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Insurance · head to head

Applied Epic vs HawkSoft

Applied Epic logo

Applied Epic

Insurance

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite
HawkSoft logo

HawkSoft

Insurance

Agency management made simple

From
$199/month
Rated
-
Full reviewWebsite

The short version

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

Where they differ

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

Attributes where Applied Epic and HawkSoft differ
AttributeApplied EpicHawkSoft
Starting priceOn request$199/month
PlatformsWeb, Windows, Ios, AndroidWindows, Web
Founded19831995

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
  • Real-time carrier downloads
  • Workflow automation
  • Accounting integration
  • Mobile access
  • Applied CSR24
  • Applied Mobile
  • 700+ carriers

Only in HawkSoft

  • Client database
  • Integrated accounting
  • Email integration
  • Task management
  • Reporting
  • EZLynx
  • TurboRater
  • Backup solutions

Both cover

  • Policy management
  • Commission tracking
  • Document management
  • IVANS
  • Outlook
  • QuickBooks
  • DocuSign
  • Data encryption
  • Role-based access
  • Cloud deployment

What people use each for

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

Applied Epic

  • Agency management
  • Policy administrationnot HawkSoft
  • Commission managementnot HawkSoft
  • Client servicingnot HawkSoft
  • Carrier connectivitynot HawkSoft

HawkSoft

  • Agency management
  • Policy servicingnot Applied Epic
  • Client managementnot Applied Epic
  • Accountingnot Applied Epic
  • Commission trackingnot Applied Epic

Both are used for agency management, on those jobs the choice comes down to price and fit rather than capability.

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.

HawkSoft

  • No pricing published on website; customers must contact sales

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

HawkSoft

$199/month
  • HawkSoft CMS$199/month
    • Policy management
    • Client management
    • Document storage
  • HawkSoft Plus$349/month
    • All CMS features
    • Integrated accounting
    • Commission tracking

Which should you pick?

Choose Applied Epic if

  • You need client management.
  • You work on Web, Windows, Ios, Android.
  • You also want real-time carrier downloads.
Applied Epic review

Choose HawkSoft if

  • You need client database.
  • You work on Windows, Web.
  • You also want integrated accounting.
HawkSoft review

Questions people ask

Is Applied Epic or HawkSoft better?
Neither clearly leads. Applied Epic starts at On request and HawkSoft at $199/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Applied Epic or HawkSoft?
Applied Epic starts at On request and HawkSoft at $199/month.
Does Applied Epic or HawkSoft run on more platforms?
Applied Epic runs on Web, Windows, Ios, Android. HawkSoft runs on Windows, Web.
What is Applied Epic best used for?
Applied Epic is most often used for agency management, policy administration, commission management, client servicing. Of those, policy administration and commission management are not what HawkSoft is typically brought in for.
What can Applied Epic do that HawkSoft cannot?
Applied Epic covers Client management, Real-time carrier downloads, Workflow automation, Accounting integration. HawkSoft covers Client database, Integrated accounting, Email integration, Task management. Both handle Policy management, Commission tracking, Document management, IVANS.

Answered from the vendors’ own pages

HawkSoft: How much does HawkSoft cost?

HawkSoft does not publish pricing on its website. Prospective customers must contact the sales team at (866) 884-4680 (Option 4) or [email protected] to obtain a quote.

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