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At a Glance
Market Segments
Small-Business (71.6% of reviews)
Small-Business (100.0% of reviews)
Entry-Level Pricing
No pricing available
Free Trial Per Month
Applied Epic
Star Rating
(1,556)4.4 out of 5
Market Segments
Small-Business (71.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied EpicInsuredMine
Star Rating
(16)4.7 out of 5
Market Segments
Small-Business (100.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
Free Trial Per Month
Browse all 2 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Applied Epic has a solid Policy Management feature with a score of 8.9, but InsuredMine excels with a higher score of 8.8, indicating a more user-friendly experience in managing policies.
- Reviewers mention that InsuredMine's Sales Tools are particularly strong, scoring 9.3, while Applied Epic's score of 7.2 suggests it may lack some advanced functionalities that users find beneficial.
- G2 users highlight that the Quality of Support for InsuredMine is exceptional, with a score of 9.8, compared to Applied Epic's 8.8, indicating that users may find quicker and more effective assistance with InsuredMine.
- Users on G2 report that InsuredMine's Ease of Use is significantly better, scoring 9.8, while Applied Epic's score of 8.0 suggests a steeper learning curve for new users.
- Reviewers say that the Task Management capabilities in InsuredMine, scoring 8.7, are more intuitive compared to Applied Epic's score of 8.4, making it easier for teams to collaborate and manage tasks effectively.
- Users report that InsuredMine's Reporting & Dashboards feature, with a score of 9.3, provides more insightful analytics compared to Applied Epic's score of 7.8, which may limit users' ability to derive actionable insights from their data.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableInsuredMine
Individual
Free Trial
Per Month
Independent Insurance Agencies who want to grow their business, convert more leads, engage more contacts and retain clients longer.
- CRM for Insurance Agents
- Sales & Service Pipeline
- Task Manager
Free Trial
Applied Epic
No trial information availableInsuredMine
Free Trial is available
Ratings
Meets Requirements
8.6
1,012
9.5
7
Ease of Use
8.1
1,401
9.8
7
Ease of Setup
7.3
986
Not enough data
Ease of Admin
7.7
440
Not enough data
Quality of Support
8.8
974
9.8
7
Has the product been a good partner in doing business?
8.6
457
Not enough data
Product Direction (% positive)
8.6
1,004
10.0
5
Features by Category
Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Basics
Not enough data
Not enough data
Content
Not enough data
Not enough data
Data
Not enough data
Not enough data
Interoperability
Not enough data
Not enough data
Performance
Not enough data
Not enough data
Relationship Management - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Administration
7.5
709
Feature Not Available
8.5
782
8.7
5
8.0
719
Feature Not Available
7.1
648
9.3
5
7.8
767
9.3
5
7.3
611
Not enough data
8.0
766
8.0
5
8.4
778
8.7
5
Insurance Documentation
8.0
726
Not enough data
8.9
813
Not enough data
8.1
750
Not enough data
7.7
653
Not enough data
Categories
Categories
Shared Categories
Applied Epic and InsuredMine are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic has no unique categories
InsuredMine is categorized as Insurance Analytics and Insurance CRM
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
InsuredMine
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
Insurance
93.8%
Accounting
6.3%
‐
‐
‐
Other
0.0%
Discussions
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
MP
yesRead more
Is there a way to add taxes and fees so that it carries over into the invoicing section?
3 Comments
LM
Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure>Accounting>Transaction Codes.Read more
What is the best way to implement Best Practices for reports on renewal and new business retention?
2 Comments
TB
If you forward to me your email address I can send to you the Criteria that I use for both.Read more
InsuredMine has no discussions with answers
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