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Compare Applied Epic and NextAgency 
Featured Products
At a Glance
Market Segments
Small-Business (71.6% of reviews)
Small-Business (88.9% of reviews)
Entry-Level Pricing
No pricing available
$85.00 1 Seats 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 EpicNextAgency
Star Rating
(36)4.8 out of 5
Market Segments
Small-Business (88.9% of reviews)
Pros & Cons
Entry-Level Pricing
$85.00 1 Seats Per Month
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Applied Epic excels in overall user satisfaction, boasting a significantly higher G2 Score compared to NextAgency. Users appreciate its robust features, particularly highlighting the efficiency of generating certificates once templates are set up, which streamlines their workflow.
- Users say that NextAgency shines in its intuitive design and ease of navigation, making it straightforward to manage client and policy information. Reviewers have noted that the platform's ability to consolidate all relevant data in one place enhances their organization and efficiency.
- According to verified reviews, Applied Epic's implementation process is praised for its comprehensive online tutorials, which help users navigate workflows and client management. This support has been crucial for users during the setup phase, ensuring a smoother transition to the platform.
- Reviewers mention that NextAgency's customer support is a standout feature, with many users highlighting the quick response times and helpfulness of the support team. This level of assistance has made it easier for users to resolve issues and set up recurring reminders tailored to their needs.
- G2 reviewers indicate that while Applied Epic has a wealth of features, some users feel it can be complex to configure for specific workflows. This has led to occasional challenges in fully leveraging the platform's capabilities, especially for those with unique operational needs.
- Users report that NextAgency's focus on individual agents is beneficial, as it provides a comprehensive CRM system that keeps client and agent information readily available. However, some users have noted that it may lack the depth of features found in larger systems like Applied Epic, which could be a consideration for agencies looking for more advanced functionalities.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableNextAgency
NextAgency
$85.00
1 Seats Per Month
NextAgency saves your life and health agency time, money and clients with CRM, business analytics, marketing, and optional commission management tools. Designed specifically for agencies selling benefits, senior, and life policies.
- NextAgency provides a powerful, intuitive agency management system with CRM, business analytic and marketing tools.
- Designed for agencies selling benefits, senior and life polices. Easily customized for your agency
- Includes free support and training.
Free Trial
Applied Epic
No trial information availableNextAgency
Free Trial is available
Ratings
Meets Requirements
8.6
1,013
9.2
34
Ease of Use
8.1
1,402
9.2
35
Ease of Setup
7.3
987
8.8
22
Ease of Admin
7.7
441
9.5
18
Quality of Support
8.8
975
9.9
34
Has the product been a good partner in doing business?
8.6
457
9.8
17
Product Direction (% positive)
8.6
1,005
10.0
32
Features by Category
Platform Administration
Not enough data
Feature Not Available
Not enough data
9.1
20
Not enough data
8.3
17
Not enough data
8.8
19
Not enough data
8.6
15
Not enough data
Feature Not Available
Not enough data
9.4
22
Platform Basics
Not enough data
9.3
23
Platform Documentation
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
9.4
22
Not enough data
Feature Not Available
Administration
7.5
711
Feature Not Available
8.4
783
9.4
16
8.0
720
7.7
11
7.1
649
9.1
13
7.8
768
9.2
13
7.3
612
Feature Not Available
8.0
767
7.6
12
8.4
779
9.4
15
Insurance Documentation
8.0
727
Feature Not Available
8.9
814
9.3
15
8.1
751
Feature Not Available
7.7
654
Feature Not Available
Categories
Categories
Shared Categories
Applied Epic and NextAgency are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic has no unique categories
NextAgency is categorized as Life & Health Insurance Agency Management
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
NextAgency
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
91.7%
Accounting
5.6%
Medical Practice
2.8%
‐
‐
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
What is NextAgency used for?
1 Comment
Official Response from NextAgency
NextAgency is used by life and health insurance agencies to operate more efficiently and effectively, keep their teams on the same page, improve their...Read more
NextAgency has no more discussions with answers
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