# Applied Epic vs EZLynx Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Applied Epic excels in providing a user-friendly experience, with many users appreciating its intuitive interface and the ability to integrate with other programs. One user highlighted the "screens that you can look at and see your information all at a glance for policies," making it easy to navigate.
- **Users say** that EZLynx offers quick access to customer information, which is a significant advantage for agents needing to quote prospects efficiently. Reviewers specifically mentioned the "activities" section under a customer's profile, which enhances collaboration among agents.
- **According to verified reviews** , Applied Epic stands out for its robust dashboard features, with users expressing their love for the insights provided and the supportive education available to help them utilize these tools effectively.
- **Reviewers mention** that while EZLynx is very user-friendly, it sometimes lacks the depth of features found in Applied Epic, particularly in areas like accounting and claims management, where users noted that Applied Epic offers more comprehensive tools.
- **G2 reviewers highlight** that Applied Epic has a higher overall satisfaction score, reflecting its strong performance in quality of support and product direction, with users feeling that it has been a good partner in their business operations.
- **Users report** that EZLynx shines in ease of setup and administration, with many finding it straightforward to implement and manage, which can be a crucial factor for smaller businesses looking for quick deployment.



| | Applied Epic | EZLynx | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 1,563 | 699 | 
| **Largest Market Segment** | Small-Business (71.6% of reviews) | Small-Business (90.3% 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)

### EZLynx

Pros:
- Ease of Use (118 reviews)
- Efficiency (53 reviews)

Cons:
- Inaccuracy Issues (29 reviews)
- Poor Reporting (21 reviews)

---
## Ratings Comparison
| Rating | Applied Epic | EZLynx | 
|---|---|---|
  | **Meets Requirements** | 8.6 (1018 reviews) | 8.6 (520 reviews) | 
  | **Ease of Use** | 8.1 (1409 reviews) | 8.7 (573 reviews) | 
  | **Ease of Setup** | 7.3 (993 reviews) | 8.4 (494 reviews) | 
  | **Ease of Admin** | 7.7 (441 reviews) | 8.3 (172 reviews) | 
  | **Quality of Support** | 8.8 (979 reviews) | 8.3 (496 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (457 reviews) | 8.3 (172 reviews) | 
  | **Product Direction (% positive)** | 8.5 (1010 reviews) | 8.5 (487 reviews) | 

---
## Pricing

### Applied Epic

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### EZLynx

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

---
## Features Comparison By Category

### CPQ

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | N/A | N/A |
| **EZLynx** | 7.0/10 | 59 |

#### Configuration - cpq

| Feature | Applied Epic | EZLynx | 
|---|---|---|
| **Product Catalog** | Not enough data | 8.7 (32 reviews) | 
| **Guided Selling** | Not enough data | 7.5 (25 reviews) | 
| **Configuration Rules** | Not enough data | 7.4 (24 reviews) | 
| **Price Configuration** | Not enough data | 7.8 (24 reviews) | 
| **Visual Configuration** | Not enough data | 7.4 (24 reviews) | 

#### Pricing

| Feature | Applied Epic | EZLynx | 
|---|---|---|
| **Pricing Flexibility** | Not enough data | 7.2 (25 reviews) | 
| **Discounting** | Not enough data | 7.0 (21 reviews) | 
| **Commerical Rules** | Not enough data | 6.5 (21 reviews) | 
| **Terms and Conditions** | Not enough data | 7.7 (22 reviews) | 
| **Approval Workflow** | Not enough data | 7.6 (24 reviews) | 
| **Renewals** | Not enough data | 7.9 (28 reviews) | 

#### Quoting

| Feature | Applied Epic | EZLynx | 
|---|---|---|
| **Grouping** | Not enough data | 7.8 (20 reviews) | 
| **Version Control** | Not enough data | 6.6 (19 reviews) | 
| **Quote Document Generation** | Not enough data | 7.9 (29 reviews) | 
| **Ordering** | Not enough data | 6.5 (21 reviews) | 
| **Contracts** | Not enough data | 7.3 (21 reviews) | 

#### Admin

| Feature | Applied Epic | EZLynx | 
|---|---|---|
| **Configuration Ease of Admin** | Not enough data | 7.1 (21 reviews) | 
| **Pricing Administration** | Not enough data | 6.1 (21 reviews) | 
| **Workflow Management** | Not enough data | 7.4 (26 reviews) | 
| **Document Management** | Not enough data | 8.1 (29 reviews) | 

#### Channels

| Feature | Applied Epic | EZLynx | 
|---|---|---|
| **Mobile User Support** | Not enough data | 7.4 (21 reviews) | 
| **Channel Partner Support** | Not enough data | 6.6 (21 reviews) | 
| **eCommerce** | Not enough data | 6.8 (20 reviews) | 

#### Platform

| Feature | Applied Epic | EZLynx | 
|---|---|---|
| **CRM Integration** | Not enough data | 6.8 (23 reviews) | 
| **Integration API** | Not enough data | 6.1 (19 reviews) | 
| **Internationalization** | Not enough data | 6.1 (19 reviews) | 
| **Scalability** | Not enough data | 6.8 (20 reviews) | 
| **Reporting and Dashboards** | Not enough data | 7.3 (25 reviews) | 
| **ERP Integration** | Not enough data | Not enough data | 

