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# Applied Epic vs HawkSoft Comparison - What are their main differences?

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Applied EpicHawkSoft[+ Add Product](#)

Reviews

**Applied Epic** [

4.4/5(2,190)

](https://www.g2.com/products/applied-epic/reviews#reviews)

**HawkSoft** [

4.8/5(84)

](https://www.g2.com/products/hawksoft/reviews#reviews)

Pricing

**Applied Epic**
No pricing available

**HawkSoft**
 **Contact Us** · HawkSoft Subscription

**Pricing Insights**
from reviews

Time to Implement

**Applied Epic**
4 months

Based on 600 responses

**HawkSoft**
3 monthsFaster

Based on 33 responses

Return on Investment

**Applied Epic**
15 months2 months sooner

Based on 551 responses

**HawkSoft**
17 months

Based on 28 responses

Perceived Cost

**Applied Epic**
$$$$$

**HawkSoft**
$$$$$

Average Discount

**Applied Epic**
8%3% more

**HawkSoft**
5%

 ![Applied Epic](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic")

 ![HawkSoft](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_3fc27e3ccc2460aaad21d1245e20d583/hawksoft.png "HawkSoft")

G2 offers free advice on this comparison.

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Pros & Cons

**Applied Epic**
[
Ease of Use (523)
](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1183684&qs=pros-and-cons#reviews)[
Features (215)
](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1182973&qs=pros-and-cons#reviews)[
Learning Curve (168)
](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1182226&qs=pros-and-cons#reviews)[
Complex Process (139)
](https://www.g2.com/products/applied-epic/reviews?filters%5Bsentiment_snippet%5D=1184200&qs=pros-and-cons#reviews)

**HawkSoft**
[
Communication (2)
](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=1550730&qs=pros-and-cons#reviews)[
Integrations (2)
](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=1550141&qs=pros-and-cons#reviews)[
Integration Issues (1)
](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=1550433&qs=pros-and-cons#reviews)[
Policy Management (1)
](https://www.g2.com/products/hawksoft/reviews?filters%5Bsentiment_snippet%5D=2025270&qs=pros-and-cons#reviews)

Integrations

**Applied Epic**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_efcfe787e0b9baea62c5cdf53faa7f42/acs-2000.png "Product Avatar Image")

ACS 2000

](https://www.g2.com/products/acs-2000/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e89d21750715f4646ed61c011b2917dc/adobe-acrobat.png "Product Avatar Image")

Adobe Acrobat

](https://www.g2.com/products/adobe-acrobat/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_7e8d45048864d664072c5d71af151af0/applied-csr24.jpg "Product Avatar Image")

Applied CSR24

](https://www.g2.com/products/applied-csr24/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_6c179139dce418eef9e98c99b810d791/applied-pay.png "Product Avatar Image")

Applied Pay

](https://www.g2.com/products/applied-pay/reviews)[
View all
](https://www.g2.com/products/applied-epic/integrations)

**HawkSoft**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_69054bc7d40597b06fc3905720ccc914/microsoft-outlook.png "Product Avatar Image")

Outlook

](https://www.g2.com/products/microsoft-outlook/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_31e69a09e6950642ebcc9db403e3d09c/pl-rating.png "Product Avatar Image")

PL Rating

](https://www.g2.com/products/pl-rating/reviews)[
View all
](https://www.g2.com/products/hawksoft/integrations)

Screenshots

**Applied Epic**
No screenshot available

**HawkSoft**
 ![HawkSoft screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1232766/4---Commercial.png)

Ratings

Meets Requirements

**Applied Epic**

8.6

8.61,241

**HawkSoft**

9.3

9.371

Ease of Use

**Applied Epic**

8.1

8.11,849

**HawkSoft**

9.2

9.272

Ease of Setup

**Applied Epic**

7.4

7.41,176

**HawkSoft**

8.8

8.844

Ease of Admin

**Applied Epic**

7.8

7.8572

**HawkSoft**

9.2

9.239

Quality of Support

**Applied Epic**

8.7

8.71,453

**HawkSoft**

9.6

9.670

Has the product been a good partner in doing business?

