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Insurance · head to head

Applied Epic vs Better Agency

Applied Epic logo

Applied Epic

Insurance

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite
B

Better Agency

Insurance

Agency management for digital-first agencies

From
$199/month
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: Applied Epic covers Client management, Better Agency covers Client portal.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Applied Epic and Better Agency actually diverge.

Attributes where Applied Epic and Better Agency differ
AttributeApplied EpicBetter Agency
Starting priceOn request$199/month
PlatformsWeb, Windows, Ios, AndroidWeb, Ios, Android
Founded19832018

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

  • Client management
  • Commission tracking
  • Real-time carrier downloads
  • Accounting integration
  • Mobile access
  • IVANS
  • Applied CSR24
  • Applied Mobile

Only in Better Agency

  • Client portal
  • Reporting
  • Mobile app
  • API access
  • Integration library
  • Zapier
  • IFTTT
  • Slack

Both cover

  • Policy management
  • Document management
  • Workflow automation
  • Data encryption
  • Cloud deployment

What people use each for

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

Applied Epic

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

Better Agency

  • Automationnot Applied Epic
  • Customer engagementnot 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.

Better Agency

  • Better Agency's own vendor domain is betteragency.io, not betteragency.com as listed in the catalogue; betteragency.com is an unrelated web design firm (archived pricing captured at 4 April 2025)
  • Base plan is $149 USD monthly and includes only 3 users; each additional user costs $35 USD per month on top (archived pricing page, 4 April 2025)
  • Paying annually is required to get a 10 percent discount off the monthly rate, with no other discount tier published (archived pricing page, 4 April 2025)

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

Better Agency

$199/month
  • Starter$199/month
    • Policy management
    • Client portal
    • Automation

Which should you pick?

Choose Applied Epic if

  • You need client management.
  • You work on Web, Windows, Ios, Android.
  • You also want commission tracking.
Applied Epic review

Choose Better Agency if

  • You need client portal.
  • You work on Web, Ios, Android.
  • You also want reporting.
Better Agency review

Questions people ask

Is Applied Epic or Better Agency better?
Neither clearly leads. Applied Epic starts at On request and Better Agency at $199/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Applied Epic or Better Agency?
Applied Epic starts at On request and Better Agency at $199/month.
Does Applied Epic or Better Agency run on more platforms?
Applied Epic runs on Web, Windows, Ios, Android. Better Agency 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 Better Agency is typically brought in for.
What can Applied Epic do that Better Agency cannot?
Applied Epic covers Client management, Commission tracking, Real-time carrier downloads, Accounting integration. Better Agency covers Client portal, Reporting, Mobile app, API access. Both handle Policy management, Document management, Workflow automation, Data encryption.
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