Compare Applied Epic and Athena 
At a Glance
Market Segments
Small-Business (71.6% of reviews)
Mid-Market (63.6% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Applied Epic
Star Rating
(1,557)4.4 out of 5
Market Segments
Small-Business (71.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied EpicAthena
Star Rating
(12)4.2 out of 5
Market Segments
Mid-Market (63.6% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about AthenaSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Applied Epic excels in user satisfaction, boasting a significantly higher overall score compared to Athena. 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 ease of setup contrasts with Athena, where users have expressed a desire for more intuitive onboarding experiences.
- Reviewers mention that Applied Epic offers superior support quality, with a score that reflects its commitment to customer service. Users have noted the platform's exceptional data management capabilities, which enhance their overall experience, while Athena's support has received mixed feedback, indicating room for improvement.
- According to verified reviews, Applied Epic shines in its integration capabilities, allowing seamless connections with Office 365 applications and Adobe tools. This adaptability is a significant advantage for users looking to enhance their productivity, whereas Athena, while capable of handling large datasets, lacks the same level of integration flexibility.
- Users highlight that Applied Epic's advanced features, such as its logging and notes system, contribute to a more organized workflow, making it easier to track client interactions. In contrast, while Athena provides useful tools for managing relationships and recruiting talent, it does not match the comprehensive functionality of Applied Epic in this area.
- Reviewers note that Applied Epic's ongoing investment in technology, particularly in AI, keeps it at the forefront of innovation, enhancing user experience. Athena, while effective in its own right, does not seem to have the same level of technological advancement, which may impact long-term user satisfaction.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableAthena
No pricing availableFree Trial
Applied Epic
No trial information availableAthena
No trial information availableRatings
Meets Requirements
8.6
1,014
9.0
8
Ease of Use
8.1
1,403
8.3
8
Ease of Setup
7.3
988
Not enough data
Ease of Admin
7.7
441
Not enough data
Quality of Support
8.8
976
7.8
6
Has the product been a good partner in doing business?
8.6
457
Not enough data
Product Direction (% positive)
8.6
1,006
8.3
7
Features by Category
Administration
7.5
712
8.1
6
8.4
783
8.1
6
8.0
721
7.8
6
7.1
649
8.1
6
7.8
769
7.5
6
7.3
613
8.3
5
8.0
768
8.0
5
8.4
780
8.3
5
Insurance Documentation
8.0
728
8.3
5
8.9
816
8.0
5
8.1
752
8.3
5
7.7
654
9.0
5
Categories
Categories
Shared Categories
Applied Epic and Athena are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic has no unique categories
Athena has no unique categories
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Athena
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
2.6%
Hospital & Health Care
27.3%
Insurance
18.2%
Consulting
9.1%
Medical Practice
9.1%
Information Technology and Services
9.1%
Other
27.3%
Discussions
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
MP
yesRead 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
Athena has no discussions with answers
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