Compare Applied Epic and BrokerageBuilder 
At a Glance
Market Segments
Small-Business (71.5% of reviews)
Mid-Market (53.3% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Applied Epic
Star Rating
(1,562)4.4 out of 5
Market Segments
Small-Business (71.5% 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.
- G2 reviewers report that Applied Epic excels in overall user satisfaction, boasting a significantly higher score compared to BrokerageBuilder. Users appreciate its robust features, particularly highlighting the efficiency of generating certificates once templates are set up, which streamlines their workflow.
- Users say that BrokerageBuilder offers a flexible system that allows for custom fields at the client level, making it easier to tailor the software to specific needs. However, some users feel it struggles to match their workflow requirements, indicating potential configuration challenges.
- Reviewers mention that Applied Epic's implementation process is enhanced by helpful online tutorials, which guide users through workflows and client management. This support contributes to a smoother onboarding experience, making it easier for teams to get up and running quickly.
- According to verified reviews, BrokerageBuilder is praised for its organizational capabilities, with users noting that it helps keep their affairs in order. The dashboard's functionality, which allows easy access to emails and documents, is particularly appreciated, although it may not be as comprehensive as Applied Epic's offerings.
- Users highlight the quality of support provided by both platforms, with Applied Epic receiving slightly higher marks. Reviewers commend the responsiveness and helpfulness of the support team, which is crucial for resolving issues and ensuring smooth operations.
- G2 reviewers indicate that Applied Epic's continuous technological evolution, including investments in AI, significantly enhances its capabilities. Users enjoy seamless integration with Office 365 and Adobe tools, which elevates their overall experience and productivity compared to BrokerageBuilder.
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
1,017
7.8
10
Ease of Use
8.1
1,408
7.8
10
Ease of Setup
7.3
992
Not enough data
Ease of Admin
7.7
441
Not enough data
Quality of Support
8.8
978
8.3
8
Has the product been a good partner in doing business?
8.6
457
Not enough data
Product Direction (% positive)
8.5
1,009
5.3
10
Features by Category
Administration
7.5
714
Not enough data
8.4
784
Not enough data
8.0
722
Not enough data
7.1
649
Not enough data
7.8
770
Not enough data
7.3
614
Not enough data
8.0
771
Not enough data
8.4
781
Not enough data
Insurance Documentation
8.0
728
Not enough data
8.8
820
Not enough data
8.1
753
Not enough data
7.7
654
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
2.5%
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
JJ
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...Read 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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