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Insurance · head to head

Applied Epic vs Policyholders

Applied Epic logo

Applied Epic

Insurance

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite
P

Policyholders

Insurance

Insurance platform for brokers and agents

From
$99/month
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: Applied Epic covers Document management, Policyholders covers Document storage.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

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

Attributes where Applied Epic and Policyholders differ
AttributeApplied EpicPolicyholders
Starting priceOn request$99/month
PlatformsWeb, Windows, Ios, AndroidWeb, Ios, Android
Founded19832010

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

  • Document management
  • Real-time carrier downloads
  • Workflow automation
  • Accounting integration
  • Mobile access
  • Applied CSR24
  • Applied Mobile
  • DocuSign

Only in Policyholders

  • Document storage
  • Task management
  • Calendar integration
  • Reporting and analytics
  • Mobile app
  • Carrier APIs
  • Google Workspace
  • SSL encryption

Both cover

  • Policy management
  • Client management
  • Commission tracking
  • IVANS
  • Outlook
  • QuickBooks
  • SOC2
  • Role-based access
  • Cloud deployment

What people use each for

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

Applied Epic

  • Agency managementnot Policyholders
  • Policy administration
  • Commission managementnot Policyholders
  • Client servicingnot Policyholders
  • Carrier connectivitynot Policyholders

Policyholders

  • Policy administration
  • Client managementnot Applied Epic
  • Commission trackingnot Applied Epic
  • Agency operationsnot Applied Epic

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

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

Policyholders

$99/month
  • Starter$99/month
    • Policy management
    • Client tracking
    • Basic reporting
  • Professional$299/month
    • All Starter features
    • Commission tracking
    • Advanced analytics

Which should you pick?

Choose Applied Epic if

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

Choose Policyholders if

  • You need document storage.
  • You work on Web, Ios, Android.
  • You also want task management.
Policyholders review

Questions people ask

Is Applied Epic or Policyholders better?
Neither clearly leads. Applied Epic starts at On request and Policyholders at $99/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Applied Epic or Policyholders?
Applied Epic starts at On request and Policyholders at $99/month.
Does Applied Epic or Policyholders run on more platforms?
Applied Epic runs on Web, Windows, Ios, Android. Policyholders 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 commission management are not what Policyholders is typically brought in for.
What can Applied Epic do that Policyholders cannot?
Applied Epic covers Document management, Real-time carrier downloads, Workflow automation, Accounting integration. Policyholders covers Document storage, Task management, Calendar integration, Reporting and analytics. Both handle Policy management, Client management, Commission tracking, IVANS.
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