# Applied Epic vs Bridge Insure Comparison
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## AI Generated Summary
- **G2 reviewers report** that Applied Epic excels in providing a comprehensive view of client and policy information, which significantly enhances workflow organization and efficiency. Users appreciate the platform's ability to keep everything in one place, making account management straightforward and intuitive.
- **Users say** that Bridge Insure offers a very user-friendly interface, making it easy for both new and experienced users to navigate. The app's layout is praised for its clarity, allowing users to quickly find what they need, which is particularly beneficial for those managing multiple tasks.
- **Reviewers mention** that Applied Epic has a wealth of tutorials and resources that help users get accustomed to the software, which can be a game-changer for agencies looking to maximize their use of the platform. This support contributes to a smoother onboarding experience compared to some competitors.
- **According to verified reviews** , Bridge Insure's customer service is highlighted as a standout feature, with users noting the team's responsiveness and ability to provide quick solutions. This level of support can be crucial for agencies that rely on timely assistance to resolve issues.
- **G2 reviewers indicate** that while Applied Epic has a slightly lower score in ease of setup, it still provides a robust set of features that cater to small businesses, including advanced accounting and policy management tools. Users find these features essential for their day-to-day operations.
- **Users report** that despite Bridge Insure's strengths in user experience and customer support, it falls short in certain specialized features like claims management and reporting tools, which are critical for insurance agencies looking to streamline their processes and improve analytics.



| | Applied Epic | Bridge Insure | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 1,797 | 83 | 
| **Largest Market Segment** | Small-Business (74.6% of reviews) | Small-Business (98.8% 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)

### Bridge Insure

Pros:
- Helpful (8 reviews)
- Customer Support (7 reviews)

Cons:
- Outdated Design (2 reviews)
- System Instability (2 reviews)

---
## Ratings Comparison
| Rating | Applied Epic | Bridge Insure | 
|---|---|---|
  | **Meets Requirements** | 8.6 (1200 reviews) | 8.7 (80 reviews) | 
  | **Ease of Use** | 8.1 (1586 reviews) | 8.8 (83 reviews) | 
  | **Ease of Setup** | 7.4 (1148 reviews) | 8.6 (79 reviews) | 
  | **Ease of Admin** | 7.8 (545 reviews) | 8.1 (51 reviews) | 
  | **Quality of Support** | 8.7 (1157 reviews) | 8.9 (80 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (574 reviews) | 8.8 (52 reviews) | 
  | **Product Direction (% positive)** | 8.4 (1159 reviews) | 8.4 (79 reviews) | 

---
## Pricing

### Applied Epic

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Bridge Insure

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | 8.1/10 | 1056 |
| **Bridge Insure** | 6.1/10 | 74 |

#### Administration

| Feature | Applied Epic | Bridge Insure | 
|---|---|---|
| **Accounting** | 7.7 (778 reviews) | 5.6 (71 reviews) | 
| **Contact Management** | 8.6 (924 reviews) | 7.5 (73 reviews) | 
| **Commissions** | 8.1 (786 reviews) | 5.0 (69 reviews) | 
| **Sales Tools** | 7.2 (678 reviews) | 6.3 (68 reviews) | 
| **Reporting & Statistics** | 7.9 (848 reviews) | 7.1 (69 reviews) | 
| **Payment Processing** | 7.5 (662 reviews) | 5.4 (64 reviews) | 
| **Email Integration** | 8.1 (861 reviews) | 6.2 (67 reviews) | 
| **Task Management** | 8.6 (880 reviews) | 6.0 (65 reviews) | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Accounting Integration** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Commission Management** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **User Management** | Not enough data | Not enough data | 
| **Forms Management** | Not enough data | Not enough data | 
| **Invoice Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 

#### Insurance Documentation

| Feature | Applied Epic | Bridge Insure | 
|---|---|---|
| **Claims Management** | 8.1 (785 reviews) | 5.3 (66 reviews) | 
| **Insurance Policy Management** | 9.0 (970 reviews) | 6.1 (66 reviews) | 
| **Invoicing & Receipts** | 8.2 (830 reviews) | 5.0 (62 reviews) | 
| **Electronic Signatures** | 7.8 (696 reviews) | 8.3 (67 reviews) | 
| **Client Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Applied Epic | Bridge Insure | 
|---|---|---|
| **Client Portal** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 
| **Commission Calculations** | Not enough data | Not enough data | 
| **Insurance Rating** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Property & Casualty** | Not enough data | Not enough data | 
| **Configurable Workflow** | Not enough data | Not enough data | 
| **Life & Health** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | 
| **Customizable Forms** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Document Templates** | Not enough data | Not enough data | 
| **Self Service Portal** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **SSL Security** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Referral Tracking** | Not enough data | Not enough data | 
| **Quotes/Estimates** | Not enough data | Not enough data | 
| **Risk Assessment** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 

---
## 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 | Bridge Insure | 
|---|---|---|
| **Small-Business** | 74.6% | 98.8% | 
| **Mid-Market** | 21.2% | 1.2% | 
| **Enterprise** | 4.2% | 0% | 

### By Industry

#### Applied Epic

- **Insurance:** 92.1%
- **Accounting:** 3.3%
- **Construction:** 1.0%
- **Financial Services:** 0.7%
- **Information Technology and Services:** 0.5%
- **Automotive:** 0.2%
- **Banking:** 0.2%
- **Commercial Real Estate:** 0.2%
- **Consumer Services:** 0.2%
- **Airlines/Aviation:** 0.1%
- **Other:** 1.6%

#### Bridge Insure

- **Insurance:** 100.0%

---
## Alternatives

### Alternatives to Applied Epic

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (968 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (722 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (671 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)
- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.1/5 stars (132 reviews)
- [InsuredMine](https://www.g2.com/products/insuredmine/reviews) — 4.7/5 stars (16 reviews)

### Alternatives to Bridge Insure

- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (722 reviews)
- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (968 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (671 reviews)
- [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.1/5 stars (132 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)
- [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews)
- [Applied TAM](https://www.g2.com/products/applied-tam/reviews) — 3.4/5 stars (56 reviews)
- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 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..."

### Bridge Insure

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/applied-epic-vs-bridge-insure)