Applied Epic vs Policyholders

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.

What people use each for

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

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

Pricing, plan by plan

Which should you pick?

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.