Link copied to clipboard # Applied Epic vs BenefitPoint Comparison - What are their main differences? Share [ Export ](/compare/applied-epic/benefitpoint/export.csv) Applied EpicBenefitPoint[+ Add Product](#) Reviews **Applied Epic** [ 4.4/5(2,191) ](https://www.g2.com/products/applied-epic/reviews#reviews) **BenefitPoint** [ 4.1/5(214) ](https://www.g2.com/products/benefitpoint/reviews#reviews) Pricing **Applied Epic** No pricing available **BenefitPoint** No pricing available **Pricing Insights** from reviews Time to Implement **Applied Epic** 4 months Based on 604 responses **BenefitPoint** 1 monthFaster Based on 17 responses Return on Investment **Applied Epic** 15 months Based on 555 responses **BenefitPoint** 5 months10 months sooner Based on 18 responses Perceived Cost **Applied Epic** $$$$$ **BenefitPoint** Not enough reviews yet Average Discount **Applied Epic** 8%3% more **BenefitPoint** 5% ![Applied Epic](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic") ![BenefitPoint](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/benefitpoint.svg "BenefitPoint") G2 offers free advice on this comparison. Chat with an expert How do we contact you? ![](/assets/advisor_router/text_message-df41c2977e57ce19bdccb768c56510d9fa9182b581f7903660ca57fd8634bf09.svg)Text Message ![](/assets/advisor_router/phone_call-c9171db19e0526ecaea5fcbe1122f2ba459d8ab314c830a23440e5a1a536d62f.svg)Phone Call Who do you want to talk with? ![](/assets/advisor_router/ai_agent-4d78629a3ba354fed449a65c60df3a6f2eda90fb98411b711df4b25d7be52a38.svg)AI Agent ![](/assets/advisor_router/human-26a980d7eed0089d422337af1b2588329a59f3fec5a0eff6d1b43312553d4c7b.svg)Human Pros & Cons **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) **BenefitPoint** [ Ease of Use (18) ](https://www.g2.com/products/benefitpoint/reviews?filters%5Bsentiment_snippet%5D=1260445&qs=pros-and-cons#reviews)[ Client Management (6) ](https://www.g2.com/products/benefitpoint/reviews?filters%5Bsentiment_snippet%5D=1260619&qs=pros-and-cons#reviews)[ Lack of User-Friendliness (3) ](https://www.g2.com/products/benefitpoint/reviews?filters%5Bsentiment_snippet%5D=2065260&qs=pros-and-cons#reviews)[ Poor Reporting (3) ](https://www.g2.com/products/benefitpoint/reviews?filters%5Bsentiment_snippet%5D=1260499&qs=pros-and-cons#reviews) 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) **BenefitPoint** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_c05f447effdaef5199c74dbf45920e07/agencybloc-ams.png "Product Avatar Image") AgencyBloc AMS+ ](https://www.g2.com/products/agencybloc-ams/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_8f2fc48032728628bff0a0ff7bcd425e/am360.jpeg "Product Avatar Image") AM360 ](https://www.g2.com/products/am360/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_1adedf3f49226f619b94a16dd159982e/ams-ams.jpeg "Product Avatar Image") AMS ](https://www.g2.com/products/ams-ams/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)[ View all ](https://www.g2.com/products/benefitpoint/integrations) Screenshots **Applied Epic** No screenshot available **BenefitPoint** ![BenefitPoint 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/1468999/BenefitPoint-Welcome-screen.png) Ratings Meets Requirements **Applied Epic** 8.6 8.61,243 **BenefitPoint** 8.4 8.4157 Ease of Use **Applied Epic** 8.1 8.11,864 **BenefitPoint** 8.1 8.1168 Ease of Setup **Applied Epic** 7.4 7.41,183 **BenefitPoint** 8.2 8.2132 Ease of Admin **Applied Epic** 7.8 7.8573 **BenefitPoint** 8.5 8.574 Quality of Support **Applied Epic** 8.7 8.71,467 **BenefitPoint** 8.6 8.6128 Has the product been a good partner in doing business? **Applied Epic** 8.6 8.6603 **BenefitPoint** 8.7 8.770 Product Direction (% positive) **Applied Epic** 8.4 8.41,191 **BenefitPoint** 7.8 7.8138 Features Insurance Agency Management Systems[Hide 56 FeaturesShow 56 Features](javascript:void(0);) 8.5 1,374 8.8 152 Administration Contact Management 8.7 958 9.3(won by 0.6) 95 (There is a greater than 0.5 difference between this product's rating and its competitors) Commissions 8.1 801 8.9(won by 0.8) 90 (There is a greater than 0.5 difference between this product's rating and its competitors) Reporting & Statistics 7.9 905 8.2(won by 0.3) 70 Task Management 8.6(won