Insurance · head to head
Applied Epic vs HawkSoft
Applied Epic
Insurance
The most connected agency management system
- From
- On request
- Rated
- -
The short version
- They diverge on capability: Applied Epic covers Client management, HawkSoft covers Client database.
Where they differ
Only the attributes on which Applied Epic and HawkSoft actually diverge.
| Attribute | Applied Epic | HawkSoft |
|---|---|---|
| Starting price | On request | $199/month |
| Platforms | Web, Windows, Ios, Android | Windows, Web |
| Founded | 1983 | 1995 |
Identical on both: pricing model (subscription), free tier (No), user rating (Not yet rated), category (Insurance).
What each one covers
Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.
Only in Applied Epic
- Client management
- Real-time carrier downloads
- Workflow automation
- Accounting integration
- Mobile access
- Applied CSR24
- Applied Mobile
- 700+ carriers
Only in HawkSoft
- Client database
- Integrated accounting
- Email integration
- Task management
- Reporting
- EZLynx
- TurboRater
- Backup solutions
Both cover
- Policy management
- Commission tracking
- Document management
- IVANS
- Outlook
- QuickBooks
- DocuSign
- Data encryption
- Role-based access
- Cloud deployment
What people use each for
The jobs each tool is most often brought in to do.
Applied Epic
- Agency management
- Policy administrationnot HawkSoft
- Commission managementnot HawkSoft
- Client servicingnot HawkSoft
- Carrier connectivitynot HawkSoft
HawkSoft
- Agency management
- Policy servicingnot Applied Epic
- Client managementnot Applied Epic
- Accountingnot Applied Epic
- Commission trackingnot Applied Epic
Both are used for agency management, on those jobs the choice comes down to price and fit rather than capability.
Where each one falls short
Documented limitations, not opinions. Every one is a constraint you would hit in normal use.
Applied Epic
Nothing recorded yet. See the Applied Epic review.
HawkSoft
- The Internet Archive's capture of HawkSoft's homepage on 22 January 2019 named distinct product modules, HawkLink, Virtual Printer, HawkMail email marketing, an Agency Intelligence Reporting Suite, E-Signature and Rater, sold only via phone or contact sales with no price figures.
Pricing, plan by plan
Applied Epic
On request- Applied Epic$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.
Choose HawkSoft if
- You need client database.
- You work on Windows, Web.
- You also want integrated accounting.
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.