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Insurance · head to head

Applied Epic vs Vertafore AMS360

Applied Epic logo

Applied Epic

Insurance

The most connected agency management system

From
On request
Rated
-
Full reviewWebsite
Vertafore AMS360 logo

Vertafore AMS360

Insurance

Modern agency management for growing agencies

From
On request
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: Applied Epic covers Client management, Vertafore AMS360 covers Integrated accounting.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Applied Epic and Vertafore AMS360 actually diverge.

Attributes where Applied Epic and Vertafore AMS360 differ
AttributeApplied EpicVertafore AMS360
Founded19831969

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.
Applied Epic review

Choose Vertafore AMS360 if

  • You need integrated accounting.
  • You work on Web, Windows, Ios, Android.
  • You also want business intelligence.
Vertafore AMS360 review

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.

Answered from the vendors’ own pages

Vertafore AMS360: How much does AMS360 cost?

AMS360 pricing is not published online. To obtain pricing information, contact Vertafore directly at 1-800-444-4813 or use the Request Info form on their website.

Source
Vertafore AMS360: What results can agencies expect from AMS360?

According to Vertafore, agencies using AMS360 have seen up to 26% revenue growth without adding employees.

Source
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