**Applied Epic**

8.6

8.6602

**HawkSoft**

9.5

9.539

Product Direction (% positive)

**Applied Epic**

8.4

8.41,189

**HawkSoft**

9.8

9.870

Features

Insurance Agency Management Systems[Hide 56 FeaturesShow 56 Features](javascript:void(0);)

8.5

1,368

9.0

61

Administration

Accounting

7.7

829

8.5(won by 0.8)

34

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Contact Management

8.7

956

9.3(won by 0.6)

52

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Commissions

8.1

799

8.5(won by 0.4)

36

Sales Tools

7.2

684

8.2(won by 1.0)

49

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Reporting & Statistics

7.9

904

9.0(won by 1.1)

54

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Payment Processing

7.5

673

9.3(won by 1.8)

43

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Email Integration

8.1

877

8.9(won by 0.8)

54

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Task Management

8.6

901

9.4(won by 0.8)

51

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Third-Party Integrations

8.5(won by default)

55

Not enough data

Alerts/Notifications

7.5(won by default)

8

Not enough data

Pipeline Management

6.7(won by default)

5

Not enough data

Commission Management

9.2(won by default)

10

Not enough data

User Management

8.7(won by default)

15

Not enough data

Forms Management

8.3(won by default)

12

Not enough data

Workflow Management

8.7(won by default)

44

Not enough data

Document Management

8.9(won by default)

61

Not enough data

Contact Database

9.8(won by default)

22

Not enough data

Accounting Integration

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Invoice Management

Not enough data

Not enough data

Insurance Documentation

Claims Management

8.1

789

8.5(won by 0.4)

41

Insurance Policy Management

9.0

1005

9.5(won by 0.5)

57

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Invoicing & Receipts

8.2

837

9.0(won by 0.8)

46

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Electronic Signatures

7.8

698

9.3(won by 1.5)

36

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Client Management

10.0(won by default)

24

Not enough data

Lead Management

Not enough data

Not enough data

Additional Functionality

Access Controls/Permissions

8.0(won by default)

5

Not enough data

AI Copilot

9.6(won by default)

32

Not enough data

Audit Trail

8.0(won by default)

5

Not enough data

Search/Filter

8.2(won by default)

23

Not enough data

Activity Tracking

9.2(won by default)

18

Not enough data

API

8.0(won by default)

5

Not enough data

Customizable Templates

8.0(won by default)

5

Not enough data

Document Storage

10.0(won by default)

21

Not enough data

Property & Casualty

9.4(won by default)

9

Not enough data

Configurable Workflow

9.0(won by default)

5

Not enough data

Life & Health

8.6(won by default)

6

Not enough data

Status Tracking

8.3(won by default)

6

Not enough data

Generative AI

9.8(won by default)

21

Not enough data

Customizable Reports

8.6(won by default)

11

Not enough data

Customizable Fields

8.9(won by default)

9

Not enough data

Quotes/Estimates

8.6(won by default)

7

Not enough data

Client Portal

Not enough data

Not enough data

Commission Calculations

Not enough data

Not enough data

Insurance Rating

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

Customizable Forms

Not enough data

Not enough data

Document Templates

Not enough data

Not enough data

Self Service Portal

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

SSL Security

Not enough data

Not enough data

Referral Tracking

Not enough data

Not enough data

Risk Assessment

Not enough data

Not enough data

Email Marketing

Not enough data

Not enough data

Show 1 feature category with incomplete data

Insurance Suites[Hide 41 FeaturesShow 41 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

Email Management

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Email Marketing

Not enough data

Not enough data

Claims Management

Not enough data

Not enough data

Secure Login

Not enough data

Not enough data

Commercial

Not enough data

Not enough data

Commission Management

Not enough data

Not enough data

Underwriting Management

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Insurance Policy Management

Not enough data

Not enough data

Customer Portal

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Reinsurance Administration

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Insurance Rating

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Digital Signature

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Electronic Payments

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

API

Not enough data

Not enough data

Broker/Agent Portal

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

For Insurance Industry

Not enough data

Not enough data

Forms Management

Not enough data

Not enough data

Risk Assessment

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Applied Epic](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic")](https://www.g2.com/products/applied-epic/reviews)

Applied Epic

Small-Business(50 or fewer emp.)

69.8%

Mid-Market(51-1000 emp.)

24.9%

Enterprise(\> 1000 emp.)

5.3%

[![HawkSoft](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_3fc27e3ccc2460aaad21d1245e20d583/hawksoft.png "HawkSoft")](https://www.g2.com/products/hawksoft/reviews)

HawkSoft

Small-Business(50 or fewer emp.)

