# Applied Epic, EZLynx vs HawkSoft Comparison

| | Applied Epic | EZLynx | HawkSoft | 
|---|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.4 out of 5 | 4.8 out of 5 | 
| **Total Reviews** | 1,563 | 699 | 84 | 
| **Largest Market Segment** | Small-Business (71.6% of reviews) | Small-Business (90.3% of reviews) | Small-Business (95.2% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | Contact Us | 

---
## Top Pros & Cons

### Applied Epic

Pros:
- Ease of Use (534 reviews)
- Features (219 reviews)

Cons:
- Learning Curve (173 reviews)
- Complex Process (140 reviews)

### EZLynx

Pros:
- Ease of Use (122 reviews)
- Efficiency (54 reviews)

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

### HawkSoft

Pros:
- Communication (2 reviews)
- Integrations (2 reviews)

Cons:
- Integration Issues (1 reviews)
- Policy Management (1 reviews)

---
## Ratings Comparison
| Rating | Applied Epic | EZLynx | HawkSoft | 
|---|---|---|---|
  | **Meets Requirements** | 8.6 (1018 reviews) | 8.6 (520 reviews) | 9.3 (71 reviews) | 
  | **Ease of Use** | 8.1 (1409 reviews) | 8.7 (573 reviews) | 9.2 (72 reviews) | 
  | **Ease of Setup** | 7.3 (993 reviews) | 8.4 (494 reviews) | 8.8 (44 reviews) | 
  | **Ease of Admin** | 7.7 (441 reviews) | 8.3 (172 reviews) | 9.2 (39 reviews) | 
  | **Quality of Support** | 8.8 (979 reviews) | 8.3 (496 reviews) | 9.6 (70 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (457 reviews) | 8.3 (172 reviews) | 9.5 (39 reviews) | 
  | **Product Direction (% positive)** | 8.5 (1010 reviews) | 8.5 (487 reviews) | 9.8 (70 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

### HawkSoft

#### Entry-Level Pricing

Plan: HawkSoft Subscription

Price: Contact Us

Description: Our pricing model is based on a flat base fee plus a user fee of $94 per user per month. 

HawkSoft is committed to delivering a great value at a transparent, fair price. We do not do minimum length contracts, early termination fees, data extraction fees, or artificially low &quot;introductory&quot; offers followed by exponential increases.

Please contact us for a  pricing proposal.

Key Features:
- P&amp;C policy management
- Automated documentation and E&amp;O mitigation
- Reporting / Sales Pipeline

[Learn more about HawkSoft](https://www.g2.com/products/hawksoft/reviews)

#### Free Trial

No

---
## Features Comparison By Category

### CPQ

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

#### Configuration - cpq

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

#### Pricing

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

#### Quoting

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

#### Admin

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

#### Channels

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

#### Platform

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

#### Generative AI - cpq

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

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | 7.9/10 | 865 |
| **EZLynx** | 7.7/10 | 444 |
| **HawkSoft** | 9.0/10 | 61 |

#### Administration

| Feature | Applied Epic | EZLynx | HawkSoft | 
|---|---|---|---|
| **Accounting** | 7.5 (715 reviews) | 6.4 (295 reviews) | 8.5 (34 reviews) | 
| **Contact Management** | 8.5 (785 reviews) | 8.8 (394 reviews) | 9.3 (52 reviews) | 
| **Commissions** | 8.0 (723 reviews) | 7.0 (306 reviews) | 8.5 (36 reviews) | 
| **Sales Tools** | 7.1 (650 reviews) | 7.4 (326 reviews) | 8.2 (49 reviews) | 
| **Reporting &amp; Dashboards** | 7.8 (771 reviews) | 7.9 (348 reviews) | 9.0 (54 reviews) | 
| **Payment Processing** | 7.3 (614 reviews) | 6.1 (285 reviews) | 9.3 (43 reviews) | 
| **Email Integration** | 8.0 (772 reviews) | 8.1 (346 reviews) | 8.9 (54 reviews) | 
| **Task Management** | 8.4 (782 reviews) | 8.6 (371 reviews) | 9.4 (51 reviews) | 

#### Insurance Documentation

| Feature | Applied Epic | EZLynx | HawkSoft | 
|---|---|---|---|
| **Claims Management** | 8.0 (729 reviews) | 7.1 (299 reviews) | 8.5 (41 reviews) | 
| **Policy Management** | 8.8 (821 reviews) | 9.0 (400 reviews) | 9.5 (57 reviews) | 
| **Invoicing &amp; Receipts** | 8.1 (754 reviews) | 7.1 (301 reviews) | 9.0 (46 reviews) | 
| **Electronic Signatures** | 7.7 (654 reviews) | 8.8 (376 reviews) | 9.3 (36 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 &amp; Rating Software](https://www.g2.com/categories/underwriting-rating), [CPQ Software](https://www.g2.com/categories/cpq)

**Unique to HawkSoft (2):** [Property &amp; Casualty Policy Administration Systems](https://www.g2.com/categories/property-casualty-policy-administration-systems), [Insurance Suites Software](https://www.g2.com/categories/insurance-suites)


---
## Reviewer Demographics

### By Company Size

| Segment | Applied Epic | EZLynx | HawkSoft | 
|---|---|---|---|
| **Small-Business** | 71.6% | 90.3% | 95.2% | 
| **Mid-Market** | 23.7% | 8.5% | 2.4% | 
| **Enterprise** | 4.8% | 1.2% | 2.4% | 

### 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%

#### HawkSoft

- **Insurance:** 95.2%
- **Retail:** 1.2%
- **Information Technology and Services:** 1.2%
- **Information Services:** 1.2%
- **Financial Services:** 1.2%

---
## Alternatives

### Alternatives to Applied Epic

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (934 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)
- [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)
- [Momentum AMP, formerly Nowcerts](https://www.g2.com/products/momentum-amp-formerly-nowcerts/reviews) — 3.8/5 stars (7 reviews)

### Alternatives to EZLynx

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (934 reviews)
- [PL Rating](https://www.g2.com/products/pl-rating/reviews) — 4.5/5 stars (484 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 (2927 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 (3476 reviews)
- [Everstage](https://www.g2.com/products/everstage/reviews) — 4.8/5 stars (2037 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 (895 reviews)
- [DealHub](https://www.g2.com/products/dealhub/reviews) — 4.7/5 stars (847 reviews)

### Alternatives to HawkSoft

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (934 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)
- [Applied TAM](https://www.g2.com/products/applied-tam/reviews) — 3.4/5 stars (56 reviews)
- [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews)
- [BriteCore](https://www.g2.com/products/britecore/reviews) — 4.3/5 stars (24 reviews)
- [Duck Creek Policy](https://www.g2.com/products/duck-creek-policy/reviews) — 4.6/5 stars (118 reviews)
- [Sagitta](https://www.g2.com/products/sagitta/reviews) — 3.9/5 stars (91 reviews)
- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (102 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&gt;Accounting&gt;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,..."

### HawkSoft

- Title: [What is applied epic?](https://www.g2.com/discussions/hawksoft-what-is-applied-epic) — 2 comments
  > **Top comment:** "Applied Epic is another type of insurance agency management system software."
- Title: [What does EZLynx cost?](https://www.g2.com/discussions/what-does-ezlynx-cost) — 1 comment
  > **Top comment:** "Our agency has three locations and 20 users.  We have the consumer quoting add-on for our website as well.  The annual cost is approximately $4,500."

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

