# Applied Epic vs FileTrac Evolve Comparison
---
## AI Generated Summary
- Users report that Applied Epic excels in its **Contact Management** feature, scoring 8.5, which reviewers mention allows for seamless tracking of client interactions and relationships, making it a strong choice for agencies focused on customer engagement.
- Reviewers mention that FileTrac Evolve shines in **Ease of Use** with a score of 8.6, indicating that users find the interface intuitive and easy to navigate, which is particularly beneficial for small businesses with limited tech support.
- G2 users highlight that Applied Epic's **Quality of Support** is rated at 8.8, with many reviewers praising the responsiveness and helpfulness of the support team, which can be crucial for businesses that rely heavily on software for daily operations.
- Users on G2 report that FileTrac Evolve offers a more favorable **Ease of Setup** experience, although specific scores were not provided, indicating that new users can get started quickly without extensive training.
- Reviewers mention that Applied Epic's **Claims Management** feature is robust, scoring 8.0, with users appreciating the automated workflow management that streamlines the claims process, which is essential for insurance agencies.
- Users say that FileTrac Evolve's **Reporting & Dashboards** feature, with a score of 7.8, provides valuable insights, but some users feel it could benefit from more customization options to better meet their specific reporting needs.



| | Applied Epic | FileTrac Evolve | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 1,564 | 12 | 
| **Largest Market Segment** | Small-Business (71.6% of reviews) | Small-Business (50.0% of reviews) | 
| **Entry Level Price** | No pricing available | Free Trial Per Month | 

---
## Top Pros & Cons

### Applied Epic

Pros:
- Ease of Use (534 reviews)
- Features (215 reviews)

Cons:
- Learning Curve (173 reviews)
- Complex Process (139 reviews)

### FileTrac Evolve

Pros:
- Automation (1 reviews)
- Claims Management (1 reviews)

Cons:
- Learning Curve (1 reviews)
- UX Improvement (1 reviews)

---
## Ratings Comparison
| Rating | Applied Epic | FileTrac Evolve | 
|---|---|---|
  | **Meets Requirements** | 8.6 (1019 reviews) | 9.0 (7 reviews) | 
  | **Ease of Use** | 8.1 (1410 reviews) | 8.6 (7 reviews) | 
  | **Ease of Setup** | 7.3 (994 reviews) | Not enough data | 
  | **Ease of Admin** | 7.7 (441 reviews) | Not enough data | 
  | **Quality of Support** | 8.8 (980 reviews) | 9.0 (5 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (457 reviews) | Not enough data | 
  | **Product Direction (% positive)** | 8.5 (1011 reviews) | 8.1 (6 reviews) | 

---
## Pricing

### Applied Epic

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### FileTrac Evolve

#### Entry-Level Pricing

Plan: Start

Price: Free Trial Per Month

Description: This pricing plan is specifically tailored for organizations in the startup phase,
offering scalable solutions that integrate seamlessly with insurance claims processing technology

Key Features:
- 30 Day Demo System
- $25 Claim Fee
- $12.50 Auto Appraisal Fee

[Browse all 10 editions](https://www.g2.com/products/filetrac-evolve/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### Insurance Claims Management

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | N/A | N/A |
| **FileTrac Evolve** | N/A | N/A |

#### Claims Submission - Insurance Claims Management

| Feature | Applied Epic | FileTrac Evolve | 
|---|---|---|
| **Document Uploads** | Not enough data | Not enough data | 
| **Online Claims Forms** | Not enough data | Not enough data | 

#### Claims Processing - Insurance Claims Management

| Feature | Applied Epic | FileTrac Evolve | 
|---|---|---|
| **Automated Workflow Management** | Not enough data | Not enough data | 
| **Task Assignment** | Not enough data | Not enough data | 
| **Case Collaboration** | Not enough data | Not enough data | 

#### Claims Tracking - Insurance Claims Management

| Feature | Applied Epic | FileTrac Evolve | 
|---|---|---|
| **Claim History** | Not enough data | Not enough data | 
| **Real-Time Claim Tracking** | Not enough data | Not enough data | 

