Insurance · head to head
Applied Epic vs Vertafore AMS360
Applied Epic
Insurance
The most connected agency management system
- From
- On request
- Rated
- -
Vertafore AMS360
Insurance
Modern agency management for growing agencies
- From
- On request
- Rated
- -
The short version
- They diverge on capability: Applied Epic covers Client management, Vertafore AMS360 covers Integrated accounting.
Where they differ
Only the attributes on which Applied Epic and Vertafore AMS360 actually diverge.
| Attribute | Applied Epic | Vertafore AMS360 |
|---|---|---|
| Founded | 1983 | 1969 |
Identical on both: starting price (On request), pricing model (subscription), free tier (No), platforms (Web, Windows, Ios, Android), 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
- Client management
- Commission tracking
- Accounting integration
- Mobile access
- Applied CSR24
- Applied Mobile
- Outlook
- 700+ carriers
Only in Vertafore AMS360
- Integrated accounting
- Business intelligence
- Commission management
- Client portal
- PL Rating
- InsurLink
- Microsoft Office
- Multi-factor authentication
Both cover
- Policy management
- Document management
- Real-time carrier downloads
- Workflow automation
- IVANS
- QuickBooks
- DocuSign
- SOC2
- Data encryption
- 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 Vertafore AMS360
- Policy administrationnot Vertafore AMS360
- Commission managementnot Vertafore AMS360
- Client servicingnot Vertafore AMS360
- Carrier connectivitynot Vertafore AMS360
Vertafore AMS360
- Agency management for insurance brokers, covering policies and clientsnot Applied Epic
- Tracking commissions, renewals and accounting for an insurance agencynot 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.
Vertafore AMS360
- No pricing is published, and the product page states no rate, tier or cost driver
- The only route to a figure is a phone call or contact form
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
Vertafore AMS360
On request- AMS360$undefined/month
- Policy management
- Integrated accounting
- Real-time downloads
- AMS360 Plus$undefined/month
- All AMS360 features
- Advanced analytics
- API access
Which should you pick?
Choose Applied Epic if
- You need client management.
- You work on Web, Windows, Ios, Android.
- You also want commission tracking.
Choose Vertafore AMS360 if
- You need integrated accounting.
- You work on Web, Windows, Ios, Android.
- You also want business intelligence.
Questions people ask
- Is Applied Epic or Vertafore AMS360 better?
- Neither clearly leads. Applied Epic starts at On request and Vertafore AMS360 at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, Applied Epic or Vertafore AMS360?
- Applied Epic starts at On request and Vertafore AMS360 at On request.
- Does Applied Epic or Vertafore AMS360 run on more platforms?
- Both run on Web, Windows, Ios, Android, so platform support will not decide this one for you.
- 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 Vertafore AMS360 is typically brought in for.
- What can Applied Epic do that Vertafore AMS360 cannot?
- Applied Epic covers Client management, Commission tracking, Accounting integration, Mobile access. Vertafore AMS360 covers Integrated accounting, Business intelligence, Commission management, Client portal. Both handle Policy management, Document management, Real-time carrier downloads, Workflow automation.