95.2%

Mid-Market(51-1000 emp.)

2.4%

Enterprise(\> 1000 emp.)

2.4%

Small-Business

(50 or fewer emp.)

69.8%

95.2%

Mid-Market

(51-1000 emp.)

24.9%

2.4%

Enterprise

(\> 1000 emp.)

5.3%

2.4%

Reviewers' Industry

[![Applied Epic](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic")](https://www.g2.com/products/applied-epic/reviews)
Applied Epic

Insurance

89.7%

Accounting

4.4%

Construction

1.4%

Financial Services

0.6%

Information Technology and Services

0.5%

Other

3.4%

[![HawkSoft](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_3fc27e3ccc2460aaad21d1245e20d583/hawksoft.png "HawkSoft")](https://www.g2.com/products/hawksoft/reviews)
HawkSoft

Insurance

95.2%

Retail

1.2%

Information Technology and Services

1.2%

Information Services

1.2%

Financial Services

1.2%

Other

0.0%

FAQs

## Applied Epic vs HawkSoft FAQs

Generated using AI

Last updated: August 14, 2026

### What is the difference between Applied Epic vs HawkSoft?

HawkSoft stands out for higher reviewer satisfaction scores across all key dimensions compared to Applied Epic.

| [Applied Epic](https://www.g2.com/products/applied-epic/reviews) | [HawkSoft](https://www.g2.com/products/hawksoft/reviews) |
| --- | --- |
| 4.4/5 (1,800 reviews) | 4.8/5 (84 reviews) |
| Small-Business | Small-Business |
| 7.4 | 8.8 |
| 8.7 | 9.6 |
| Ease of Use (534 all-time mentions) | Ease of Use (recent reviews) |

### How do the pricing models of Applied Epic and HawkSoft compare?

HawkSoft is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to Applied Epic.

- **Applied Epic:** In recent reviews, several reviewers cite high pricing and additional charges for data access as a drawback, with some switching away due to escalating costs.
- **HawkSoft:** Reviewers consistently highlight HawkSoft's pricing as budget-friendly and a key reason for switching, with positive sentiment around data ownership and cost transparency.
- **Switching Reason:** Agencies have switched from Applied Epic to HawkSoft to avoid high costs and restrictive data policies.

### What are the best alternatives to Applied Epic and HawkSoft?

The top three alternatives to Applied Epic and HawkSoft are EZLynx, AMS360, and QQCatalyst.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Applied Epic](https://www.g2.com/products/applied-epic/reviews) | 4.4/5 (1,800 reviews) | Small-Business | Pricing is cited as high in recent reviews | Ease of Use (534 all-time mentions) |
| [HawkSoft](https://www.g2.com/products/hawksoft/reviews) | 4.8/5 (84 reviews) | Small-Business | Budget-friendly, positive value sentiment | Ease of Use (recent reviews) |
| [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) | 4.4/5 (723 reviews) | Mid-Market | — | Quoting and comparative rater functionality (recent reviews) |
| [AMS360](https://www.g2.com/products/ams360/reviews) | 4.3/5 (968 reviews) | Small-Business | — | Comprehensive agency management (recent reviews) |
| [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) | 4.4/5 (671 reviews) | Small-Business | — | User-friendly interface (recent reviews) |

### Which Insurance Agency Management Systems features should I prioritize when comparing Applied Epic and HawkSoft?

Buyers should prioritize Ease of Use, Ease of Setup, Quality of Support, Integrations, and Accounting when comparing Applied Epic and HawkSoft.

- **Ease of Use:** Applied Epic 8.1 (534 all-time mentions); HawkSoft 9.2 (recent reviews highlight user-friendliness).
- **Ease of Setup:** Applied Epic 7.4; HawkSoft 8.8.
- **Quality of Support:** Applied Epic 8.7; HawkSoft 9.6.
- **Integrations:** Applied Epic (133 all-time mentions); HawkSoft (recent reviews cite integrations with HubSpot and carrier downloads).
- **Accounting:** Both products are frequently cited for accounting features in recent reviews.

### What are the pros and cons of Applied Epic vs HawkSoft?

Applied Epic's headline strength is its robust feature set and workflow efficiency, while HawkSoft's is its ease of use and customer support.

