Compare Agency Matrix and Applied Epic 
Featured Products
At a Glance
Market Segments
Small-Business (82.6% of reviews)
Small-Business (71.6% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Agency Matrix
Star Rating
(25)3.8 out of 5
Market Segments
Small-Business (82.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Agency MatrixApplied 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 EpicSummary
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 Agency Matrix. Users appreciate its robust features, particularly highlighting the efficiency of generating certificates once templates are set up, which streamlines their workflow.
- According to verified reviews, Applied Epic's implementation process is praised for its intuitive onboarding, with users finding the online tutorials particularly helpful for navigating workflows and client management. In contrast, while Agency Matrix is noted for being user-friendly, it lacks the same level of comprehensive support during setup.
- Users say that Applied Epic's advanced data management capabilities, including seamless integration with Office 365 and Adobe tools, significantly enhance their operational efficiency. Agency Matrix, while organized, does not offer the same level of technological evolution, which may limit its adaptability for users looking for cutting-edge solutions.
- Reviewers mention that Applied Epic provides superior support quality, with a score reflecting its responsiveness and helpfulness. Users have noted that the logging and notes system is convenient, allowing for better tracking of client interactions, whereas Agency Matrix's support is seen as adequate but not as robust.
- G2 reviewers highlight that Applied Epic's features for task and claims management are particularly strong, with users noting the effectiveness of its tools in managing workflows. On the other hand, Agency Matrix's claims management features are viewed as less effective, which could be a drawback for users in need of comprehensive claims processing capabilities.
- According to recent feedback, Applied Epic's commitment to continuous improvement through AI investments is impressive, with users excited about the platform's evolving capabilities. Meanwhile, Agency Matrix, while appreciated for its ease of navigation, may not offer the same level of innovation, potentially leaving users wanting more in terms of future enhancements.
Pricing
Entry-Level Pricing
Agency Matrix
No pricing availableApplied Epic
No pricing availableFree Trial
Agency Matrix
No trial information availableApplied Epic
No trial information availableRatings
Meets Requirements
7.9
17
8.6
1,013
Ease of Use
8.1
17
8.1
1,402
Ease of Setup
8.6
6
7.3
987
Ease of Admin
8.3
6
7.7
441
Quality of Support
7.9
17
8.8
975
Has the product been a good partner in doing business?
7.5
6
8.6
457
Product Direction (% positive)
7.3
17
8.6
1,005
Features by Category
Administration
7.5
6
7.5
711
8.3
10
8.4
783
7.3
5
8.0
720
7.9
7
7.1
649
7.9
8
7.8
768
Not enough data
7.3
612
7.8
9
8.0
767
7.6
9
8.4
779
Insurance Documentation
6.0
5
8.0
727
7.2
9
8.9
814
Not enough data
8.1
751
8.1
7
7.7
654
Categories
Categories
Shared Categories
Agency Matrix and Applied Epic are categorized as Insurance Agency Management Systems
Unique Categories
Agency Matrix has no unique categories
Applied Epic has no unique categories
Reviews
Reviewers' Company Size
Agency Matrix
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Applied Epic
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
69.6%
Automotive
8.7%
Political Organization
4.3%
Information Technology and Services
4.3%
Hospital & Health Care
4.3%
Other
8.7%
Insurance
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
Discussions
What insurance company uses ITC Agency Matrix?
1 Comment
AB
I work for The Rice Insurance & Financial Group, which is an independent agency out of Richmond, VA. We use Agency Matrix. To my knowledge, there are lots of...Read more
Agency Matrix has no more discussions with answers
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
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