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Compare Applied Epic and NextAgency 
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At a Glance
Market Segments
Small-Business (71.6% of reviews)
Small-Business (88.9% of reviews)
Entry-Level Pricing
No pricing available
$75.00 1 Users 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
$75.00 1 Users Per Month
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Applied Epic excels in its Task Management feature, scoring 8.5, which allows for efficient tracking of tasks and responsibilities, while NextAgency shines with a higher score of 9.4, indicating a more robust and user-friendly task management system.
- Reviewers mention that the Email Integration in Applied Epic is rated at 8.3, providing decent functionality, but NextAgency outperforms with a score of 7.3, suggesting that users may find it less effective in this area.
- G2 users highlight that Applied Epic's Quality of Support is rated at 8.8, which is commendable, but NextAgency stands out with an impressive score of 9.9, indicating exceptional customer service and support responsiveness.
- Users on G2 say that Applied Epic's Payment Processing feature is rated at 7.2, which may not meet all user expectations, whereas NextAgency does not provide a specific score but is noted for its seamless integration and user-friendly payment processing capabilities.
- Reviewers mention that the Reporting & Dashboards feature in Applied Epic has a score of 7.8, which may lack depth, while NextAgency shines with a score of 9.3, offering comprehensive analytics and reporting tools that users find invaluable for decision-making.
- Users report that Applied Epic's Commissions feature is rated at 8.1, which is satisfactory, but NextAgency's score of 7.9 indicates that users may find it less effective, suggesting room for improvement in commission management functionalities.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableNextAgency
NextAgency
$75.00
1 Users 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
1,012
9.2
34
Ease of Use
8.1
1,401
9.2
35
Ease of Setup
7.3
986
8.8
22
Ease of Admin
7.7
440
9.5
18
Quality of Support
8.8
974
9.9
34
Has the product been a good partner in doing business?
8.6
457
9.8
17
Product Direction (% positive)
8.6
1,004
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
709
Feature Not Available
8.5
782
9.4
16
8.0
719
7.7
11
7.1
648
9.1
13
7.8
767
9.2
13
7.3
611
Feature Not Available
8.0
766
7.6
12
8.4
778
9.4
15
Insurance Documentation
8.0
726
Feature Not Available
8.9
813
9.3
15
8.1
750
Feature Not Available
7.7
653
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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