# Applied Epic vs Athena Comparison --- ## AI Generated Summary - **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. | | Applied Epic | Athena | |---|---|---| | **Star Rating** | 4.4 out of 5 | 4.2 out of 5 | | **Total Reviews** | 1,563 | 12 | | **Largest Market Segment** | Small-Business (71.6% of reviews) | Mid-Market (63.6% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Top Pros & Cons ### Applied Epic Pros: - Ease of Use (534 reviews) - Features (215 reviews) Cons: - Learning Curve (173 reviews) - Complex Process (139 reviews) ### Athena **Not enough data** --- ## Ratings Comparison | Rating | Applied Epic | Athena | |---|---|---| | **Meets Requirements** | 8.6 (1018 reviews) | 9.0 (8 reviews) | | **Ease of Use** | 8.1 (1409 reviews) | 8.3 (8 reviews) | | **Ease of Setup** | 7.3 (993 reviews) | Not enough data | | **Ease of Admin** | 7.7 (441 reviews) | Not enough data | | **Quality of Support** | 8.8 (979 reviews) | 7.8 (6 reviews) | | **Has the product been a good partner in doing business?** | 8.6 (457 reviews) | Not enough data | | **Product Direction (% positive)** | 8.5 (1010 reviews) | 8.3 (7 reviews) | --- ## Pricing ### Applied Epic #### Entry-Level Pricing No pricing available #### Free Trial No information available ### Athena #### 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 | 865 | | **Athena** | 8.1/10 | 6 | #### Administration | Feature | Applied Epic | Athena | |---|---|---| | **Accounting** | 7.5 (715 reviews) | 8.1 (6 reviews) | | **Contact Management** | 8.5 (785 reviews) | 8.1 (6 reviews) | | **Commissions** | 8.0 (723 reviews) | 7.8 (6 reviews) | | **Sales Tools** | 7.1 (650 reviews) | 8.1 (6 reviews) | | **Reporting & Dashboards** | 7.8 (771 reviews) | 7.5 (6 reviews) | | **Payment Processing** | 7.3 (614 reviews) | 8.3 (5 reviews) | | **Email Integration** | 8.0 (772 reviews) | 8.0 (5 reviews) | | **Task Management** | 8.4 (782 reviews) | 8.3 (5 reviews) | #### Insurance Documentation | Feature | Applied Epic | Athena | |---|---|---| | **Claims Management** | 8.0 (729 reviews) | 8.3 (5 reviews) | | **Policy Management** | 8.8 (821 reviews) | 8.0 (5 reviews) | | **Invoicing & Receipts** | 8.1 (754 reviews) | 8.3 (5 reviews) | | **Electronic Signatures** | 7.7 (654 reviews) | 9.0 (5 reviews) | --- ## 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 | Athena | |---|---|---| | **Small-Business** | 71.6% | 9.1% | | **Mid-Market** | 23.7% | 63.6% | | **Enterprise** | 4.8% | 27.3% | ### 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:** 1.6% #### Athena - **Hospital & Health Care:** 27.3% - **Insurance:** 18.2% - **Consulting:** 9.1% - **Medical Practice:** 9.1% - **Information Technology and Services:** 9.1% - **Health, Wellness and Fitness:** 9.1% - **Consumer Services:** 9.1% - **Computer & Network Security:** 9.1% --- ## Alternatives ### Alternatives to Applied Epic - [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (936 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 (563 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) - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (102 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) ### Alternatives to Athena - [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (936 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 (563 reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews) - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (102 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) - [Bridge Insure](https://www.g2.com/products/bridge-insure/reviews) — 4.6/5 stars (83 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) --- ## 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..." ### Athena No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/applied-epic-vs-bennett-technologies-pvt-ltd-athena)