- **Applied Epic strengths:** Ease of Use (534 all-time mentions), Features (215), Data Management (195), Workflow Efficiency (153), Organization (151), Integrations (133), Centralization (94).
- **Applied Epic trade-offs:** Learning Curve (173), Complex Process (139), Excessive Clicking (130), Inefficiency (114), Limited Customization (99), Slow Performance (87), Complexity (77), High pricing and additional charges for data access (recent reviews).
- **HawkSoft strengths:** Ease of Use (recent reviews), Centralization, Client Management, Communication, Customer Support, Download Efficiency, Email Integration, Text Integration, User Interface, Training, Integrations (recent reviews).
- **HawkSoft trade-offs:** Integration Issues (recent reviews), Policy Management limitations, desire for more automation and browser-based access (recent reviews).

### Is Applied Epic or HawkSoft better for small businesses?

HawkSoft is the better fit for small businesses, with higher satisfaction scores and strong small-business reviewer sentiment.

- **Applied Epic:** Largest segment is Small-Business; reviewers note robust features but cite complexity and higher costs as challenges for smaller agencies.
- **HawkSoft:** Largest segment is Small-Business; reviewers consistently praise ease of use, affordability, and customer support as ideal for small agencies.

### Which Insurance Agency Management Systems platform has better integrations?

Reviewers favor HawkSoft for integrations, citing more positive experiences and recent improvements.

- **Applied Epic:** Integrates with Indio (44 all-time mentions) and Applied TAM (20 all-time mentions); reviewers mention integration limitations and desire for more third-party options.
- **HawkSoft:** Integrates with HubSpot and carrier downloads (recent reviews); reviewers highlight positive experiences with integration partners and ongoing improvements.

### How do Applied Epic and HawkSoft compare on customer support?

HawkSoft scores 0.9 points higher than Applied Epic on Quality of Support, a material difference favoring HawkSoft.

- **Applied Epic:** Reviewers describe support as knowledgeable and helpful, though some mention slow resolution times and high costs for additional help.
- **HawkSoft:** Reviewers consistently praise customer support as responsive, knowledgeable, and a key differentiator, with many citing it as the best in the industry.

### Which is easier to implement, Applied Epic or HawkSoft?

HawkSoft is rated 1.4 points higher than Applied Epic for Ease of Setup, indicating a significantly easier implementation experience.

- **Applied Epic:** Reviewers report a challenging initial setup, often requiring outside consultants and extended onboarding periods.
- **HawkSoft:** Reviewers highlight straightforward setup, easy onboarding, and rapid adoption, with many describing it as the easiest transition among agency management systems.

### Which product has better Accounting?

HawkSoft is rated higher for Accounting, with reviewers citing ease of use and satisfaction with accounting features.

- **Applied Epic:** Accounting features are frequently mentioned in reviews, with some users noting robust capabilities but also citing complexity and a learning curve.
- **HawkSoft:** Reviewers consistently praise accounting and reporting features, with high satisfaction reflected in recent reviews and a 9.2 Ease of Admin score.

Alternatives

**Applied Epic Alternatives**

 ![AMS360](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/ams360.svg "AMS360")

[
AMS360
](/products/ams360/reviews)

 ![EZLynx](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_09b4044977e90264fea40d3a76237dcc/ezlynx-ezlynx.png "EZLynx")

[
EZLynx
](/products/ezlynx-ezlynx/reviews)

 ![QQCatalyst](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/qqcatalyst.svg "QQCatalyst")

[
QQCatalyst
](/products/qqcatalyst/reviews)

 ![Jenesis](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_91c1b379a1024b27fd27990c9946f39b/jenesis.png "Jenesis")

[
Jenesis
](/products/jenesis/reviews)

**HawkSoft Alternatives**

 ![EZLynx](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_09b4044977e90264fea40d3a76237dcc/ezlynx-ezlynx.png "EZLynx")

[
EZLynx
](/products/ezlynx-ezlynx/reviews)

 ![AMS360](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/ams360.svg "AMS360")

[
AMS360
](/products/ams360/reviews)

 ![QQCatalyst](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/qqcatalyst.svg "QQCatalyst")

[
QQCatalyst
](/products/qqcatalyst/reviews)

 ![Jenesis](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_91c1b379a1024b27fd27990c9946f39b/jenesis.png "Jenesis")

[
Jenesis
](/products/jenesis/reviews)