# Applied Epic vs HawkSoft Comparison --- ## AI Generated Summary - **G2 reviewers report** that Applied Epic excels in overall user satisfaction, boasting a significantly higher G2 Score compared to HawkSoft. Users appreciate its robust features, particularly highlighting the efficiency of generating certificates once templates are set up, which streamlines their workflow. - **Users say** that HawkSoft shines in its ease of use, with many finding the support documentation straightforward and easy to navigate. This is particularly beneficial for new users who can quickly find relevant help, ensuring a smoother onboarding experience. - **Reviewers mention** that Applied Epic's implementation process is enhanced by its online tutorials, which cover essential topics like workflows and client management. This support helps users feel confident during setup, although some still find the initial configuration challenging. - **According to verified reviews** , HawkSoft's customer support is highly rated, with users noting that they can easily obtain assistance when needed. This level of support fosters a sense of community and trust, as users feel their feedback is valued and acted upon by the leadership. - **G2 reviewers highlight** that while Applied Epic has a wealth of features, its complexity can sometimes be overwhelming for smaller businesses. In contrast, HawkSoft's focus on small-business needs resonates well with its user base, making it a preferred choice for those seeking simplicity. - **Users report** that Applied Epic's ongoing investment in technology, particularly in AI, enhances its functionality, allowing seamless integration with tools like Office 365 and Adobe. This forward-thinking approach is appealing, but some users still prefer the more straightforward, user-friendly interface of HawkSoft. | | Applied Epic | HawkSoft | |---|---|---| | **Star Rating** | 4.4 out of 5 | 4.8 out of 5 | | **Total Reviews** | 1,564 | 84 | | **Largest Market Segment** | Small-Business (71.6% of reviews) | Small-Business (95.2% of reviews) | | **Entry Level Price** | No pricing available | Contact Us | --- ## Top Pros & Cons ### Applied Epic Pros: - Ease of Use (534 reviews) - Features (215 reviews) Cons: - Learning Curve (173 reviews) - Complex Process (139 reviews) ### HawkSoft Pros: - Centralization (1 reviews) - Client Management (1 reviews) Cons: - Integration Issues (1 reviews) - Policy Management (1 reviews) --- ## Ratings Comparison | Rating | Applied Epic | HawkSoft | |---|---|---| | **Meets Requirements** | 8.6 (1019 reviews) | 9.3 (71 reviews) | | **Ease of Use** | 8.1 (1410 reviews) | 9.2 (72 reviews) | | **Ease of Setup** | 7.3 (994 reviews) | 8.8 (44 reviews) | | **Ease of Admin** | 7.7 (441 reviews) | 9.2 (39 reviews) | | **Quality of Support** | 8.8 (980 reviews) | 9.6 (70 reviews) | | **Has the product been a good partner in doing business?** | 8.6 (457 reviews) | 9.5 (39 reviews) | | **Product Direction (% positive)** | 8.5 (1011 reviews) | 9.8 (70 reviews) | --- ## Pricing ### Applied Epic #### Entry-Level Pricing No pricing available #### Free Trial No information available ### 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 "introductory" offers followed by exponential increases. Please contact us for a pricing proposal. Key Features: - P&C policy management - Automated documentation and E&O mitigation - Reporting / Sales Pipeline [Learn more about HawkSoft](https://www.g2.com/products/hawksoft/reviews) #### Free Trial No --- ## Features Comparison By Category ### Insurance Agency Management Systems | Product | Score | Reviews | |---|---|---| | **Applied Epic** | 7.9/10 | 866 | | **HawkSoft** | 9.0/10 | 61 | #### Administration | Feature | Applied Epic | HawkSoft | |---|---|---| | **Accounting** | 7.5 (716 reviews) | 8.5 (34 reviews) | | **Contact Management** | 8.5 (786 reviews) | 9.3 (52 reviews) | | **Commissions** | 8.0 (723 reviews) | 8.5 (36 reviews) | | **Sales Tools** | 7.1 (650 reviews) | 8.2 (49 reviews) | | **Reporting & Dashboards** | 7.8 (771 reviews) | 9.0 (54 reviews) | | **Payment Processing** | 7.3 (614 reviews) | 9.3 (43 reviews) | | **Email Integration** | 8.0 (773 reviews) | 8.9 (54 reviews) | | **Task Management** | 8.4 (782 reviews) | 9.4 (51 reviews) | #### Insurance Documentation | Feature | Applied Epic | HawkSoft | |---|---|---| | **Claims Management** | 8.0 (729 reviews) | 8.5 (41 reviews) | | **Policy Management** | 8.8 (821 reviews) | 9.5 (57 reviews) | | **Invoicing & Receipts** | 8.1 (755 reviews) | 9.0 (46 reviews) | | **Electronic Signatures** | 7.7 (655 reviews) | 9.3 (36 reviews) | --- ## Categories **Shared Categories (1):** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Unique to HawkSoft (2):** [Property & 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 | HawkSoft | |---|---|---| | **Small-Business** | 71.6% | 95.2% | | **Mid-Market** | 23.7% | 2.4% | | **Enterprise** | 4.8% | 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:** 1.7% #### 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 (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) - [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) - [Momentum AMP, formerly Nowcerts](https://www.g2.com/products/momentum-amp-formerly-nowcerts/reviews) — 3.8/5 stars (7 reviews) ### Alternatives to HawkSoft - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (700 reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (937 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) --- ## 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..." ### 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-hawksoft)