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Software · head to head

AgencyBloc vs Applied Epic

AgencyBloc logo

AgencyBloc

Software

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite
Applied Epic logo

Applied Epic

Software

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: AgencyBloc covers CRM & contact management, Applied Epic covers Client management.

Where they differ

Only the attributes on which AgencyBloc and Applied Epic actually diverge.

Attributes where AgencyBloc and Applied Epic differ
AttributeAgencyBlocApplied Epic
Starting price$70/monthOn request
PlatformsWeb, Ios, AndroidWeb, Windows, Ios, Android
Founded20081983

Identical on both: pricing model (subscription), free tier (No), user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in AgencyBloc

  • CRM & contact management
  • Activity management
  • Email marketing
  • Document storage
  • Custom reporting
  • Zapier
  • HealthSherpa
  • Connecture

Only in Applied Epic

  • Client management
  • Document management
  • Real-time carrier downloads
  • Accounting integration
  • Mobile access
  • IVANS
  • Applied CSR24
  • Applied Mobile

Both cover

  • Policy management
  • Commission tracking
  • Workflow automation
  • DocuSign
  • Outlook
  • SOC2
  • Data encryption
  • Role-based access
  • Cloud deployment

What people use each for

The jobs each tool is most often brought in to do.

AgencyBloc

  • Client and policy management for a health or Medicare agencynot Applied Epic
  • Commission reconciliation and finding missed carrier paymentsnot Applied Epic
  • Small group benefits quoting and enrollmentnot Applied Epic
  • Compliance tracking and reportingnot Applied Epic
  • Agency websites and email campaignsnot Applied Epic

Applied Epic

  • Agency managementnot AgencyBloc
  • Policy administrationnot AgencyBloc
  • Commission managementnot AgencyBloc
  • Client servicingnot AgencyBloc
  • Carrier connectivitynot AgencyBloc

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

AgencyBloc

  • Sold as four separate modules, AMS+, Engage+, Quote+ and Commissions+, so a full workflow means licensing several
  • Aimed specifically at health, benefits and Medicare insurance agencies rather than general insurance or other industries
  • Pricing is not published

Applied Epic

Nothing recorded yet. See the Applied Epic review.

Pricing, plan by plan

AgencyBloc

$70/month
  • Essentials$70/month
    • CRM & contact management
    • Policy management
    • Activity tracking
  • Professional$140/month
    • All Essentials features
    • Commission tracking
    • Workflow automation
  • Enterprise$undefined/month
    • All Professional features
    • Multi-agency support
    • Custom integrations

Applied Epic

On request
  • Applied Epic$undefined/month
    • Policy management
    • Commission tracking
    • Client portal
  • Enterprise$undefined/month
    • Everything in Standard
    • Advanced analytics
    • Custom integrations

Which should you pick?

Choose AgencyBloc if

  • You need crm & contact management.
  • You work on Web, Ios, Android.
  • You also want activity management.
AgencyBloc review

Choose Applied Epic if

  • You need client management.
  • You work on Web, Windows, Ios, Android.
  • You also want document management.
Applied Epic review

Questions people ask

Is AgencyBloc or Applied Epic better?
Neither clearly leads. AgencyBloc starts at $70/month and Applied Epic at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyBloc or Applied Epic?
AgencyBloc starts at $70/month and Applied Epic at On request.
Does AgencyBloc or Applied Epic run on more platforms?
AgencyBloc runs on Web, Ios, Android. Applied Epic runs on Web, Windows, Ios, Android.
What is AgencyBloc best used for?
AgencyBloc is most often used for client and policy management for a health or medicare agency, commission reconciliation and finding missed carrier payments, small group benefits quoting and enrollment, compliance tracking and reporting. Of those, client and policy management for a health or medicare agency and commission reconciliation and finding missed carrier payments are not what Applied Epic is typically brought in for.
What can AgencyBloc do that Applied Epic cannot?
AgencyBloc covers CRM & contact management, Activity management, Email marketing, Document storage. Applied Epic covers Client management, Document management, Real-time carrier downloads, Accounting integration. Both handle Policy management, Commission tracking, Workflow automation, DocuSign.
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Related pages

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