Link copied to clipboard # Applied Epic vs NextAgency Comparison - What are their main differences? Share [ Export ](/compare/applied-epic/nextagency/export.csv) Applied EpicNextAgency[+ Add Product](#) Reviews **Applied Epic** [ 4.4/5(2,191) ](https://www.g2.com/products/applied-epic/reviews#reviews) **NextAgency** [ 4.8/5(37) ](https://www.g2.com/products/nextagency/reviews#reviews) Pricing **Applied Epic** No pricing available **NextAgency** Free Trial **$85.00** 1 Seats Per Month · NextAgency **Pricing Insights** from reviews Time to Implement **Applied Epic** 4 months Based on 605 responses **NextAgency** 1 monthFaster Based on 15 responses Return on Investment **Applied Epic** 15 months Based on 556 responses **NextAgency** 8 months7 months sooner Based on 12 responses Perceived Cost **Applied Epic** $$$$$ **NextAgency** $$$$$ Average Discount **Applied Epic** 8% **NextAgency** 13%5% more ![Applied Epic](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic") ![NextAgency](https://images.g2crowd.com/uploads/product/hd_favicon/ee298f1a3a01623f2cbba5e76e249c90/nextagency.svg "NextAgency") G2 offers free advice on this comparison. 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Pros & Cons **Applied Epic** [ Ease of Use (523) ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1183684&qs=pros-and-cons#reviews)[ Features (215) ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1182973&qs=pros-and-cons#reviews)[ Learning Curve (168) ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1182226&qs=pros-and-cons#reviews)[ Complex Process (139) ](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1184200&qs=pros-and-cons#reviews) **NextAgency** [ Customer Support (3) ](https://www.g2.com/products/nextagency/reviews?filters%5Bsentiment_snippet%5D=1716414&qs=pros-and-cons#reviews)[ Client Management (2) ](https://www.g2.com/products/nextagency/reviews?filters%5Bsentiment_snippet%5D=1716057&qs=pros-and-cons#reviews)[ Complex Process (1) ](https://www.g2.com/products/nextagency/reviews?filters%5Bsentiment_snippet%5D=2368728&qs=pros-and-cons#reviews)[ Difficulty (1) ](https://www.g2.com/products/nextagency/reviews?filters%5Bsentiment_snippet%5D=1958726&qs=pros-and-cons#reviews) Integrations **Applied Epic** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_efcfe787e0b9baea62c5cdf53faa7f42/acs-2000.png "Product Avatar Image") ACS 2000 ](https://www.g2.com/products/acs-2000/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e89d21750715f4646ed61c011b2917dc/adobe-acrobat.png "Product Avatar Image") Adobe Acrobat ](https://www.g2.com/products/adobe-acrobat/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_7e8d45048864d664072c5d71af151af0/applied-csr24.jpg "Product Avatar Image") Applied CSR24 ](https://www.g2.com/products/applied-csr24/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_6c179139dce418eef9e98c99b810d791/applied-pay.png "Product Avatar Image") Applied Pay ](https://www.g2.com/products/applied-pay/reviews)[ View all ](https://www.g2.com/products/applied-epic/integrations) **NextAgency** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_6c1c6d11c7502bc2c25816ead1bb95bc/bernieportal.png "Product Avatar Image") BerniePortal ](https://www.g2.com/products/bernieportal/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_5164029ed1944bfd4e109afba584d02c/ease-2026-02-26.png "Product Avatar Image") Ease ](https://www.g2.com/products/ease-2026-02-26/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_6cd834b7df81c98914fcc85d72cf471b/employee-navigator.png "Product Avatar Image") Employee Navigator ](https://www.g2.com/products/employee-navigator/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_224186e74b19026bbc1f738fe081fd8c/greminders.png "Product Avatar Image") GReminders ](https://www.g2.com/products/greminders/reviews)[ View all ](https://www.g2.com/products/nextagency/integrations) Screenshots **Applied Epic** No screenshot available **NextAgency** ![NextAgency screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/130517/Next-Agency-Home-Page.png) Ratings Meets Requirements **Applied Epic** 8.6 8.61,243 **NextAgency** 9.2 9.235 Ease of Use **Applied Epic** 8.1 8.11,864 **NextAgency** 9.3 9.336 Ease of Setup **Applied Epic** 7.4 7.41,183 **NextAgency** 8.8 8.823 Ease of Admin **Applied Epic** 7.8 7.8573 **NextAgency** 9.5 9.518 Quality of Support **Applied Epic** 8.7 8.71,467 **NextAgency** 9.9 9.935 Has the product been a good partner in doing business? **Applied Epic** 8.6 8.6603 **NextAgency** 9.8 9.817 Product Direction (% positive) **Applied Epic** 8.4 8.41,191 **NextAgency** 10.0 10.032 Features Insurance Agency Management Systems[Hide 56 FeaturesShow 56 Features](javascript:void(0);) 8.5 1,374 8.9 16 Administration