SmartOffice vs. Applied Epic
A side-by-side comparison based on G2 review data.
| Metric | SmartOffice | Applied Epic |
|---|---|---|
| Overall rating | 3.7 | 4.4 |
| Review count | 28 | 2,192 |
| Ease of use | 7.9 | 8.4 |
| Ease of setup | 8.1 | 7.8 |
| Quality of support | 7.8 | 8.9 |
| Meets requirements | 8.4 | 8.8 |
| NPS | 7.692308 | 59.082308 |
| Small Business | 64.3% | 68.8% |
| Mid-Market | 28.6% | 25.7% |
| Enterprise | 7.1% | 5.5% |
| Total page views | 223 | 7,988 |
| Total LLM citations | 467 | 18,814 |
SmartOffice
Powerful Practice Management for Agents and Advisors SmartOffice is the only cloud CRM solution designed to help insurance agents and financial advisors deliver unparalleled client service, create trusted relationships, and generate more revenue. Our robust, modular platform addresses your practice’s immediate needs while providing you with the flexibility to add features as your business expands. Core Features • SmartOffice Anywhere lets you access your data anywhere, anytime using any smartphone or tablet.
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