by 0.2) 902 8.4 65 Third-Party Integrations 8.5 55 9.4(won by 0.9) 9 (There is a greater than 0.5 difference between this product's rating and its competitors) Alerts/Notifications 7.5 8 8.9(won by 1.4) 6 (There is a greater than 0.5 difference between this product's rating and its competitors) Pipeline Management 6.7 5 8.0(won by 1.3) 5 (There is a greater than 0.5 difference between this product's rating and its competitors) Commission Management 9.2(won by 0.3) 10 8.9 14 User Management 8.7 15 9.6(won by 0.9) 9 (There is a greater than 0.5 difference between this product's rating and its competitors) Document Management 8.9(won by 0.8) 61 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.1 19 Contact Database 9.6 24 9.9(won by 0.3) 16 Accounting 7.7(won by default) 831 Feature Not Available Sales Tools 7.2(won by default) 685 Feature Not Available Payment Processing 7.5(won by default) 674 Feature Not Available Email Integration 8.1(won by default) 878 Feature Not Available Accounting Integration Not enough data 8.9(won by default) 6 Calendar Management Not enough data 9.7(won by default) 6 Forms Management 8.3(won by default) 12 Not enough data Workflow Management 8.7(won by default) 45 Not enough data Email Management Not enough data Not enough data Invoice Management Not enough data Not enough data Insurance Documentation Claims Management 8.1(won by 0.8) 790 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.3 40 Insurance Policy Management 9.0(won by 0.2) 1007 8.8 83 Client Management 10.0(won by 0.5) 25 (There is a greater than 0.5 difference between this product's rating and its competitors) 9.5 17 Invoicing & Receipts 8.2(won by default) 839 Feature Not Available Electronic Signatures 7.8(won by default) 699 Feature Not Available Lead Management Not enough data Not enough data Additional Functionality Audit Trail 8.0 5 9.4(won by 1.4) 6 (There is a greater than 0.5 difference between this product's rating and its competitors) Search/Filter 8.3(won by 1.1) 25 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.2 10 Activity Tracking 9.2(won by 1.9) 18 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.3 10 Document Storage 10.0(won by 1.0) 21 (There is a greater than 0.5 difference between this product's rating and its competitors) 9.0 7 Life & Health 8.6 6 9.6(won by 1.0) 8 (There is a greater than 0.5 difference between this product's rating and its competitors) Client Portal Not enough data 9.5(won by default) 7 Access Controls/Permissions 8.0(won by default) 5 Not enough data AI Copilot 9.5(won by default) 34 Not enough data API 8.0(won by default) 5 Not enough data Customizable Templates 8.0(won by default) 5 Not enough data Property & Casualty 9.4(won by default) 9 Not enough data Configurable Workflow 9.0(won by default) 5 Not enough data Status Tracking 8.3(won by default) 6 Not enough data Generative AI 9.8(won by default) 22 Not enough data Customizable Reports 8.6(won by default) 11 Not enough data Customizable Fields 8.5(won by default) 10 Not enough data Quotes/Estimates 8.6(won by default) 7 Not enough data Commission Calculations Not enough data Not enough data Insurance Rating Not enough data Not enough data Customizable Branding Not enough data Not enough data Monitoring Not enough data Not enough data Customizable Forms Not enough data Not enough data Document Templates Not enough data Not enough data Self Service Portal Not enough data Not enough data Reminders 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 Email Marketing Not enough data Not enough data User Insights Reviewers' Company Size [![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.) 