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Insurance · head to head

AgencyZoom vs Applied Epic

AgencyZoom logo

AgencyZoom

Insurance

Unified agency management and brokerage platform

From
$99/month
Rated
-
Full reviewWebsite
Applied Epic logo

Applied Epic

Insurance

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: AgencyZoom covers Integrated accounting, Applied Epic covers Commission tracking.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

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

Attributes where AgencyZoom and Applied Epic differ
AttributeAgencyZoomApplied Epic
Starting price$99/monthOn request
PlatformsWeb, Ios, AndroidWeb, Windows, Ios, Android
Founded20091983

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

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 AgencyZoom

  • Integrated accounting
  • Reporting
  • Carrier downloads
  • Client portal
  • Mobile app
  • Carrier APIs
  • Docusign
  • Zapier

Only in Applied Epic

  • Commission tracking
  • Real-time carrier downloads
  • Workflow automation
  • Accounting integration
  • Mobile access
  • IVANS
  • Applied CSR24
  • Applied Mobile

Both cover

  • Policy management
  • Client management
  • Document management
  • QuickBooks
  • Data encryption
  • Cloud deployment

What people use each for

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

AgencyZoom

  • Lead management and prospecting for insurance agenciesnot Applied Epic
  • Automated follow-up and winback campaignsnot Applied Epic
  • Producer goal tracking and commission calculationnot Applied Epic
  • Collecting Google reviews from policyholdersnot Applied Epic
  • Multi-location management for captive agency groupsnot Applied Epic

Applied Epic

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

Where each one falls short

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

AgencyZoom

  • Starts at $149 a month for independent agencies, rising to $349 for the Pro tier
  • All plans include up to 7 user seats and extra seats require contacting sales
  • Zapier, Google Reviews and two-way email and texting need the Growth tier at $199 a month
  • AgencyHR, the service centre and events automation are Pro only
  • Integrating with an agency management system may cost extra depending on the system

Applied Epic

Nothing recorded yet. See the Applied Epic review.

Pricing, plan by plan

AgencyZoom

$99/month
  • Essential$149/month
    • Up to 7 seats
    • 14-day free trial
    • Most limited offering
  • Growth$199/month
    • Up to 7 seats
    • 14-day free trial
    • Excludes events automation and service center
  • Pro$349/month
    • Up to 7 seats
    • 14-day free trial
    • Full feature set

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 AgencyZoom if

  • You need integrated accounting.
  • You work on Web, Ios, Android.
  • You also want reporting.
AgencyZoom review

Choose Applied Epic if

  • You need commission tracking.
  • You work on Web, Windows, Ios, Android.
  • You also want real-time carrier downloads.
Applied Epic review

Questions people ask

Is AgencyZoom or Applied Epic better?
Neither clearly leads. AgencyZoom starts at $99/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, AgencyZoom or Applied Epic?
AgencyZoom starts at $99/month and Applied Epic at On request.
Does AgencyZoom or Applied Epic run on more platforms?
AgencyZoom runs on Web, Ios, Android. Applied Epic runs on Web, Windows, Ios, Android.
What is AgencyZoom best used for?
AgencyZoom is most often used for lead management and prospecting for insurance agencies, automated follow-up and winback campaigns, producer goal tracking and commission calculation, collecting google reviews from policyholders. Of those, lead management and prospecting for insurance agencies and automated follow-up and winback campaigns are not what Applied Epic is typically brought in for.
What can AgencyZoom do that Applied Epic cannot?
AgencyZoom covers Integrated accounting, Reporting, Carrier downloads, Client portal. Applied Epic covers Commission tracking, Real-time carrier downloads, Workflow automation, Accounting integration. Both handle Policy management, Client management, Document management, QuickBooks.

Answered from the vendors’ own pages

AgencyZoom: What is the maximum number of team seats included in AgencyZoom plans?

All AgencyZoom plans (Essential at $149/month, Growth at $199/month, and Pro at $349/month) include up to 7 seats for team members. Additional seats beyond 7 require contacting the sales team.

Source
AgencyZoom: Can I pay AgencyZoom annually for a discount?

Yes. AgencyZoom offers a 20 percent discount when billing annually instead of month-to-month across all plans (Essential, Growth, and Pro). Month-to-month cancellation is available on all tiers.

Source
AgencyZoom: How long is the free trial for AgencyZoom?

AgencyZoom offers a 14-day free trial on all three plan tiers (Essential, Growth, and Pro). The trial includes full platform access to evaluate features before committing to a paid subscription.

Source
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