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Compare Applied Epic and SmartOffice 
Featured Products
At a Glance
Market Segments
Small-Business (71.6% of reviews)
Small-Business (69.2% of reviews)
Entry-Level Pricing
No pricing available
$70.00 1 Per User 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 EpicSmartOffice
Star Rating
(28)3.7 out of 5
Market Segments
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$70.00 1 Per User Per Month
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Applied Epic excels in overall user satisfaction, boasting a significantly higher score compared to SmartOffice. Users appreciate its robust features, such as the efficient certificate generation process, which becomes streamlined once templates are set up.
- According to verified reviews, Applied Epic has a much larger volume of feedback, with over 1,500 reviews compared to SmartOffice's 26. This suggests that users have a wealth of experiences to draw from, making the insights into Applied Epic's performance more reliable and comprehensive.
- Users say that the implementation process for Applied Epic is notably smooth, aided by helpful online tutorials that cover workflows and client management. This contrasts with SmartOffice, where some users find the setup straightforward but less comprehensive in terms of advanced features.
- Reviewers mention that Applied Epic's investment in technology, particularly AI, enhances its functionality, allowing seamless integration with tools like Office 365 and Adobe. In comparison, SmartOffice is praised for its simplicity and ease of use, particularly in managing customer information, but lacks the advanced capabilities that some users seek.
- Users highlight the quality of support provided by Applied Epic, which scores higher in this area. Reviewers appreciate the responsive assistance they receive, while SmartOffice users have noted that support could be improved, particularly for more complex issues.
- According to recent feedback, both products serve small businesses well, but Applied Epic's advanced features and user satisfaction ratings make it a more compelling choice for those looking for a comprehensive management system. SmartOffice, while effective for day-to-day management and collaboration, may not meet the needs of users seeking more robust functionalities.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableSmartOffice
Performance
$70.00
1 Per User Per Month
Single User Performance Package
- Microsoft® Exchange - Contact Email & Calendar Sync
- Microsoft® Office Integration - Word/Outlook/ Excel
- Contact Management
Free Trial
Applied Epic
No trial information availableSmartOffice
Free Trial is available
Ratings
Meets Requirements
8.6
1,013
8.1
23
Ease of Use
8.1
1,402
7.5
23
Ease of Setup
7.3
987
7.8
9
Ease of Admin
7.7
441
8.7
9
Quality of Support
8.8
975
7.4
23
Has the product been a good partner in doing business?
8.6
457
7.9
8
Product Direction (% positive)
8.6
1,005
6.7
21
Features by Category
Administration
7.5
711
Not enough data
8.4
783
Not enough data
8.0
720
Not enough data
7.1
649
Not enough data
7.8
768
Not enough data
7.3
612
Feature Not Available
8.0
767
Not enough data
8.4
779
Not enough data
Insurance Documentation
8.0
727
Not enough data
8.9
814
Not enough data
8.1
751
Feature Not Available
7.7
654
Not enough data
Content
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Reporting and Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Customer Support
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sales Force Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Applied Epic and SmartOffice are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic has no unique categories
SmartOffice is categorized as Financial Services CRM
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
SmartOffice
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%
Financial Services
50.0%
Insurance
30.8%
Banking
7.7%
Research
3.8%
Investment Management
3.8%
Other
3.8%
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
SmartOffice has no discussions with answers
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