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Software · head to head

Applied Epic vs AgencyBloc

Applied Epic logo

Applied Epic

Software

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite
AgencyBloc logo

AgencyBloc

Software

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite

The short version

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

Where they differ

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

Attributes where Applied Epic and AgencyBloc differ
AttributeApplied EpicAgencyBloc
Starting priceOn request$70/month
PlatformsWeb, Windows, Ios, AndroidWeb, Ios, Android
Founded19832008

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 Applied Epic

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

Only in AgencyBloc

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

Both cover

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

What people use each for

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

Applied Epic

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

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

Where each one falls short

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

Applied Epic

Nothing recorded yet. See the Applied Epic review.

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

Pricing, plan by plan

Applied Epic

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

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

Which should you pick?

Choose Applied Epic if

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

Choose AgencyBloc if

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

Questions people ask

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

More on Applied Epic

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