Users report that Applied Epic excels in its Contact Management feature, scoring 8.5, which reviewers mention makes it easy to track client interactions and manage relationships effectively. In contrast, OPUS has a slightly lower score of 8.4 in this area, indicating it may not be as robust in managing contacts.
Reviewers mention that Applied Epic's Quality of Support is rated at 8.8, with many users praising the responsiveness and helpfulness of the support team. OPUS, while still strong at 9.2, has fewer reviews, which may suggest less user experience with their support services.
Users on G2 highlight that Applied Epic's Ease of Use is rated at 8.0, making it generally user-friendly, while OPUS scores lower at 7.3, indicating that some users find it less intuitive to navigate.
G2 users report that Applied Epic's Task Management feature is rated at 8.5, which reviewers say helps streamline workflows effectively. OPUS, however, has a lower score of 7.1, suggesting it may lack some of the advanced task management capabilities that users desire.
Reviewers mention that Applied Epic's Policy Management feature shines with a score of 8.9, allowing users to manage policies efficiently. OPUS, while also strong at 8.8, may not offer the same level of detail or ease of use in this area.
Users say that Applied Epic's Claims Management feature is rated at 8.0, which reviewers appreciate for its comprehensive approach to handling claims. OPUS, with a score of 8.2, is competitive but may not provide the same depth of functionality as Applied Epic.
Pricing
Entry-Level Pricing
Applied Epic
No pricing available
OPUS
No pricing available
Free Trial
Applied Epic
No trial information available
OPUS
No trial information available
Ratings
Meets Requirements
8.6
1,018
9.0
8
Ease of Use
8.1
1,409
7.3
8
Ease of Setup
7.3
993
Not enough data
Ease of Admin
7.7
441
Not enough data
Quality of Support
8.8
979
9.2
8
Has the product been a good partner in doing business?
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
JJ
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...Read 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
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