Insurance · head to head
Applied Epic vs Shopmonkey

Applied Epic
Insurance
The most connected agency management system
- From
- On request
- Rated
- -
The short version
- They diverge on capability: Applied Epic covers Policy management, Shopmonkey covers Digital estimates.
- Prices and features above were last checked on 30 August 2026.
Where they differ
Only the attributes on which Applied Epic and Shopmonkey actually diverge.
| Attribute | Applied Epic | Shopmonkey |
|---|---|---|
| Starting price | On request | $215/month |
| Platforms | Web, Windows, Ios, Android | Web, Ios, Android |
| Category | Insurance | Automotive |
| Founded | 1983 | 2016 |
Identical on both: pricing model (subscription), free tier (No), user rating (Not yet rated).
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 Shopmonkey
- Digital estimates
- Work order management
- Digital inspections
- Customer messaging
- Parts ordering
- Payment processing
- Appointment scheduling
- Reporting & analytics
Both cover
- QuickBooks
- SOC2
- Data encryption
What people use each for
The jobs each tool is most often brought in to do.
Applied Epic
- Agency managementnot Shopmonkey
- Policy administrationnot Shopmonkey
- Commission managementnot Shopmonkey
- Client servicingnot Shopmonkey
- Carrier connectivitynot Shopmonkey
Shopmonkey
- Managing estimates, repair orders and invoicing in an auto repair shopnot Applied Epic
- Digital vehicle inspections sent to customers by text or emailnot Applied Epic
- Tracking parts inventory, purchase orders and technician timenot 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.
Shopmonkey
- Included user licences are capped at 3 on Basic, 4 on Clever and 5 on Genius, with each extra user costing $20 per month
- The Basic plan at $239 per month allows only 2 digital vehicle inspection templates; unlimited inspections require Clever
- Inventory management, purchase orders, time clock tracking and customisable workflow are all excluded from the Basic plan
- Multi-Shop is custom priced with no published rate and additional user licences on it are call-for-pricing
- The discounted rates of $215, $359 and $449 per month require annual billing rather than monthly
- Annual billing saves up to 10%, so the monthly premium is roughly 11% higher
Pricing, plan by plan
Applied Epic
On request- Applied Epic$undefined/month
- Policy management
- Commission tracking
- Client portal
- Enterprise$undefined/month
- Everything in Standard
- Advanced analytics
- Custom integrations
Shopmonkey
$215/month- Basic$239/month
- 3 user licenses
- $215/month with annual billing (10% savings)
- 2-way text and email
- Clever$399/month
- 4 user licenses
- $359/month with annual billing
- unlimited DVI templates
- Genius$499/month
- 5 user licenses
- $449/month with annual billing
- coupons manager
- Multi-Shop$null/custom
- for franchises and 100+ location operations
- cross-location reporting
- standardization
Which should you pick?
Choose Applied Epic if
- You need policy management.
- You work on Web, Windows, Ios, Android.
- You also want client management.
Choose Shopmonkey if
- You need digital estimates.
- You work on Web, Ios, Android.
- You also want work order management.
Questions people ask
- Is Applied Epic or Shopmonkey better?
- Neither clearly leads. Applied Epic starts at On request and Shopmonkey at $215/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, Applied Epic or Shopmonkey?
- Applied Epic starts at On request and Shopmonkey at $215/month.
- Does Applied Epic or Shopmonkey run on more platforms?
- Applied Epic runs on Web, Windows, Ios, Android. Shopmonkey 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 policy administration are not what Shopmonkey is typically brought in for.
- What can Applied Epic do that Shopmonkey cannot?
- Applied Epic covers Policy management, Client management, Commission tracking, Document management. Shopmonkey covers Digital estimates, Work order management, Digital inspections, Customer messaging. Both handle QuickBooks, SOC2, Data encryption.
Answered from the vendors’ own pages
Shopmonkey: How much does Shopmonkey cost?
Shopmonkey's Basic tier is $239/month ($215/month annually), Clever is $399/month ($359/month annually), Genius is $499/month ($449/month annually), and Multi-Shop requires custom pricing. All prices are in USD with up to 10% savings with annual billing.
SourceShopmonkey: What features does each Shopmonkey tier include?
Basic includes 3 user licenses, 2-way text and email, and unlimited estimates. Clever adds 4 user licenses and workflow customization. Genius includes 5 user licenses and full platform features including Google Reviews Manager and automated estimate follow-ups.
SourceShopmonkey: What additional costs does Shopmonkey charge?
Shopmonkey charges $249 upfront plus $10/month per card reader device (available for Basic-Genius tiers). Additional user licenses on Basic cost $20/month each. Payment processing fees and QuickBooks Desktop integration require additional charges.
SourceRelated pages
More on Applied Epic
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- Shopmonkey vs Guidewire ClaimCenter
- Shopmonkey vs Duck Creek
- Shopmonkey vs Sapiens CoreSuite
- Shopmonkey vs Duck Creek Policy
- Shopmonkey vs InsurancePro
- Shopmonkey vs NowCerts
- Shopmonkey vs Jenesis Software
- Shopmonkey vs Novidea
- Shopmonkey vs Semsee
- Shopmonkey vs Vertafore AMS360
- Shopmonkey vs Insurity Suite
- Shopmonkey vs Kin Insurance
- Shopmonkey vs Ladder
- Shopmonkey vs Metromile
- Shopmonkey vs Next Insurance
- Shopmonkey vs Guidewire InsuranceNow
- Shopmonkey vs Carfax
- Shopmonkey vs CDK Global
- Shopmonkey vs Edmunds
- Shopmonkey vs AutoCheck
- Shopmonkey vs AutoVitals
- Shopmonkey vs Tekmetric
- Shopmonkey vs Mitchell 1
- Shopmonkey vs AutoFluent
- Shopmonkey vs NAPA TRACS
- Shopmonkey vs Shop-Ware
- Shopmonkey vs ProDemand
- Shopmonkey vs Fleetio
- Shopmonkey vs TSD Rental
- Shopmonkey vs vAuto
- Shopmonkey vs VinAudit
- Shopmonkey vs Vroom
- Shopmonkey vs Kelley Blue Book
- Shopmonkey vs Mitchell

