G2 Vendor Directory

AIM vs. Applied Epic

A side-by-side comparison based on G2 review data.

MetricAIM

by Vertafore

Applied Epic

by Applied Systems

Overall rating3.84.4
Review count182,192
Ease of use7.78.4
Ease of setup7.17.8
Quality of support8.68.9
Meets requirements9.08.8
NPS5.55555659.082308
Small Business50.0%68.8%
Mid-Market50.0%25.7%
Enterprise0.0%5.5%
Total page views1887,988
Total LLM citations30618,814

AIM

For over 50 years, Vertafore, the leader in modern insurance technology, has been modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. Agencies, MGAs, and carriers rely on Vertafore solutions to provide end-to-end connectivity, improve client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers.

Pros

  • Accounting Features
  • Ease of Use
  • Accounting
  • Helpful
  • Customer Support
  • Organization

Applied Epic

Applied Epic® is an AI-powered agency management system built for P&C and Benefits insurance agencies and brokerages. It moves beyond a traditional system of record by embedding automation and intelligence into everyday workflows, helping teams reduce manual work, streamline servicing and submissions, and manage the full customer lifecycle in one connected platform.

Pros

  • Ease of Use
  • Features
  • Efficiency
  • Data Management
  • Organization
  • Workflow Efficiency