# Applied Epic vs InsuredMine Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Applied Epic excels in providing a comprehensive view of client and policy information, which significantly enhances workflow organization and efficiency. Users appreciate the platform's ability to keep everything in one place, making account management straightforward and intuitive.
- **Users say** that InsuredMine stands out for its exceptional customer support, with many highlighting specific team members who go above and beyond to assist. This level of service is a key differentiator for users who value responsive and helpful support in their software experience.
- **Reviewers mention** that while Applied Epic has a steeper learning curve, it offers a wealth of tutorials and resources that help users navigate the system effectively. This support structure is particularly beneficial for agencies looking to maximize their use of the software over time.
- **According to verified reviews** , InsuredMine is praised for its user-friendly interface and ease of setup, making it an attractive option for small businesses that need a quick and efficient onboarding process. Users appreciate the seamless integration of features like the Pipeline Manager and Email templates.
- **G2 reviewers highlight** that Applied Epic's robust feature set, including advanced reporting and dashboard capabilities, provides valuable insights for agencies. However, some users feel that the complexity of these features can be overwhelming without adequate training.
- **Users report** that InsuredMine's continuous improvements and feature updates keep the software relevant and effective, which is a significant advantage for businesses looking for a solution that evolves with their needs. This adaptability is often cited as a reason for user satisfaction despite the smaller number of reviews.



---
## Frequently Asked Questions

### What is the difference between Applied Epic vs InsuredMine?

Applied Epic and InsuredMine differ most clearly in reviewer satisfaction, with InsuredMine earning higher ratings for ease of use and support, while Applied Epic is more established with a larger review base and deeper accounting features.

| [Applied Epic](https://www.g2.com/products/applied-epic/reviews) | [InsuredMine](https://www.g2.com/products/insuredmine/reviews) |
| --- | --- |
| 4.4/5 (1800 reviews) | 4.7/5 (16 reviews) |
| — | — |
| 7.4 | — |
| 8.7 | 9.8 |
| Ease of Use (534 all-time mentions) | Customer Support (recent reviews) |



### How do the pricing models of Applied Epic and InsuredMine compare?

InsuredMine is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to Applied Epic.

- **Applied Epic:** In recent reviews, several reviewers cite high pricing and extra charges for data access as a drawback, with some describing the pricing strategy as a significant operational issue.
- **InsuredMine:** In recent reviews, reviewers consistently express satisfaction with the value and simplicity of InsuredMine, highlighting its strong automation and feature set as justifying the cost.



### What are the best alternatives to Applied Epic and InsuredMine?

The top three alternatives to Applied Epic and InsuredMine are AMS360, EZLynx, and iLife Technologies.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Applied Epic](https://www.g2.com/products/applied-epic/reviews) | 4.4/5 (1800 reviews) | — | Pricing is frequently cited as high, with extra charges for data access | Ease of Use (534 all-time mentions) |
| [InsuredMine](https://www.g2.com/products/insuredmine/reviews) | 4.7/5 (16 reviews) | — | Reviewers highlight strong value and automation features | Customer Support (recent reviews) |
| [AMS360](https://www.g2.com/products/ams360/reviews) | 4.3/5 (968 reviews) | Small-Business | — | — |
| [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) | 4.4/5 (724 reviews) | Mid-Market | — | — |
| [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) | 4.7/5 (78 reviews) | Small-Business | — | — |



### Which Insurance Agency Management Systems features should I prioritize when comparing Applied Epic and InsuredMine?

Buyers should prioritize ease of use, quality of support, workflow automation, integrations, and accounting features when comparing Applied Epic and InsuredMine.