Contact Management 8.7 958 9.4(won by 0.7) 16 (There is a greater than 0.5 difference between this product's rating and its competitors) Commissions 8.1(won by 0.4) 801 7.7 11 Sales Tools 7.2 685 9.1(won by 1.9) 13 (There is a greater than 0.5 difference between this product's rating and its competitors) Reporting & Statistics 7.9 905 9.2(won by 1.3) 13 (There is a greater than 0.5 difference between this product's rating and its competitors) Email Integration 8.1(won by 0.5) 878 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.6 12 Task Management 8.6 902 9.4(won by 0.8) 15 (There is a greater than 0.5 difference between this product's rating and its competitors) Accounting 7.7(won by default) 831 Feature Not Available Payment Processing 7.5(won by default) 674 Feature Not Available Third-Party Integrations 8.5(won by default) 55 Not enough data Alerts/Notifications 7.5(won by default) 8 Not enough data Pipeline Management 6.7(won by default) 5 Not enough data Commission Management 9.2(won by default) 10 Not enough data User Management 8.7(won by default) 15 Not enough data Forms Management 8.3(won by default) 12 Not enough data Workflow Management 8.7(won by default) 45 Not enough data Document Management 8.9(won by default) 61 Not enough data Contact Database 9.6(won by default) 24 Not enough data Accounting Integration Not enough data Not enough data Calendar Management Not enough data Not enough data Email Management Not enough data Not enough data Invoice Management Not enough data Not enough data Insurance Documentation Insurance Policy Management 9.0 1007 9.3(won by 0.3) 15 Claims Management 8.1(won by default) 790 Feature Not Available Invoicing & Receipts 8.2(won by default) 839 Feature Not Available Electronic Signatures 7.8(won by default) 699 Feature Not Available Client Management 10.0(won by default) 25 Not enough data Lead Management Not enough data Not enough data Additional Functionality Access Controls/Permissions 8.0(won by default) 5 Not enough data AI Copilot 9.5(won by default) 34 Not enough data Audit Trail 8.0(won by default) 5 Not enough data Search/Filter 8.3(won by default) 25 Not enough data Activity Tracking 9.2(won by default) 18 Not enough data API 8.0(won by default) 5 Not enough data Customizable Templates 8.0(won by default) 5 Not enough data Document Storage 10.0(won by default) 21 Not enough data Property & Casualty 9.4(won by default) 9 Not enough data Configurable Workflow 9.0(won by default) 5 Not enough data Life & Health 8.6(won by default) 6 Not enough data Status Tracking 8.3(won by default) 6 Not enough data Generative AI 9.8(won by default) 22 Not enough data Customizable Reports 8.6(won by default) 11 Not enough data Customizable Fields 8.5(won by default) 10 Not enough data Quotes/Estimates 8.6(won by default) 7 Not enough data Client Portal Not enough data Not enough data Commission Calculations Not enough data Not enough data Insurance Rating Not enough data Not enough data Customizable Branding Not enough data Not enough data Monitoring Not enough data Not enough data Customizable Forms 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 SSL Security Not enough data Not enough data Referral Tracking Not enough data Not enough data Risk Assessment Not enough data Not enough data Email Marketing Not enough data Not enough data Life & Health Insurance Agency Management[Hide 42 FeaturesShow 42 Features](javascript:void(0);) Not enough data 9.0 24 Platform Administration Task Management Not enough data 9.1(won by default) 20 Email Integration Not enough data 8.3(won by default) 18 Sales Tools Not enough data 8.8(won by default) 20 Commissions Not enough data 8.6(won by default) 16 Contact Management Not enough data 9.4(won by default) 23 Payment Processing Not enough data Feature Not Available Accounting Not enough data Feature Not Available Platform Basics Reporting Not enough data 9.3(won by default) 23 Real-Time Reporting Not enough data Not enough data Platform Documentation Policy Management Not enough data 9.4(won by default) 22 Electronic Signature Not enough data Feature Not Available Invoicing & Receipts Not enough data Feature Not Available Claims Management Not enough data Feature Not Available Additional Functionality 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 Show 1 feature category with incomplete data Health Insurance Software[Hide 8 FeaturesShow 8 Features](javascript:void(0);) Not enough data Not enough data Platform Data Platform Search Not enough data Not enough data Dashboard Not enough data Not enough data Alerts and Notifications Not enough data Not enough data Platform Interoperability Pre-Built Connectors Not enough data Not enough data Platform Additional Functionality Cloud