Link copied to clipboard # Epic Collaboration Portal vs Epic Service Portal Comparison - What are their main differences? Share [ Export ](/compare/epic-collaboration-portal/epic-service-portal/export.csv) IndioEpic Service Portal[+ Add Product](#) Pricing **Epic Collaboration Portal** No pricing available **Epic Service Portal** No pricing available **Pricing Insights** from reviews Time to Implement **Epic Collaboration Portal** 2 months Based on 28 responses **Epic Service Portal** Not enough reviews yet Return on Investment **Epic Collaboration Portal** 13 months Based on 23 responses **Epic Service Portal** Not enough reviews yet Perceived Cost **Epic Collaboration Portal** $$$$$ **Epic Service Portal** Not enough reviews yet Average Discount **Epic Collaboration Portal** 6% **Epic Service Portal** Not enough reviews yet ![Epic Collaboration Portal](https://images.g2crowd.com/uploads/product/hd_favicon/17664b1734a1e6ecfc57e9775b5a79ab/epic-collaboration-portal.svg "Epic Collaboration Portal") ![Epic Service Portal](https://images.g2crowd.com/uploads/product/hd_favicon/a4aba769cca8eebb8b832bbde49bc831/epic-service-portal.png "Epic Service Portal") G2 offers free advice on this comparison. Chat with an expert How would you like to receive Software Advice? ![](/assets/advisor_router/laptop_form-f1a7012279826105416befde8d882ffc7589b1f9db09c93a1379d601cafe8e0d.svg) FormAnswer questions at your own pace, no call required. ![](/assets/advisor_router/ai_agent-4d78629a3ba354fed449a65c60df3a6f2eda90fb98411b711df4b25d7be52a38.svg) AI AgentChat live and get a recommendation in minutes. ![](/assets/advisor_router/phone_call_picker-c48821ec36f4182d8ee3e54cfbd3937500eec54d7b7e0cfb80dc80a8a733842f.svg) Phone CallTalk it through live with a software advisor. **Pros & Cons** from reviews **Epic Collaboration Portal** Not enough data **Epic Service Portal** Not enough data Integrations **Epic Collaboration Portal** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f39c71847987c60048e52e0017be55ac/applied-epic.png "Product Avatar Image") Applied Epic ](https://www.g2.com/products/applied-epic/reviews)[ View all ](https://www.g2.com/products/epic-collaboration-portal/integrations) **Epic Service Portal** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f39c71847987c60048e52e0017be55ac/applied-epic.png "Product Avatar Image") Applied Epic ](https://www.g2.com/products/applied-epic/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_3fc27e3ccc2460aaad21d1245e20d583/hawksoft.png "Product Avatar Image") HawkSoft ](https://www.g2.com/products/hawksoft/reviews)[ View all ](https://www.g2.com/products/epic-service-portal/integrations) Screenshots **Epic Collaboration Portal** ![Epic Collaboration Portal screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/85973/Screen-Shot-2018-08-13-at-2.36.50-PM.png) **Epic Service Portal** No screenshot available **Ratings** from reviews Meets Requirements **Epic Collaboration Portal** 8.9 8.990 **Epic Service Portal** 9.7 9.715 Ease of Use **Epic Collaboration Portal** 8.9 8.992 **Epic Service Portal** 8.0 8.017 Ease of Setup **Epic Collaboration Portal** 8.6 8.650 **Epic Service Portal** 7.5 7.510 Ease of Admin **Epic Collaboration Portal** 9.0 9.050 **Epic Service Portal** 9.2 9.26 Quality of Support **Epic Collaboration Portal** 9.1 9.186 **Epic Service Portal** 9.3 9.315 Has the product been a good partner in doing business? **Epic Collaboration Portal** 9.5 9.549 **Epic Service Portal** 9.0 9.07 Product Direction (% positive) **Epic Collaboration Portal** 9.1 9.189 **Epic Service Portal** 10.0 10.015 User Insights **Reviewers' Company Size** Small-Business(50 or fewer emp.) 52.7% Mid-Market(51-1000 emp.) 45.0% Enterprise(\> 1000 emp.) 2.3% Small-Business(50 or fewer emp.) 52.7% Mid-Market(51-1000 emp.) 45.0% Enterprise(\> 1000 emp.) 2.3% Small-Business(50 or fewer emp.) 81.0% Mid-Market(51-1000 emp.) 19.0% Enterprise(\> 1000 emp.) 0% Small-Business(50 or fewer emp.) 81.0% Mid-Market(51-1000 emp.) 19.0% Enterprise(\> 1000 emp.) 0% **Reviewers' Industry** [![Epic Collaboration