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Compare Applied Epic and BrokerageBuilder 
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At a Glance
Market Segments
Small-Business (71.6% of reviews)
Mid-Market (53.3% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Applied Epic
Star Rating
(1,556)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 EpicBrokerageBuilder
Star Rating
(15)3.6 out of 5
Market Segments
Mid-Market (53.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about BrokerageBuilderSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that BrokerageBuilder has a strong Task Management feature with a score of 8.5, which allows for efficient organization of tasks, while Applied Epic's Task Management is rated lower, indicating potential room for improvement in this area.
- Reviewers mention that Applied Epic excels in Quality of Support with a score of 8.8, suggesting that users find it easier to get help when needed, whereas BrokerageBuilder's support is rated at 8.3, which, while still good, may not meet the same level of user satisfaction.
- G2 users highlight that Applied Epic's Policy Management feature stands out with a score of 8.9, making it a preferred choice for users who prioritize managing insurance policies effectively, compared to BrokerageBuilder's lower score of 8.8 in the same category.
- Users on G2 indicate that BrokerageBuilder's Payment Processing feature has a score of 7.2, which may lead to challenges in handling transactions smoothly, while Applied Epic's Payment Processing is rated higher, suggesting a more reliable experience.
- Reviewers say that Applied Epic's Claims Management feature is rated at 8.2, providing robust tools for managing claims, while BrokerageBuilder's Claims Management is rated lower at 8.0, indicating that users may find Applied Epic more effective for claims handling.
- Users report that BrokerageBuilder's overall ease of use is rated at 7.8, which is comparable to Applied Epic's score of 8.0, but the latter may offer a slightly more intuitive interface based on user feedback.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableBrokerageBuilder
No pricing availableFree Trial
Applied Epic
No trial information availableBrokerageBuilder
No trial information availableRatings
Meets Requirements
8.6
1,012
7.8
10
Ease of Use
8.1
1,401
7.8
10
Ease of Setup
7.3
986
Not enough data
Ease of Admin
7.7
440
Not enough data
Quality of Support
8.8
974
8.3
8
Has the product been a good partner in doing business?
8.6
457
Not enough data
Product Direction (% positive)
8.6
1,004
5.3
10
Features by Category
Administration
7.5
709
Not enough data
8.5
782
Not enough data
8.0
719
Not enough data
7.1
648
Not enough data
7.8
767
Not enough data
7.3
611
Feature Not Available
8.0
766
Not enough data
8.4
778
Not enough data
Insurance Documentation
8.0
726
Not enough data
8.9
813
Not enough data
8.1
750
Not enough data
7.7
653
Not enough data
Categories
Categories
Shared Categories
Applied Epic and BrokerageBuilder are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic has no unique categories
BrokerageBuilder has no unique categories
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
BrokerageBuilder
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%
Insurance
80.0%
Information Technology and Services
6.7%
Computer Software
6.7%
Accounting
6.7%
‐
Other
0.0%
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
BrokerageBuilder has no discussions with answers
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