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Insurance · head to head

Applied Epic vs Ivans

Applied Epic logo

Applied Epic

Insurance

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite
Ivans logo

Ivans

Insurance

Carrier to agency data exchange infrastructure that sits under most US insurance agency management systems

From
On request
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: Applied Epic covers Policy management, Ivans covers Ivans Download.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

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

Attributes where Applied Epic and Ivans differ
AttributeApplied EpicIvans
Pricing modelsubscriptionquote
PlatformsWeb, Windows, Ios, AndroidWeb
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 Ivans

  • Ivans Download
  • Ivans Exchange
  • Ivans Distribution
  • Market Appetite
  • Download analytics for carriers
  • Commission download

What people use each for

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

Applied Epic

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

Ivans

  • An agency evaluating a new management system that needs to confirm, carrier by carrier and line by line, which data will actually download before it signsnot Applied Epic
  • A carrier launching a new line that wants agency systems to receive policy data automatically rather than by rekeying from a portalnot Applied Epic
  • An MGA that wants its book visible to retail agencies in the same download flow as admitted carriersnot Applied Epic
  • An agency operations lead auditing why commission reconciliation keeps failing, which usually turns out to be a missing or misconfigured download connectionnot 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.

Ivans

  • Applied Systems owns both Ivans and competing agency management systems, so the neutral infrastructure that every AMS depends on is controlled by one of the AMS vendors, a conflict that rival vendors have complained about for years.
  • Download coverage is decided by carriers, not by Ivans or your AMS, so a carrier that does not publish a line simply does not download it and no amount of configuration in your system will fix it.
  • Eligibility requires that you are appointed and writing the line in that state, meaning newly appointed agencies wait on carrier-side setup with little visibility into where the request sits.
  • Data quality varies sharply by carrier, and agencies routinely find that some carriers send incomplete or oddly mapped policy data that then has to be cleaned inside the AMS, undermining the point of automating it.
  • Pricing is opaque and largely invisible to agencies because it is bundled into AMS and carrier agreements, which makes it impossible to judge what the network actually costs your business or to negotiate it.

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

Ivans

On request
  • Ivans$undefined/year
    • Ivans Exchange is provided to agencies at no additional charge, with a possible fee for Citizens of Florida business
    • Carrier and MGA participation, Ivans Distribution and appetite products are quoted
    • Pricing is generally embedded in the agency management system or carrier agreement rather than billed separately to the agency

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 Ivans if

  • You need ivans download.
  • You also want ivans exchange.
Ivans review

Questions people ask

Is Applied Epic or Ivans better?
Neither clearly leads. Applied Epic starts at On request and Ivans at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Applied Epic or Ivans?
Applied Epic starts at On request and Ivans at On request.
Does Applied Epic or Ivans run on more platforms?
Applied Epic runs on Web, Windows, Ios, Android. Ivans runs on 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, agency management and policy administration are not what Ivans is typically brought in for.
What can Applied Epic do that Ivans cannot?
Applied Epic covers Policy management, Client management, Commission tracking, Document management. Ivans covers Ivans Download, Ivans Exchange, Ivans Distribution, Market Appetite.

Answered from the vendors’ own pages

Ivans: Do agencies pay for Ivans?

Ivans Exchange is provided to agencies at no additional cost, with a noted exception for business written with Citizens of Florida. The economics sit with carriers and with the agency management system vendors.

Ivans: Why is a carrier not downloading?

Almost always eligibility or carrier-side publication: you must be appointed and writing that line in that state, and the carrier must publish that line for download. Check the connection status in Ivans Exchange first.

Ivans: Is Ivans owned by Applied Systems?

Yes. That matters because Applied also sells Applied Epic and EZLynx, so a competing AMS depends on infrastructure run by a competitor.

Ivans: Can you switch AMS and keep your downloads?

Connections have to be re-pointed to the new system, which is a per-carrier request through Ivans Exchange and is a common source of migration delay.

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