Not enough data Not enough data Payment Not enough data Not enough data Client Portal Not enough data Not enough data Platform Content Automation Not enough data Not enough data User Insights Reviewers' Company Size [![Applied Epic](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic")](https://www.g2.com/products/applied-epic/reviews) Applied Epic Small-Business(50 or fewer emp.) 69.8% Mid-Market(51-1000 emp.) 24.9% Enterprise(\> 1000 emp.) 5.3% [![NextAgency](https://images.g2crowd.com/uploads/product/hd_favicon/ee298f1a3a01623f2cbba5e76e249c90/nextagency.svg "NextAgency")](https://www.g2.com/products/nextagency/reviews) NextAgency Small-Business(50 or fewer emp.) 89.2% Mid-Market(51-1000 emp.) 10.8% Enterprise(\> 1000 emp.) 0% Small-Business (50 or fewer emp.) 69.8% 89.2% Mid-Market (51-1000 emp.) 24.9% 10.8% Enterprise (\> 1000 emp.) 5.3% 0% Reviewers' Industry [![Applied Epic](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic")](https://www.g2.com/products/applied-epic/reviews) Applied Epic Insurance 89.7% Accounting 4.4% Construction 1.4% Financial Services 0.6% Information Technology and Services 0.5% Other 3.4% [![NextAgency](https://images.g2crowd.com/uploads/product/hd_favicon/ee298f1a3a01623f2cbba5e76e249c90/nextagency.svg "NextAgency")](https://www.g2.com/products/nextagency/reviews) NextAgency Insurance 91.9% Accounting 5.4% Medical Practice 2.7% ‐ ‐ Other 0.0% FAQs ## Applied Epic vs NextAgency FAQs Generated using AI Last updated: August 16, 2026 ### What is the difference between Applied Epic vs NextAgency? NextAgency stands out for higher reviewer satisfaction scores and a stronger reputation for customer support, while Applied Epic is more widely adopted and offers broader accounting and payment features. | [Applied Epic](https://www.g2.com/products/applied-epic/reviews) | [NextAgency](https://www.g2.com/products/nextagency/reviews) | | --- | --- | | 4.4/5 (1,800 reviews) | 4.8/5 (37 reviews) | | Small-Business | Small-Business | | 7.4 | 8.8 | | 8.7 | 9.9 | | Ease of Use (534 all-time mentions) | Customer Support (4 all-time mentions) | ### How do the pricing models of Applied Epic and NextAgency compare? NextAgency is rated higher for value, with reviewers expressing greater satisfaction with its pricing and flexibility compared to Applied Epic. - **Applied Epic:** Reviewers frequently cite high pricing and additional charges for data access as a drawback, with several noting that it is one of the largest expenses for their agency. - **NextAgency:** Reviewers consistently highlight reasonable pricing, no contracts, and discounts for association members, with positive sentiment around value for features received. - **Switching reasons:** Recent reviewers mention switching to NextAgency for better pricing and more flexible payment options, especially for small agencies and those seeking annual discounts. ### What are the best alternatives to Applied Epic and NextAgency? The top three alternatives to Applied Epic and NextAgency are AgencySmart, AMS360, and EZLynx. | 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 (1,800 reviews) | Small-Business | Pricing is frequently cited as high, with extra charges for data access | Ease of Use (534 all-time mentions) | | [NextAgency](https://www.g2.com/products/nextagency/reviews) | 4.8/5 (37 reviews) | Small-Business | Reviewers highlight reasonable pricing and annual discounts | Customer Support (4 all-time mentions) | | [AgencySmart](https://www.g2.com/products/agencysmart/reviews) | 4.8/5 (39 reviews) | Small-Business | — | Ease of Use | | [AMS360](https://www.g2.com/products/ams360/reviews) | 4.3/5 (968 reviews) | Small-Business | — | Comprehensive Feature Set | | [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) | 4.4/5 (724 reviews) | Mid-Market | — | Quoting and Policy Management | ### Which Insurance Agency Management Systems features should I prioritize when comparing Applied Epic and NextAgency? Buyers comparing Applied Epic and NextAgency should prioritize Ease of Use, Quality of Support, Reporting, Customization, and Integrations. - **Ease of Use:** Applied Epic 8.1, NextAgency 9.3; 534 all-time mentions for Applied Epic, 4 for NextAgency. - **Quality of Support:** Applied Epic 8.7, NextAgency 9.9; 4 all-time mentions for NextAgency. - **Reporting:** Both products are frequently cited for reporting, with Applied Epic offering more advanced reporting features and NextAgency praised for customizable reports. - **Customization:** Applied Epic 80 all-time mentions, NextAgency praised in recent reviews for flexibility and agency-specific customization. - **Integrations:** Applied Epic 133 all-time mentions, NextAgency integrates with Ease and GReminders as cited in recent