Partner Platform vs. Applied Epic
A side-by-side comparison based on G2 review data.
| Metric | Partner Platform | Applied Epic |
|---|---|---|
| Overall rating | 3.5 | 4.4 |
| Review count | 24 | 2,192 |
| Ease of use | 7.3 | 8.4 |
| Ease of setup | 7.4 | 7.8 |
| Quality of support | 7.7 | 8.9 |
| Meets requirements | 7.8 | 8.8 |
| NPS | 13.636364 | 59.082308 |
| Small Business | 95.8% | 68.8% |
| Mid-Market | 0.0% | 25.7% |
| Enterprise | 4.2% | 5.5% |
| Total page views | 158 | 7,988 |
| Total LLM citations | 203 | 18,814 |
Partner Platform
Partner Platform is an agency management system (AMS) built for commercial and personal lines P&C agencies. It manages complex commercial accounts, runs built-in insurance accounting with a full General Ledger, connects to carriers for policy downloads, and handles the full client and policy lifecycle — all in a modern platform. If you're running a mid-market P&C agency, your AMS is either your biggest asset or your biggest bottleneck.
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