Applied Epic vs. NextAgency
A side-by-side comparison based on G2 review data.
| Metric | Applied Epic | NextAgency |
|---|---|---|
| Overall rating | 4.4 | 4.8 |
| Review count | 2,192 | 37 |
| Ease of use | 8.4 | 9.4 |
| Ease of setup | 7.8 | 8.9 |
| Quality of support | 8.9 | 9.9 |
| Meets requirements | 8.8 | 9.3 |
| NPS | 59.082308 | 97.297297 |
| Small Business | 68.8% | 89.2% |
| Mid-Market | 25.7% | 10.8% |
| Enterprise | 5.5% | 0.0% |
| Total page views | 7,988 | 296 |
| Total LLM citations | 18,814 | 1,653 |
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
NextAgency
NextAgency is the insurance agency management system and CRM its customers would design. As a result, NextAgency ranks as the Best Life & Health Insurance Agency Management Software on the G2 Grid — and is the only platform in the Leaders quadrant of the G2 Grid® for Life & Health Insurance Agency Management. NextAgency is an agency management system built specifically for agencies selling benefits, senior, and life policies. It brings together CRM, marketing, business analytics, compliance tools, and optional commission tracking in a single platform.
- Customer Support
- Ease of Use
- Policy Management
- Efficiency
- Easy Access
- Client Management