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Insurance · head to head

Applied Epic vs AgencyZoom

Applied Epic logo

Applied Epic

Insurance

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite
AgencyZoom logo

AgencyZoom

Insurance

Unified agency management and brokerage platform

From
$249/month
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: Applied Epic covers Commission tracking, AgencyZoom covers Integrated accounting.

Where they differ

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

Attributes where Applied Epic and AgencyZoom differ
AttributeApplied EpicAgencyZoom
Starting priceOn request$249/month
PlatformsWeb, Windows, Ios, AndroidWeb, Ios, Android
Founded19832009

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 Applied Epic

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

Only in AgencyZoom

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

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.

Applied Epic

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

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

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.

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

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

AgencyZoom

$249/month
  • Professional$249/month
    • Policy management
    • Accounting
    • Client management

Which should you pick?

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

Choose AgencyZoom if

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

Questions people ask

Is Applied Epic or AgencyZoom better?
Neither clearly leads. Applied Epic starts at On request and AgencyZoom at $249/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Applied Epic or AgencyZoom?
Applied Epic starts at On request and AgencyZoom at $249/month.
Does Applied Epic or AgencyZoom run on more platforms?
Applied Epic runs on Web, Windows, Ios, Android. AgencyZoom 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 AgencyZoom is typically brought in for.
What can Applied Epic do that AgencyZoom cannot?
Applied Epic covers Commission tracking, Real-time carrier downloads, Workflow automation, Accounting integration. AgencyZoom covers Integrated accounting, Reporting, Carrier downloads, Client portal. Both handle Policy management, Client management, Document management, QuickBooks.
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Related pages

More on Applied Epic

More on AgencyZoom

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