Compare Applied Epic and InsuredMine 
At a Glance
Market Segments
Small-Business (71.6% of reviews)
Small-Business (100.0% of reviews)
Entry-Level Pricing
No pricing available
Free Trial Per Month
Applied Epic
Star Rating
(1,559)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 EpicInsuredMine
Star Rating
(16)4.7 out of 5
Market Segments
Small-Business (100.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
Free Trial Per Month
Browse all 2 pricing plansSummary
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 InsuredMine. Users appreciate its robust features, particularly highlighting the efficiency of generating certificates once templates are set up, which streamlines their workflow.
- Users say that InsuredMine shines in customer support, with many praising the exceptional service provided by team members like Rohan. This level of support is a standout feature, making users feel valued and supported as they navigate the software.
- Reviewers mention that Applied Epic offers a wealth of online tutorials that simplify the setup process. Users find these resources particularly helpful for understanding workflows and managing client data, which enhances their overall experience with the platform.
- According to verified reviews, InsuredMine is noted for its user-friendly interface, with many users highlighting its ease of use. The software's intuitive design allows for quick adaptation, making it a favorable choice for small businesses looking for straightforward solutions.
- G2 reviewers report that while Applied Epic has a strong feature set, some users have experienced challenges with configuration to meet specific workflow needs. This indicates that while the platform is powerful, it may require a learning curve for optimal use.
- Users say that InsuredMine's continuous improvements and feature updates keep the software relevant and effective. Features like the Pipeline Manager and Retention Pipeline are particularly appreciated, as they help users manage their sales processes more efficiently.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableInsuredMine
Individual
Free Trial
Per Month
Independent Insurance Agencies who want to grow their business, convert more leads, engage more contacts and retain clients longer.
- CRM for Insurance Agents
- Sales & Service Pipeline
- Task Manager
Free Trial
Applied Epic
No trial information availableInsuredMine
Free Trial is available
Ratings
Meets Requirements
8.6
1,015
9.5
7
Ease of Use
8.1
1,405
9.8
7
Ease of Setup
7.3
990
Not enough data
Ease of Admin
7.7
441
Not enough data
Quality of Support
8.8
977
9.8
7
Has the product been a good partner in doing business?
8.6
457
Not enough data
Product Direction (% positive)
8.6
1,007
10.0
5
Features by Category
Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Basics
Not enough data
Not enough data
Content
Not enough data
Not enough data
Data
Not enough data
Not enough data
Interoperability
Not enough data
Not enough data
Performance
Not enough data
Not enough data
Relationship Management - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Administration
7.5
713
Feature Not Available
8.4
783
8.7
5
8.0
721
Feature Not Available
7.1
649
9.3
5
7.8
769
9.3
5
7.3
614
Not enough data
8.0
768
8.0
5
8.4
781
8.7
5
Insurance Documentation
8.0
728
Not enough data
8.9
817
Not enough data
8.1
752
Not enough data
7.7
654
Not enough data
Categories
Categories
Shared Categories
Applied Epic and InsuredMine are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic has no unique categories
InsuredMine is categorized as Insurance Analytics and Insurance CRM
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
InsuredMine
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
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
Insurance
93.8%
Accounting
6.3%
‐
‐
‐
Other
0.0%
Discussions
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
JJ
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...Read more
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
InsuredMine has no discussions with answers
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