Software · head to head
AgencyZoom vs Applied Epic
AgencyZoom
Software
Unified agency management and brokerage platform
- From
- $249/month
- Rated
- -
Applied Epic
Software
The most connected agency management system
- From
- On request
- Rated
- -
The short version
- They diverge on capability: AgencyZoom covers Integrated accounting, Applied Epic covers Commission tracking.
Where they differ
Only the attributes on which AgencyZoom and Applied Epic actually diverge.
| Attribute | AgencyZoom | Applied Epic |
|---|---|---|
| Starting price | $249/month | On request |
| Platforms | Web, Ios, Android | Web, Windows, Ios, Android |
| Founded | 2009 | 1983 |
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 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
$249/month- Professional$249/month
- Policy management
- Accounting
- Client management
Applied Epic
On request- Applied Epic$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.
Choose Applied Epic if
- You need commission tracking.
- You work on Web, Windows, Ios, Android.
- You also want real-time carrier downloads.
Questions people ask
- Is AgencyZoom or Applied Epic better?
- Neither clearly leads. AgencyZoom starts at $249/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 $249/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.