#### Generative AI - cpq

| Feature | Applied Epic | EZLynx | 
|---|---|---|
| **Dynamic Quoting** | Not enough data | 6.9 (8 reviews) | 
| **Dynamic Pricing** | Not enough data | 7.9 (7 reviews) | 
| **Personalized Sale Recommendations** | Not enough data | 7.5 (6 reviews) | 

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | 7.9/10 | 865 |
| **EZLynx** | 7.7/10 | 444 |

#### Administration

| Feature | Applied Epic | EZLynx | 
|---|---|---|
| **Accounting** | 7.5 (715 reviews) | 6.4 (295 reviews) | 
| **Contact Management** | 8.5 (785 reviews) | 8.8 (394 reviews) | 
| **Commissions** | 8.0 (723 reviews) | 7.0 (306 reviews) | 
| **Sales Tools** | 7.1 (650 reviews) | 7.4 (326 reviews) | 
| **Reporting & Dashboards** | 7.8 (771 reviews) | 7.9 (348 reviews) | 
| **Payment Processing** | 7.3 (614 reviews) | 6.1 (285 reviews) | 
| **Email Integration** | 8.0 (772 reviews) | 8.1 (346 reviews) | 
| **Task Management** | 8.4 (782 reviews) | 8.6 (371 reviews) | 

#### Insurance Documentation

| Feature | Applied Epic | EZLynx | 
|---|---|---|
| **Claims Management** | 8.0 (729 reviews) | 7.1 (299 reviews) | 
| **Policy Management** | 8.8 (821 reviews) | 9.0 (400 reviews) | 
| **Invoicing & Receipts** | 8.1 (754 reviews) | 7.1 (301 reviews) | 
| **Electronic Signatures** | 7.7 (654 reviews) | 8.8 (376 reviews) | 

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


**Unique to EZLynx (4):** [Insurance Compliance Software](https://www.g2.com/categories/insurance-compliance), [Insurance Suites Software](https://www.g2.com/categories/insurance-suites), [Underwriting & Rating Software](https://www.g2.com/categories/underwriting-rating), [CPQ Software](https://www.g2.com/categories/cpq)


---
## Reviewer Demographics

### By Company Size

| Segment | Applied Epic | EZLynx | 
|---|---|---|
| **Small-Business** | 71.6% | 90.3% | 
| **Mid-Market** | 23.7% | 8.5% | 
| **Enterprise** | 4.8% | 1.2% | 

### 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%

#### EZLynx

- **Insurance:** 96.3%
- **Banking:** 0.5%
- **Accounting:** 0.3%
- **Automotive:** 0.3%
- **Financial Services:** 0.3%
- **Higher Education:** 0.3%
- **Information Technology and Services:** 0.2%
- **Logistics and Supply Chain:** 0.2%
- **Online Media:** 0.2%
- **Facilities Services:** 0.2%
- **Other:** 1.2%

---
## Alternatives

### Alternatives to Applied Epic

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (935 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)
- [TLDCRM](https://www.g2.com/products/tldcrm/reviews) — 4.7/5 stars (19 reviews)

### Alternatives to EZLynx

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (935 reviews)
- [PL Rating](https://www.g2.com/products/pl-rating/reviews) — 4.5/5 stars (484 reviews)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (563 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews)
- [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) — 4.2/5 stars (1502 reviews)
- [PandaDoc](https://www.g2.com/products/pandadoc/reviews) — 4.7/5 stars (3478 reviews)
- [Everstage](https://www.g2.com/products/everstage/reviews) — 4.8/5 stars (2043 reviews)
- [Proposify](https://www.g2.com/products/proposify/reviews) — 4.6/5 stars (1134 reviews)
- [Qwilr](https://www.g2.com/products/qwilr/reviews) — 4.6/5 stars (896 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..."

### EZLynx

- Title: [How has EZLynx impacted your insurance agency management, and what improvements could be made?](https://www.g2.com/discussions/how-has-ezlynx-impacted-your-insurance-agency-management-and-what-improvements-could-be-made) — 1 comment
  > **Top comment:** "It was a very good program but there were limitations to it, that would not allow us to do some of the things we needed in our Agency."
- Title: [How many employees does EZLynx have?](https://www.g2.com/discussions/how-many-employees-does-ezlynx-have) — 1 comment
  > **Top comment:** "Not enough"
- Title: [How do you use the EZLynx rater?](https://www.g2.com/discussions/how-do-you-use-the-ezlynx-rater) — 1 comment
  > **Top comment:** "To obtain multiple base quotes at once to process options"
- Title: [What is EZLynx used for?](https://www.g2.com/discussions/ezlynx-what-is-ezlynx-used-for) — 1 comment, 1 upvote
  > **Top comment:** "EZLynx is like a super tool for insurance companies. It helps them do many important tasks in one place. It keeps customer info safe, assists with marketing,..."

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