Softwr

Insurance · head to head

Applied Epic vs InsurancePro

Applied Epic logo

Applied Epic

Insurance

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite
I

InsurancePro

Insurance

Agency management system for small US personal lines insurance agencies, now sold by Zywave

From
On request
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: Applied Epic covers Policy management, InsurancePro covers Policy and client records.
  • Prices and features above were last checked on 1 September 2026.

Where they differ

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

Attributes where Applied Epic and InsurancePro differ
AttributeApplied EpicInsurancePro
Pricing modelsubscriptionquote
Founded1983Unknown

Identical on both: starting price (On request), free tier (No), platforms (Web, Windows, Ios, Android), 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

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

Only in InsurancePro

  • Policy and client records
  • TurboRater integration
  • ACORD forms and certificates
  • Automated task lists
  • Document storage
  • Reporting
  • Download processing

Both cover

  • Commission tracking

What people use each for

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

Applied Epic

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

InsurancePro

  • A five person personal lines agency already running TurboRater that wants a management system from the same vendor so quotes flow through without rekeyingnot Applied Epic
  • An agency leaving paper files and spreadsheets that needs ACORD forms and carrier download without an enterprise implementation projectnot Applied Epic
  • A start-up agency that cannot justify Applied Epic pricing but needs commission reconciliation from day onenot Applied Epic
  • An agency owner who wants one supplier relationship covering rating, management and forms rather than stitching three vendors togethernot 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.

InsurancePro

  • Commercial lines handling is thin next to Applied Epic or AMS360, so an agency that grows into mid-market commercial accounts will usually have to migrate rather than upgrade, and agency management migrations routinely take six months and lose historic activity notes.
  • TurboRater is a separate purchase, so the integration that is the main reason to buy InsurancePro is only available if you pay for both products, which changes the total cost comparison against systems that include no rater at all.
  • Pricing is not published anywhere, so agencies cannot benchmark before entering a sales conversation and the quote varies with agency size and negotiation.
  • Since the Zywave acquisition the product sits inside a portfolio whose strategic focus is benefits and commercial content, which raises a real question about how much engineering investment a small personal lines AMS will attract over the next few years.
  • Carrier download coverage depends on IVANS connections that the agency must arrange with each carrier, so a new agency can spend weeks chasing download authorisations before the automation the system promises actually works.

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

InsurancePro

On request
  • InsurancePro$undefined/year
    • Agency management system
    • TurboRater integration sold separately
    • Carrier download

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 InsurancePro if

  • You need policy and client records.
  • You work on Web, Windows, iOS, Android.
  • You also want turborater integration.
InsurancePro review

Questions people ask

Is Applied Epic or InsurancePro better?
Neither clearly leads. Applied Epic starts at On request and InsurancePro at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Applied Epic or InsurancePro?
Applied Epic starts at On request and InsurancePro at On request.
Does Applied Epic or InsurancePro run on more platforms?
Applied Epic runs on Web, Windows, Ios, Android. InsurancePro runs on Web, Windows, 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 InsurancePro is typically brought in for.
What can Applied Epic do that InsurancePro cannot?
Applied Epic covers Policy management, Client management, Document management, Real-time carrier downloads. InsurancePro covers Policy and client records, TurboRater integration, ACORD forms and certificates, Automated task lists. Both handle Commission tracking.

Answered from the vendors’ own pages

InsurancePro: Is InsurancePro still sold under its own name?

Yes. It is now a Zywave product, sold on the TurboRater site as InsurancePro, but it retains its own name and its own product page.

InsurancePro: Do I need TurboRater to use InsurancePro?

No, but without it you lose the quote-to-management data flow that is the main commercial argument for choosing this system over a rival.

InsurancePro: Can it handle commercial lines?

It can record commercial policies and produce commercial ACORD forms, but agencies writing substantial commercial books generally find the workflow and reporting insufficient.

InsurancePro: What does it cost?

Zywave does not publish pricing. Expect a quote based on agency headcount and modules, with rating licensed separately.

Share

Related pages

More on Applied Epic

More on InsurancePro

Keep looking

Other head to heads