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Insurance · head to head

Applied Epic vs Shift Technology

Applied Epic logo

Applied Epic

Insurance

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite
Shift Technology logo

Shift Technology

Insurance

AI-native fraud detection for insurance

From
On request
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: Applied Epic covers Policy management, Shift Technology covers Fraud detection.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Applied Epic and Shift Technology actually diverge.

Attributes where Applied Epic and Shift Technology differ
AttributeApplied EpicShift Technology
PlatformsWeb, Windows, Ios, AndroidWeb, Api
Founded19832014

Identical on both: starting price (On request), 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

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

Only in Shift Technology

  • Fraud detection
  • Claims automation
  • Document intelligence
  • Network analysis
  • Real-time scoring
  • Investigation workbench
  • Predictive analytics
  • Machine learning models

Both cover

  • SOC2
  • ISO27001
  • Data encryption
  • Cloud deployment

What people use each for

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

Applied Epic

  • Agency managementnot Shift Technology
  • Policy administrationnot Shift Technology
  • Commission managementnot Shift Technology
  • Client servicingnot Shift Technology
  • Carrier connectivitynot Shift Technology

Shift Technology

  • Fraud detectionnot Applied Epic
  • Claims automationnot Applied Epic
  • SIU operationsnot Applied Epic
  • Subrogationnot Applied Epic
  • Underwriting risknot 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.

Shift Technology

  • Pricing not published on vendor website, requires demo request and quotation
  • No self-service onboarding; dedicated sales consultation mandatory
  • Solution requires on-premises deployment or custom SaaS configuration

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

Shift Technology

On request
  • Fraud Detection$undefined/year
    • Claims fraud detection
    • Network analysis
    • Real-time scoring
  • Claims Automation$undefined/year
    • Document analysis
    • Automated extraction
    • Workflow automation
  • Enterprise Suite$undefined/year
    • All modules
    • Custom models
    • Global deployment

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 Shift Technology if

  • You need fraud detection.
  • You work on Web, Api.
  • You also want claims automation.
Shift Technology review

Questions people ask

Is Applied Epic or Shift Technology better?
Neither clearly leads. Applied Epic starts at On request and Shift Technology at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Applied Epic or Shift Technology?
Applied Epic starts at On request and Shift Technology at On request.
Does Applied Epic or Shift Technology run on more platforms?
Applied Epic runs on Web, Windows, Ios, Android. Shift Technology runs on Web, Api.
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 Shift Technology is typically brought in for.
What can Applied Epic do that Shift Technology cannot?
Applied Epic covers Policy management, Client management, Commission tracking, Document management. Shift Technology covers Fraud detection, Claims automation, Document intelligence, Network analysis. Both handle SOC2, ISO27001, Data encryption, Cloud deployment.

Answered from the vendors’ own pages

Shift Technology: How much does Shift Technology cost?

Shift Technology does not publish pricing on its website. The vendor requires a demo request and direct sales contact for custom quotations tailored to deployment scope and use cases. Pricing is quote-based and depends on specific implementation needs.

Source
Shift Technology: What is Shift Technology's licensing model?

Shift Technology operates on a custom licensing model rather than standardized tiers. Pricing and licensing are determined through consultation with the vendor based on the number of users, data volume, and specific insurance processes being automated.

Source
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