- **Ease of Use:** Applied Epic 8.1 (534 all-time mentions); InsuredMine 9.8
- **Quality of Support:** Applied Epic 8.7; InsuredMine 9.8
- **Workflow Automation:** InsuredMine is frequently praised for automation and pipeline management in recent reviews; Applied Epic has 153 all-time mentions for workflow efficiency
- **Integrations:** Applied Epic has 133 all-time mentions for integrations, with Indio and Applied TAM most cited; InsuredMine is highlighted for syncing with AMS and NowCerts in recent reviews
- **Accounting:** Applied Epic offers accounting and commissions features; InsuredMine does not list these features



### What are the pros and cons of Applied Epic vs InsuredMine?

Applied Epic's headline strength is its comprehensive feature set and organization, while InsuredMine stands out for ease of use and customer support.

- **Applied Epic strengths:** Ease of Use (534 all-time mentions), Features (215), Data Management (195), Workflow Efficiency (153), Organization (151), Integrations (133), Intuitive (140), Centralization (94), Customization (80), Comprehensive Information (76)
- **Applied Epic trade-offs:** Learning Curve (173 all-time mentions), Complex Process (139), Excessive Clicking (130), Inefficiency (114), Limited Customization (99), Slow Performance (87), Complexity (77), High pricing and extra charges for data access are frequently cited in recent reviews
- **InsuredMine strengths:** In recent reviews, reviewers highlight ease of use, strong automation, pipeline management, and exceptional customer support
- **InsuredMine trade-offs:** Some reviewers note initial setup and customization can be time-consuming, and occasional minor bugs are mentioned in recent reviews



### Is Applied Epic or InsuredMine better for small businesses?

InsuredMine is better suited for small businesses, with reviewers consistently praising its ease of use and implementation for smaller agencies.

- **Applied Epic:** Largest segment not specified; reviewers note a steeper learning curve and more complex setup, which may be less ideal for small businesses
- **InsuredMine:** Largest segment not specified; reviewers highlight simplicity, fast setup, and strong support as advantages for small agencies



### Which Insurance Agency Management Systems platform has better integrations?

Applied Epic is favored for integrations, with more reviewer-cited integration mentions and specific third-party tool support.

- **Applied Epic:** Indio (44 all-time mentions), Applied TAM (20 all-time mentions), integrations cited in 133 reviews
- **InsuredMine:** NowCerts and AMS integrations are highlighted in recent reviews, but no all-time mention counts are supplied



### How do Applied Epic and InsuredMine compare on customer support?

InsuredMine scores materially higher on Quality of Support, with a 1.1-point advantage over Applied Epic (9.8 vs 8.7).

- **Applied Epic:** Reviewers frequently describe support as knowledgeable and helpful, with 8.7 average support score, though some mention slow resolution times
- **InsuredMine:** Reviewers consistently praise customer support, citing fast responses, daily training, and hands-on assistance, reflected in its 9.8 support score



### Which is easier to implement, Applied Epic or InsuredMine?

Applied Epic and InsuredMine are rated at parity on Ease of Setup, with reviewers describing both as straightforward to implement, though Applied Epic has more mentions of complexity during migration.

- **Applied Epic:** Ease of Setup score 7.4; reviewers note initial setup can be challenging and sometimes requires external consultants, but many also describe the process as manageable with available tutorials
- **InsuredMine:** In recent reviews, reviewers highlight simple and fast setup, with strong support during onboarding



### Which product has better Accounting?

Applied Epic is the stronger product for Accounting, with dedicated accounting and commissions features and frequent reviewer mentions.

- **Applied Epic:** Accounting and commissions features are included; reviewers cite accounting month control and commission reconciliation as benefits; accounting is a frequently mentioned feature
- **InsuredMine:** No dedicated accounting features are listed or mentioned in reviews



| | Applied Epic | InsuredMine | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.7 out of 5 | 
| **Total Reviews** | 1,801 | 16 | 
| **Largest Market Segment** | Small-Business (74.7% 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 (1212 reviews) | 9.5 (7 reviews) | 
  | **Ease of Use** | 8.1 (1598 reviews) | 9.8 (7 reviews) | 
  | **Ease of Setup** | 7.4 (1160 reviews) | Not enough data | 
  | **Ease of Admin** | 7.8 (552 reviews) | Not enough data | 
  | **Quality of Support** | 8.7 (1169 reviews) | 9.8 (7 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (582 reviews) | Not enough data | 
  | **Product Direction (% positive)** | 8.4 (1170 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 | 
| **Template Management** | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Sales Pipeline Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Insurance 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 | 

