Compare Applied Epic and Ratabase 
At a Glance
Market Segments
Small-Business (71.5% of reviews)
Enterprise (100.0% 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 EpicRatabase
Star Rating
(1)4.0 out of 5
Market Segments
Enterprise (100.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about RatabasePricing
Entry-Level Pricing
Applied Epic
No pricing availableRatabase
No pricing availableFree Trial
Applied Epic
No trial information availableRatabase
No trial information availableRatings
Meets Requirements
8.6
1,017
Not enough data
Ease of Use
8.1
1,408
Not enough data
Ease of Setup
7.3
992
Not enough data
Ease of Admin
7.7
441
Not enough data
Quality of Support
8.8
978
Not enough data
Has the product been a good partner in doing business?
8.6
457
Not enough data
Product Direction (% positive)
8.5
1,009
Not enough data
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 Ratabase share no categories
Unique Categories
Applied Epic is categorized as Insurance Agency Management Systems
Ratabase 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.)
Ratabase
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%
Computer Software
100.0%
‐
‐
‐
‐
Other
0.0%
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
Ratabase has no discussions with answers
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
Your software and services insights are valuable.
Your peers come to G2 to get an inside look at and other business solutions. Adding perspective on will help others pick the right solution based on real user experience.
