# Applied Epic vs NextAgency Comparison
---
## AI Generated Summary
- **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.



| | Applied Epic | NextAgency | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.8 out of 5 | 
| **Total Reviews** | 1,564 | 37 | 
| **Largest Market Segment** | Small-Business (71.6% of reviews) | Small-Business (89.2% of reviews) | 
| **Entry Level Price** | No pricing available | $85.00 1 Seats Per Month | 

---
## Top Pros & Cons

### Applied Epic

Pros:
- Ease of Use (534 reviews)
- Features (215 reviews)

Cons:
- Learning Curve (173 reviews)
- Complex Process (139 reviews)

### NextAgency

Pros:
- Customer Support (3 reviews)
- Client Management (2 reviews)

Cons:
- Complex Process (1 reviews)
- Difficulty (1 reviews)

---
## Ratings Comparison
| Rating | Applied Epic | NextAgency | 
|---|---|---|
  | **Meets Requirements** | 8.6 (1019 reviews) | 9.2 (35 reviews) | 
  | **Ease of Use** | 8.1 (1410 reviews) | 9.3 (36 reviews) | 
  | **Ease of Setup** | 7.3 (994 reviews) | 8.8 (23 reviews) | 
  | **Ease of Admin** | 7.7 (441 reviews) | 9.5 (18 reviews) | 
  | **Quality of Support** | 8.8 (980 reviews) | 9.9 (35 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (457 reviews) | 9.8 (17 reviews) | 
  | **Product Direction (% positive)** | 8.5 (1011 reviews) | 10.0 (32 reviews) | 

---
## Pricing

### Applied Epic

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### NextAgency

#### Entry-Level Pricing

Plan: NextAgency

Price: $85.00 1 Seats Per Month

Description: 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.

Key Features:
- 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.

[Browse all 3 editions](https://www.g2.com/products/nextagency/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Health Insurance Software

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | N/A | N/A |
| **NextAgency** | N/A | N/A |

#### Platform Data

| Feature | Applied Epic | NextAgency | 
|---|---|---|
| **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

| Feature | Applied Epic | NextAgency | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | Applied Epic | NextAgency | 
|---|---|---|
| **Cloud** | Not enough data | Not enough data | 
| **Payment** | Not enough data | Not enough data | 
| **Portal** | Not enough data | Not enough data | 

#### Platform Content

| Feature | Applied Epic | NextAgency | 
|---|---|---|
| **Automation** | Not enough data | Not enough data | 

### Life & Health Insurance Agency Management

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | N/A | N/A |
| **NextAgency** | 9.0/10 | 24 |

#### Platform Administration

| Feature | Applied Epic | NextAgency | 
|---|---|---|
| **Payment Processing** | Not enough data | Feature Not Available | 
| **Task Management** | Not enough data | 9.1 (20 reviews) | 
| **Email Integration** | Not enough data | 8.3 (18 reviews) | 
| **Sales Tools** | Not enough data | 8.8 (20 reviews) | 
| **Commissions** | Not enough data | 8.6 (16 reviews) | 
| **Accounting** | Not enough data | Feature Not Available | 
| **Contact Management** | Not enough data | 9.4 (23 reviews) | 

#### Platform Basics

| Feature | Applied Epic | NextAgency | 
|---|---|---|
| **Reporting** | Not enough data | 9.3 (23 reviews) | 

#### Platform Documentation

| Feature | Applied Epic | NextAgency | 
|---|---|---|
| **Electronic Signature** | Not enough data | Feature Not Available | 
| **Invoicing & Receipts** | Not enough data | Feature Not Available | 
| **Policy Management** | Not enough data | 9.4 (22 reviews) | 
| **Claims Management** | Not enough data | Feature Not Available | 

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | 7.9/10 | 866 |
| **NextAgency** | 8.9/10 | 16 |

#### Administration

| Feature | Applied Epic | NextAgency | 
|---|---|---|
| **Accounting** | 7.5 (716 reviews) | Feature Not Available | 
| **Contact Management** | 8.5 (786 reviews) | 9.4 (16 reviews) | 
| **Commissions** | 8.0 (723 reviews) | 7.7 (11 reviews) | 
| **Sales Tools** | 7.1 (650 reviews) | 9.1 (13 reviews) | 
| **Reporting & Dashboards** | 7.8 (771 reviews) | 9.2 (13 reviews) | 
| **Payment Processing** | 7.3 (614 reviews) | Feature Not Available | 
| **Email Integration** | 8.0 (773 reviews) | 7.6 (12 reviews) | 
| **Task Management** | 8.4 (782 reviews) | 9.4 (15 reviews) | 

#### Insurance Documentation

| Feature | Applied Epic | NextAgency | 
|---|---|---|
| **Claims Management** | 8.0 (729 reviews) | Feature Not Available | 
| **Policy Management** | 8.8 (821 reviews) | 9.3 (15 reviews) | 
| **Invoicing & Receipts** | 8.1 (755 reviews) | Feature Not Available | 
| **Electronic Signatures** | 7.7 (655 reviews) | Feature Not Available | 

---
## Categories
**Shared Categories (1):** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)


**Unique to NextAgency (2):** [Life & Health Insurance Agency Management Software](https://www.g2.com/categories/life-health-insurance-agency-management), [Health Insurance Software](https://www.g2.com/categories/health-insurance-software)


---
## Reviewer Demographics

### By Company Size

| Segment | Applied Epic | NextAgency | 
|---|---|---|
| **Small-Business** | 71.6% | 89.2% | 
| **Mid-Market** | 23.7% | 10.8% | 
| **Enterprise** | 4.8% | 0% | 

### 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:** 1.7%

#### NextAgency

- **Insurance:** 91.9%
- **Accounting:** 5.4%
- **Medical Practice:** 2.7%

---
## Alternatives

### Alternatives to Applied Epic

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (937 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (701 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 (114 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 NextAgency

- [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews)
- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews)
- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (937 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 (701 reviews)
- [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 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 (114 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)

---
## 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..."

### NextAgency

- Title: [What is NextAgency used for?](https://www.g2.com/discussions/what-is-nextagency-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "NextAgency is used by life and health insurance agencies to operate more efficiently and effectively, keep their teams on the same page, improve their..."

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