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Compare Applied Epic and Socotra 
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At a Glance
Market Segments
Small-Business (71.6% of reviews)
Enterprise (100.0% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
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 EpicSocotra
Star Rating
(2)4.5 out of 5
Market Segments
Enterprise (100.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about SocotraPricing
Entry-Level Pricing
Applied Epic
No pricing availableSocotra
No pricing availableFree Trial
Applied Epic
No trial information availableSocotra
Free Trial is available
Ratings
Meets Requirements
8.6
1,012
Not enough data
Ease of Use
8.1
1,401
Not enough data
Ease of Setup
7.3
986
Not enough data
Ease of Admin
7.7
440
Not enough data
Quality of Support
8.8
974
Not enough data
Has the product been a good partner in doing business?
8.6
457
Not enough data
Product Direction (% positive)
8.6
1,004
Not enough data
Features by Category
Claims Submission - Insurance Claims Management
Not enough data
Not enough data
Not enough data
Not enough data
Claims Processing - Insurance Claims Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Claims Tracking - Insurance Claims Management
Not enough data
Not enough data
Not enough data
Not enough data
Claims Settlement- Insurance Claims Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Risk Management - Insurance Claims Management
Not enough data
Not enough data
Not enough data
Not enough data
Analytics and reporting - Insurance Claims Management
Not enough data
Not enough data
Not enough data
Not enough data
Administration
7.5
709
Not enough data
8.5
782
Not enough data
8.0
719
Not enough data
7.1
648
Not enough data
7.8
767
Not enough data
7.3
611
Not enough data
8.0
766
Not enough data
8.4
778
Not enough data
Insurance Documentation
8.0
726
Not enough data
8.9
813
Not enough data
8.1
750
Not enough data
7.7
653
Not enough data
Categories
Categories
Shared Categories
Applied Epic and Socotra are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic has no unique categories
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Socotra
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%
Insurance
100.0%
‐
‐
‐
‐
Other
0.0%
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
Socotra has no discussions with answers
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