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Compare Applied Epic and The Agency Advantage 
Featured Products
At a Glance
Market Segments
Small-Business (71.6% of reviews)
Small-Business (90.5% 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 EpicThe Agency Advantage
Star Rating
(21)4.8 out of 5
Market Segments
Small-Business (90.5% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about The Agency AdvantageSummary
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 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.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableThe Agency Advantage
No pricing availableFree Trial
Applied Epic
No trial information availableThe Agency Advantage
No trial information availableRatings
Meets Requirements
8.6
1,013
9.3
15
Ease of Use
8.1
1,402
9.4
15
Ease of Setup
7.3
987
9.8
8
Ease of Admin
7.7
441
9.8
8
Quality of Support
8.8
975
9.9
15
Has the product been a good partner in doing business?
8.6
457
9.8
8
Product Direction (% positive)
8.6
1,005
9.2
14
Features by Category
Administration
7.5
711
9.4
11
8.4
783
9.7
12
8.0
720
9.4
9
7.1
649
9.6
8
7.8
768
8.9
12
7.3
612
9.4
11
8.0
767
9.2
10
8.4
779
9.4
11
Insurance Documentation
8.0
727
9.4
6
8.9
814
9.4
11
8.1
751
9.4
12
7.7
654
9.3
7
Categories
Categories
Shared Categories
Applied Epic and The Agency Advantage are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic has no unique categories
The Agency Advantage has no unique categories
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
The Agency Advantage
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%
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‐
‐
‐
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
The Agency Advantage has no discussions with answers
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