Portal](https://images.g2crowd.com/uploads/product/hd_favicon/17664b1734a1e6ecfc57e9775b5a79ab/epic-collaboration-portal.svg "Epic Collaboration Portal")](https://www.g2.com/products/epic-collaboration-portal/reviews) Epic Collaboration Portal Insurance 93.0% Transportation/Trucking/Railroad 0.8% Non-Profit Organization Management 0.8% Human Resources 0.8% Facilities Services 0.8% Other 3.9% [![Epic Service Portal](https://images.g2crowd.com/uploads/product/hd_favicon/a4aba769cca8eebb8b832bbde49bc831/epic-service-portal.png "Epic Service Portal")](https://www.g2.com/products/epic-service-portal/reviews) Epic Service Portal Insurance 100.0% Other 0.0% Alternatives **Epic Collaboration Portal Alternatives** ![ImageRight](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/imageright.svg "ImageRight") [ ImageRight ](/products/imageright/reviews) ![Policy Bazaar](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_90c4822abb70d6dab13cd3de71f8bd96/policy-bazaar.png "Policy Bazaar") [ Policy Bazaar ](/products/policy-bazaar/reviews) ![Content Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/17a52a6881152772bd88693b9b61109a/content-cloud.svg "Content Cloud") [ Content Cloud ](/products/content-cloud/reviews) ![Quandri](https://images.g2crowd.com/uploads/product/hd_favicon/49f06a09efc4b4c487b4955541dbf2a8/quandri.svg "Quandri") [ Quandri ](/products/quandri/reviews) **Epic Service Portal Alternatives** ![ImageRight](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/imageright.svg "ImageRight") [ ImageRight ](/products/imageright/reviews) ![Policy Bazaar](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_90c4822abb70d6dab13cd3de71f8bd96/policy-bazaar.png "Policy Bazaar") [ Policy Bazaar ](/products/policy-bazaar/reviews) ![Quandri](https://images.g2crowd.com/uploads/product/hd_favicon/49f06a09efc4b4c487b4955541dbf2a8/quandri.svg "Quandri") [ Quandri ](/products/quandri/reviews) ![InsurLink](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/insurlink.svg "InsurLink") [ InsurLink ](/products/insurlink/reviews) ## Indio vs Epic Service Portal FAQs Generated using AI Last updated: August 16, 2026 ### What is the difference between Applied CSR24 vs Indio? Indio is rated higher by reviewers for overall satisfaction and ease of use, while Applied CSR24 is noted for its strong client self-service capabilities and integration with agency management systems. | [Applied CSR24](https://www.g2.com/products/applied-csr24/reviews) | [Indio](https://www.g2.com/products/indio/reviews) | | --- | --- | | 4.3/5 (25 reviews) | 4.5/5 (133 reviews) | | Small-Business | Small-Business | | 7.5 | 8.6 | | 9.3 | 9.1 | | Strong client self-service and integration with Applied Epic and HawkSoft | Efficient renewal process, high ease of use, and strong e-signature capabilities | ### How do the pricing models of Applied CSR24 and Indio compare? Indio is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to Applied CSR24. - **Applied CSR24:** In recent reviews, some reviewers mention that the product delivers value through time savings and client self-service, but there are occasional concerns about the user interface and setup complexity. - **Indio:** Reviewers consistently highlight Indio's efficiency gains and time savings, with several noting that the platform's pricing is justified by its impact on workflow and customer experience. ### What are the best alternatives to Applied CSR24 and Indio? The best alternatives to Applied CSR24 and Indio are ImageRight and Policy Bazaar, according to G2 rankings. | Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength | | --- | --- | --- | --- | --- | | [Applied CSR24](https://www.g2.com/products/applied-csr24/reviews) | 4.3/5 (25 reviews) | Small-Business | — | Client self-service and integration with agency management systems | | [Indio](https://www.g2.com/products/indio/reviews) | 4.5/5 (133 reviews) | Small-Business | — | Efficient renewal process and e-signature capabilities | | [ImageRight](https://www.g2.com/products/imageright/reviews) | 4.4/5 (125 reviews) | Mid-Market | — | — | | [Policy Bazaar](https://www.g2.com/products/policy-bazaar/reviews) | 