# Applied Epic vs The Agency Advantage Comparison --- ## AI Generated Summary - **G2 reviewers report** that Applied Epic excels in overall user satisfaction, boasting a significantly higher G2 Score compared to The Agency Advantage. Users appreciate its robust features, particularly for generating certificates and managing workflows efficiently. - **Users say** that Applied Epic's implementation process is enhanced by helpful online tutorials, making it easier to set up workflows and manage client data. In contrast, while The Agency Advantage has a higher ease of setup rating, it lacks the extensive resources that Applied Epic offers for onboarding. - **Reviewers mention** that Applied Epic's advanced technology, including AI integration, allows seamless connectivity with Office 365 and Adobe tools, which enhances productivity. Meanwhile, The Agency Advantage is noted for its straightforward features, but it may not offer the same level of technological advancement. - **According to verified reviews** , users find that Applied Epic provides a comprehensive logging and notes system that streamlines communication and task management. On the other hand, The Agency Advantage is praised for its responsive customer support, with users highlighting the quick resolution of issues and friendly staff. - **G2 reviewers highlight** that Applied Epic has a wealth of features for managing commissions and reporting, although some users feel it could be more tailored to specific workflows. In contrast, The Agency Advantage shines in user-friendliness, particularly with features like account texting, but may lack the depth of functionality that larger agencies might require. - **Users report** that while Applied Epic has a strong presence in the small-business segment, The Agency Advantage is particularly favored by users in the same market for its simplicity and ease of use. However, the limited number of reviews for The Agency Advantage raises questions about its reliability and long-term user satisfaction. | | Applied Epic | The Agency Advantage | |---|---|---| | **Star Rating** | 4.4 out of 5 | 4.8 out of 5 | | **Total Reviews** | 1,564 | 21 | | **Largest Market Segment** | Small-Business (71.6% of reviews) | Small-Business (90.5% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Top Pros & Cons ### Applied Epic Pros: - Ease of Use (534 reviews) - Features (215 reviews) Cons: - Learning Curve (173 reviews) - Complex Process (139 reviews) ### The Agency Advantage **Not enough data** --- ## Ratings Comparison | Rating | Applied Epic | The Agency Advantage | |---|---|---| | **Meets Requirements** | 8.6 (1019 reviews) | 9.3 (15 reviews) | | **Ease of Use** | 8.1 (1410 reviews) | 9.4 (15 reviews) | | **Ease of Setup** | 7.3 (994 reviews) | 9.8 (8 reviews) | | **Ease of Admin** | 7.7 (441 reviews) | 9.8 (8 reviews) | | **Quality of Support** | 8.8 (980 reviews) | 9.9 (15 reviews) | | **Has the product been a good partner in doing business?** | 8.6 (457 reviews) | 9.8 (8 reviews) | | **Product Direction (% positive)** | 8.5 (1011 reviews) | 9.2 (14 reviews) | --- ## Pricing ### Applied Epic #### Entry-Level Pricing No pricing available #### Free Trial No information available ### The Agency Advantage #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### Insurance Agency Management Systems | Product | Score | Reviews | |---|---|---| | **Applied Epic** | 7.9/10 | 866 | | **The Agency Advantage** | 9.4/10 | 13 | #### Administration | Feature | Applied Epic | The Agency Advantage | |---|---|---| | **Accounting** | 7.5 (716 reviews) | 9.4 (11 reviews) | | **Contact Management** | 8.5 (786 reviews) | 9.7 (12 reviews) | | **Commissions** | 8.0 (723 reviews) | 9.4 (9 reviews) | | **Sales Tools** | 7.1 (650 reviews) | 9.6 (8 reviews) | | **Reporting & Dashboards** | 7.8 (771 reviews) | 8.9 (12 reviews) | | **Payment Processing** | 7.3 (614 reviews) | 9.4 (11 reviews) | | **Email Integration** | 8.0 (773 reviews) | 9.2 (10 reviews) | | **Task Management** | 8.4 (782 reviews) | 9.4 (11 reviews) | #### Insurance Documentation | Feature | Applied Epic | The Agency Advantage | |---|---|---| | **Claims Management** | 8.0 (729 reviews) | 9.4 (6 reviews) | | **Policy Management** | 8.8 (821 reviews) | 9.4 (11 reviews) | | **Invoicing & Receipts** | 8.1 (755 reviews) | 9.4 (12 reviews) | | **Electronic Signatures** | 7.7 (655 reviews) | 9.3 (7 reviews) | --- ## Categories **Shared Categories (1):** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) --- ## Reviewer Demographics ### By Company Size | Segment | Applied Epic | The Agency Advantage | |---|---|---| | **Small-Business** | 71.6% | 90.5% | | **Mid-Market** | 23.7% | 9.5% | | **Enterprise** | 4.8% | 0% | ### By Industry #### Applied Epic - **Insurance:** 91.7% - **Accounting:** 3.6% - **Construction:** 1.1% - **Financial Services:** 0.7% - **Information Technology and Services:** 0.3% - **Automotive:** 0.2% - **Banking:** 0.2% - **Commercial Real Estate:** 0.2% - **Consumer Services:** 0.2% - **Airlines/Aviation:** 0.1% - **Other:** 1.7% #### The Agency Advantage - **Insurance:** 100.0% --- ## Alternatives ### Alternatives to Applied Epic - [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (937 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (701 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (565 reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews) - [Sagitta](https://www.g2.com/products/sagitta/reviews) — 3.9/5 stars (91 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews) - [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews) - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (115 reviews) - [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews) - [FileHandler Enterprise](https://www.g2.com/products/filehandler-enterprise/reviews) — 4.4/5 stars (36 reviews) ### Alternatives to The Agency Advantage - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (701 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (565 reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (937 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews) - [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews) - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (115 reviews) - [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews) - [Sagitta](https://www.g2.com/products/sagitta/reviews) — 3.9/5 stars (91 reviews) - [NextAgency](https://www.g2.com/products/nextagency/reviews) — 4.8/5 stars (37 reviews) - [Bridge Insure](https://www.g2.com/products/bridge-insure/reviews) — 4.6/5 stars (83 reviews) --- ## Top Discussions ### Applied Epic - Title: [Accounting - Does your agency reconcile direct bill commission statements?](https://www.g2.com/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements) — 4 comments, 1 upvote > **Top comment:** "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..." - Title: [Is there a way to add taxes and fees so that it carries over into the invoicing section?](https://www.g2.com/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section) — 3 comments, 1 upvote > **Top comment:** "Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure>Accounting>Transaction Codes." - Title: [What is the best way to implement Best Practices for reports on renewal and new business retention?](https://www.g2.com/discussions/24564-what-is-the-best-way-to-implement-best-practices-for-reports-on-renewal-and-new-business-retention) — 2 comments, 1 upvote > **Top comment:** "If you forward to me your email address I can send to you the Criteria that I use for both." - Title: [What is Applied Epic used for?](https://www.g2.com/discussions/what-is-applied-epic-used-for) — 1 comment > **Top comment:** "Applied epic is software is an agency management system that insurance agencies and brokers use to keep track and store policy information for customers who..." - Title: [What is the best way to implement Best Practices?](https://www.g2.com/discussions/25557-what-is-the-best-way-to-implement-best-practices) — 1 comment, 1 upvote > **Top comment:** "We use line status to track new business. You probably have a specific line status you use for new business right? This status is available in the..." ### The Agency Advantage No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/applied-epic-vs-the-agency-advantage)