24.9% Enterprise(\> 1000 emp.) 5.3% [![BenefitPoint](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/benefitpoint.svg "BenefitPoint")](https://www.g2.com/products/benefitpoint/reviews) BenefitPoint Small-Business(50 or fewer emp.) 23.8% Mid-Market(51-1000 emp.) 34.0% Enterprise(\> 1000 emp.) 42.2% Small-Business (50 or fewer emp.) 69.8% 23.8% Mid-Market (51-1000 emp.) 24.9% 34.0% Enterprise (\> 1000 emp.) 5.3% 42.2% Reviewers' Industry [![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% [![BenefitPoint](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/benefitpoint.svg "BenefitPoint")](https://www.g2.com/products/benefitpoint/reviews) BenefitPoint Insurance 86.6% Accounting 5.0% Consulting 3.4% Health, Wellness and Fitness 1.7% Hospital & Health Care 1.1% Other 2.2% FAQs ## Applied Epic vs BenefitPoint FAQs Generated using AI Last updated: August 15, 2026 ### What is the difference between BenefitPoint vs Applied Epic? Applied Epic stands out from BenefitPoint with a higher G2 rating, broader feature set, and a larger review base, while BenefitPoint is noted for its ease of setup and administration. | [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) | [Applied Epic](https://www.g2.com/products/applied-epic/reviews) | | --- | --- | | 4.2/5 (147 reviews) | 4.4/5 (1800 reviews) | | Enterprise | Small-Business | | 8.3 | 7.4 | | 8.6 | 8.7 | | Centralized benefits administration and CRM, strong integration capabilities | Ease of use (534 all-time mentions), robust features (215 all-time mentions), workflow efficiency (153 all-time mentions) | ### How do the pricing models of BenefitPoint and Applied Epic compare? Applied Epic is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to BenefitPoint. - **BenefitPoint:** Reviewers note that the investment can be substantial for smaller organizations, especially if not all features are utilized. - **Applied Epic:** Recent reviews describe its pricing as reasonable for the features provided, though some mention high costs and extra charges for data access. - **Switching reasons:** Some reviewers cite Applied Epic's broader feature set and workflow efficiency as reasons for choosing it over alternatives. ### What are the best alternatives to BenefitPoint and Applied Epic? The top three alternatives to BenefitPoint and Applied Epic are AMS360, EZLynx, and Jenesis. | Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength | | --- | --- | --- | --- | --- | | [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) | 4.2/5 (147 reviews) | Enterprise | Investment can be substantial for smaller organizations | Centralized benefits administration and CRM, strong integration capabilities | | [Applied Epic](https://www.g2.com/products/applied-epic/reviews) | 4.4/5 (1800 reviews) | Small-Business | Pricing described as reasonable, but some mention high costs | Ease of use (534 all-time mentions), robust features (215 all-time mentions) | | [AMS360](https://www.g2.com/products/ams360/reviews) | 4.3/5 (968 reviews) | Small-Business | — | — | | [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) | 4.4/5 (724 reviews) | Mid-Market | — | — | | [Jenesis](https://www.g2.com/products/jenesis/reviews) | 4.7/5 (155 reviews) | Small-Business | — | — | ### Which Insurance Agency Management Systems features should I prioritize when comparing BenefitPoint and Applied Epic? Buyers comparing BenefitPoint and Applied Epic should prioritize integrations, commissions management, workflow automation, reporting, and user interface. - **Integrations:** BenefitPoint integrates with AMS (27 all-time mentions) and Employee Navigator; Applied Epic integrates with Indio (44 all-time mentions) and Applied TAM (20 all-time mentions). - **Commissions Management:** Both products are frequently cited for commissions features, with reviewers highlighting commission tracking and calculation capabilities. - **Workflow Automation:** Applied Epic is noted for workflow efficiency (153 all-time mentions) and automation features; BenefitPoint reviewers mention automation and intelligence capabilities in recent reviews. - **Reporting:** Applied Epic is praised for better reporting and producer reports; BenefitPoint reviewers mention evolving reporting and analytics capabilities. - **User Interface:** Applied Epic receives 117 all-time mentions for user interface; BenefitPoint reviewers note an intuitive interface but also mention it can feel visually outdated. ### What are the pros and cons of BenefitPoint vs Applied Epic? BenefitPoint's headline strength is centralized benefits administration, while Applied Epic is recognized for ease of use and workflow efficiency. - **BenefitPoint strengths:** Centralized client, plan, and rate information; strong integration capabilities; intuitive navigation; robust reporting and automation