Applied Epic vs. Agency Matrix
A side-by-side comparison based on G2 review data.
| Metric | Applied Epic | Agency Matrix |
|---|---|---|
| Overall rating | 4.4 | 3.6 |
| Review count | 2,192 | 26 |
| Ease of use | 8.4 | 8.0 |
| Ease of setup | 7.8 | 8.4 |
| Quality of support | 8.9 | 7.9 |
| Meets requirements | 8.8 | 7.9 |
| NPS | 59.082308 | 28 |
| Small Business | 68.8% | 84.0% |
| Mid-Market | 25.7% | 12.0% |
| Enterprise | 5.5% | 4.0% |
| Total page views | 7,988 | 154 |
| Total LLM citations | 18,814 | 757 |
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
Agency Matrix
Agency Matrix is an agency management system (AMS) built for personal lines insurance agencies — from single-office shops to growing multi-location operations. It manages policies, automates client communication, connects directly to carriers for data downloads, and runs your agency's accounting, all in one browser-based platform. Personal lines insurance is a volume business. The agencies that win are the ones that handle more clients, more renewals, and more touchpoints without burning out their team.
- Organization
- Data Management