# Applied Epic vs BenefitPoint Comparison
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## AI Generated Summary
- **G2 reviewers report** that Applied Epic excels in overall user satisfaction, reflected in its higher G2 Score of 93.71 compared to BenefitPoint's 65.49. Users appreciate the software's **ease of use** and integration capabilities, making it a favorite for those looking for a seamless experience.
- **Users say** that BenefitPoint offers a straightforward setup process, with many highlighting its **intuitive onboarding** as a significant advantage. One user noted, "I really think BenefitPoint is the ace of the program. The initial setup for our team was very easy," showcasing its appeal for teams needing quick implementation.
- **Reviewers mention** that Applied Epic provides excellent **dashboard insights** and educational support, which enhances user experience. Users love the ability to view all relevant information at a glance, making it easier to manage policies effectively.
- **According to verified reviews** , BenefitPoint shines in its **task management** features, with users appreciating the ability to track revenue, save attachments, and assign tasks. This functionality is particularly beneficial for small businesses looking to streamline their operations.
- **G2 reviewers highlight** that while both products have similar scores for **ease of use** , Applied Epic's user interface is often described as more user-friendly, with one user stating, "I love the screens that you can look at and see your information all at a glance for policies."
- **Users report** that BenefitPoint's **quality of support** is commendable, with a score of 8.6, indicating that users feel well-supported. In contrast, Applied Epic also receives high marks for support, but some users have noted that it can be less responsive during peak times.



| | Applied Epic | BenefitPoint | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.2 out of 5 | 
| **Total Reviews** | 1,563 | 115 | 
| **Largest Market Segment** | Small-Business (71.6% of reviews) | Mid-Market (35.1% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | 

---
## Top Pros & Cons

### Applied Epic

Pros:
- Ease of Use (523 reviews)
- Features (215 reviews)

Cons:
- Learning Curve (168 reviews)
- Complex Process (139 reviews)

### BenefitPoint

Pros:
- Ease of Use (18 reviews)
- Client Management (6 reviews)

Cons:
- Lack of User-Friendliness (3 reviews)
- Poor Reporting (3 reviews)

---
## Ratings Comparison
| Rating | Applied Epic | BenefitPoint | 
|---|---|---|
  | **Meets Requirements** | 8.6 (1019 reviews) | 8.3 (80 reviews) | 
  | **Ease of Use** | 8.1 (1410 reviews) | 8.1 (89 reviews) | 
  | **Ease of Setup** | 7.3 (994 reviews) | 8.2 (65 reviews) | 
  | **Ease of Admin** | 7.7 (441 reviews) | 8.6 (22 reviews) | 
  | **Quality of Support** | 8.8 (980 reviews) | 8.6 (68 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (457 reviews) | 8.6 (23 reviews) | 
  | **Product Direction (% positive)** | 8.5 (1011 reviews) | 8.0 (75 reviews) | 

---
## Pricing

### Applied Epic

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### BenefitPoint

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | 7.9/10 | 866 |
| **BenefitPoint** | 8.2/10 | 69 |

#### Administration

| Feature | Applied Epic | BenefitPoint | 
|---|---|---|
| **Accounting** | 7.5 (716 reviews) | Feature Not Available | 
| **Contact Management** | 8.5 (786 reviews) | 9.0 (59 reviews) | 
| **Commissions** | 8.0 (723 reviews) | 8.6 (57 reviews) | 
| **Sales Tools** | 7.1 (650 reviews) | Feature Not Available | 
| **Reporting & Dashboards** | 7.8 (771 reviews) | 7.9 (46 reviews) | 
| **Payment Processing** | 7.3 (614 reviews) | Feature Not Available | 
| **Email Integration** | 8.0 (773 reviews) | Feature Not Available | 
| **Task Management** | 8.4 (782 reviews) | 7.9 (43 reviews) | 

#### Insurance Documentation

| Feature | Applied Epic | BenefitPoint | 
|---|---|---|
| **Claims Management** | 8.0 (729 reviews) | 7.0 (35 reviews) | 
| **Policy Management** | 8.8 (821 reviews) | 8.6 (57 reviews) | 
| **Invoicing & Receipts** | 8.1 (755 reviews) | Feature Not Available | 
| **Electronic Signatures** | 7.7 (655 reviews) | Feature Not Available | 

---
## Categories
**Shared Categories (1):** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)




---
## Reviewer Demographics

### By Company Size

| Segment | Applied Epic | BenefitPoint | 
|---|---|---|
| **Small-Business** | 71.6% | 33.3% | 
| **Mid-Market** | 23.7% | 35.1% | 
| **Enterprise** | 4.8% | 31.6% | 

### By Industry

#### 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%

#### BenefitPoint

- **Insurance:** 86.0%
- **Accounting:** 9.0%
- **Financial Services:** 2.0%
- **Consulting:** 1.0%
- **Consumer Services:** 1.0%
- **Banking:** 1.0%

---
## Alternatives

### Alternatives to Applied Epic

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (942 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (700 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (599 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)
- [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)

### Alternatives to BenefitPoint

- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (700 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)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews)
- [Bridge Insure](https://www.g2.com/products/bridge-insure/reviews) — 4.6/5 stars (83 reviews)
- [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews)
- [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews)
- [Applied TAM](https://www.g2.com/products/applied-tam/reviews) — 3.4/5 stars (56 reviews)
- [BrokerageBuilder](https://www.g2.com/products/brokeragebuilder/reviews) — 3.6/5 stars (15 reviews)
- [NextAgency](https://www.g2.com/products/nextagency/reviews) — 4.8/5 stars (37 reviews)

---
## Top Discussions

### 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..."

### BenefitPoint

No discussions available for this product.

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