# Applied Epic vs Macaw Agency Management System Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Applied Epic excels in user satisfaction, with many praising its intuitive interface and comprehensive tutorials that help users navigate the system effectively. Users appreciate having all client and policy information centralized, which significantly enhances workflow organization and efficiency.
- **Users say** that Macaw Agency Management System offers a reliable backend and ease of handling policy documents, making it easier for agents to process sales. However, it faces challenges in user satisfaction compared to Applied Epic, as reflected in its lower overall ratings.
- **Reviewers mention** that Applied Epic's implementation process is quick and straightforward, with many users highlighting the intuitive onboarding wizard that helps new users get up to speed rapidly. This contrasts with Macaw, which, while offering a cloud-based solution, has not garnered recent reviews to confirm its ease of setup.
- **According to verified reviews** , Applied Epic stands out in terms of support quality, with users noting the responsiveness and helpfulness of the support team. In comparison, while Macaw has a good support system, it lacks the same level of user feedback to validate its effectiveness.
- **G2 reviewers highlight** that Applied Epic's advanced features, such as AI integrations and robust reporting tools, contribute to its high satisfaction ratings. Users find these features essential for managing their agencies effectively, whereas Macaw's feature set, while functional, does not seem to match the depth and innovation of Applied Epic.
- **Users report** that Applied Epic consistently meets their business needs, with a high percentage of users feeling that it aligns well with their workflows. In contrast, Macaw's user feedback indicates some limitations in meeting specific requirements, which may hinder its appeal for agencies looking for a tailored solution.




| | Applied Epic | Macaw Agency Management System | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 3.3 out of 5 | 
| **Total Reviews** | 1,801 | 18 | 
| **Largest Market Segment** | Small-Business (74.7% of reviews) | Small-Business (73.3% 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)

### Macaw Agency Management System

Pros:
- Ease of Use (1 reviews)
- Efficiency (1 reviews)

Cons:
- System Instability (1 reviews)

---
## Ratings Comparison
| Rating | Applied Epic | Macaw Agency Management System | 
|---|---|---|
  | **Meets Requirements** | 8.6 (1212 reviews) | 7.5 (10 reviews) | 
  | **Ease of Use** | 8.1 (1598 reviews) | 7.3 (11 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) | 7.7 (11 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 (12 reviews) | 

---
## Pricing

### Applied Epic

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Macaw Agency Management System

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | 8.1/10 | 1060 |
| **Macaw Agency Management System** | 6.2/10 | 12 |

#### Administration

| Feature | Applied Epic | Macaw Agency Management System | 
|---|---|---|
| **Accounting** | 7.7 (782 reviews) | Not enough data | 
| **Contact Management** | 8.6 (932 reviews) | 7.5 (8 reviews) | 
| **Commissions** | 8.1 (790 reviews) | Not enough data | 
| **Sales Tools** | 7.2 (679 reviews) | 6.9 (6 reviews) | 
| **Reporting & Statistics** | 7.9 (852 reviews) | 6.3 (10 reviews) | 
| **Payment Processing** | 7.5 (666 reviews) | 4.7 (6 reviews) | 
| **Email Integration** | 8.1 (868 reviews) | 4.8 (7 reviews) | 
| **Task Management** | 8.6 (888 reviews) | 6.4 (6 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 | Macaw Agency Management System | 
|---|---|---|
| **Claims Management** | 8.1 (789 reviews) | Not enough data | 
| **Insurance Policy Management** | 9.0 (978 reviews) | 7.0 (9 reviews) | 
| **Invoicing & Receipts** | 8.2 (833 reviews) | 5.0 (6 reviews) | 
| **Electronic Signatures** | 7.8 (699 reviews) | 7.4 (7 reviews) | 
| **Client Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Applied Epic | Macaw Agency Management System | 
|---|---|---|
| **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)




---
## Reviewer Demographics

### By Company Size

| Segment | Applied Epic | Macaw Agency Management System | 
|---|---|---|
| **Small-Business** | 74.7% | 73.3% | 
| **Mid-Market** | 21.1% | 20.0% | 
| **Enterprise** | 4.2% | 6.7% | 

### 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%

#### Macaw Agency Management System

- **Insurance:** 86.7%
- **Telecommunications:** 6.7%
- **Real Estate:** 6.7%

---
## Alternatives

### Alternatives to Applied Epic

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (1048 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)
- [InsuredMine](https://www.g2.com/products/insuredmine/reviews) — 4.7/5 stars (16 reviews)

### Alternatives to Macaw Agency Management System

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (1048 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (671 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (722 reviews)
- [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (151 reviews)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews)
- [Sagitta](https://www.g2.com/products/sagitta/reviews) — 3.9/5 stars (91 reviews)
- [Bridge Insure](https://www.g2.com/products/bridge-insure/reviews) — 4.6/5 stars (83 reviews)
- [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews)
- [Applied TAM](https://www.g2.com/products/applied-tam/reviews) — 3.4/5 stars (56 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..."

### Macaw Agency Management System

No discussions available for this product.

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