# Applied Epic vs Macaw Agency Management System Comparison --- ## AI Generated Summary - **G2 reviewers report** that Applied Epic excels in overall user satisfaction, boasting a significantly higher G2 Score compared to Macaw Agency Management System. Users appreciate its robust features and seamless integration capabilities, particularly highlighting the platform's ability to integrate with Office 365 applications and Adobe tools. - **Users say** that Applied Epic's implementation process is notably efficient, with many praising the helpful online tutorials that guide them through workflows and client management. This ease of setup contrasts with Macaw, where some users have noted challenges in configuration despite its self-configuration capabilities. - **Reviewers mention** that Applied Epic's logging and notes system enhances daily operations, making it easier to track client interactions and manage tasks. In comparison, while Macaw is described as simple and user-friendly, it lacks some of the advanced features that Applied Epic offers for comprehensive task management. - **According to verified reviews** , the quality of support for Applied Epic is highly rated, with users appreciating the responsive assistance they receive. Macaw also has a good support system, but some users feel that it may not be as extensive or proactive as that of Applied Epic. - **Users highlight** that Applied Epic's investment in technology, particularly in AI, has significantly improved its functionality, allowing for better data management and reporting. Macaw, while stable and reliable, does not seem to offer the same level of technological advancement, which may limit its appeal for users looking for cutting-edge features. - **G2 reviewers note** that Applied Epic's strong performance in areas like policy management and invoicing makes it a preferred choice for many small businesses. In contrast, while Macaw serves a similar market segment, its lower ratings in these critical areas suggest it may not meet the same level of user expectations. | | Applied Epic | Macaw Agency Management System | |---|---|---| | **Star Rating** | 4.4 out of 5 | 3.3 out of 5 | | **Total Reviews** | 1,563 | 18 | | **Largest Market Segment** | Small-Business (71.6% 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 (534 reviews) - Features (215 reviews) Cons: - Learning Curve (173 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 (1018 reviews) | 7.5 (10 reviews) | | **Ease of Use** | 8.1 (1409 reviews) | 7.3 (11 reviews) | | **Ease of Setup** | 7.3 (993 reviews) | Not enough data | | **Ease of Admin** | 7.7 (441 reviews) | Not enough data | | **Quality of Support** | 8.8 (979 reviews) | 7.7 (11 reviews) | | **Has the product been a good partner in doing business?** | 8.6 (457 reviews) | Not enough data | | **Product Direction (% positive)** | 8.5 (1010 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** | 7.9/10 | 865 | | **Macaw Agency Management System** | 6.2/10 | 12 | #### Administration | Feature | Applied Epic | Macaw Agency Management System | |---|---|---| | **Accounting** | 7.5 (715 reviews) | Not enough data | | **Contact Management** | 8.5 (785 reviews) | 7.5 (8 reviews) | | **Commissions** | 8.0 (723 reviews) | Not enough data | | **Sales Tools** | 7.1 (650 reviews) | 6.9 (6 reviews) | | **Reporting & Dashboards** | 7.8 (771 reviews) | 6.3 (10 reviews) | | **Payment Processing** | 7.3 (614 reviews) | 4.7 (6 reviews) | | **Email Integration** | 8.0 (772 reviews) | 4.8 (7 reviews) | | **Task Management** | 8.4 (782 reviews) | 6.4 (6 reviews) | #### Insurance Documentation | Feature | Applied Epic | Macaw Agency Management System | |---|---|---| | **Claims Management** | 8.0 (729 reviews) | Not enough data | | **Policy Management** | 8.8 (821 reviews) | 7.0 (9 reviews) | | **Invoicing & Receipts** | 8.1 (754 reviews) | 5.0 (6 reviews) | | **Electronic Signatures** | 7.7 (654 reviews) | 7.4 (7 reviews) | --- ## 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** | 71.6% | 73.3% | | **Mid-Market** | 23.7% | 20.0% | | **Enterprise** | 4.8% | 6.7% | ### 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% #### 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 (936 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (699 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (563 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 (102 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 Macaw Agency Management System - [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (936 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (563 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (699 reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 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) - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (102 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)