#### Additional Functionality

| Feature | Applied Epic | InsuredMine | 
|---|---|---|
| **Sales Reports** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Calendar/Reminder System** | Not enough data | Not enough data | 
| **Task Scheduling** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Marketing Automation** | Not enough data | Not enough data | 
| **For Insurance Industry** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Quotes/Estimates** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | 8.1/10 | 1060 |
| **InsuredMine** | 8.8/10 | 5 |

#### Administration

| Feature | Applied Epic | InsuredMine | 
|---|---|---|
| **Accounting** | 7.7 (782 reviews) | Feature Not Available | 
| **Contact Management** | 8.6 (932 reviews) | 8.7 (5 reviews) | 
| **Commissions** | 8.1 (790 reviews) | Feature Not Available | 
| **Sales Tools** | 7.2 (679 reviews) | 9.3 (5 reviews) | 
| **Reporting & Statistics** | 7.9 (852 reviews) | 9.3 (5 reviews) | 
| **Payment Processing** | 7.5 (666 reviews) | Not enough data | 
| **Email Integration** | 8.1 (868 reviews) | 8.0 (5 reviews) | 
| **Task Management** | 8.6 (888 reviews) | 8.7 (5 reviews) | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Accounting Integration** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Commission Management** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **User Management** | Not enough data | Not enough data | 
| **Forms Management** | Not enough data | Not enough data | 
| **Invoice Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 

#### Insurance Documentation

| Feature | Applied Epic | InsuredMine | 
|---|---|---|
| **Claims Management** | 8.1 (789 reviews) | Not enough data | 
| **Insurance Policy Management** | 9.0 (978 reviews) | Not enough data | 
| **Invoicing & Receipts** | 8.2 (833 reviews) | Not enough data | 
| **Electronic Signatures** | 7.8 (699 reviews) | Not enough data | 
| **Client Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Applied Epic | InsuredMine | 
|---|---|---|
| **Client Portal** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 
| **Commission Calculations** | Not enough data | Not enough data | 
| **Insurance Rating** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Property & Casualty** | Not enough data | Not enough data | 
| **Configurable Workflow** | Not enough data | Not enough data | 
| **Life & Health** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | 
| **Customizable Forms** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Document Templates** | Not enough data | Not enough data | 
| **Self Service Portal** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **SSL Security** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Referral Tracking** | Not enough data | Not enough data | 
| **Quotes/Estimates** | Not enough data | Not enough data | 
| **Risk Assessment** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | 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** | 74.7% | 100.0% | 
| **Mid-Market** | 21.1% | 0% | 
| **Enterprise** | 4.2% | 0% | 

### By Industry

#### Applied Epic

- **Insurance:** 92.1%
- **Accounting:** 3.3%
- **Construction:** 1.0%
- **Financial Services:** 0.7%
- **Information Technology and Services:** 0.5%
- **Automotive:** 0.2%
- **Banking:** 0.2%
- **Commercial Real Estate:** 0.2%
- **Consumer Services:** 0.2%
- **Airlines/Aviation:** 0.1%
- **Other:** 1.6%

#### InsuredMine

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

---
## Alternatives

### Alternatives to Applied Epic

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (1063 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (722 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (671 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 (151 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 (671 reviews)
- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (1063 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (722 reviews)
- [Tableau](https://www.g2.com/products/tableau/reviews) — 4.4/5 stars (3814 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13943 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2949 reviews)
- [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) — 4.3/5 stars (415 reviews)
- [AgencyZoom](https://www.g2.com/products/vertafore-agencyzoom/reviews) — 4.6/5 stars (223 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)