Compare Applied Epic and PL Rating 
Featured Products
At a Glance
Market Segments
Small-Business (71.5% of reviews)
Small-Business (88.9% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Applied Epic
Star Rating
(1,562)4.4 out of 5
Market Segments
Small-Business (71.5% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied EpicPL Rating
Star Rating
(483)4.5 out of 5
Market Segments
Small-Business (88.9% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about PL RatingSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Applied Epic has a robust reporting feature that allows for detailed analytics, but some reviewers mention that the interface can be overwhelming for new users, impacting the overall ease of use score.
- Reviewers mention that PL Rating excels in its ease of setup, with many users appreciating the straightforward installation process and intuitive design, which contributes to its higher ease of setup score compared to Applied Epic.
- G2 users highlight that Applied Epic offers excellent customer support, often praising the responsiveness and knowledge of the support team, which is reflected in its slightly higher quality of support score.
- Users on G2 report that while both products have similar scores for meeting requirements, Applied Epic shines with its comprehensive integration capabilities, allowing for seamless connections with other tools, which some users find lacking in PL Rating.
- Reviewers mention that PL Rating is particularly favored by small businesses for its user-friendly interface, which is reflected in its higher ease of use score, making it a preferred choice for those who prioritize simplicity.
- Users say that both products have been good partners in business, but Applied Epic's strong feature set, including its advanced policy management tools, gives it an edge in functionality for users who need more complex solutions.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availablePL Rating
No pricing availableFree Trial
Applied Epic
No trial information availablePL Rating
No trial information availableRatings
Meets Requirements
8.6
1,017
8.6
377
Ease of Use
8.1
1,408
9.0
386
Ease of Setup
7.3
992
8.6
281
Ease of Admin
7.7
441
8.5
153
Quality of Support
8.8
978
8.7
341
Has the product been a good partner in doing business?
8.6
457
8.8
160
Product Direction (% positive)
8.5
1,009
8.7
369
Features by Category
Administration
7.5
714
Not enough data
8.4
784
Not enough data
8.0
722
Not enough data
7.1
649
Not enough data
7.8
770
Not enough data
7.3
614
Not enough data
8.0
771
Not enough data
8.4
781
Not enough data
Insurance Documentation
8.0
728
Not enough data
8.8
820
Not enough data
8.1
753
Not enough data
7.7
654
Not enough data
Categories
Categories
Shared Categories
Applied Epic and PL Rating share no categories
Unique Categories
Applied Epic is categorized as Insurance Agency Management Systems
PL Rating is categorized as Underwriting & Rating
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
PL Rating
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
2.5%
Insurance
93.6%
Automotive
2.0%
Financial Services
1.2%
Accounting
1.0%
Human Resources
0.5%
Other
1.7%
Discussions
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
What is a comp rater?
1 Comment
AB
A comparative insurance rater enables insurance agencies or consumers to quickly get insurance coverage quotes from multiple insurance carriers within a...Read more
Has anyone ever had success in cancelling before implementation?
1 Comment
DL
Have an attorney file suit for misrepresentation Read more
PL Rating has no more discussions with answers
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