#### Claims Settlement- Insurance Claims Management

| Feature | Applied Epic | FileTrac Evolve | 
|---|---|---|
| **Automated Claim Settlement** | Not enough data | Not enough data | 
| **Payment Processing Integration** | Not enough data | Not enough data | 
| **Claims Settlement Calculator** | Not enough data | Not enough data | 

#### Risk Management - Insurance Claims Management

| Feature | Applied Epic | FileTrac Evolve | 
|---|---|---|
| **Fraud detection** | Not enough data | Not enough data | 
| **Risk Scoring** | Not enough data | Not enough data | 

#### Analytics and reporting - Insurance Claims Management

| Feature | Applied Epic | FileTrac Evolve | 
|---|---|---|
| **Claim Data Insights** | Not enough data | Not enough data | 
| **Analytics Dashboards** | Not enough data | Not enough data | 

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | 7.9/10 | 866 |
| **FileTrac Evolve** | N/A | N/A |

#### Administration

| Feature | Applied Epic | FileTrac Evolve | 
|---|---|---|
| **Accounting** | 7.5 (716 reviews) | Not enough data | 
| **Contact Management** | 8.5 (786 reviews) | Not enough data | 
| **Commissions** | 8.0 (723 reviews) | Not enough data | 
| **Sales Tools** | 7.1 (650 reviews) | Not enough data | 
| **Reporting & Dashboards** | 7.8 (771 reviews) | Not enough data | 
| **Payment Processing** | 7.3 (614 reviews) | Not enough data | 
| **Email Integration** | 8.0 (773 reviews) | Not enough data | 
| **Task Management** | 8.4 (782 reviews) | Not enough data | 

#### Insurance Documentation

| Feature | Applied Epic | FileTrac Evolve | 
|---|---|---|
| **Claims Management** | 8.0 (729 reviews) | Not enough data | 
| **Policy Management** | 8.8 (821 reviews) | Not enough data | 
| **Invoicing & Receipts** | 8.1 (755 reviews) | Not enough data | 
| **Electronic Signatures** | 7.7 (655 reviews) | Not enough data | 

---
## Categories

**Unique to Applied Epic (1):** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)

**Unique to FileTrac Evolve (1):** [Insurance Claims Management Software](https://www.g2.com/categories/insurance-claims-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Applied Epic | FileTrac Evolve | 
|---|---|---|
| **Small-Business** | 71.6% | 50.0% | 
| **Mid-Market** | 23.7% | 41.7% | 
| **Enterprise** | 4.8% | 8.3% | 

### 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:** 1.7%

#### FileTrac Evolve

- **Insurance:** 41.7%
- **Accounting:** 25.0%
- **Higher Education:** 8.3%
- **Financial Services:** 8.3%
- **Consumer Services:** 8.3%
- **Alternative Medicine:** 8.3%

---
## Alternatives

### Alternatives to Applied Epic

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (937 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (700 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 (115 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)

### Alternatives to FileTrac Evolve

- [Guidewire ClaimCenter](https://www.g2.com/products/guidewire-claimcenter/reviews) — 4.5/5 stars (42 reviews)
- [VCA Software](https://www.g2.com/products/vca-software/reviews) — 4.4/5 stars (6 reviews)
- [FileHandler Enterprise](https://www.g2.com/products/filehandler-enterprise/reviews) — 4.4/5 stars (36 reviews)
- [Claimable](https://www.g2.com/products/claimable/reviews) — 4.6/5 stars (18 reviews)
- [Riskonnect Claims Management](https://www.g2.com/products/riskonnect-claims-management/reviews) — 4.1/5 stars (44 reviews)
- [Snapsheet](https://www.g2.com/products/snapsheet-snapsheet/reviews) — 4.1/5 stars (13 reviews)
- [Aclaimant](https://www.g2.com/products/aclaimant/reviews) — 4.9/5 stars (32 reviews)
- [BriteCore](https://www.g2.com/products/britecore/reviews) — 4.3/5 stars (24 reviews)
- [Guidewire InsuranceSuite](https://www.g2.com/products/guidewire-insurancesuite/reviews) — 4.1/5 stars (25 reviews)
- [A1 Tracker](https://www.g2.com/products/a1-tracker/reviews) — 4.8/5 stars (15 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..."

### FileTrac Evolve

No discussions available for this product.

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