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Compare Applied Epic and CodeMetro 
Featured Products
At a Glance
Market Segments
Small-Business (71.6% of reviews)
Mid-Market (100.0% 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 EpicCodeMetro
Star Rating
(4)4.0 out of 5
Market Segments
Mid-Market (100.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about CodeMetroPricing
Entry-Level Pricing
Applied Epic
No pricing availableCodeMetro
No pricing availableFree Trial
Applied Epic
No trial information availableCodeMetro
No trial information availableRatings
Meets Requirements
8.6
1,013
Not enough data
Ease of Use
8.1
1,402
Not enough data
Ease of Setup
7.3
987
Not enough data
Ease of Admin
7.7
441
Not enough data
Quality of Support
8.8
975
Not enough data
Has the product been a good partner in doing business?
8.6
457
Not enough data
Product Direction (% positive)
8.6
1,005
Not enough data
Features by Category
Administration
7.5
711
Not enough data
8.4
783
Not enough data
8.0
720
Not enough data
7.1
649
Not enough data
7.8
768
Not enough data
7.3
612
Not enough data
8.0
767
Not enough data
8.4
779
Not enough data
Insurance Documentation
8.0
727
Not enough data
8.9
814
Not enough data
8.1
751
Not enough data
7.7
654
Not enough data
Categories
Categories
Shared Categories
Applied Epic and CodeMetro share no categories
Unique Categories
Applied Epic is categorized as Insurance Agency Management Systems
CodeMetro is categorized as Insurance Billing
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
CodeMetro
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%
Mental Health Care
25.0%
Individual & Family Services
25.0%
Health, Wellness and Fitness
25.0%
Consumer Services
25.0%
‐
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
CodeMetro has no discussions with answers
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