# Applied Epic vs InsuredMine Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Applied Epic excels in overall user satisfaction, boasting a significantly higher G2 Score compared to InsuredMine. Users appreciate its robust features, particularly highlighting the efficiency of generating certificates once templates are set up, which streamlines their workflow.
- **Users say** that InsuredMine shines in customer support, with many praising the exceptional service provided by team members like Rohan. This level of support is a standout feature, making users feel valued and supported as they navigate the software.
- **Reviewers mention** that Applied Epic offers a wealth of online tutorials that simplify the setup process. Users find these resources particularly helpful for understanding workflows and managing client data, which enhances their overall experience with the platform.
- **According to verified reviews** , InsuredMine is noted for its user-friendly interface, with many users highlighting its ease of use. The software's intuitive design allows for quick adaptation, making it a favorable choice for small businesses looking for straightforward solutions.
- **G2 reviewers report** that while Applied Epic has a strong feature set, some users have experienced challenges with configuration to meet specific workflow needs. This indicates that while the platform is powerful, it may require a learning curve for optimal use.
- **Users say** that InsuredMine's continuous improvements and feature updates keep the software relevant and effective. Features like the Pipeline Manager and Retention Pipeline are particularly appreciated, as they help users manage their sales processes more efficiently.



| | Applied Epic | InsuredMine | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.7 out of 5 | 
| **Total Reviews** | 1,566 | 16 | 
| **Largest Market Segment** | Small-Business (71.6% of reviews) | Small-Business (100.0% of reviews) | 
| **Entry Level Price** | No pricing available | Free Trial Per Month | 

---
## Top Pros & Cons

### Applied Epic

Pros:
- Ease of Use (523 reviews)
- Features (215 reviews)

Cons:
- Learning Curve (168 reviews)
- Complex Process (139 reviews)

### InsuredMine

**Not enough data**

---
## Ratings Comparison
| Rating | Applied Epic | InsuredMine | 
|---|---|---|
  | **Meets Requirements** | 8.6 (1019 reviews) | 9.5 (7 reviews) | 
  | **Ease of Use** | 8.1 (1410 reviews) | 9.8 (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) | 9.8 (7 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) | 10.0 (5 reviews) | 

---
## Pricing

### Applied Epic

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### InsuredMine

#### Entry-Level Pricing

Plan: Individual

Price: Free Trial Per Month

Description: Independent Insurance Agencies who want to grow their business, convert more leads, engage more contacts and retain clients longer.

Key Features:
- CRM for Insurance Agents
- Sales & Service Pipeline
- Task Manager

[Browse all 2 editions](https://www.g2.com/products/insuredmine/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Insurance Analytics

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | N/A | N/A |
| **InsuredMine** | N/A | N/A |

#### Additional Functionality

| Feature | Applied Epic | InsuredMine | 
|---|---|---|
| **Cloud** | Not enough data | Not enough data | 
| **Dashboard** | Not enough data | Not enough data | 

#### Basics

| Feature | Applied Epic | InsuredMine | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 

#### Content

| Feature | Applied Epic | InsuredMine | 
|---|---|---|
| **Automation** | Not enough data | Not enough data | 

#### Data

| Feature | Applied Epic | InsuredMine | 
|---|---|---|
| **Visualization** | Not enough data | Not enough data | 

#### Interoperability

| Feature | Applied Epic | InsuredMine | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | Not enough data | 

#### Performance

| Feature | Applied Epic | InsuredMine | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 

### Insurance CRM

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | N/A | N/A |
| **InsuredMine** | N/A | N/A |

#### Relationship Management - Insurance CRM

| Feature | Applied Epic | InsuredMine | 
|---|---|---|
| **Renewal Management** | Not enough data | Not enough data | 
| **Client Communication Tools** | Not enough data | Not enough data | 
| **Lead Tracking** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Winbacks** | Not enough data | Not enough data | 
| **Communication History** | Not enough data | Not enough data | 
| **Activity Management** | Not enough data | Not enough data | 
| **Reputation Management** | Not enough data | Not enough data | 

#### Follow up Automation - Insurance CRM

| Feature | Applied Epic | InsuredMine | 
|---|---|---|
| **Automated Follow-Ups** | Not enough data | Not enough data | 
| **Marketing Campaigns** | Not enough data | Not enough data | 

#### Document Management - Insurance CRM

| Feature | Applied Epic | InsuredMine | 
|---|---|---|
| **Documentation handling** | Not enough data | Not enough data | 

#### Integrations & Reports - Insurance CRM

| Feature | Applied Epic | InsuredMine | 
|---|---|---|
| **Integrations** | Not enough data | Not enough data | 
| **Reporting & Analytics** | Not enough data | Not enough data | 

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | 7.9/10 | 866 |
| **InsuredMine** | 8.8/10 | 5 |

#### Administration

| Feature | Applied Epic | InsuredMine | 
|---|---|---|
| **Accounting** | 7.5 (716 reviews) | Feature Not Available | 
| **Contact Management** | 8.5 (786 reviews) | 8.7 (5 reviews) | 
| **Commissions** | 8.0 (723 reviews) | Feature Not Available | 
| **Sales Tools** | 7.1 (650 reviews) | 9.3 (5 reviews) | 
| **Reporting & Dashboards** | 7.8 (771 reviews) | 9.3 (5 reviews) | 
| **Payment Processing** | 7.3 (614 reviews) | Not enough data | 
| **Email Integration** | 8.0 (773 reviews) | 8.0 (5 reviews) | 
| **Task Management** | 8.4 (782 reviews) | 8.7 (5 reviews) | 

#### Insurance Documentation

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


**Unique to InsuredMine (2):** [Insurance Analytics Software](https://www.g2.com/categories/insurance-analytics), [Insurance CRM Software](https://www.g2.com/categories/insurance-crm)


---
## Reviewer Demographics

### By Company Size

| Segment | Applied Epic | InsuredMine | 
|---|---|---|
| **Small-Business** | 71.6% | 100.0% | 
| **Mid-Market** | 23.7% | 0% | 
| **Enterprise** | 4.8% | 0% | 

### 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%

#### InsuredMine

- **Insurance:** 93.8%
- **Accounting:** 6.3%

---
## Alternatives

### Alternatives to Applied Epic

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (942 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 (599 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 InsuredMine

- [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (599 reviews)
- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (942 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (700 reviews)
- [Tableau](https://www.g2.com/products/tableau/reviews) — 4.4/5 stars (3688 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13847 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2931 reviews)
- [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) — 4.3/5 stars (416 reviews)
- [AgencyZoom](https://www.g2.com/products/vertafore-agencyzoom/reviews) — 4.6/5 stars (222 reviews)
- [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 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..."

### InsuredMine

No discussions available for this product.

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