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Compare Applied Epic and BenefitPoint

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At a Glance
Applied Epic
Applied Epic
Star Rating
(1,556)4.4 out of 5
Market Segments
Small-Business (71.6% of reviews)
Information
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied Epic
BenefitPoint
BenefitPoint
Star Rating
(71)4.2 out of 5
Market Segments
Small-Business (42.3% of reviews)
Information
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about BenefitPoint
AI Generated Summary
AI-generated. Powered by real user reviews.
  • Users report that BenefitPoint excels in Ease of Setup with a score of 8.0, making it a preferred choice for organizations looking for a quick implementation. In contrast, Applied Epic's Ease of Setup score is lower at 7.1, indicating a more complex onboarding process.
  • Reviewers mention that BenefitPoint shines in Quality of Support, scoring 8.9, which users appreciate for its responsive customer service. Applied Epic follows closely with a score of 8.8, but some users feel that the support could be more proactive.
  • Users on G2 highlight that Applied Epic offers superior Task Management capabilities, scoring 8.4 compared to BenefitPoint's 6.9. Reviewers appreciate the intuitive task assignment features in Applied Epic, which streamline workflow management.
  • Reviewers say that Applied Epic outperforms BenefitPoint in Claims Management, with a score of 8.0 versus BenefitPoint's 6.1. Users mention that Applied Epic's claims tracking and reporting features are particularly robust, making it easier to manage claims efficiently.
  • Users report that both products have the same score of 8.6 for Meets Requirements, indicating that they both effectively meet user needs. However, reviewers mention that BenefitPoint's specific features for policy management are particularly well-received.
  • G2 users note that Applied Epic leads in Policy Management with a score of 8.9, while BenefitPoint scores 8.5. Reviewers appreciate the comprehensive policy tracking and management tools in Applied Epic, which enhance overall operational efficiency.
Pricing
Entry-Level Pricing
Applied Epic
No pricing available
BenefitPoint
No pricing available
Free Trial
Applied Epic
No trial information available
BenefitPoint
No trial information available
Ratings
Meets Requirements
8.6
1,012
8.3
51
Ease of Use
8.1
1,401
8.1
61
Ease of Setup
7.3
986
8.0
40
Ease of Admin
7.7
440
8.7
19
Quality of Support
8.8
974
8.7
47
Has the product been a good partner in doing business?
8.6
457
8.7
20
Product Direction (% positive)
8.6
1,004
8.4
51
Features by Category
Insurance Agency Management SystemsHide 12 FeaturesShow 12 Features
7.9
856
7.9
40
Administration
7.5
709
Feature Not Available
8.5
782
8.6
38
8.0
719
8.1
38
7.1
648
Feature Not Available
7.8
767
7.5
37
7.3
611
Feature Not Available
8.0
766
Feature Not Available
8.4
778
7.7
37
Insurance Documentation
8.0
726
6.9
34
8.9
813
8.4
37
8.1
750
Feature Not Available
7.7
653
Feature Not Available
Categories
Categories
Shared Categories
Applied Epic
Applied Epic
BenefitPoint
BenefitPoint
Applied Epic and BenefitPoint are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic
Applied Epic has no unique categories
BenefitPoint
BenefitPoint has no unique categories
Reviews
Reviewers' Company Size
Applied Epic
Applied Epic
Small-Business(50 or fewer emp.)
71.6%
Mid-Market(51-1000 emp.)
23.7%
Enterprise(> 1000 emp.)
4.7%
BenefitPoint
BenefitPoint
Small-Business(50 or fewer emp.)
42.3%
Mid-Market(51-1000 emp.)
28.2%
Enterprise(> 1000 emp.)
29.6%
Reviewers' Industry
Applied Epic
Applied Epic
Insurance
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
BenefitPoint
BenefitPoint
Insurance
84.5%
Accounting
9.9%
Consulting
1.4%
Financial Services
1.4%
Consumer Services
1.4%
Other
1.4%
Alternatives
Applied Epic
Applied Epic Alternatives
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BenefitPoint
BenefitPoint Alternatives
EZLynx
EZLynx
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Jenesis
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AgencyBloc AMS+
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Discussions
Applied Epic
Applied Epic Discussions
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
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
Tina B.
TB
If you forward to me your email address I can send to you the Criteria that I use for both.Read more
BenefitPoint
BenefitPoint Discussions
Monty the Mongoose crying
BenefitPoint has no discussions with answers