4.1/5 (22 reviews) | Small-Business | — | — | ### Which Other Insurance features should I prioritize when comparing Applied CSR24 and Indio? Buyers should prioritize ease of use, ease of setup, quality of support, integrations, and client self-service features when comparing Applied CSR24 and Indio. - **Ease of Use:** Indio scores 8.9, Applied CSR24 scores 8.0. - **Ease of Setup:** Indio scores 8.6, Applied CSR24 scores 7.5. - **Quality of Support:** Applied CSR24 scores 9.3, Indio scores 9.1. - **Integrations:** Both products integrate with Applied Epic (3 all-time mentions each); Applied CSR24 also integrates with HawkSoft (1 mention). - **Client Self-Service:** Applied CSR24 is frequently cited for enabling clients to access documents and issue certificates independently. ### What are the pros and cons of Applied CSR24 vs Indio? Applied CSR24's headline strength is client self-service and integration with agency management systems, while Indio excels in ease of use and efficient renewal workflows. - **Applied CSR24 strengths:** Enables clients to access documents and issue certificates independently, integrates with Applied Epic and HawkSoft, and streamlines certificate management. - **Applied CSR24 trade-offs:** Reviewers note occasional interface complexity, limited customization, and some setup challenges. - **Indio strengths:** Highly rated for ease of use, efficient renewal process, strong e-signature capabilities, and integration with Applied Epic. - **Indio trade-offs:** Some reviewers mention mapping issues between applications, onboarding complexity, and occasional integration challenges with Applied Epic. ### Is Applied CSR24 or Indio better for small businesses? Indio is the better fit for small businesses, as both products are most used by small-business reviewers, but Indio has higher satisfaction scores in ease of use and setup. - **Applied CSR24:** Largest segment is Small-Business; reviewers highlight time savings and client self-service, but mention a learning curve and interface complexity. - **Indio:** Largest segment is Small-Business; reviewers consistently praise its user-friendly interface, efficient workflows, and ease of implementation for small agencies. ### Which Other Insurance platform has better integrations? Applied CSR24 and Indio are at parity for integrations, with both products integrating with Applied Epic and Applied CSR24 also supporting HawkSoft. - **Applied CSR24:** Integrates with Applied Epic (3 all-time mentions) and HawkSoft (1 mention). - **Indio:** Integrates with Applied Epic (3 all-time mentions). ### How do Applied CSR24 and Indio compare on customer support? Applied CSR24 and Indio are at near-parity on Quality of Support, with Applied CSR24 scoring 9.3 and Indio 9.1, a difference below the materiality threshold. - **Applied CSR24:** Reviewers describe responsive support and regular improvements based on user feedback. - **Indio:** Reviewers highlight helpful support staff and positive onboarding experiences, with some noting quick resolution of issues. ### Which is easier to implement, Applied CSR24 or Indio? Indio is rated higher for Ease of Setup, scoring 8.6 versus Applied CSR24's 7.5, a difference above the materiality threshold. - **Applied CSR24:** Reviewers mention a moderate learning curve and the importance of training for successful setup. - **Indio:** Reviewers consistently report straightforward implementation and onboarding, with many citing a smooth setup process. ## Epic Collaboration Portal vs Epic Service Portal When assessing the two solutions, reviewers found Epic Collaboration Portal easier to use, set up, and do business with overall. However, reviewers preferred the ease of administration with Epic Service Portal. - Reviewers felt that Epic Service Portal meets the needs of their business better than Epic Collaboration Portal. - When comparing quality of ongoing product support, reviewers felt that Epic Service Portal is the preferred option. - For feature updates and roadmaps, our reviewers preferred the direction of Epic Service Portal over Epic Collaboration Portal.