# Applied Epic vs LexisNexis Carrier Discovery Comparison
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## AI Generated Summary
- Users report that Applied Epic excels in its Contact Management feature, scoring 8.5, which reviewers mention allows for effective organization and tracking of client interactions. In contrast, LexisNexis Carrier Discovery also offers strong Contact Management but with a slightly lower score of 8.4.
- Reviewers mention that LexisNexis Carrier Discovery shines in Ease of Setup, achieving a remarkable score of 9.7, making it user-friendly for new users. Applied Epic, however, has a lower score of 6.9 in this area, indicating a more complex setup process.
- G2 users highlight the superior Quality of Support for Applied Epic, with a score of 8.8, where users appreciate the responsiveness and helpfulness of the support team. LexisNexis Carrier Discovery, while still strong at 9.4, does not quite match the level of personalized support reported by Applied Epic users.
- Users on G2 report that Applied Epic's Payment Processing feature scores 7.2, which some find lacking in flexibility compared to LexisNexis Carrier Discovery, which does not have a specific score listed but is noted for its seamless integration with various payment systems.
- Reviewers mention that LexisNexis Carrier Discovery's Claims Management feature is particularly robust, scoring 8.2, with users appreciating its automated workflow management capabilities. In comparison, Applied Epic's Claims Management is rated slightly higher at 8.0, but users note it lacks some of the automation features found in LexisNexis.
- Users say that Applied Epic's Reporting & Dashboards feature, with a score of 7.8, provides essential insights but lacks the advanced analytics capabilities that LexisNexis Carrier Discovery offers, which is reflected in its higher user satisfaction ratings in analytics and reporting.



| | Applied Epic | LexisNexis Carrier Discovery | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.7 out of 5 | 
| **Total Reviews** | 1,571 | 15 | 
| **Largest Market Segment** | Small-Business (71.7% of reviews) | Small-Business (64.3% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | 

---
## Top Pros & Cons

### Applied Epic

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

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

### LexisNexis Carrier Discovery

**Not enough data**

---
## Ratings Comparison
| Rating | Applied Epic | LexisNexis Carrier Discovery | 
|---|---|---|
  | **Meets Requirements** | 8.6 (1022 reviews) | 9.6 (8 reviews) | 
  | **Ease of Use** | 8.1 (1413 reviews) | 9.6 (8 reviews) | 
  | **Ease of Setup** | 7.3 (997 reviews) | 9.7 (5 reviews) | 
  | **Ease of Admin** | 7.7 (442 reviews) | 9.7 (5 reviews) | 
  | **Quality of Support** | 8.8 (983 reviews) | 9.4 (8 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (458 reviews) | 10.0 (5 reviews) | 
  | **Product Direction (% positive)** | 8.5 (1013 reviews) | 10.0 (7 reviews) | 

---
## Pricing

### Applied Epic

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### LexisNexis Carrier Discovery

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | 7.9/10 | 872 |
| **LexisNexis Carrier Discovery** | N/A | N/A |

#### Administration

| Feature | Applied Epic | LexisNexis Carrier Discovery | 
|---|---|---|
| **Accounting** | 7.6 (717 reviews) | Not enough data | 
| **Contact Management** | 8.5 (787 reviews) | Not enough data | 
| **Commissions** | 8.0 (724 reviews) | Not enough data | 
| **Sales Tools** | 7.1 (651 reviews) | Not enough data | 
| **Reporting & Dashboards** | 7.8 (774 reviews) | Not enough data | 
| **Payment Processing** | 7.3 (616 reviews) | Not enough data | 
| **Email Integration** | 8.0 (774 reviews) | Not enough data | 
| **Task Management** | 8.4 (785 reviews) | Not enough data | 

#### Insurance Documentation

| Feature | Applied Epic | LexisNexis Carrier Discovery | 
|---|---|---|
| **Claims Management** | 8.0 (729 reviews) | Not enough data | 
| **Policy Management** | 8.8 (824 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 LexisNexis Carrier Discovery (1):** [Other Insurance Software](https://www.g2.com/categories/other-insurance)


---
## Reviewer Demographics

### By Company Size

| Segment | Applied Epic | LexisNexis Carrier Discovery | 
|---|---|---|
| **Small-Business** | 71.7% | 64.3% | 
| **Mid-Market** | 23.6% | 14.3% | 
| **Enterprise** | 4.7% | 21.4% | 

### 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:** 1.6%

#### LexisNexis Carrier Discovery

- **Insurance:** 50.0%
- **Accounting:** 14.3%
- **Legal Services:** 7.1%
- **Law Practice:** 7.1%
- **Health, Wellness and Fitness:** 7.1%
- **Government Administration:** 7.1%
- **Computer Software:** 7.1%

---
## Alternatives

### Alternatives to Applied Epic

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (951 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (715 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (610 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)
- [InsuredMine](https://www.g2.com/products/insuredmine/reviews) — 4.7/5 stars (16 reviews)

### Alternatives to LexisNexis Carrier Discovery

- [Indio](https://www.g2.com/products/indio/reviews) — 4.6/5 stars (131 reviews)
- [ImageRight](https://www.g2.com/products/imageright/reviews) — 4.4/5 stars (125 reviews)
- [Quandri](https://www.g2.com/products/quandri/reviews) — 4.4/5 stars (37 reviews)
- [leO](https://www.g2.com/products/leo-leo/reviews) — 4.6/5 stars (33 reviews)
- [WorkSmart](https://www.g2.com/products/worksmart/reviews) — 4.1/5 stars (25 reviews)
- [Applied CSR24](https://www.g2.com/products/applied-csr24/reviews) — 4.3/5 stars (24 reviews)
- [Policy Bazaar](https://www.g2.com/products/policy-bazaar/reviews) — 4.1/5 stars (22 reviews)
- [InsurLink](https://www.g2.com/products/insurlink/reviews) — 4.3/5 stars (17 reviews)
- [Astalty](https://www.g2.com/products/astalty/reviews) — 4.9/5 stars (17 reviews)
- [Content Cloud](https://www.g2.com/products/content-cloud/reviews) — 3.8/5 stars (16 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..."

### LexisNexis Carrier Discovery

- Title: [What information does LexisNexis provide?](https://www.g2.com/discussions/what-information-does-lexisnexis-provide) — 1 comment
  > **Top comment:** "They provide a substantial amount regarding reports. What my agency uses it mostly for is running MVR reports for other businesses that have drivers."

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