# Applied TAM, Sagitta vs Applied Epic Comparison | | Applied TAM | Sagitta | Applied Epic | |---|---|---|---| | **Star Rating** | 3.4 out of 5 | 3.9 out of 5 | 4.4 out of 5 | | **Total Reviews** | 56 | 91 | 1,564 | | **Largest Market Segment** | Small-Business (73.2% of reviews) | Mid-Market (42.9% of reviews) | Small-Business (71.6% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | No pricing available | --- ## Top Pros & Cons ### Applied TAM Pros: - Data Management (1 reviews) - Features (1 reviews) Cons: - Outdated Design (1 reviews) - Workflow Inefficiency (1 reviews) ### Sagitta Pros: - Account Management (1 reviews) - Customization (1 reviews) ### Applied Epic Pros: - Ease of Use (534 reviews) - Features (215 reviews) Cons: - Learning Curve (173 reviews) - Complex Process (139 reviews) --- ## Ratings Comparison | Rating | Applied TAM | Sagitta | Applied Epic | |---|---|---|---| | **Meets Requirements** | 7.4 (51 reviews) | 8.2 (39 reviews) | 8.6 (1019 reviews) | | **Ease of Use** | 7.1 (51 reviews) | 8.0 (44 reviews) | 8.1 (1410 reviews) | | **Ease of Setup** | 7.1 (14 reviews) | 7.9 (14 reviews) | 7.3 (994 reviews) | | **Ease of Admin** | 7.1 (14 reviews) | 8.9 (11 reviews) | 7.7 (441 reviews) | | **Quality of Support** | 7.1 (51 reviews) | 8.2 (36 reviews) | 8.8 (980 reviews) | | **Has the product been a good partner in doing business?** | 8.2 (14 reviews) | 9.0 (10 reviews) | 8.6 (457 reviews) | | **Product Direction (% positive)** | 5.0 (49 reviews) | 5.8 (36 reviews) | 8.5 (1011 reviews) | --- ## Pricing ### Applied TAM #### Entry-Level Pricing No pricing available #### Free Trial No information available ### Sagitta #### Entry-Level Pricing No pricing available #### Free Trial No information available ### Applied Epic #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### Insurance Agency Management Systems | Product | Score | Reviews | |---|---|---| | **Applied TAM** | 6.6/10 | 20 | | **Sagitta** | 7.4/10 | 24 | | **Applied Epic** | 7.9/10 | 866 | #### Administration | Feature | Applied TAM | Sagitta | Applied Epic | |---|---|---|---| | **Accounting** | 6.5 (9 reviews) | 8.0 (18 reviews) | 7.5 (716 reviews) | | **Contact Management** | 7.2 (13 reviews) | 7.8 (17 reviews) | 8.5 (786 reviews) | | **Commissions** | 6.7 (11 reviews) | 7.6 (21 reviews) | 8.0 (723 reviews) | | **Sales Tools** | 5.0 (10 reviews) | 6.4 (13 reviews) | 7.1 (650 reviews) | | **Reporting & Dashboards** | 6.2 (14 reviews) | 6.7 (20 reviews) | 7.8 (771 reviews) | | **Payment Processing** | 6.5 (10 reviews) | 7.7 (15 reviews) | 7.3 (614 reviews) | | **Email Integration** | 6.8 (14 reviews) | 6.1 (16 reviews) | 8.0 (773 reviews) | | **Task Management** | 7.1 (15 reviews) | 7.4 (16 reviews) | 8.4 (782 reviews) | #### Insurance Documentation | Feature | Applied TAM | Sagitta | Applied Epic | |---|---|---|---| | **Claims Management** | 6.0 (12 reviews) | 6.5 (13 reviews) | 8.0 (729 reviews) | | **Policy Management** | 8.2 (18 reviews) | 8.4 (21 reviews) | 8.8 (821 reviews) | | **Invoicing & Receipts** | 7.2 (15 reviews) | 8.2 (23 reviews) | 8.1 (755 reviews) | | **Electronic Signatures** | 5.6 (11 reviews) | 7.5 (12 reviews) | 7.7 (655 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 TAM | Sagitta | Applied Epic | |---|---|---|---| | **Small-Business** | 73.2% | 26.4% | 71.6% | | **Mid-Market** | 25.0% | 42.9% | 23.7% | | **Enterprise** | 1.8% | 30.8% | 4.8% | ### By Industry #### Applied TAM - **Insurance:** 96.4% - **Accounting:** 3.6% #### Sagitta - **Insurance:** 86.9% - **Accounting:** 6.0% - **Financial Services:** 2.4% - **Computer Software:** 2.4% - **Non-Profit Organization Management:** 1.2% - **Events Services:** 1.2% #### 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% --- ## Alternatives ### Alternatives to Applied TAM - [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (937 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (563 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (701 reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews) - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (114 reviews) - [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews) - [Bridge Insure](https://www.g2.com/products/bridge-insure/reviews) — 4.6/5 stars (83 reviews) - [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews) - [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews) ### Alternatives to Sagitta - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (701 reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews) - [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews) - [Bridge Insure](https://www.g2.com/products/bridge-insure/reviews) — 4.6/5 stars (83 reviews) - [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews) - [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews) - [NextAgency](https://www.g2.com/products/nextagency/reviews) — 4.8/5 stars (37 reviews) - [FileHandler Enterprise](https://www.g2.com/products/filehandler-enterprise/reviews) — 4.4/5 stars (36 reviews) - [Nexsure](https://www.g2.com/products/dyad-nexsure/reviews) — 4.4/5 stars (33 reviews) ### 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 (563 reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 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 (114 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) - [Momentum AMP, formerly Nowcerts](https://www.g2.com/products/momentum-amp-formerly-nowcerts/reviews) — 3.8/5 stars (7 reviews) --- ## Top Discussions ### Applied TAM No discussions available for this product. ### Sagitta No discussions available for this product. ### 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..." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/applied-tam-vs-sagitta-vs-applied-epic)