# Top 10 Applied Epic Alternatives & Competitors (1,800)4.4 out of 5 Thousands of users compare Applied Epic with other Insurance Agency Management Systems tools to find the best fit for their team or business. Insurance Agency Management Systems is used by teams seeking reliable, easy to use platforms with features like accounting, invoicing & receipts, and policy management, according to G2 reviews. When comparing Applied Epic with other tools, reviewers most often evaluate customer service and features as key differentiators. The best overall alternative to Applied Epic is [AMS360](https://www.g2.com/products/ams360/reviews), rated ~4.3 stars on G2 from 955+ reviewers. It is frequently praised for customer support and easy access. Other well-known alternatives to Applied Epic are: - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) – known for efficiency and client management (G2 star rating ~4.4) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) – highly rated for organization and simple (G2 star rating ~4.4) - [Jenesis](https://www.g2.com/products/jenesis/reviews) – offers customer support and easy access (G2 star rating ~4.7) - [Sagitta](https://www.g2.com/products/sagitta/reviews) – best suited for teams that need account management and customization (G2 star rating ~3.9) Browse top options below. Based on G2 review data, Applied Epic is most commonly used in industries like [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems), [Life & Health Insurance Agency Management Software](https://www.g2.com/categories/life-health-insurance-agency-management), [Insurance Compliance Software](https://www.g2.com/categories/insurance-compliance). Compare user ratings by vertical to find the best fit. ## Best Paid & Free Alternatives to Applied Epic - AMS360 - EZLynx - QQCatalyst - Jenesis - Sagitta - HawkSoft - AgencySmart - AgencyBloc AMS+ ## Top 10 Alternatives to Applied Epic Recently Reviewed By G2 Community Browse options below. Based on reviewer data, you can see how Applied Epic stacks up to the competition, check reviews from current & previous users in industries like Insurance, Financial Services, and Banking, and find the best product for your business. [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/d2eb52f559f75a44e84a8e52437b0e4d/ams360.png "Product Avatar Image") ](https://www.g2.com/products/ams360/reviews) [ AMS360 ](https://www.g2.com/products/ams360/reviews) By [Vertafore](https://www.g2.com/sellers/vertafore) [ 4.3/5(968) ](https://www.g2.com/products/ams360/reviews#reviews) Product Description AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects. Reviewers say compared to Applied Epic, AMS360 is: Slower to reach roi Easier to set up More expensive Categories in common with Applied Epic: [ Insurance Agency Management ](/categories/insurance-agency-management-systems) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/09b4044977e90264fea40d3a76237dcc/ezlynx-ezlynx.png "Product Avatar Image") ](https://www.g2.com/products/ezlynx-ezlynx/reviews) [ EZLynx ](https://www.g2.com/products/ezlynx-ezlynx/reviews) By [EZLynx](https://www.g2.com/sellers/ezlynx) [ 4.4/5(722) ](https://www.g2.com/products/ezlynx-ezlynx/reviews#reviews) Product Description EZLynx® is the all-in-one platform independent insurance agencies trust to run smarter, faster, and more efficiently. With built-in tools for rating, policy management, automation, AI-powered insights, retention, and customer self-service, EZLynx brings everything agents need to manage the insurance lifecycle in one intuitive system. For over 20 years, agencies nationwide have relied on our innovation and support to grow their business with confidence. Reviewers say compared to Applied Epic, EZLynx is: Easier to set up More usable Easier to admin Categories in common with Applied Epic: [ Insurance Agency Management ](/categories/insurance-agency-management-systems) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/28fcd9298e3f9c43931987e932243b3c/qqcatalyst%282%29.png "Product Avatar Image") ](https://www.g2.com/products/qqcatalyst/reviews) [ QQCatalyst ](https://www.g2.com/products/qqcatalyst/reviews) By [Vertafore](https://www.g2.com/sellers/vertafore) [ 4.4/5(671) ](https://www.g2.com/products/qqcatalyst/reviews#reviews) Product Description QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools. Reviewers say compared to Applied Epic, QQCatalyst is: Easier to set up More usable Easier to admin Categories in common with Applied Epic: [ Insurance Agency Management ](/categories/insurance-agency-management-systems) [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/91c1b379a1024b27fd27990c9946f39b/jenesis.png "Product Avatar Image") ](https://www.g2.com/products/jenesis/reviews) [ Jenesis ](https://www.g2.com/products/jenesis/reviews) By [Jenesis](https://www.g2.com/sellers/jenesis) [ 4.7/5(155) ](https://www.g2.com/products/jenesis/reviews#reviews) Product Description Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry. Reviewers say compared to Applied Epic, Jenesis is: Slower to reach roi Easier to set up Easier to admin Categories in common with Applied Epic: [ Insurance Agency Management ](/categories/insurance-agency-management-systems) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/e25a1983655c6571993d3ef9ac0076a0/sagitta.png "Product Avatar Image") ](https://www.g2.com/products/sagitta/reviews) [ Sagitta ](https://www.g2.com/products/sagitta/reviews) By [Vertafore](https://www.g2.com/sellers/vertafore) [ 3.9/5(91) ](https://www.g2.com/products/sagitta/reviews#reviews) Product Description Streamline operations and power up profitability in your large agency or brokerage. Reviewers say compared to Applied Epic, Sagitta is: Easier to admin Easier to set up Easier to do business with Categories in common with Applied Epic: [ Insurance Agency Management ](/categories/insurance-agency-management-systems) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/3fc27e3ccc2460aaad21d1245e20d583/hawksoft.png "Product Avatar Image") ](https://www.g2.com/products/hawksoft/reviews) [ HawkSoft ](https://www.g2.com/products/hawksoft/reviews) By [Hawksoft](https://www.g2.com/sellers/hawksoft) [ 4.8/5(84) ](https://www.g2.com/products/hawksoft/reviews#reviews) Product Description HawkSoft Client Management System (CMS) is an insurance agency's smart choice to enhance office productivity, profitability, and customer service. Reviewers say compared to Applied Epic, HawkSoft is: Slower to reach roi Easier to set up More expensive Categories in common with Applied Epic: [ Insurance Agency Management ](/categories/insurance-agency-management-systems) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/cc9e6bb284c507b6f607f2ecfd6d9c02/agencysmart.jpg "Product Avatar Image") ](https://www.g2.com/products/agencysmart/reviews) [ AgencySmart ](https://www.g2.com/products/agencysmart/reviews) By [AgencySmart](https://www.g2.com/sellers/agencysmart) [ 4.8/5(39) ](https://www.g2.com/products/agencysmart/reviews#reviews) Product Description AgencySmart is cloud based, which means you have access to your client information from wherever you are, with any web connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Reviewers say compared to Applied Epic, AgencySmart is: Easier to set up More usable Easier to admin Categories in common with Applied Epic: [ Insurance Agency Management ](/categories/insurance-agency-management-systems) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/c05f447effdaef5199c74dbf45920e07/agencybloc-ams.png "Product Avatar Image") ](https://www.g2.com/products/agencybloc-ams/reviews) [ AgencyBloc AMS+ ](https://www.g2.com/products/agencybloc-ams/reviews) By [AgencyBloc](https://www.g2.com/sellers/agencybloc) [ 4.7/5(42) ](https://www.g2.com/products/agencybloc-ams/reviews#reviews) Product Description AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retention. Reviewers say compared to Applied Epic, AgencyBloc AMS+ is: Easier to set up Easier to admin More usable Categories in common with Applied Epic: [ Insurance Agency Management ](/categories/insurance-agency-management-systems) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/d3e33aedc35d0c421962a6f1a5197e23/benefitpoint.jpg "Product Avatar Image") ](https://www.g2.com/products/benefitpoint/reviews) [ BenefitPoint ](https://www.g2.com/products/benefitpoint/reviews) By [Vertafore](https://www.g2.com/sellers/vertafore) [ 4.1/5(148) ](https://www.g2.com/products/benefitpoint/reviews#reviews) Product Description BenefitPoint is a web-based benefits management system that helps HR professionals administer employee benefits. Reviewers say compared to Applied Epic, BenefitPoint is: Easier to set up Easier to admin More expensive Categories in common with Applied Epic: [ Insurance Agency Management ](/categories/insurance-agency-management-systems) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/8639e9f230a3e725eb873037bec68b20/insuredmine.jpg "Product Avatar Image") ](https://www.g2.com/products/insuredmine/reviews) [ InsuredMine ](https://www.g2.com/products/insuredmine/reviews) By [InsuredMine](https://www.g2.com/sellers/insuredmine) [ 4.7/5(16) ](https://www.g2.com/products/insuredmine/reviews#reviews) Product Description Insured-Mine is a cloud-based insurance dashboard to store all your insurance information (Data & Documents). It helps you organize your insurance details into a simple easy to use dashboard with analytics for understanding of your insurance and risk management Reviewers say compared to Applied Epic, InsuredMine is: More usable Better at support Better at meeting requirements Categories in common with Applied Epic: [ Insurance Agency Management ](/categories/insurance-agency-management-systems) ## Applied Epic Alternatives FAQs Generated using AI ### How does Applied Epic compare to AMS360? According to G2 data, [Applied Epic](https://www.g2.com/products/applied-epic/reviews) holds a slight advantage over [AMS360](https://www.g2.com/products/ams360/reviews) with an average rating of 4.4/5 from 1,564 reviews compared to AMS360's 4.3/5 from 937 reviews. Applied Epic scores higher in meeting requirements (8.6 vs 8.5) and support (8.8 vs 8.6), while AMS360 leads marginally in usability (8.2 vs 8.1) and ease of setup (7.8 vs 7.3). Both products tie in ease of administration (7.7) but Applied Epic is rated easier to do business with (8.6 vs 8.3). Users praise Applied Epic for its ease of use (534 