Top 10 Applied Epic Alternatives & Competitors

(2,192)4.4 out of 5

Applied Epic is one of the most-searched tools in the Insurance Agency Management Systems category on G2. Insurance Agency Management Systems is used by teams seeking secure, productive platforms with features like accounting, invoicing & receipts, and policy management, according to G2 reviews. When comparing Applied Epic with other tools, reviewers most often evaluate features and documents as key differentiators.
The best overall alternative to Applied Epic is AMS360, rated ~4.3 stars on G2 from 1059+ reviewers. It is frequently praised for customer support and easy access. Other well-known alternatives to Applied Epic are:

• EZLynx – known for efficiency and client management (G2 star rating ~4.4)
• QQCatalyst – highly rated for organization and simple (G2 star rating ~4.4)
• Jenesis – offers customer support and easy access (G2 star rating ~4.7)
• Sagitta – best suited for teams that need account management and customization (G2 star rating ~3.9)

Browse top options below. Based on G2 review data, Applied Epic is most commonly used in industries like Insurance Agency Management Systems, Insurance Compliance Software, Health Insurance Software. Compare user ratings by vertical to find the best fit.

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Top 10 Alternatives to Applied Epic Recently Reviewed By G2 Community

AMS360
By Vertafore
4.3/5(1,122)
Product Description
AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects.
Reviewers say compared to Applied Epic, AMS360 is:
Easier to set up
More expensive
More usable
Categories in common with Applied Epic:
Insurance Agency Management

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EZLynx
By EZLynx
4.4/5(768)
Product Description
EZLynx® is the all-in-one platform independent insurance agencies trust to run smarter, faster, and more efficiently. With built-in tools for rating, policy management, automation, AI-powered insights, retention, and customer self-service, EZLynx brings everything agents need to manage the insurance lifecycle in one intuitive system. For over 20 years, agencies nationwide have relied on our innovation and support to grow their business with confidence.
Reviewers say compared to Applied Epic, EZLynx is:
Easier to set up
More usable
Easier to admin
Categories in common with Applied Epic:
Insurance Agency Management

QQCatalyst
By Vertafore
4.4/5(727)
Product Description
QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools.
Reviewers say compared to Applied Epic, QQCatalyst is:
Easier to set up
More usable
Easier to admin
Categories in common with Applied Epic:
Insurance Agency Management

Jenesis
By Jenesis
4.7/5(157)
Product Description
Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry.
Reviewers say compared to Applied Epic, Jenesis is:
Slower to reach roi
Easier to set up
Easier to admin
Categories in common with Applied Epic:
Insurance Agency Management

Sagitta
By Vertafore
3.9/5(91)
Product Description
Streamline operations and power up profitability in your large agency or brokerage.
Reviewers say compared to Applied Epic, Sagitta is:
Easier to admin
Easier to set up
Easier to do business with
Categories in common with Applied Epic:
Insurance Agency Management

HawkSoft
By Hawksoft
4.8/5(84)
Product Description
HawkSoft Client Management System (CMS) is an insurance agency's smart choice to enhance office productivity, profitability, and customer service.
Reviewers say compared to Applied Epic, HawkSoft is:
Slower to reach roi
Easier to set up
Easier to admin
Categories in common with Applied Epic:
Insurance Agency Management

BenefitPoint
By Vertafore
4.2/5(245)
Product Description
BenefitPoint is a web-based benefits management system that helps HR professionals administer employee benefits.
Reviewers say compared to Applied Epic, BenefitPoint is:
Easier to set up
Easier to admin
More expensive
Categories in common with Applied Epic:
Insurance Agency Management

AgencySmart
By AgencySmart
4.8/5(39)
Product Description
AgencySmart is cloud based, which means you have access to your client information from wherever you are, with any web connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing.
Reviewers say compared to Applied Epic, AgencySmart is:
Easier to set up
More usable
Easier to admin
Categories in common with Applied Epic:
Insurance Agency Management

AgencyBloc AMS+
By AgencyBloc
4.7/5(42)
Product Description
AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retention.
Reviewers say compared to Applied Epic, AgencyBloc AMS+ is:
Easier to set up
Easier to admin
More usable
Categories in common with Applied Epic:
Insurance Agency Management

InsuredMine
By InsuredMine
4.7/5(16)
Product Description
Insured-Mine is a cloud-based insurance dashboard to store all your insurance information (Data & Documents). It helps you organize your insurance details into a simple easy to use dashboard with analytics for understanding of your insurance and risk management
Reviewers say compared to Applied Epic, InsuredMine is:
More usable
Better at support
Better at meeting requirements
Categories in common with Applied Epic:
Insurance Agency Management