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Software · head to head

Applied Epic vs Embroker

Applied Epic logo

Applied Epic

Software

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite
Embroker logo

Embroker

Software

Enterprise insurance platform for teams

From
On request
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: Applied Epic covers Policy management, Embroker covers Benefits management.

Where they differ

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

Attributes where Applied Epic and Embroker differ
AttributeApplied EpicEmbroker
PlatformsWeb, Windows, Ios, AndroidWeb, Ios, Android
Founded19832017

Identical on both: starting price (On request), 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 Applied Epic

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

Only in Embroker

  • Benefits management
  • Policy administration
  • Employee portal
  • Analytics and reporting
  • Claims management
  • Mobile app
  • Compliance tools
  • Integration support

Both cover

  • SOC2
  • Data encryption
  • Cloud deployment

What people use each for

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

Applied Epic

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

Embroker

  • Employee benefits managementnot 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.

Embroker

  • Pricing is not published; the site states "Services and pricing may vary by state, and are subject to application and underwriting requirements" and pricing is obtained only through a quote application.

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

Embroker

On request
  • Professional$undefined/month
    • Benefits management
    • Policy administration
    • Employee portal

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 Embroker if

  • You need benefits management.
  • You work on Web, Ios, Android.
  • You also want policy administration.
Embroker review

Questions people ask

Is Applied Epic or Embroker better?
Neither clearly leads. Applied Epic starts at On request and Embroker at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Applied Epic or Embroker?
Applied Epic starts at On request and Embroker at On request.
Does Applied Epic or Embroker run on more platforms?
Applied Epic runs on Web, Windows, Ios, Android. Embroker 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 Embroker is typically brought in for.
What can Applied Epic do that Embroker cannot?
Applied Epic covers Policy management, Client management, Commission tracking, Document management. Embroker covers Benefits management, Policy administration, Employee portal, Analytics and reporting. Both handle SOC2, Data encryption, Cloud deployment.
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Related pages

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