mentions), extensive features (215), efficiency (201), data management (195), workflow efficiency (153), and customer support (143). Conversely, AMS360 users highlight ease of use (101 mentions), integrations (30), and customer support (29), but note challenges with outdated design, learning curve, and excessive clicking. Applied Epic reviews emphasize continuous improvement and integration capabilities, while AMS360 is recognized for its centralized client data and automation tools. Overall, Applied Epic is favored for its comprehensive functionality, advanced reporting, and innovation, whereas AMS360 is appreciated for its simplicity and integration but noted for a steeper learning curve and dated interface. ### What are the best alternatives to Applied Epic? The best alternatives to Applied Epic include [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, 562 reviews), and [Jenesis](https://www.g2.com/products/jenesis/reviews) (4.7/5 stars, 155 reviews). These alternatives offer strong usability, ease of administration, and easier setup compared to Applied Epic, with AMS360 and EZLynx noted for their scalability and robust integrations, and Jenesis praised for superior support and user-friendliness. ### Which Insurance Agency Management Systems tools do reviewers recommend instead of Applied Epic? Reviewers recommend [AMS360](https://www.g2.com/products/ams360/reviews) for its comprehensive accounting features, ease of use, and strong customer support, making it suitable for agencies of all sizes. [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) is favored for its clean UI/UX, automation, AI-powered insights, and real-time carrier integrations that streamline quoting and policy management. [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) is recommended for its simplicity, operational and marketing tools, and ease of use, especially for independent agencies with standard commercial lines. [Jenesis](https://www.g2.com/products/jenesis/reviews) is highlighted for its intuitive interface, excellent customer support, and digital marketing solutions tailored for independent insurance agents. These tools are consistently noted for being easier to administer, more usable, and quicker to set up than Applied Epic, providing agencies with efficient workflows and strong support. ### Why do users choose AMS360 over Applied Epic? Users choose [AMS360](https://www.g2.com/products/ams360/reviews) over Applied Epic primarily for its ease of use and straightforward setup, with AMS360 scoring 7.8 in ease of setup versus Applied Epic's 7.3. AMS360's user-friendly interface and centralized client data management are frequently cited, with 101 mentions of ease of use and 30 mentions of integrations, making it appealing for agencies seeking a simpler, more accessible system. AMS360 also benefits from strong customer support (29 mentions) and effective automation features that help agencies stay organized and efficient. Some users prefer AMS360's compatibility with other Vertafore products and appreciate its cloud-based accessibility. The initial setup process is often described as easier and less disruptive compared to Applied Epic. Despite some criticisms regarding its outdated interface and occasional performance issues, AMS360's balance of usability, integration, and support makes it a preferred choice for agencies prioritizing straightforward deployment and daily operational simplicity over extensive customization and advanced features. ### Explore Articles [ Best anti-money laundering software for fintech ](https://www.g2.com/discussions/best-anti-money-laundering-aml-software-for-fintech-companies) [ Does Alteryx One meet major enterprise security, governance, and data-privacy standards such as GDPR, SOC 2, or HIPAA, depending on deployment? ](https://www.g2.com/discussions/does-alteryx-one-meet-major-enterprise-security-governance-and-data-privacy-standards-such-as-gdpr-soc-2-or-hipaa-depending-on-deployment) [ Which education ERP platforms unify admissions, enrolment, and financial aid in a single student record for institutional teams? ](https://www.g2.com/discussions/which-education-erp-platforms-unify-admissions-enrolment-and-financial-aid-in-a-single-student-record-for-institutional-teams) [ Best inbound call tracking software for small businesses ](https://www.g2.com/discussions/best-inbound-call-tracking-software-for-small-businesses-any-recommendations) [ Attentive vs Klaviyo vs Postscript: which SMS platform is actually worth it for a DTC brand doing over $5M in revenue? ](https://www.g2.com/discussions/attentive-vs-klaviyo-vs-postscript-which-sms-platform-is-actually-worth-it-for-a-dtc-brand-doing-over-5m-in-revenue) [ What's the best owned media software for brands that want to control their audience instead of renting it on social? ](https://www.g2.com/discussions/what-s-the-best-owned-media-software-for-brands-that-want-to-control-their-audience-instead-of-renting-it-on-social) ### Spotlight Categories [ Analytics Platforms ](https://www.g2.com/categories/analytics-platforms) [ Sales Performance Management Software ](https://www.g2.com/categories/sales-performance-management) [ Webinar Platforms ](https://www.g2.com/categories/webinar)