reviews. ### What are the pros and cons of Applied Epic vs NextAgency? Applied Epic’s headline strength is its robust feature set and workflow efficiency, while NextAgency’s is its superior customer support and ease of use. - **Applied Epic strengths:** Ease of Use (534 all-time mentions), Features (215), Data Management (195), Workflow Efficiency (153), Organization (151), Integrations (133), Customization (80). - **Applied Epic trade-offs:** Learning Curve (173), Complex Process (139), Excessive Clicking (130), Inefficiency (114), Limited Customization (99), Slow Performance (87), Complexity (77), High Pricing frequently cited in recent reviews. - **NextAgency strengths:** Customer Support (4 all-time mentions), Ease of Use (4), Client Management (2), Comprehensive Information (2), Customization and intuitive navigation highlighted in recent reviews. - **NextAgency trade-offs:** Some reviewers mention initial complexity, clunky integrations, and a desire for more customization options in specific insurance lines. ### Is Applied Epic or NextAgency better for small businesses? NextAgency is the better fit for small businesses, with higher satisfaction scores and strong small-business reviewer sentiment. - **Applied Epic:** Largest segment is Small-Business; reviewers note robust features but cite a steep learning curve and high pricing as challenges for smaller agencies. - **NextAgency:** Largest segment is Small-Business; reviewers consistently praise its ease of use, responsive support, and value for small agencies. ### Which Insurance Agency Management Systems platform has better integrations? Applied Epic is favored for integrations, with more reviewer-cited integrations and higher all-time mention counts. - **Applied Epic:** Indio (44 all-time mentions), Applied TAM (20 all-time mentions), integrations cited in 133 reviews. - **NextAgency:** Ease (6 all-time mentions), GReminders (recent reviews), integrations described as helpful but less extensive. ### How do Applied Epic and NextAgency compare on customer support? NextAgency leads on Quality of Support with a 1.2-point advantage over Applied Epic (9.9 vs 8.7). - **Applied Epic:** Reviewers describe support as knowledgeable and helpful, though some mention slow response times and unresolved cases. - **NextAgency:** Reviewers consistently highlight fast, responsive, and personalized support, with multiple mentions of proactive assistance and tailored help. ### Which is easier to implement, Applied Epic or NextAgency? NextAgency is easier to implement, with a 1.4-point higher Ease of Setup score (8.8 vs 7.4). - **Applied Epic:** Reviewers frequently mention a challenging initial setup, often requiring outside consultants and extended onboarding periods. - **NextAgency:** Reviewers describe setup as straightforward, with several noting that onboarding was quick and did not require external help. ### Which product has better Reporting? NextAgency is favored for Reporting, with reviewers citing easier customization and higher satisfaction. - **Applied Epic:** Reporting is frequently mentioned as a strength, with advanced features and 76 all-time mentions for comprehensive information, but some reviewers note complexity and a desire for easier navigation. - **NextAgency:** Reviewers highlight customizable reporting, ease of running commission and policy reports, and positive sentiment around reporting flexibility in recent reviews. Alternatives **Applied Epic Alternatives** ![AMS360](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/ams360.svg "AMS360") [ AMS360 ](/products/ams360/reviews) ![EZLynx](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_09b4044977e90264fea40d3a76237dcc/ezlynx-ezlynx.png "EZLynx") [ EZLynx ](/products/ezlynx-ezlynx/reviews) ![QQCatalyst](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/qqcatalyst.svg "QQCatalyst") [ QQCatalyst ](/products/qqcatalyst/reviews) ![Jenesis](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_91c1b379a1024b27fd27990c9946f39b/jenesis.png "Jenesis") [ Jenesis ](/products/jenesis/reviews) **NextAgency Alternatives** ![AgencySmart](https://images.g2crowd.com/uploads/product/hd_favicon/4e8f80e6c9a5731814fdc9f1664581ea/agencysmart.png "AgencySmart") [ AgencySmart ](/products/agencysmart/reviews) ![AgencyBloc AMS+](https://images.g2crowd.com/uploads/product/hd_favicon/3b475c1ddd44d0f84a18280fcce0c6a4/agencybloc-ams.svg "AgencyBloc AMS+") [ AgencyBloc AMS+ ](/products/agencybloc-ams/reviews) ![AMS360](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/ams360.svg "AMS360") [ AMS360 ](/products/ams360/reviews) ![QQCatalyst](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/qqcatalyst.svg "QQCatalyst") [ QQCatalyst ](/products/qqcatalyst/reviews)