# Applied Epic vs BindHQ Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Applied Epic excels in overall user satisfaction, boasting a significantly higher G2 Score compared to BindHQ. Users appreciate its robust features, particularly for generating certificates efficiently once templates are set up, which streamlines their workflow.
- **Users say** that Applied Epic's implementation process is notably smooth, with many highlighting the helpful online tutorials that guide them through workflows, client additions, and commissions. This ease of setup contrasts with BindHQ, which, while user-friendly, has fewer recent reviews to gauge its implementation experience.
- **Reviewers mention** that Applied Epic's advanced data management capabilities are a standout feature, allowing for seamless integration with Office 365 applications and Adobe tools. This level of integration is a significant advantage for users looking for a comprehensive solution, while BindHQ's features, though appreciated for their simplicity, may not offer the same depth.
- **According to verified reviews** , users find that Applied Epic provides exceptional support, with a high quality of assistance reported. This is particularly beneficial for agencies needing ongoing help, whereas BindHQ's support quality is less frequently discussed, leaving some uncertainty about its responsiveness.
- **Users highlight** that BindHQ offers a very intuitive interface, making it easy to organize, save, and retrieve files. This user-friendly design is praised, especially for tasks like claims follow-up, but it may not match the comprehensive capabilities of Applied Epic for larger operations.
- **Reviewers note** that while BindHQ has a solid history feature that keeps teams aligned, Applied Epic's continuous technological evolution, including its investment in AI, positions it as a forward-thinking choice for agencies looking to future-proof their operations.



| | Applied Epic | BindHQ | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.7 out of 5 | 
| **Total Reviews** | 1,563 | 17 | 
| **Largest Market Segment** | Small-Business (71.6% of reviews) | Mid-Market (80.0% of reviews) | 
| **Entry Level Price** | No pricing available | Starting at $275.00 Per Month | 

---
## Top Pros & Cons

### Applied Epic

Pros:
- Ease of Use (534 reviews)
- Features (215 reviews)

Cons:
- Learning Curve (173 reviews)
- Complex Process (139 reviews)

### BindHQ

**Not enough data**

---
## Ratings Comparison
| Rating | Applied Epic | BindHQ | 
|---|---|---|
  | **Meets Requirements** | 8.6 (1018 reviews) | Not enough data | 
  | **Ease of Use** | 8.1 (1409 reviews) | Not enough data | 
  | **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) | Not enough data | 
  | **Has the product been a good partner in doing business?** | 8.6 (457 reviews) | Not enough data | 
  | **Product Direction (% positive)** | 8.5 (1010 reviews) | Not enough data | 

---
## Pricing

### Applied Epic

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### BindHQ

#### Entry-Level Pricing

Plan: BindHQ Light

Price: Starting at $275.00 Per Month

Description: Seriously powerful insurance platform out of the box

Key Features:
- CRM
- Policy Lifecycle Management 
- Document Management 

[Browse all 3 editions](https://www.g2.com/products/bindhq/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### Property & Casualty Insurance Agency Management

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | N/A | N/A |
| **BindHQ** | N/A | N/A |

#### Platform Administration

| Feature | Applied Epic | BindHQ | 
|---|---|---|
| **Payment Processing** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Email Integration** | Not enough data | Not enough data | 
| **Sales Tools** | Not enough data | Not enough data | 
| **Commissions** | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 

#### Platform Basics

| Feature | Applied Epic | BindHQ | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 

#### Platform Documentation

| Feature | Applied Epic | BindHQ | 
|---|---|---|
| **Electronic Signature** | Not enough data | Not enough data | 
| **Invoicing & Receipts** | Not enough data | Not enough data | 
| **Policy Management** | Not enough data | Not enough data | 
| **Claims Management** | Not enough data | Not enough data | 

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | 7.9/10 | 865 |
| **BindHQ** | N/A | N/A |

#### Administration

| Feature | Applied Epic | BindHQ | 
|---|---|---|
| **Accounting** | 7.5 (715 reviews) | Not enough data | 
| **Contact Management** | 8.5 (785 reviews) | Not enough data | 
| **Commissions** | 8.0 (723 reviews) | Not enough data | 
| **Sales Tools** | 7.1 (650 reviews) | Feature Not Available | 
| **Reporting & Dashboards** | 7.8 (771 reviews) | Not enough data | 
| **Payment Processing** | 7.3 (614 reviews) | Not enough data | 
| **Email Integration** | 8.0 (772 reviews) | Not enough data | 
| **Task Management** | 8.4 (782 reviews) | Not enough data | 

#### Insurance Documentation

| Feature | Applied Epic | BindHQ | 
|---|---|---|
| **Claims Management** | 8.0 (729 reviews) | Not enough data | 
| **Policy Management** | 8.8 (821 reviews) | Not enough data | 
| **Invoicing & Receipts** | 8.1 (754 reviews) | Not enough data | 
| **Electronic Signatures** | 7.7 (654 reviews) | Not enough data | 

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


**Unique to BindHQ (3):** [Insurance Compliance Software](https://www.g2.com/categories/insurance-compliance), [Insurance Suites Software](https://www.g2.com/categories/insurance-suites), [Property & Casualty Insurance Agency Management Software](https://www.g2.com/categories/property-casualty-insurance-agency-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Applied Epic | BindHQ | 
|---|---|---|
| **Small-Business** | 71.6% | 20.0% | 
| **Mid-Market** | 23.7% | 80.0% | 
| **Enterprise** | 4.8% | 0% | 

### 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%

#### BindHQ

- **Insurance:** 86.7%
- **Wholesale:** 6.7%
- **Accounting:** 6.7%

---
## 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 BindHQ

- [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..."

### BindHQ

No discussions available for this product.

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