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Insurance · head to head

Applied Epic vs QQCatalyst

Applied Epic logo

Applied Epic

Insurance

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite
QQCatalyst logo

QQCatalyst

Insurance

Vertafore agency management system for small independent agencies

From
On request
Rated
-
Full reviewWebsite

The short version

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

Where they differ

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

Attributes where Applied Epic and QQCatalyst differ
AttributeApplied EpicQQCatalyst
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
  • Real-time carrier downloads
  • Workflow automation
  • Accounting integration
  • Mobile access
  • IVANS
  • Applied CSR24

Only in QQCatalyst

  • Client and policy management
  • Carrier download
  • Workflow and activity tracking
  • Sales pipeline

Both cover

  • Commission tracking
  • Document management

What people use each for

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

Applied Epic

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

QQCatalyst

  • A small agency moving off spreadsheets and carrier websites to a system with real downloadnot Applied Epic
  • An agency that wants a Vertafore product without the cost and administration of AMS360not Applied Epic
  • A start-up agency that needs a policy system of record on day one for carrier appointmentsnot Applied Epic
  • A retiring principal keeping a small book running with minimal operational overheadnot 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.

QQCatalyst

  • Vertafore development investment is concentrated on AMS360 and Sagitta, so QQCatalyst receives maintenance rather than significant new capability and buyers should plan for that.
  • Leaving any agency management system is punishing because carrier download connections and years of policy history are bound to the vendor, and QQCatalyst is no exception.
  • Reporting is basic compared with AMS360, so agencies that grow into wanting book analysis end up exporting data and rebuilding reports outside the system.
  • Commercial lines servicing, particularly schedules, certificates at volume and complex account structures, is handled less thoroughly than in systems designed for larger agencies.
  • The upgrade path within the Vertafore portfolio is a migration, not a switch, so growth into AMS360 carries a second implementation and a second data conversion cost.

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

QQCatalyst

On request
  • QQCatalyst$undefined/year
    • Agency management system
    • Carrier download
    • Commission tracking

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 QQCatalyst if

  • You need client and policy management.
  • You also want carrier download.
QQCatalyst review

Questions people ask

Is Applied Epic or QQCatalyst better?
Neither clearly leads. Applied Epic starts at On request and QQCatalyst at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Applied Epic or QQCatalyst?
Applied Epic starts at On request and QQCatalyst at On request.
Does Applied Epic or QQCatalyst run on more platforms?
Applied Epic runs on Web, Windows, Ios, Android. QQCatalyst 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 QQCatalyst is typically brought in for.
What can Applied Epic do that QQCatalyst cannot?
Applied Epic covers Policy management, Client management, Real-time carrier downloads, Workflow automation. QQCatalyst covers Client and policy management, Carrier download, Workflow and activity tracking, Sales pipeline. Both handle Commission tracking, Document management.

Answered from the vendors’ own pages

QQCatalyst: Is QQCatalyst still being sold?

Yes, as the entry point in the Vertafore agency management range. Ask directly about roadmap commitments and the cost of moving to AMS360 later.

QQCatalyst: Why is switching agency systems so hard?

Because carrier download is the moat. Re-establishing download across every carrier and migrating policy history is the real cost, and it dwarfs the software fee.

QQCatalyst: Who should not buy it?

Agencies with substantial commercial lines complexity or an acquisition strategy, both of which push you towards AMS360 or Applied Epic sooner than you expect.

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