features; scalable for large volumes of data. - **BenefitPoint trade-offs:** Interface can feel visually outdated; navigation and reporting can be cumbersome; manual data entry required for some workflows; commission calculations occasionally inaccurate; investment may be substantial for smaller organizations. - **Applied Epic strengths:** Ease of use (534 all-time mentions); robust features (215 all-time mentions); workflow efficiency (153 all-time mentions); strong data management (195 all-time mentions); comprehensive client management and centralization; frequent updates and automation improvements. - **Applied Epic trade-offs:** Learning curve (173 all-time mentions); complex processes and excessive clicking (139 and 130 all-time mentions); slow performance (87 all-time mentions); high pricing and extra charges for data access; limited customization (99 all-time mentions). ### Is BenefitPoint or Applied Epic better for small businesses? Applied Epic is a better fit for small businesses, as it is most widely adopted in the Small-Business segment and receives strong positive sentiment from small-business reviewers. - **BenefitPoint:** Largest segment is Enterprise; reviewers from smaller organizations note the investment can be substantial and may not be fully utilized. - **Applied Epic:** Largest segment is Small-Business; reviewers highlight its ease of use, workflow efficiency, and suitability for small agencies. ### Which Insurance Agency Management Systems platform has better integrations? Applied Epic is favored for integrations, with more reviewer-cited integrations and higher all-time mention counts. - **BenefitPoint:** Integrates with AMS (27 all-time mentions) and Employee Navigator, with reviewers noting integration capabilities help reduce manual data entry. - **Applied Epic:** Integrates with Indio (44 all-time mentions) and Applied TAM (20 all-time mentions), with 133 all-time mentions for integrations overall. ### How do BenefitPoint and Applied Epic compare on customer support? BenefitPoint and Applied Epic are rated at parity for Quality of Support, with scores of 8.6 and 8.7 respectively, indicating both are well-regarded by reviewers. - **BenefitPoint:** Reviewers describe support as responsive and knowledgeable, though some note variable resolution times and a desire for more proactive assistance. - **Applied Epic:** Reviewers consistently praise the support team as knowledgeable and helpful, with many citing positive experiences and quick resolutions. ### Which is easier to implement, BenefitPoint or Applied Epic? BenefitPoint is rated higher for Ease of Setup, with a score of 8.3 compared to Applied Epic's 7.4, indicating a smoother implementation experience. - **BenefitPoint:** Reviewers frequently describe setup as easy and straightforward, with onboarding resources aiding adoption. - **Applied Epic:** Reviewers report a steeper learning curve and more complex initial setup, with some requiring external consultants for implementation. ### Which product has better Commissions? Both BenefitPoint and Applied Epic are recognized for strong commissions management features, with Applied Epic receiving more frequent reviewer mentions for commission calculation and reconciliation. - **BenefitPoint:** Reviewers highlight commission tracking and calculation, though some note occasional inaccuracies and manual entry requirements. - **Applied Epic:** Reviewers frequently cite the commission calculation function and direct bill commission reconciliation as strengths, with recent updates improving automation and reporting. Alternatives **Applied Epic Alternatives** ![AMS360](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/ams360.svg "AMS360") [ AMS360 ](/products/ams360/reviews) ![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) **BenefitPoint 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) ![AgencyBloc AMS+](https://images.g2crowd.com/uploads/product/hd_favicon/3b475c1ddd44d0f84a18280fcce0c6a4/agencybloc-ams.svg "AgencyBloc AMS+") [ AgencyBloc AMS+ ](/products/agencybloc-ams/reviews) ![HawkSoft](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_3fc27e3ccc2460aaad21d1245e20d583/hawksoft.png "HawkSoft") [ HawkSoft ](/products/hawksoft/reviews)