Applied Epic vs. BenefitPoint
A side-by-side comparison based on G2 review data.
| Metric | Applied Epic | BenefitPoint |
|---|---|---|
| Overall rating | 4.4 | 4.2 |
| Review count | 2,192 | 245 |
| Ease of use | 8.4 | 8.5 |
| Ease of setup | 7.8 | 8.6 |
| Quality of support | 8.9 | 8.7 |
| Meets requirements | 8.8 | 8.6 |
| NPS | 59.082308 | 36.97479 |
| Small Business | 68.8% | 24.2% |
| Mid-Market | 25.7% | 32.4% |
| Enterprise | 5.5% | 43.4% |
| Total page views | 7,988 | 835 |
| Total LLM citations | 18,814 | 1,968 |
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.
- Ease of Use
- Features
- Efficiency
- Data Management
- Organization
- Workflow Efficiency
BenefitPoint
BenefitPoint® is the management system designed for independent insurance agencies that manage employee benefits portfolios. The solution streamlines processes with enhanced workflows, improves revenue accuracy through precise financial tracking and reconciliation, and empowers agencies with data-driven insights. BenefitPoint is also a key solution in AgencyOne®, Vertafore’s integrated platform that connects an agency’s business.
- Ease of Use
- Client Management
- Data Management
- Reporting
- Helpful
- Customer Support