Users report that Snapsheet excels in its Claims Management feature, with a score of 8.0, allowing for efficient handling of claims, while Applied Epic offers a slightly higher score of 8.2, indicating a robust claims tracking system that users appreciate for its Real-Time Claim Tracking capabilities.
Reviewers mention that Applied Epic shines in Policy Management, scoring 8.9, which users find beneficial for organizing and managing insurance policies effectively, whereas Snapsheet's score of 8.8 is also commendable but slightly less favored in user reviews.
G2 users highlight that Snapsheet's Task Management feature, with a score of 8.5, is user-friendly and enhances productivity, while Applied Epic's score of 7.1 in the same area suggests that users find it less intuitive for managing tasks.
Users on G2 report that Applied Epic's Quality of Support is a standout feature, scoring 8.8, which reviewers say contributes to a better overall experience, compared to Snapsheet's score of 7.6, where users feel there is room for improvement in support responsiveness.
Reviewers mention that Snapsheet's Email Integration feature, scoring 8.1, is seamless and enhances communication, while Applied Epic's score of 8.3 indicates a slightly better integration experience, which users appreciate for its efficiency in managing client communications.
Users say that Snapsheet's Payment Processing feature, with a score of 7.2, is functional but could benefit from enhancements, whereas Applied Epic's score of 7.4 suggests a more reliable payment processing experience, which users find crucial for their operations.
Pricing
Entry-Level Pricing
Applied Epic
No pricing available
Snapsheet
No pricing available
Free Trial
Applied Epic
No trial information available
Snapsheet
No trial information available
Ratings
Meets Requirements
8.6
1,017
9.4
11
Ease of Use
8.1
1,408
8.0
11
Ease of Setup
7.3
992
Not enough data
Ease of Admin
7.7
441
Not enough data
Quality of Support
8.8
978
7.6
11
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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