business retention?
2 Comments
TB
If you forward to me your email address I can send to you the Criteria that I use for both.Read more
BenefitPoint has no discussions with answers
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