Applied Epic vs. BrokerageBuilder
A side-by-side comparison based on G2 review data.
| Metric | Applied Epic | BrokerageBuilder |
|---|---|---|
| Overall rating | 4.4 | 3.6 |
| Review count | 2,192 | 16 |
| Ease of use | 8.4 | 8.1 |
| Ease of setup | 7.8 | 4.6 |
| Quality of support | 8.9 | 8.4 |
| Meets requirements | 8.8 | 8.2 |
| NPS | 59.082308 | -6.25 |
| Small Business | 68.8% | 50.0% |
| Mid-Market | 25.7% | 50.0% |
| Enterprise | 5.5% | 0.0% |
| Total page views | 7,988 | 131 |
| Total LLM citations | 18,814 | 291 |
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
BrokerageBuilder
BrokerageBuilder is an agency management system (AMS) built specifically for employee benefits brokerages. It centralizes group and plan data, automates renewal workflows, streamlines carrier RFPs, and tracks commissions — all in one platform purpose-built for how benefits teams work, not adapted from a P&C system. If you're running a benefits brokerage, your problems are specific: renewal seasons that overwhelm your team, RFPs that take hours to build, commissions that are hard to reconcile, and client proposals that should look more professional than they do.