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Insurance · head to head

Applied Epic vs InsuredMine

Applied Epic logo

Applied Epic

Insurance

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite
InsuredMine logo

InsuredMine

Insurance

Sales pipeline and client engagement layer that sits on top of an agency management system

From
On request
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: Applied Epic covers Policy management, InsuredMine covers Agency management system sync.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

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

Attributes where Applied Epic and InsuredMine differ
AttributeApplied EpicInsuredMine
Pricing modelsubscriptionquote
PlatformsWeb, Windows, Ios, AndroidWeb, iOS, Android
Founded1983Unknown

Identical on both: starting price (On request), 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

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

Only in InsuredMine

  • Agency management system sync
  • Sales pipelines
  • Automated campaigns
  • Client portal and mobile app
  • Renewal and X-date tracking
  • Producer analytics

What people use each for

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

Applied Epic

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

InsuredMine

  • An agency tracking new business pipeline and cross-sell that the agency management system does not report onnot Applied Epic
  • A commercial agency managing prospect expiry dates alongside the in-force booknot Applied Epic
  • An agency running renewal and birthday campaigns without exporting lists to a separate email toolnot Applied Epic
  • A principal who wants producer activity reporting the agency management system cannot producenot 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.

InsuredMine

  • Integration depth varies by agency management system, so capability demonstrated on one platform may not exist on yours and must be tested against live data before purchase.
  • It adds a second place where client data lives, and when the sync disagrees with the agency management system staff have to know which one to trust.
  • It cannot repair poor data hygiene in the underlying system; duplicate clients and missing expiry dates simply propagate into the pipeline.
  • Pricing is per user, so agencies with many part-time or service-only staff pay for seats that generate no pipeline activity.
  • It depends on continued integration access to systems built by Applied and Vertafore, both of whom sell competing sales and marketing modules, which is a strategic dependency outside the vendor control.

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

InsuredMine

On request
  • InsuredMine$undefined/year
    • Pipeline and CRM
    • Agency management system integration
    • Campaign automation

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 InsuredMine if

  • You need agency management system sync.
  • You work on Web, iOS, Android.
  • You also want sales pipelines.
InsuredMine review

Questions people ask

Is Applied Epic or InsuredMine better?
Neither clearly leads. Applied Epic starts at On request and InsuredMine at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Applied Epic or InsuredMine?
Applied Epic starts at On request and InsuredMine at On request.
Does Applied Epic or InsuredMine run on more platforms?
Applied Epic runs on Web, Windows, Ios, Android. InsuredMine 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 InsuredMine is typically brought in for.
What can Applied Epic do that InsuredMine cannot?
Applied Epic covers Policy management, Client management, Commission tracking, Document management. InsuredMine covers Agency management system sync, Sales pipelines, Automated campaigns, Client portal and mobile app.

Answered from the vendors’ own pages

InsuredMine: Does it replace our agency management system?

No, and it does not try to. Policy history and carrier download stay in the agency management system; InsuredMine adds the sales and engagement layer on top.

InsuredMine: Which agency management systems does it work with best?

It connects to Applied Epic, AMS360, EZLynx and HawkSoft, but the depth of each connection differs. Insist on a trial against your own system before committing.

InsuredMine: Is it worth it for a small agency?

If pipeline and renewal follow-up currently live in spreadsheets, usually yes. If your agency management system already reports adequately on those, the overlap is larger than the gain.

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Related pages

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