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Applied Epic vs Bold Penguin

Applied Epic logo

Applied Epic

Software

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite
Bold Penguin logo

Bold Penguin

Software

Business insurance marketplace for brokers

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only Bold Penguin has a free tier, so it costs nothing to try first.
  • They diverge on capability: Applied Epic covers Policy management, Bold Penguin covers Multi-carrier quoting.

Where they differ

Only the attributes on which Applied Epic and Bold Penguin actually diverge.

Attributes where Applied Epic and Bold Penguin differ
AttributeApplied EpicBold Penguin
Starting priceOn requestFree
Pricing modelsubscriptiontransaction
Free tierNoYes
PlatformsWeb, Windows, Ios, AndroidWeb, Ios, Android
Founded19832019

Identical on both: 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 Applied Epic

  • Policy management
  • Client management
  • Document management
  • Real-time carrier downloads
  • Workflow automation
  • Accounting integration
  • Mobile access
  • IVANS

Only in Bold Penguin

  • Multi-carrier quoting
  • Instant quotes
  • Online binding
  • Customer portal
  • Mobile app
  • API access
  • Reporting
  • Multiple carriers

Both cover

  • Commission tracking
  • Data encryption
  • Cloud deployment

What people use each for

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

Applied Epic

  • Agency managementnot Bold Penguin
  • Policy administrationnot Bold Penguin
  • Commission managementnot Bold Penguin
  • Client servicingnot Bold Penguin
  • Carrier connectivitynot Bold Penguin

Bold Penguin

  • Routing and triaging commercial insurance submissionsnot Applied Epic
  • Automating submission to bind through the Terminal platformnot Applied Epic
  • Handling complex middle market submissions with SubmissionLinknot Applied Epic
  • Policy checking with ClauseLinknot 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.

Bold Penguin

  • Sold to brokers, carriers and MGAs rather than to the businesses buying insurance
  • Pricing is not published

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

Bold Penguin

Free
  • Broker AccessFree
    • Multi-carrier quotes
    • Instant quoting
    • Commission tracking

Which should you pick?

Choose Applied Epic if

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

Choose Bold Penguin if

  • You need multi-carrier quoting.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want instant quotes.
Bold Penguin review

Questions people ask

Is Applied Epic or Bold Penguin better?
Neither clearly leads. Applied Epic starts at On request and Bold Penguin at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Applied Epic or Bold Penguin?
Bold Penguin has a free tier; the other does not. Paid plans start at On request for Applied Epic and Free for Bold Penguin.
Does Applied Epic or Bold Penguin run on more platforms?
Applied Epic runs on Web, Windows, Ios, Android. Bold Penguin runs on Web, Ios, Android.
Can I use Bold Penguin for free?
Yes. Bold Penguin has a free tier, so you can try it without paying. Applied Epic starts at On request.
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 Bold Penguin is typically brought in for.
What can Applied Epic do that Bold Penguin cannot?
Applied Epic covers Policy management, Client management, Document management, Real-time carrier downloads. Bold Penguin covers Multi-carrier quoting, Instant quotes, Online binding, Customer portal. Both handle Commission tracking, Data encryption, Cloud deployment.
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Related pages

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